13. Mobile app hack
The Salesforce app lets you stay informed and proactive with real-time notifications about prospecting opportunities and updates sent directly to your mobile device.
Additionally, the app's offline feature allows users to continue working in the CRM without an internet connection. Changes made offline are automatically synced and saved once the internet connection is re-established, ensuring data accuracy and work continuity.
14. AI-based lead segmentation
The right approach to capture leads that are more likely to engage and convert is often key to successful marketing campaigns. However, identifying these leads can be like finding a needle in a haystack.
Salesforce Marketing Cloud offers a solution with AI-powered lead segmentation capabilities . This tool analyzes behavior, interactions, and demographics to classify potential customers into distinct segments based on shared characteristics. This consequently helps marketers tailor their campaigns to resonate with each segment, increasing the chance of converting leads.
15. Data deduplication
Duplicate records pose a significant challenge to data integrity, distorting vital metrics such as conversion rates, sales productivity, and lead performance. They can lead to inaccurate perceptions, misguided strategies, and frustration for sales reps and customers.
Salesforce addresses the problem of duplicate data with its duplicate rules feature and the Potential Duplicates component .
data redundancy by preventing users from entering duplicate data. If it belgium consumer email address detects similarities between new entries and existing data, it automatically alerts the user, prompting them to review the records before continuing.
The Potential Duplicates component, meanwhile, identifies duplicate records and allows users to automatically merge these entries in the CRM system.
Salesforce Limitations
Despite being a powerful sales enablement tool and leading CRM solution with unique capabilities, Salesforce has its limits. While the tricks discussed above will improve your experience with Salesforce, it is critical that you recognize the challenges you may experience when using the platform.
Below are some common issues that Salesforce users have highlighted over the years:
1. Learning curve
Salesforce's extensive features can be a double-edged sword. New users, particularly those with little experience with CRM systems, often have difficulty navigating the platform's interface.
2. Pricing structure
A common complaint among Salesforce users is the high cost of licenses and additional fees associated with accessing advanced features. These fees are a major barrier for startups and small businesses, potentially deterring them from using the platform.
