It’s no secret that CRM technology is crucial to a modern sales organization’s process. Whether you’re talking about the role of a Sales Operations Leader, a Sales Director, or a Demand Generation manager, having a role devoted to managing data and process, with a few Salesforce hacks along the way, is a must.
Even though a CRM like Salesforce is a data-hub for all modern sales organizations, it helps to have a few tricks up your sleeve to help your team fully and appropriately integrate it with your modern sales engagement process. From gathering your data, to cleaning it and reporting on it, each step impacts how easy it is for your sales team to reflect on their performance.
Cindy Hancock, Demand Generation Manager and self-proclaimed “Sales Nerd,” is here on this week’s episode of SDR TV’s Sales Tips to discuss some of her Salesforce hacks that have helped her gain more efficiency in the data process. Watch the video below to learn more about these Salesforce hacks from a resident Salesloft sales nerd, and get the most out of your CRM:
Transcript
Hi, this is Cindy from Salesloft. Wanted to give you guys a couple Salesforce tips today. One will help increase your productivity and the second will give you better insights in your pipeline review. So, let’s dive in.
First, I want to show you how you can directly search your Salesforce instance from your Chrome browser. First, you want to open up your Chrome browser, add a new tab, right click your search bar, select Edit Search Engines. Once you get to the settings page, you’re going to see other search engines at the bottom. Type in the name of you Salesforce instance, the keyword, this keyword will be used as a shortcut when you’re searching in the Chrome browser. Enter the URL for searching your Salesforce instance. You will see the URL at the bottom of the video. Make sure to change “na #” to “na + the number of your Salesforce instance” and add it to that right-hand column there. Click done.
Now you can test it out. Open your Chrome browser, type in your keyword. In my instance, it’s SF + space, then type in test or the name of a dummy account in your Salesforce instance and it will pull it right up. So, what we just did was add your Salesforce search bar directly into your Chrome browser. This is going to help you streamline your day-to-day activities.
So, the next hack is using the power of one.You can use the power of one to create multiple reports, but today we’re going to dive into a pipeline review report. On the account, create a custom formula field equal to one, and then create a second one, which we’ll call Active Contacts. Once you’ve got these formula fields in place, you can now pull a report. Pull the report on the the account and contacts object. If the contact has been touched within the last 30 days, make the formula equal to one, if not, make it equal zero. You can use this in reporting to see how effective your sales reps are selling.
So, that’s all the time we have for today. I hope you found these Salesforce hacks valuable. For more information on this topic, check out our Salesloft Salesforce e-books. And remember, happy lofting.
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