Unleash the power of Salesforce and optimize your Sales and Service teams.
“To sell, you must be your own customer. If it works for you, it’ll work for others as well.”
This premise inspires us to share how you can take your Salesforce implementations to the next level. Our experience working with this technology in various roles has provided us with valuable lessons and an adaptable approach to address today’s challenges.
Have you ever felt that your platform has a lot of untapped potential? If the answer is yes, this article is for you. Many organizations face barriers that hold back the adoption and full use of cloud solutions, but it’s time to change the approach. Here are three key concepts that will help you maximize the value of the Sales Cloud and Service Cloud.
Discover how to transform that hidden potential into a tangible competitive advantage.
1. Do more with what you have: Maximize your Salesforce license
Have you wondered what else you can achieve with Salesforce? An effective way to start is to analyze the satellite processes: manual tasks, such as the use of spreadsheets or schedules, that orbit around your core operations.
Salesforce offers powerful tools to digitalize and optimize these processes:
- Flows: Automate repetitive tasks.
- Approval flows: Streamline decision making.
- Validation rules: Improve the quality of the data entered.
By digitalizing these manual flows, you can free up time and resources, allowing your teams to focus on strategic tasks.
2. Training and learning culture: The heart of innovation
Successful implementation is not just about technology, it’s about people. Without proper training, any digital transformation effort can fail.
Trailhead, Salesforce’s free, gamified learning platform, is a great place to start. We suggest two modules for leaders and teams:
- Succeed from Anywhere: Learn how to be productive working remotely. (55 min)
- Lead During Challenging Times: Develop empathetic and effective strategies. (115 min)
In addition, working with a specialized partner can be key to customizing training, ensuring that your team takes full advantage of the platform’s capabilities.
3. Data: Your organization’s hidden gold
Your data is one of your company’s most valuable assets. If you’ve been working with Salesforce for years, you probably have a gold mine waiting to be tapped.
The solution lies in Agentforce, the evolution of ‘Copilot’, which uses digital agents to automate repetitive tasks. This AI-based tool allows your sales and service team to focus on what really matters: closing sales and delivering exceptional service.
At Globant’s Salesforce Studio, we help you implement Agentforce in a simple and scalable way, focusing on optimizing the use of your data and empowering your business with artificial intelligence.
It’s time to act…
At Globant, we integrate our technical expertise in Salesforce solutions with human skills and knowledge from various projects. With our cross-pollination methodology, we connect ideas from different Globant Studios to overcome traditional barriers in Salesforce implementations.
Are you ready to turn your CRM into an end-to-end platform that transforms your business?
May the strength of Globant be with you!
