Salesforce Efficiency: Get more out of your CRM
Are you paying the full license price but using only a fraction of the power of your Salesforce system? Our experts can work with you to uncover potential and help you get the most out of your system.
Are you paying too much for too little Salesforce?
Salesforce offers almost limitless opportunities to streamline and digitize processes. But Salesforce is only as good as the way it is used.
As a Salesforce partner, we know from more than 1,000 customer projects the potential of Salesforce and how to use it for more efficiency in your company. Let us show you how to get even more out of your Salesforce CRM.
Your contact for Salesforce efficiency
Florian Gehring
Managing Director & Co-Founder
These challenges are familiar to other companies
Lack of overview of functions & features
You pay 100 percent of the license fees-but do you use 100 percent of the capabilities? Many companies do not know exactly what functionality is included in their Salesforce licenses and what they are paying for.
We analyze your licensing potential and show you how to get more out of your CRM - efficiently, cost-effectively, and exactly as you need it.
Low user adoption and lack of expertise
Employees are often underinvolved during implementation-or knowledge is lost through attrition. This slows down the effective use of Salesforce.
With targeted Salesforce trainings , you can refresh knowledge, build confidence, and leverage new skills.
Efficiency gains fall short of expectations
Systems and processes must work together like clockwork. If an inefficient process has been digitized, there will be no improvement in efficiency.
We take a closer look at the interaction between the CRM system and processes. This is where there is usually enormous potential to influence your CRM efficiency.
These companies are already using the full potential of their Salesforce licenses
6 Quick Tips for using CRM effectively
Clearly communicate the advantages of the system
Show employees specifically how the CRM helps them personally - e.g. less manual work, faster access to customer data or better sales opportunities.
Simple and practical training
Make sure that your employees are well trained. The training should be practical and interactive so that everyone recognizes how CRM makes their everyday work easier.
Integrate CRM use into processes
The system should be a natural part of daily work processes. If all important information and processes run via the CRM, there is no way around it.
Subscribe to Salesforce release notifications
Salesforce itself regularly provides information about updates and new features in so-called Releases. Subscribe to these, e.g. by means of an alert in your browser, and never miss an update again.
Involving managers as role models
If managers use CRM consistently and insist that important decisions are made on the basis of CRM data, acceptance within the team increases.
Obtain feedback and adapt the system
Listen to the users and optimize the CRM based on their needs. The simpler and more relevant the system is for day-to-day work, the higher the user acceptance will be.
How Salesfive uses Salesforce
Take an exclusive look behind the scenes and read our white paper to find out how we at Salesfive, as Salesforce Partner, use Salesforce to improve cross-departmental collaboration and increase our efficiency in the long term.
More efficiency with Salesforce - a clear roadmap for your upgrade
We are asked these questions most frequently
Salesfive Academy: Know-how for efficient use of Salesforce
For maximum success with Salesforce, it is critical that your people have the knowledge and skills they need.
Our Salesfive Academy provides hands-on training and resources to help you develop your teams and get the most out of Salesforce.
Start realizing your full Salesforce potential today!
Contact form
Do you want to use your Salesforce CRM more efficiently and get more out of your system? Then arrange a non-binding initial consultation.
Your contact for more Salesforce efficiency
Florian Gehring
Managing Director & Co-Founder
Further contact options
Telephone number:
+49 89 3803 5371
Send an email to:
f.gehring@salesfive.com