Best Practices , Revenue Operations , Sales Operations , Salesforce
February 08 | Blogs
Maximizing Salesforce ROI: Tips and Best Practices For The New Year
Estimated read time 2 min

Delegate is committed to delivering critical insights and top-tier best practices tailored to enhance your team’s Salesforce experience. This year, many of our clients are optimizing value and efficiency within their organizations. In this blog series, we delve into practical strategies designed to transform Salesforce from a complex system into an engine of substantial revenue generation. Let’s explore!

Clear Goals and Metrics

Before diving into Salesforce implementation or enhancements, it’s crucial to define clear Objectives and Key Performance Indicators (KPIs) aligned with your business and team goals. Whether it’s increasing sales efficiency, improving forecasting accuracy, or enhancing financial reporting, establishing measurable targets will guide your Salesforce initiatives and ensure you’re driving meaningful outcomes.

Think conversion rates, lead generation costs, or support ticket resolution times. Setting these goals upfront helps you create a Salesforce “roadmap” to achieve the targets with a reasonable timeline and resources. 

Tailoring Salesforce to Your Needs

Salesforce offers an extensive array of features beyond its core CRM functionalities. From advanced analytics with Salesforce Einstein to marketing automation with Pardot, the platform can handle more than just customer data and sales metrics. Taking full advantage of these features is the first step towards reducing redundant tech and maximizing your Salesforce ROI.

To get started, conduct an audit of your current Salesforce usage. Are there features you’re underutilizing? Are there processes that can be automated within Salesforce that are currently manual? 

Leverage Analytics and Reporting

Data is the lifeblood of any Sales and Finance operation (and many other teams that involved). Salesforce’s reporting capabilities are robust, but they must be properly set up and utilized to drive decision-making. Custom reports and dashboards can provide real-time insights into sales performance, customer behavior, and financial forecasts. Take advantage of tools like Salesforce Reports and Dashboards, Einstein Analytics, or third-party analytics tools to track KPIs and measure the effectiveness. Analyze sales cycles, pinpoint underperforming stages, and identify customer churn patterns. Regularly review and analyze data to identify trends, uncover areas for improvement, and make informed decisions to drive growth.

Automate the Ascents: Streamline Tasks with Workflows and Integrations

Manual tasks are like crevasses you could tumble into. Leverage Salesforce’s powerful workflows to automate repetitive tasks like lead scoring, email triggers, and data syncing. Integrate with other tools you use daily, eliminating data silos and manual entry. Remember, automation is your sturdy rope ladder, propelling you upwards effortlessly on your ROI expedition

Bonus Tip: Remember, maximizing ROI is a team effort. Foster collaboration between Sales Ops, Finance Ops, and your Salesforce users. Share data, best practices, and celebrate milestones together. With a united front, you’ll conquer that ROI peak in no time!

Need help with Salesforce? Talk to us! Delegate helps many companies like Lob, Launchdarkly, and Probo Medical to build and scale their Salesforce CRM.