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5 Ways to Go About Optimizing Your Salesforce Setup

Optimizing your Salesforce setup is important to ensure you get the most out of this powerful tool. Many people are not aware of the true difference that efficient Salesforce optimization can make. So, we have enlisted the best five ways that you can use to optimize your Salesforce setup.

Define Your Goals

The first thing you should do is define your Salesforce-related goals. You will also need to identify what you are expecting from Salesforce, and why you are using this platform. Doing so will help you to optimize your strategies and refine your business processes according to your goals.

Check Your Current Technology's Effect on Your Company's Performance

Another way of optimizing the Salesforce setup is doing a survey of the current technology. In this survey, you will measure your company’s current health and performance. Since customers care about their security, you need to make sure there are no administration inefficiencies and security risks.

Implement a Simplified Consumer Experience

Making the user experience simplified will help users to get their work done in less time. Customer service providers get a chance to talk to customers directly. They can ask them certain questions to get useful information that will help companies to plan their future strategies according to the needs of customers.

Improve Workflow with Salesforce Lightning

Salesforce Lighting provides beneficial tools to design business apps and help customers stay connected. It can enhance your overall productivity and workflow. Understand it better to find which options it provides to businesses.

Measure Your Current Business Processes

Measuring the performance of your current business processes will help you find shortcomings and flaws. You can check the features that you are currently using. After that, separate features that are of no use from the useful features. You can remove or review them according to your needs. All in all, you will be able to refine and improve your business processes to reach new heights.

Let Cloud Pacific Help with Salesforce Optimization

Cloud Pacific is a Hawaii based organization specialized in various Salesforce services. We offer many useful services to companies all over the world. If you think Salesforce optimization is something you or your team cannot handle, then let the pros at Cloud Pacific help.

Cloud Pacific draws up strategies for each of their clients, based on their goals and requirements. Experts first determine what you envision as the end-state for your Salesforce system. Then they will ask you about your current business processes and their performance. After analyzing and comparing your goals, business processes, and current technology, we will design a one-of-a-kind Salesforce optimization strategy and roadmap for you to implement and put into practice to meet your business needs.

Cloud Pacific specializes in many Salesforce cloud products and third-party apps to include Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Pardot, Conga, DocuSign, and Tableau. Hire Cloud Pacific experts today and let us optimize your Salesforce setup to take your business to the next level.

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