Must-Have Salesforce Features that can Maximize Your ROI

As a robust and cloud-based CRM (Customer Relationship Management) platform, Salesforce enjoys widespread popularity and adoption rate. Besides the wide array of features, functionalities, and components, Salesforce releases new products and features year after year, which sets it apart from its counterparts.

Consequently, those leveraging Salesforce must learn to make the most of this robust platform to stay ahead of the curve. For most customers, the idea of evolution requires comprehending how this platform can be utilized to increase ROI, and improve the bottom line. For this, both customers and internal employees need to be taken into consideration. The cost incurred as a result of poor customer experiences can be alleviated by optimizing Salesforce implementation and making the most of all the great features out there.

Listed below are some of the robust features of Salesforce that can increase the ROI. To make the most of these features, it’s prudent to get in touch with one of the best Salesforce implementation partners.

In-app Guidance: The in-app guidance feature offered by Salesforce provides employees with tips, walk-throughs, reminders, etc to help them navigate the system. This feature can be configured to showcase prompt messaging in the utility bar. To measure the efficacy of your implementation, data regarding the interaction between employee and guidance message is recorded. This feature improves the ROI of an organization by providing users with resources even before they feel the need to have one. This results in improved efficiency in terms of time and performance. 

Salesforce Survey: This feature helps in gathering feedback regarding customer experiences around the product and services of a company by implementing a strategy for collecting feedback at any phase of the sales, marketing, and sales cycle. This feature offers a wide array of functionalities such as customizing email templates for workflows, automating the sending of a survey. Businesses can figure out ways to serve their customers in a better way by analyzing gathered survey data.

Social Studio: This feature helps organizations to communicate with prospects and customers on social media platforms such as Facebook, Linked In, Instagram, Twitter, etc. This feature helps organizations to connect with the sales, service, and marketing teams of their clients and helps employees to develop personal and decisive relationships with customers while communicating with them on their terms. Social studio helps users to understand the opinion and perception held by customers and prospects about the company while being able to respond via social platforms, track leads, and more. The social studio also helps to gather data-driven insights about customers and the way they engage with your social strategy. This will lead to the generation of qualified leads and sales opportunities with the highest probability of closure.

Command Centre: This is an advanced feature by Salesforce that envisages statistics as to how customers engage with a brand by allotting all touchpoints and evaluations under one roof. By centralizing real-time data across Sales, service, and marketing cloud, the Command center drives health statistics across all customer touchpoints. This feature offers users a peep into the resolution time of customer issues and efficacy of emails, ads, etc, which helps companies to accurately predict the best way of retaining and enhancing customer portfolios.  

Final Words:

These are some of the many features that can be leveraged by organizations to increase their ROI. By optimizing Salesforce implementation, businesses can help remove bottlenecks from their operations while improving customer experiences by making the most of all the useful features. It’s important to seek assistance from a Salesforce consultant to know more about the features of Salesforce.

About Author

Jaya Ghosh

Jaya is a content marketing professional with more than 10 years of experience into technical writing, creative content writing and digital content development. Her decade long experience lends her the ability to create content for multiple channels and across different technology verticals.