Once you’ve learned how to customize your Salesforce opportunity stages, you can consider enhancing opportunity management in Salesforce to improve visibility for sales managers and make their job more effective. Salesforce CRM has numerous options to improve your opportunity management. Backed by rich experience in Salesforce consulting, we’ve outlined the following checklist of activities that can increase your deal conversions.

1. Use Activity Tracking

Salesforce CRM not only keeps information about all open deals, but also allows tracking activities related to a particular deal. In particular, managers can use Salesforce’s Activity Tracking to see log calls or emails sent by a particular sales representative as well as create an Activity Summary Report to know how many times the company has been in touch with a lead.

2. Enable Stage History Tracking

Besides, Salesforce functionality allows tracking Stage History on opportunities. With this feature, companies can create workflows rules that “date-stamp” each stage or status value. Thus, using Stage History tracking, companies can measure the velocity of movement between stages or statuses, track the duration of each stage as well as identify abnormal stage changes for any opportunity (for example, a backward stage change requires particular attention of sales managers).

3. Track Closed/Lost Opportunities

Opportunity Management in Salesforce allows tracking reasons of closed or lost opportunities with two custom fields – “Closed Lost Reason” and “Closed Lost Detail.” Filling in these fields should be mandatory for sales representatives, because this functionality allows the sales team to learn from past mistakes and prevent them in the future.

4. Switch on big deal e-mail alert

To enhance Opportunity Management in Salesforce, companies can use alerts that send an email notification for opportunities with large amounts. In particular, a company can set up custom threshold values for an opportunity amount or probability to pay closer attention to the most valuable deals or those that are about to close.

5. Enable Opportunity Update Reminders

Sales teams should strive hard to keep opportunities accurate and updated, because this is the basis for precise revenue forecasts. That is why companies can help sales representatives to keep their opportunities up-to-date by scheduling reminders to refresh opportunities status in Salesforce. Salesforce’s functionality allows creating weekly or monthly email reports with all open opportunities for the ongoing quarter.

6. Add and configure Similar Opportunities

Closing more deals in less time is one of the ultimate goals for any sales representative. So, companies that care about their sales team effectiveness can facilitate this process with Salesforce functionality. In particular, Salesforce CRM allows finding Closed/Won opportunities that are similar to an opportunity a sales rep is currently working on. With this possibility, sales teams can quickly search for successfully closed deals as well as access detailed information and best practices that lead to success and might help them close their current deals. Since this feature is not present in Salesforce out of the box, a company should manually add the Opportunities Related List to the Opportunity page layout.

7. Benefit from Opportunity Team functionality

Depending on how a company does business, it can create opportunity teams so that all members working on a deal can access the same record. In Salesforce, adding an Opportunity Team helps team members collaborate on a single opportunity and track its progress. Some companies can question the necessity of creating an Opportunity Team pointing that they already have Account Teams to deal with customers. Though both are used to relate particular employees to accounts or opportunities, companies usually create Account Teams to establish long-term relationships with customers, while an Opportunity Team is often a temporary group created for a particular deal. Salesforce also allows creating both custom and default opportunity teams. The latter can be useful for companies that typically work on deals with the same account manager and presales representative in a particular region.

8. Use Opportunity Splits

Once your company has created an Opportunity Team in Salesforce, it can enable the Opportunity Splits feature to motivate team members to complete the deal. Using opportunity Splits, a team owner can divide the opportunity among the team members, giving responsibility and credit where it’s due. A company can use either revenue or overlay splits for Opportunity Management in Salesforce.

1) Revenue Splits must equal 100% of the opportunity amount. Revenue splits allow you to allocate credit to sales reps who are directly involved in an opportunity and responsible for the revenue associated with it.

2) Unlike revenue splits, Overlay Splits are not limited by the opportunity amount. This can be any percentage of the actual opportunity totaling up to and even exceeding 100%. Overlay splits allow allocating credit to team members who are somewhat involved in the opportunity, but not directly responsible for the revenue it generates.

Salesforce helps to enhance Opportunity Management

There’s no silver bullet to increase the number of successfully closed opportunities. Still, software solutions, such as Salesforce, can help companies to achieve this goal. As seen from the examples above, Salesforce has a rich functionality to ensure effective opportunity management and ease the sales process for companies. As noticed by our Salesforce consulting experts, when applied in practice, this advice can bring substantial benefits in the opportunity management process.

