sales best practices

6 Salesforce Best Practices You Should Adopt in 2016

The new year has just begun and it must surely have brought a whole new set of challenges for your business!

As a sales manager, your first priority would be to list your targets and goals for this year. However, your biggest task would be to define the approach and manner in which you would be able to achieve those targets.

For this purpose, you would do well to go through a list of best practices that you need to adopt rigorously to get the best out of your Salesforce system.

Whether it is sales, marketing or CRM, you need to leverage the maximum amount of benefits from Salesforce. To do this, it is crucial that you identify the popular Salesforce best practices that could guide your team in 2016.

So, in this article, we review the Salesforce best practices for 2016 that are most likely to give you more conversions, more revenue and better customer relationships.

#1 Leveraging More out of Mobile Devices

Leveraging mobile

As you are keeping up with the mobile revolution, you may have already ensured seamless access to the Salesforce data from mobile devices for all your team members.

However, it is time to improve this accessibility and introduce new ways by which your sales team can get more tasks done effectively from their mobile devices.

For example, ensure that your sales reps can process orders or update customer cases directly from their mobiles. This will save time, lead to better productivity and keep everyone in sync.

#2 Put More Emphasis on Training

Many organizations implementing a Salesforce system have realized the importance of spending a good amount of time and money on their new Salesforce users.

However, you need to ensure that training remains an ongoing activity and does not stop after the onboarding stage.

Arrange stage-wise training sessions for easy adoption or transition to a new Salesforce platform, such as Salesforce Lightning Experience (from Salesforce Classic).

Make sure that your sales team has enough members who are trained for the new platform. So, when the time for transition arrives, you will have a good backup to fill in for any sales reps who may not be around for some reasons.

#3 Gamifying Salesforce


You will only be able to increase the productivity of your Salesforce users if you can keep most of them motivated over a long period of time. Here, Salesforce gamification can prove useful.

You can do this by using any gamification app from the AppExchange store. Such apps collect useful sales metrics (phone calls, emails, deals closed, conversion rate, and so on) from the daily activities of your sales team members and turn these into a healthy competition.

The best part is that it introduces more transparency in your team, as everyone is aware of what others are doing. This type of gamification will go a long way to drive the Salesforce KPIs.

#4 Linking Analytics and Ecommerce

You may have one of the many enterprises that have realized the power of big data and have invested heavily in analytics to come up with the next innovation. It may or may not work.

However, what will definitely work is improving the availability of innovative stuff that is already out there and getting them delivered to the right audience.

In other words, it is all about meeting the demand through smart sales and marketing strategies based on the information you get from Salesforce.

#5 Customize Salesforce through Feedback

It is likely that one of the major reasons for you using Salesforce is its customization capabilities. You need to start meeting the needs of your team through Salesforce’s customization by regularly getting feedback from your prospects and converted clients.

You also need to take into consideration the feedback given by your sales team in the field.

#6 Leverage More out of Salesforce Applications

Make the best use of the new applications that are added continuously to the Salesforce AppExchange (business app store).

Try to explore many different apps that may help your Salesforce users get more out of the CRM system. You can probably encourage your team members to spot some hidden gems on the business app store that could potentially boost your productivity and sales.

You may have already started with some of the above Salesforce best practices, but it is important to make sure that you stay focused on these throughout the year.

So, do you have any tips to share? Please feel free to leave your comments below and thanks for reading!



Images Sources: PikditPexelsFlickr

Published by

Ohad Oren

Ohad Oren is Co-Founder and COO of ONDiGO. Prior to ONDiGO he Co-founded several start-ups. Ohad has years of experience in Sales and Business Management. You can follow him on twitter on @OrenOhad

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