Here are strategies that you can do in dealing with Salesforce CRM challenges:
Strategies in Dealing With Salesforce CRM Challenges
1. Keep Your CRM Updated.
It is a good thing to keep your Salesforce CRM updated. You can do this by updating the fields, objects, and records. However, you have to make sure that the object names, fields, and records are consistent with the naming conventions set by the organization. Also, you need to check if there are any new updates from Salesforce.
2. Keep Your Salesforce CRM System Organized.
You can keep your Salesforce CRM system organized by creating an outline of your custom objects and relationships among them. In addition, you can use workflows to automate your business processes thereby making it easier for you to answer customers’ questions, increasing productivity and efficiency in your business.
To do this, you need to customize the Salesforce workflow so that it will best fit your business operations. For example, you can customize the workflow so that it will send email notifications if the status of the record has changed or if the lead is added to a specific account, and so on.
In addition, you can also customize the Salesforce workflow so that it will run automatically when a specific event is created or updated in the system such as when a lead is assigned to a salesperson or when an opportunity is created or closed by an account executive.
Note: This tip is only for those who have access to Salesforce CRM system administrator rights and who are familiar with how to use Salesforce Workflow System. If you are not familiar with this feature then I suggest that you seek help from someone who has experience in setting up the Salesforce workflow system either through self-study or through a formal training program at your company or at a training center near you.
3. Keep Your Metadata Updated and Accurate.
Metadata is important in maintaining consistency in data visualization across different users of Salesforce CRM and documenting data standards within the organization. Thus, all metadata must be updated and accurate, especially those related to the field name, field label, and data type of each field in each custom object created within the Salesforce CRM system.
In addition, all metadata should be documented for future reference by other users of the system.
For example, if there are two columns named “Name” then one will be renamed as “Full Name”. Also, if there are two fields named “Phone Number” then one of them will be renamed as “Phone”.
4. Know Your Way Around Salesforce CRM.
Being familiar with the Salesforce CRM interface will give you an advantage in using it. You can learn about the different tabs and areas of Salesforce CRM by accessing the help section within the system itself. Thus, you must understand the different navigation tabs and areas in Salesforce CRM.
5. Be Familiar with the Common Tasks and Activities in Salesforce CRM.
You should know how to perform common tasks and activities in Salesforce CRM such as creating a lead, creating an account, creating an opportunity, creating a campaign, creating a contact, creating a task, creating a case, creating a custom object, customizing fields and so on. Knowing these basic concepts will help you do your job more efficiently and effectively.
6. Be Familiar with the Common Reports and Dashboards in Salesforce CRM.
You should also be familiar with the common reports and dashboards found in Salesforce CRM such as lead scorecard reports, sales performance reports, pipeline reports, and so on. Being familiar with these reports can help you do your job more efficiently and effectively.