Traditionally, the success of sales depended on the ability of sales representatives to effectively deliver a proven pitch to a handful of prospects. However, in the current marketplace, this approach is increasingly becoming ineffective. Today, customers shape the reality of the marketplace in this era of massive interconnectivity. However, with customers constantly facing an avalanche of advertising messages, seizing their attention is increasingly becoming tougher.

Salesforce Sales Cloud offers you the ability to predict customer behavior, understand their needs in real time, understand trends to direct product development and promotions, create responsive sales and marketing strategies, drive increased revenue and deliver a more personalized experience.

Salesforce Sales Cloud does this by:

• Enabling a Customer First Organization
• Breaking the Silos and Gaining better visibility
• Understanding Customers through Better insights
• Personalizing Relationships with customers
• Increasing Sales Productivity
• Flexibility and Faster set up

To understand how Salesforce Sales Cloud and Happiest Minds can help you forecast sales better, make insightful decisions, increase morale and productivity of your Sales team, and ultimately increase revenue, download this white paper.

JanBask Training has announced the training and certification course in one of the topmost and market-leading CRM tool Salesforce. It is a well-known fact that since 2008 the demand for certified Salesforce professionals has been increased by 159%, while the number of certified professionals is still too short. The shortfall of certified Salesforce developers and administrators is still the same, so JanBask Training has aimed to provide the certification and training in Salesforce to increase this number.

JanBask Training provides a real-time instructor led learning platform with a comprehensive curriculum. IDC has declared that in coming future Salesforce will create more than one million jobs worldwide by the next year since Salesforce is being adopted by all business sectors including finance, education, media, retail, health, and communication.

The demand of skilled Salesforce professional is evergreen and will increase in the nearby future. It has become one of the technically advanced and leading learning platforms and the newly added advanced features in this CRM makes it more adaptable and popular. The organizations can increase the ROI and provide better customer service through this CRM, so they are adopting it and as a result of which the demand of certified professional is rising rapidly.

Key benefits of Salesforce training at JanBask Training:

1.     Instructor-led Training

2.     Job Oriented  Course Content

3.     Cost Effective and well organized study material

4.      Basic and Advance Level Training

About JanBask Training

JanBask training is one among the most influential training providers in the latest IT technologies. The goal of JanBask training is to provide the aspirants a globally recognized learning platform. It also provides training in other latest tools and technologies like Java, Hadoop, Data science, AWS, Testing and much more. JanBask Training has trained a huge number of aspirants since its inception and is still up skilling and training its students successfully. The motive of the company is to enable the students to become industry recognized and potentially skilled.

Women in Tech in Salesforce Ecosystem

The days of gender inequality in this Tech World are long gone. The Salesforce WIT ecosystem is one such initiative that is dedicated to prompting women to take on the role of leaders in the workplace. Recognized by Forbes as the World’s #1 Innovative Company, the Salesforce ecosystem is dedicated to helping women in tech who are passionate about what they do.

So why do we need more women in technology?

Because not only is it the right thing to do, but in the Salesforce Ecosystem it has also been seen that women are the ones who thrive more. It promotes both equality and diversity in the workplace. Also, research has shown, time and again, that having a greater percentage of women in technology, results in superior performance, and motivation in the team. Now which company wouldn’t want that?

What values does WIT in Salesforce Ecosystem stand for?

Short for Women in Technology, WIT is dedicated to providing seamless betterment for women in the workplace. The importance of women in technology is immense, and their contribution can’t be ignored. That is why Salesforce has started this initiative as a means to empower more and more women to make their mark in the world of automation.

How does Salesforce Ecosystem help women to thrive in the technology industry?

The Women in Tech in Salesforce ecosystem is extremely passionate about providing support to female technologists. Through campaigns and talks, they aim to inspire women to come forward and be the leaders in an industry that was once considered to be a man’s playground.

The Women in Tech groups in the Salesforce ecosystem conduct several sessions where women who have made their mark in the industry, come and share their stories. Discussions about the hardships that they have faced in a male-dominated world. There are also Women in Tech events hosted by Salesforce women’s network every year to address their contribution.

Why is Salesforce Ecosystem an ideal platform for promoting WIT?

At Salesforce, women relish a lot of deserving opportunities and a platform to excel in their roles in the tech industry. What makes it such a great platform for promoting WIT is because of the excellent culture practiced here. The most notable among these are:

• Real Parent Leave & Childcare Facilities In most industries, women are forced to take the decision to end their careers after the birth of a baby. It is no different in the tech industry. At Salesforce, there are awesome benefits that are offered to both primary and secondary caregivers in case of a newborn baby or even adoption.

