How to Get More Value from Your Salesforce Infrastructure

  • November 10, 2018|
  • 4 minute read
how to get more value from your salesforce infrastrature

Salesforce is revolutionizing how organizations do business today. There’s no denying this.

It helps them understand what their customers want and how best to give it to them.

Salesforce is a great tool to help keep customers satisfied. But are you getting enough value for data received from Salesforce?

By using Salesforce at full capacity, an organization can find out if they have inaccuracies, duplications or inconsistencies with data.

Need even more insights?

No problem!

You can simply integrate Salesforce with other apps that you are using.

Salesforce allows you to manage data effectively.

You can record IDs, recover deleted data (it’s stored in recycle bin for 15 days), easily import accounts, leads, solutions, and custom objects, upload large data packets, record only in the correct format and ensure good data quality.

You also can easily and seamlessly sync your Salesforce with NetSuite to access your accounts, contacts, and leads.

The Salesforce Wave Analytics allows employees to use the interface easily. They made it mobile-friendly so that your employees can do their jobs even on their phone. A sales rep can see everything that’s happening remotely and gain valuable insights even during meetings with clients.

There are also collaboration tools that make it easier to share information and show sales trends. And yes, everything can be customized to match YOUR needs.

Before choosing a CRM, you should consider how you will use available data to make strategic decisions. For example, Einstein Analytics allows organizations to know what’s happening now and in the future. It gives explanations, recommendations, and answers. You can analyze what happened, why and what to do about it in the future.

Salesforce can do A LOT for your business. It can help it grow sustainably. And it can help you work smarter, not harder.

But in order to take advantage of all these benefits, you need to know how to leverage them to the fullest. Start here:

Become More Efficient with the Right Integration Platform

iPaaS (Integration Platform as a Service) is a complete game-changer for businesses of all sizes. As a mature product, Salesforce already offers a lot of data insight.

What happens when you want more control over your data and more insight, though?

Well, you have two options. If you have the capability to write APEX code in-house, you can create your additional data sources on your own.

However, this takes a lot of time and money.

The second option is iPaaS. This third-party solution is a plug-and-play alternative to spending months developing tools and writing code.

It comes pre-loaded with everything you need to integrate Salesforce with the platform of your choice in minutes, not months.

The best thing about iPaaS is that you don’t need to write a single line of code. Your data analysts can leverage all the insights integration provides them with without knowing how to code.

Get Better Visibility Across Several Objects

One of the biggest issues with ‘home-made’ integrations is compatibility between data in different objects. The maintenance of an in-house solution can be challenging, as things change fast in this world (and in the Salesforce API).

An iPaaS solution doesn’t require manual loading, extraction or manipulation of data. Everything is done automatically as soon as the solutions are integrated.

Use Cloud-Stored Data for Real-Life Applications

Let’s say a visitor downloads your white paper. Getting an ESP to trigger an email sequence to try and turn that lead into a customer is easy.

But digging deeper into the potential of that information means using Salesforce and the apps it is integrated with at full capacity. Aside from the usual email sequence, you can also trigger an alert in the sales department so that a rep can jump on a call with the prospect later on in the buying cycle.

Better Reports Mean Better Campaigns

Pulling data from more than one source can take your reporting to the next level. Unfortunately, as your data analyst surely knows, Salesforce doesn’t always ‘play’ well with third-party analytics or apps.

A robust iPaaS solution, however, allows you to link Salesforce to the right databases and reporting tools. This way, you can get comprehensive reports across apps and across channels.

Making the most out of Salesforce (or any other CRM) doesn’t simply mean learning all its functions. It also means being able to connect it with other applications and leverage them together, as a whole. This is how seamless campaigns are born.

If you’re looking for the right integration solution, you have come to the right place. Get a free demo, along with practical advice on how to leverage all the mission-critical apps in your business.