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5 Ways to Optimize Your Salesforce Org

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Are you as a Salesforce admin facing technical issues like technical debt, dirty data, or low adoption while working in a fast-paced environment where your Salesforce org is rapidly changing? Or are you struggling to find out how to ensure your org is performing efficiently with a limited amount of time and resources?

Monitoring end-user adoption and eliminating technical debt are the two cornerstones for building up a robust CRM-effective Salesforce org, but if you are not sure how to get started, here are some tips to help you let go.

Let us take a deep dive into some of the best, practical tips and tricks to help you optimize your org and ensure Salesforce CRM projects are set up for success.

Let’s get started!

Gain a Stakeholder to Buy-in on a Project

Try to engage with customers and get to know them, what their businesses are all about, and determine their ultimate goals? What are they trying to achieve while working with you?

Once you’ve identified your individual stakeholder’s needs and requirements, it is time to focus on gaining and maintaining their trust and derive customized processes and technology for their business needs. It is very crucial to meet with key stakeholders to discuss their initial requirements, project needs, and constraints. 

It is highly important to stay in constant contact with your key stakeholders and keep them engaged and up-to-date for ensuring successful projects and better business results.

Survey your technology

To survey your technology, it is important to take a look at the current state of your org to understand its health, monitor performance, and evaluate the impact.

Since security is top on the mind for almost every customer, performance evaluation is a necessary and the ideal step to identify potential security risks, administration inefficiencies, and understand if they are following the best practices when it comes to delivering great and compelling user experience.

Simplify the User Experience with Salesforce Optimizer

Sales and service agents must collect important information at various points in their conversations with the customers. 

Salesforce Optimizer, a new tool for Salesforce administrators, can be used to seamlessly manage different features so that they can be optimized to help your users get their work done quickly and easily. You need to run Salesforce Optimizer in sandbox or production environments to get personalized reports with recommendations for feature implementation, clean up customizations, reduce data complexity, and improve feature adoption.

With Salesforce Optimize, Salesforce admins can:

  • Facilitate fast and efficient customizations.
  • Decrease business and technical debt that will help improve adoption.
  • Deliver best practices to increase productivity.
  • Provide prioritized insights & actionable recommendations.

Improve Productivity with Salesforce Lightning 

With Salesforce Lightning features and components, you can create personalized user experiences that improve workflow and productivity, enable you to work more efficiently, and build a robust relation between you and your clients

Salesforce Lightning, a modern and refreshed UI, includes a platform to easily create new components and apps so they are deployable across all devices. Moreover, you have access to the Lightning Ecosystem that is a community of partners who are building new Lightning Experience apps and components so you can improve user experience and boost user engagement.

Note:  There will be no further upgrades in Salesforce classic edition — all functionalities and new features will only show up in Salesforce Lightning.

Measure and Refine your Business Processes

Salesforce Administrators must continue to measure what works to identify two key metrics — adoption and usage. In terms of adoption, you can identify features and areas in your org where user interaction might not happen properly, and those low-quality and underperforming features can be reviewed or removed. 

By improving and standardizing your Salesforce practices, you can increase your efficiency, ensure that quality is always maintained, and impact business processes.

All in all, it’s important to speed up an org implementation and gain actionable insights on the area of improvements to ensure your system works well for you and delivers tangible business results.

Today, Salesforce is one of the most powerful Customer Relationship Management (CRM) platforms in the marketplace that provides a suite of features, which boost admin productivity, improve summary views for faster consumption, and provide more clear data visualizations. 

Do you need help getting started with Salesforce implementation and customization? Get in touch with the top CRM experts by choosing Cloud Analogy, a Salesforce Silver Consulting Partner, now!


Sachin Arora

Scrum Master and Principal Solutions Architect
Sachin, a renowned Scrum Master and Principal Solutions Architect at Cloud Analogy, has rich experience when it comes to working on process improvement in a fast-paced environment maintaining high level of quality in all deliverables. Sachin's expertise lies in varied hardware and software environments including Cloud technologies such as Salesforce, AWS, Cloud Foundry & Google App Engine and Mobile.

Hire the best Salesforce Development Company. Choose certified Salesforce Developers from Cloud Analogy now.

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