• Equal Pay At Salesforce, one of the core values followed, is that of closing the existing pay gap (if any), between men and women working in similar capabilities. Their commitment to the motto of “equality for all”, is an ongoing process to help motivate more women to excel in the field of technology.

• The concept of Ohana Salesforce ecosystem believes in the concept of Ohana – or the notion of family. This helps women in the tech industry to come forward and contribute in a greater multitude of capabilities. Women in Tech in Salesforce ecosystem is definitely a great platform to help them reach out and learn from hundreds of other women from other chapters.

What is Salesforce’s Role in Advocating Equal Rights?

Over the years Salesforce.com has advocated equal rights in work and society, for women. The WIT seminars are specifically designed to encourage women entrepreneurs, around the globe. It is a fact that women technology entrepreneurs, working in isolation, face lots of hindrances and resistance.

That is why Salesforce.com provides this marvelous platform in the form of WIT to encourage women entrepreneurs and women in technology to support each other in the path of success. Here the Mentoring Women in Business Program provides the technology to communicate and connect with fellow women professionals.

The online platform helps women entrepreneurs to share their issues and problems along with the process they adopted in order to overcome them. This not only equips them with the potential to deal with their own hurdles but also provides them enough motivation to overcome the struggle.

How does the Salesforce Ecosystem address Gender Equality?

Salesforce Ecosystem promotes gender equality in technology and business in three major forms.

• Promoting Women Leaders The Salesforce Ecosystem likes to encourage new women businesspersons by setting examples of strong women leaders and entrepreneurs. The discussion forum encourages participation and contribution from female leaders of business and technology. These established leaders motivate each other by sharing their stories of success and how they have maneuvered technological innovations in order to find different niches of the market. The top women business leaders narrate their stories and inspire the other women entrepreneurs, who are currently dealing with their own challenges.
• Closing Down on Gender Pay Gap The WIT platform strongly talks about the gender pay gaps and the means to challenge the issue. The speakers of the forum have constantly raised their voice against any kind of discrimination that various women employees of technology, face around the world. One of the main objectives of this forum is to make the presence of women more prominent, in the field of technology and business. And for that reason, WIT provides an opportunity for women technology innovators and entrepreneurs to raise their voice against the issue. The Salesforce Ecosystem harvests a culture which positively promotes and practices equality in pay and opportunity in the work and more specifically in the technological industry. WIT propagates a message that encourages equal pay and progress for women in the workplace. Over many years, the discrimination inflicted upon women, in technological industries, has made space for many unfair practices like gender pay gap. That is the reason why the Salesforce Ecosystem helps women raise their voices against such exploitation.
• Diminishing the Concept of Motherhood Penalty Motherhood can sometimes translate into women losing their job, due to the long leaves, they are forced to take. It results in a slowing down of their career, and may even find it difficult to get back into the groove after joining back. However, even though it may be a slow phase in a woman’s career, it in no way means that they will stop working. That is why WIT, as a platform for independent professional women in technology, demands implementations of policy regarding paternal breaks, so that the mothers can come back and join work as soon as possible. The common notion, in the technology industry, is that the beautiful concept of motherhood is not valued properly. It is also believed that women take longer to adapt to the work environment upon returning from the maternity leaves. Most of the employers of the technological industry perceive pregnancy as a potential loss to their human capital. However, according to Salesforce and WIT is the lack of the proper policies which makes it difficult. The mother alone shouldn’t be burdened with the responsibility of raising the child. The entire leave can be divided among both of the parents. Also, companies can provide in-house daycare facilities and add it as a benefit to a working mother. This kind of initiatives will definitely boost the morale of women in technology and also at the same time it will encourage them to associate with the firm, in a more profound manner. WIT as a platform raises its voice for providing this kind of benefits to working mothers, all across the technological domain, belonging to both developed and developing nations.

The aim is to bring forward more and more thought-provoking and motivated women in this up-growing network.

What are the WIT groups doing to Empower Women with Technology?

Women are by nature great communicators and technology equips them with a great tool to connect and share. Over the past few years, WIT has brought together great women leaders who have inspired others to take major roles in the field of technology.

WIT believes that the change should come from the women business leaders in the fields of technology. It is through the women entrepreneurs of technology the overall social change can occur.  In order to implement a positive social change enabling women to use technology, these kinds of platforms are required.

