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Top 4 Ways for SF DevOps Users to Improve the Salesforce Effectiveness

It is the effectiveness of your enterprise software, which adds value to your company and its processes. The critical errors development teams tend to make on implementing the CRM software when they are primarily training the users on how to leverage the new tools but fail to make them understand why.

Without understanding the benefits of the software, the users may only perform quick tasks rather than exploring the options and take advantage of the CRM application. When you try to implement a CRM application like Salesforce with comprehensive functionalities, it is essential that your users also aware of it thoroughly to get a leg up in the fierce competition and succeed by utilizing the system to its fullest capacity.

Source Driven Turn of Events

The idea of source driven advancement assumes a tremendous job undoubtedly. The source control or form control is the main guideline of Salesforce. Be that as it may, the stage doesn’t give you any source control and instead anticipates that clients should execute utilizing outsider applications.


Git is the main instrument undoubtedly and is an industry-standard. The apparatus is exceptionally utilized in Salesforce and a couple of other facilitated arrangements explicit.

Why put resources into source control?

Source control is a very pivotal idea. It is significant to each firm since it offers bits of knowledge with respect to the review trails, permits the adaptability to rollback changes, and improves representative coordinated effort. Remember that unexpected cancellation of the whole improvement module can occur through an alternate client, and having source control is a safeguard that permits you to fix such expensive mistakes. On the off chance that you don’t have source control, at that point, the best improvement that you can make to your advancement cycle is to actualize this as quickly as time permits. In the following article, we will discuss the top ways for your front-end users and back-end departments may utilize the new Salesforce instances to the fullest. We will try to explain the importance of these activities in maximizing the value of your application and ROI.

  1. Try to discover Salesforce as more than just a contact database

CRM systems help to maintain an updated and highly organized contact database for sure. That can provide a very accurate and complete view of the prospects and future customers. However, if you use a good CRM as just only a contact database, they may tend to miss out on the most value-added options for business revenue-generating there at your disposal. Salesforce did become the industry leader in CRM not just by housing the front-end data, but by providing end-to-end enterprise CRM solutions to the users. You must be aware of all the tools which the users can leverage to maximize their opportunities. Here are some of these tools:

Lead management

You can track your prospective leads from the initial click to conversion, which will aid you in processing the entire sales and marketing lifecycle using the on-time lead development strategies.

Visual workflow

Being on Salesforce, you can quickly design the automation method and approvals by merely using the drag-and-drop features. This functionality will also help to reduce a lot of time and effort during implementation too.

Forecasting sales

Irrespective of the complexity in your process or organization, you can earn many reliable forecasts on sales, accustomed in real-time through the Salesforce tools.

Optimized customer service

Being a functional CRM, Salesforce offers the customer support people with instant access to all critical customer info, case histories, and also facilitates timely inputs and accurate data at their disposal.


To make smarter business decisions, Salesforce now leverages the benefits of artificial intelligence, too, and the most advanced AI toolset of Salesforce is known as Einstein AI.

When the users are aware of these and try to adopt myriads of such Salesforce features into their daily routine activities, it becomes easy and more effective to boost the front-end visibility, efficiency, and insights to optimize the customer relationships.

  1. Using Salesforce to collaborate between departments effectively

Most of the time, all employees are busy that digging through all the emails or tracking down a customer query may not always be possible. Top CRM vendors like Salesforce address this at best by designing many social features that help to improve collaboration. More importantly, Salesforce is also offering the SF DevOps suite, which ensures better cooperation between the development and operations teams unconventionally. Salesforce also features an interactive Chatter, which facilitates instant communications. Whether you are trying to reach out to some across the same building or someone on the other part of the world, use of the Chatter is handy to share messages, files, opportunities, proposals, and more.

Even though the standard users may tend to look down on these social applications embedded with the CRM system, the real functionality it offers has a crucial role in modernizing the business communication and collaboration. For example, Salesforce Chatter can simplify thee communication within the teams by helping to save around 30% of their time by keeping all the users in a section on the same page to address critical issues better.

  1. Help eliminate any unnecessary data entry

It noted that unnecessary data entry needs tend to consume a lot of the sales team effort and time daily. When an organization installs a new CRM, it is often to cut down the need for this activity and give sales rep more time to focus on their primary activity, the sales. Salesforce can maintain very consistent data that is kept up to date in one place, which can further eliminate the need for the users to input the same into various platforms.

Even though this is the case, it does not limit the data entry at all. As a business trying to implement a new CRM, it is vital to make sure that it is configured correctly and that the crucial info which is needed to the users is availed daily. Moreover, there is a need to include the required fields the users should always keep an eye on and enter the data as needed. Just make sure that the system accurately reflects your reports and uses the same for automated analysis and compliance.

  1. Tracking the customer journey

Using a functional CRM like Salesforce, you can view the end-to-end customer journey in departmental silos by giving the sales, marketing, and customer service departments a comprehensive view of the pain points to manage those effectively. Since all customer data is centralized, you can also personalize each buyer’s journey and thereby optimize the conversions. However, you should also make sure that the buying process captured through the CRM adheres to the specific methodology you follow.

To be competent in the changing market, users can take advantage of the dynamic mobile capabilities of Salesforce. Likely, you can see plenty of features that the CRM users can explore on this platform and take advantage of based on their process needs.

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