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The Salesforce Document Generation Platform

3 Important Tips for Increasing your Sales with Salesforce

1. The “A-Team” – The reason organizations choose Salesforce is because it’s a market-proven effective and reliable way to manage customer data. In order for Salesforce to increase your company’s sales, you need your team’s cooperation. You need team members who know how to efficiently work with Salesforce. In other words, “If it is not in Salesforce it does not exist”. Many team members tend not to synchronize their data in Salesforce which results in a disorganized work process.

2. Collaboration with Salesforce – Salesforce provides a shared platform for teams to communicate between themselves and with their customers. This enables all entities involved in the sales process to know what’s happening at any given moment in the sales process, with the ability to analyze data and consistently improve processes in order to meet sales objectives. Further, processes are handled and synchronized in Salesforce – Chatter missions, lead sources, dashboards and more. For example, sharing in Chatter between teams can upgrade an organization’s business results and improve customer service. Sales teams can work together with marketing teams to better understand customer needs and share and update their CSM in Chatter. This means that marketing can provide value-added offers to customers and the organizational CSM can provide customers with satisfactory and timely service.

3. Set of Tools – To avoid working manually and automate processes, such as connecting team members’ calendars, signing customers or generating customer documents from data already in Salesforce, sales teams should be provided with tools to help them with their daily task management and communication with their customers. AppExchange, the Salesforce application store, includes highly innovative tools that enable automating the communication with an organization’s customers.

A winning sales team should use smart templates to manage customer documents. To increase the sales cycle, sales teams should focus on sales and not on the work around the sales process.

The salesperson should be able to:

  • Create branded documents quickly and consistently
  • Map and populate ahead of Salesforce data
  • Use a single document with embedded logic that is customer-dependent
  • Track output sent to potential customers with the returned insights in Salesforce
  • Upload and store signed documents and related documentation in Salesforce

In other words, create fully personalized documents that enable customers to quickly and easily provide feedback and fill in their data, obtain business insights and insights for a specific customer in Salesforce and perform additional processes, such as sending a renewal form.

All this, combined with a professional sales team working with a robust system and a set of advanced tools, provides an organization with real-time information, enabling them to consistently improve, increase conversion and grow their business.

Keren Farin

Keren Farin

Marketing Manager at Docomotion
Keren Farin
Keren Farin

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