What has Women Centric Initiatives, WIT folks taken?

In order to bring the desired social change, WIT has adopted various female-forward seminars. In such initiatives, women from different socio-economic backgrounds and different regions are brought together and encouraged to participate.

It is through the medium of technology and advancement in the fields of information processing, these women are being connected on a single platform. This is a direct initiative adopted by the Salesforce Ecosystem to bring in the desired social change.

By encouraging women from different age and socio-economic backgrounds, to participate and work, WIT is making sure that the social stigma inhibiting women from being in the fields of technology and science gets diminished.

In this way, science and technological fields will no longer be perceived as the exclusive playground for men. Salesforce Ecosystem has taken the initiative to break the barriers and introduce a culture when equality is not only propagated but also practiced.

Salesforce Women in Technology (Group or Network), along with the Geeky Girl Panel takes part in different initiatives wherein they motivate women to come and be a part of this wonderful revolution.

Salesforce’s past Dreamforce events had drawn much positive attention and with about 150K+ attendees in the event, Salesforce Ecosystem has successfully delivered the message of equality of women in the fields of technology.

Part 2 – Coming Soon!

*** Meet the prominent leaders of Salesforce WIT Community around the globe *** ?

Dip in revenue, inconsistent customer experience, sluggish pace of operations and straight-jacketed scalability aren’t good for business, but when they become routine, the doom isn’t far. Cutting corners, ignoring bottlenecks, depending on siloed on-premise systems, convoluted browsing and ordering process can thwart the chances of customers spending time and money on your website.

Organizations need to wake up and smell the coffee. They must take decisive steps to counter today’s challenges the way they are meant to be dealt with. A sound Salesforce commerce cloud implementation can do the trick for you. It can help you maintain cost efficiency, provide a seamless, unified omni-channel experience, use commerce data effectively and not let your shortcomings get the better of you. Here’s how:

Your Passport to a Unified, Cross-Channel Experience

By still running on your old systems, your sales may not have plummeted. In fact, you might even do well, sometimes. After all, who knows how the cookie crumbles? Right. Well, not really! Momentary elevations in sales or productivity may look sweet, but they are bound to drop sooner or later under the weight of non-existent integrations, inconsistent standards, lack of interoperability between tools and almost no centralization.A sound commerce cloud solution will share service and data models that will be leveraged throughout all direct interaction channels. It will present you with a combined view of your products, orders, promotions, inventory, customers, interactions, and stores. Likewise, every channel can utilize services like merchandising and transaction management as well as leverage core capabilities, thereby increasing agility, and delivering a seamless, personalized experience across the entire spectrum.

Boundless Customization

If it weren’t for the unlimited customization opportunity Commerce cloud offers, its recognition in the industry wouldn’t have soared the way it has. Its open architecture is the reason why even the most distinct customizations and integration can be carried out with no difficulty. Its full set of APIs lets other web applications to easily interact with commerce functionality of the cloud. Besides, commerce cloud will be a delight for your technical teams, since it comes with a development environment for full customization. This means, deploying custom business logic across commerce channels, getting access to the extensive library of pre-built, and certified integrations via the LINK technology partner marketplace. All in all, it’ll help them create custom brand experiences across various customer touchpoints and channels.

Innovation: Instant and Incessant

Not delivering innovative experiences across channels without delays or dependencies, cannot bode well for your business. However, if you’re in the hands of a capable Salesforce commerce cloud implementation partner, you needn’t fret. Commerce cloud offers you a constant stream of new features and updates minus any interference with your everyday operations. These automatic updates are carried out around eight times through the year.In other words, you’ll have the latest version and access to the latest technology, including the advancements made in commerce cloud Einstein.

This will ensure that you keep pace with the ever-evolving retail landscape and the expectations of your customers.

Wrapping Up

According to a recent research by Salesforce, Marketing trends across retail and consumer goods, around 65% of retail and consumers goods and marketing leaders have become focussed about having a single shared view of the customer.

The research also claims that a total of 72% of marketing leaders have a razor sharp focus on providing a consistent experience across in-store, online, email, mobile and social.

Salesforce Commerce cloud with its dynamic ecosystem powered by immediacy, intelligence, and personalization, can put your business on a fast track to success.

The unique ability to enable anytime, anywhere—buying, purchasing and fulfillment makes complex operations cost-effective for you, and convenient for your customers.

