4 Must-have Salesforce Automations
Salesforce gives companies tremendous power to increase their profitability and efficiency. But getting the most from the world’s No. 1 customer-relationship-management platform requires users configure it properly.
Make it your own
Salesforce out-of-the-box doesn’t include suggestions for tailoring it to specific industries. You can, however, take advantage of a few automations.
In the Salesforce universe, “automation” applies to administrative sales tasks, such as:
● analyzing sales performance
● sharing information
● tracking customer touchpoints
Tickler file
Have you ever had a promising deal, but your hectic schedule made you forget about it? A simple follow-up reminder could mean winning that business.
Salesforce can help by assigning an automated task whenever an opportunity advances to the next stage. The due date, subject, priority and other fields on the task are customizable to your choosing so no opportunities slip through the cracks.
Decrease duplication
One thing sales reps share in common: They hate duplicating efforts, including submitting double entries in Salesforce. One example: If an opportunity is closed, the “type” field on the account must be updated from Prospect to Customer. This field often is forgotten about after a deal is won and remains inaccurately listed as a Prospect.
The opportunity owner might realize this account’s true status, but it might get segmented into marketing lists outside that individual’s purview.
The video below shows how this automation auto-updates the type field on the related account. If you’re interested in further automation capabilities, this shows a “screen flow” pops up on the account when a closed won opportunity occurs that walks you through creating a renewal opportunity.
Notice the GIF inside the GIF? You can spice up your Salesforce experience for a won opportunity as you can see below. If you’d like a more-reasonable use case, it also updates the close date to “Today” when the opportunity is won to ensure accurate reporting.
Renewal process
It’s commonplace to have a renewal process when an opportunity is won. Every company is different, but many use a different sales process regarding new customers.
Sales reps typically prefer having all the same info as the previous opportunity that they already won. That’s why we’ve created a renewal process in which you select the opportunity to clone, then confirm the Opportunity Name, Stage and Close Date.
Then the Renewal opportunity is created with all the same related records. As you can see below, the contact roles and files are created plus an Opportunity Name that has “Renewal” appended to it and having a Close Date 365 days in the future.
These are just a few automations we’ve built for our clients.
We hope this article has sparked a few other ideas of how Salesforce can reduce the inefficiencies in your org and improve your user experience.
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