Salesforce has revolutionized customer interactions globally with its powerful CRM solutions. Packed with extensive features and tools, it streamlines workflows and boosts productivity. Its flexibility, user-friendly interface, and widespread adoption make it the go-to CRM for businesses. However, mastering Salesforce takes time, and those who use it daily understand its depth and complexity. At CEPTES, we’ve been working with Salesforce since 2010, and we’ve uncovered some hidden Salesforce features that can elevate your expertise. In this blog, we’ll explore these lesser-known capabilities to help you unlock Salesforce’s full potential and impress your peers. Let’s dive in!
Create your Brand Email Template
Did you know that you could actually create your own branded email templates for your business? These email templates ensure that you can have a set type of email for specific purposes. The pre-scripted emails along with a logo of your business can make things super simple and efficient in case there needs to be a message that has to be delivered to a large number of consumers.
Share Data With Your Partner Organisations Using Salesforce
How about we told you that you can actually send selective data from one Salesforce account to another? Yes, Salesforce makes sharing data easier with your partner organisations and segregation it on the basis of what’s important and what’s not. Sharing data from Salesforce to Salesforce does not require custom development, but just a simple setup to get things rolling.
Salesforce on Mobile
In case, getting in front of a desktop seems like a Herculean task during the WFH days, you can always stay updated with the help of Salesforce Mobility.
The mobile app allows you to be on the move, and look at how things are running. The easy to use interface and no-code is certainly another boon.
Build Your Own App, Without a Single Line of Code
Lightning application builder from Salesforce ensures that your business doesn’t halt because of code.
The Salesforce Lightning app builder helps you build an app in a jiffy, with some quick taps here and some easy steps there. While a little UX/UI knowledge might come in handy to ascertain the visual look & feel of your application, the entire process is pretty much streamlined.
Call Using Salesforce
The CRM software’s Lightning Voice allows businesses to make phone calls using the Salesforce cloud itself. All you need to ensure from your end is that your phone number is synced with the platform, and that’s pretty much it.
Steelbrick: Create Quotes Perfectly
What if Salesforce could identify the perfect elements of a quote or a proposal?
Yes, that’s actually possible. The platform’s Steelbrick (now Salesforce CPQ) feature allows businesses to find out a number of Configure-Price-Quote.
The benefit of any CPQ app is the fact that one can send errorless & professional-looking sales quotes based on the deliverables and other factors of the two parties.
This entire process helps businesses reduce the time taken to close a prospect into a customer, reduce the overheads due to errors and make the entire process a lot more streamlined.
Email Syncing
The Email syncing feature comes as a lifesaver for many. It allows businesses to ensure that all the email conversations in the CRM, stay in the CRM.
The data from the cloud is sent to your email itself, once this lesser-known feature of Salesforce is active.
This little feature can save a lot of your “copy-paste” time and hence ensure that much more productive tasks are being looked into. To ensure that you are able to utilise this amazing Salesforce feature, make sure you connect your email with Salesforce. And voila! There you have it.
Delivering Documents & Content
Content delivery will allow a Salesforce business to deliver documents, PDFs or any other kind of documents to its customers.
The method of accessing this document, whether through links, downloading or keeping it password protected can be decided on the Salesforce platform itself.
The content delivery platform has a number of features such as notifying the sender once the document is viewed, locking down the download option, password protection & more.
Create Divisions
Salesforce allows you to use data and organise it in a comprehensive manner.
But, creating segments in which your date can be organised into.
Bigger organisations that deal with a large amount of data can follow this practice through the Salesforce platform itself.
This organisation can help make your reporting & analysis activities a breezy affair.
Territory Management
Salesforce’s territory management feature is the perfect tool to ensure that perfect workflow is followed in your entire organisation, no matter what scale it is at.
In simpler words, just like creating segments (mentioned above), roles, responsibilities & hierarchies are organised & a hierarchy of accounts is created. This can be done using the Enterprise Territory Management feature in Salesforce, which makes it easier than ever.
These territories do not need to be rigid. They can be role-based, geography-based, or any other factor that might suit your sales team best.
Conclusion
Salesforce offers powerful features that can streamline your operations, whether well-known or overlooked. If your organization relies on Salesforce, leveraging these capabilities can enhance efficiency and productivity.
CEPTES, a proud member of the Saksoft family, is a distinguished Salesforce Summit Partner and three-time PIA Award winner. With over 15 years of proven expertise, CEPTES has successfully partnered with more than 1000 customers globally, offering boutique Salesforce services and consistently delivering high-quality solutions across various industries.
Ready to optimize your Salesforce experience? Let’s connect today!
