How to Empower your Employees with Salesforce CRM

Ever wondered how you can future empower your employees whilst in the office and when working remotely from home? In this article, we will share with you how you can empower your staff by utilising a powerful CRM – Salesforce. 

Cloud computing is constantly evolving with innovative technologies and is growing at a rapid pace. By 2024, the Salesforce ecosystem is expected to generate 4.2 million new jobs. This means the competition is high, and trained professionals are in higher demand than ever before.

In the current world of business mechanisms, the concept of Salesforce CRM software has made companies more consumer-centric than product-centric and added tons of beneficial advantages for the companies to make their businesses more profitable.

Salesforce is a powerful CRM tool that enables employees to more effectively sell and service customers. It provides a centralised platform for managing customer relationships, sales activity and marketing initiatives. However, some users may be reluctant to use Salesforce because it is complex and can be overwhelming.


Follow these tips to empower your employees with Salesforce.

  1. Provide training – Good training is the foundation of success with Salesforce. Create and assign a comprehensive training program for employees that details how to set up and manage accounts, create and manage leads, record activities and enter customer data. Ideally, the training should be repeated at regular intervals to reinforce important concepts and ensure employees remember how to use Salesforce effectively.


  1. Use dashboards – Dashboards are visual representations of key performance indicators (KPIs) that provide quick insight into the status of various business processes. They allow users to quickly and easily identify issues that need to be addressed and take action quickly to prevent or resolve them. For example, you can set up dashboards to track customer and account data so that you can make data-driven decisions to improve efficiency and customer satisfaction.


  1. Set clear goals – Goals play an important role in the success of any Salesforce implementation. They should be well-defined, measurable and specific in order to provide clear direction for the organisation. For instance, you could set goals related to reducing the time it takes to provide customer service, increasing the number of customer complaints resolved within a specified timeframe, and increasing overall customer satisfaction.



Productivity is the Key

When you work in a sales or marketing position, productivity is key. Salesforce helps you increase your productivity by automating tasks and managing data. Here are some of the ways that Salesforce can help you increase your productivity: 

Manage contacts more efficiently – Instead of manually entering contact details into your CRM, you can use the integration to import your contacts directly into Salesforce. This allows you to import all of your contact information into Salesforce in a matter of minutes. You can then organize the contacts any way that you want so that you can find them easily when it’s time to reach out to them. 

Track leads more effectively – With Salesforce, you can easily track the status of your leads and keep track of where they are in the sales process. You can easily see how long it has been since a lead was last contacted and what you need to do in order to get the lead back into the pipeline. You can also use lead scoring to identify hot leads and prioritize your time to focus on them.

Organize your data more effectively – Getting data from one system to another can be challenging and time-consuming. With Salesforce, you can integrate all of your data systems so that you don’t duplicate work or use outdated information. You can connect your CMS, email marketing platform, customer relationship management software and other data sources so that all of your information is available in one place. This makes it easier to analyze your data and find new opportunities. 

Gain insights faster – With a CRM, you can easily analyze your sales data and identify any trends that are affecting your performance. You can use predictive modeling to determine which customers are likely to become customers and which products they are likely to buy. This will help you increase your efficiency and focus on strategies that are proven to work. 

Use customer data to build better relationships –  Understanding your customers is the key to increasing sales. You can use Salesforce to get detailed information about your customers so you can personalize their interactions and build a better relationship. For example, if a customer indicates that they are interested in a particular product, you can send targeted emails that will encourage them to buy it.



How Salesforce can empower your staff

Salesforce can empower your staff to work smarter and faster. With its simple yet powerful drag-and-drop interface, your team can create customised reports and dashboards to visualise key information at a glance. With features such as automated workflows and real-time reporting, you can improve business processes and productivity across the organisation. 

Connect your sales team to sales data and analytics with Chatter, make faster decisions by accessing key customer data  on any device and share feedback to improve collaboration. The Salesforce platform also offers a variety of apps to extend functionality and enhance productivity. With its user-friendly interface, you can get up and running quickly and start empowering your staff to do more.


Why use Salesforce over other CRM platforms?

Salesforce is the leading customer relationship management (CRM) platform and it has been used by a wide variety of organizations for a long time. It offers a lot of features that other CRM platforms don’t, and it can be used for both small businesses and large enterprises. There are many reasons to choose Salesforce over other platforms. These include the following:

  • Salesforce offers a multitude of features Other CRM platforms offer limited functionality compared to Salesforce.
  • The Salesforce platform is easy to implement and use It offers unlimited scalability so you can grow your business If you are planning to grow your business and want to increase your sales then you should definitely consider using the Salesforce platform.
  • The Salesforce platform offers a wide range of features and functionalities that you can take advantage of to improve your business. Its functionality includes sales force automation, lead management, email marketing, social media integration and much more. 


The benefits of using Salesforce are many, and it can help you become more productive and enhance the performance of your business. This is particularly important if you are planning to expand your business and need to market your products and services more effectively. 

By taking advantage of the various features of the Salesforce platform, you will be able to enhance your marketing efforts and improve your relationship with your customers. The platform allows you to effectively target your audience through personalized messages and tailored campaigns that will compel them to purchase your products. 

It can also help you track and analyze the results of your marketing campaigns so that you can improve your efforts in the future. All of this will make it a lot easier for you to increase your revenue and build a more successful business.

Salesforce admin training also offers a lot of free training resources that you can take advantage of. These resources include tutorials, guides, online documentation and more. They are designed to help new users learn to use the platform and provide them with all of the necessary information on how to get the most out of it.

In addition to these training resources, there is also a wide range of support options available to help users troubleshoot any issues they might be having with the platform. This includes live phone support, email support and video tutorials to help users with troubleshooting common problems such as installation errors or system crashes. 



Overall, using the Salesforce platform is a great option for businesses of all sizes who are looking for a way to increase their sales and grow their business. If you are considering using it for your business, be sure to check out the free resources and training resources available on the Salesforce website today. You will be able to access all of the information that you need to start using the platform effectively right away and get the most out of your investment. 


If you are a business owner and would like to simplify your business operations get in touch to discuss how we can help implement Salesforce’s marketing cloud into your existing systems. Enjoyed this article? Please share this blog on your LinkedIn.