Every product is investing huge effort in creating a nice user interface, making it “sexy” and inviting. There is no doubt that customers and service consumers love this type of UI and it will get their attention, BUT when we want to be productive with our time we need the data to be organized in a tabular format. There is a very good reason why Data is organized and managed in tables, it is by far the easiest way to view and edit big amount of data. In most Products the users will not get the ability to access these tables, this privilege is saved for the Data Base administrators.

When using salesforce, you have many different ways to access and manipulate your data but if you would like to share this ability with your customers, partners and other non-users it may be a problem and even a bigger one is to give them the ability to work in a tabular format, until now. FORMTITAN new feature enables to read/write to multiple salesforce objects in Tabular format, using this new ability you can introduce verity of services (self-service, dashboards, reports, etc.) on top of your salesforce platform.

If you’re using Salesforce and want to run a comprehensive email marketing campaign, it’s likely that you’re going to eventually run into its limits. Salesforce is an excellent customer relationship management suite and has many advanced features, such as lead scoring and campaign management. However, Salesforce mass emailing has some limitations that can make it difficult to run larger, more detailed email marketing campaigns. For those who want to be able to run a complete email marketing campaign, it’s often better to integrate an application such as MassMailer.io.

OvercomeDailyLimitationsSalesforceWhat Are the Limitations of Salesforce Email Marketing?

MassMailer provides full Salesforce integration for mass email marketing campaigns. This complete Salesforce integration is useful when working around the traditional limitations of Salesforce email marketing. The Salesforce CRM marketing and email solution limits emails to 25 MB of size total and only allows for 5,000 emails per day. For campaigns of a larger size, the Salesforce marketing email app will not work alone. Mass email campaigns instead need to be augmented with advanced technologies like MassMailer. MassMailer integrates directly with Salesforce’s contact list and Salesforce’s documents, streamlining marketing operations and making it easier to manage mass email campaigns.

In addition to the limit of 5,000 external email addresses, single emails can only be addressed to up to 100 recipients. Mass emails are also limited to only contacts, accounts, leads, and an organization’s internal users, which means that external mass email lists are not allowed.

How Can You Integrate Email With Salesforce?

Salesforce mass emailing services are useful because they connect with all of the features of the CRM, which includes lead generation and lead scoring. But Salesforce mass email programs are capped with certain limitations, as Salesforce does not provide the resources necessary to conduct large-scale mass email campaigns. Consequently, business owners may find that they have everything they need for a Salesforce bulk email campaign but they are hitting the daily limitations of the system. From there, all they can do is pay for additional document storage and send their emails 5,000 at a time. For larger automated email lists, this can be detrimental.

MassMailer takes care of everything for an organization by automatically pulling data directly from Salesforce. MassMailer works with the data that is already in Salesforce to send out and makes it easy to monitor the results of the campaigns. MassMailer provides for unlimited emails, which sends emails both beyond per day limits and beyond batch limits. File attachments can be linked with advanced features, such as the ability to add an expiration date to materials that may be time-sensitive.

Through MassMailer, organizations are able to take advantage of Salesforce CRM campaigns and Salesforce campaign management without having to adhere to the Salesforce daily limitations. Companies can both take advantage of the Salesforce email-to-lead-generation system while still being able to utilize the additional resources provided by MassMailer. If you’re interested in upgrading your Salesforce email software and augmenting your Salesforce bulk email services, download MassMailer today.

Salesforce is an excellent collaborative tool, but there can be some challenges when doing something unexpected such as sending the large files as email attachments in Salesforce. If you can’t use cloud storage online or an internal file storage system, you may need to share content through email. But in order to do this, you may need to pay for extra storage space in your Salesforce storage installation, or look up Salesforce storage pricing. There is an alternative solution: MassMailer DOCS. MassMailer DOCS makes it easier to store and mass email large file attachments through Salesforce.

Sending Large Email Attachments

If you’re sending large email attachments, you may get Salesforce attachment errors or get a message that your storage limit exceeded allowed amounts. Salesforce limits the size of email attachments, though this limitation has gone up with time. The general limit for a Salesforce message is a 25 MB attachment, which means that emails cannot be sent with attachments that exceed around 24 MB. This is because the full limitation is 25 MB, including the message itself, headers, and any other information.

In order to send large email attachments through Salesforce, it may be required to split the email attachment into separate parts. This can be done with an archive solution, which can separate a single file into multiple archive files, often .ZIP or .RAR. If the email attachment is already an archive (a .ZIP or .RAR file), it can be unpacked and its components can be sent individually as additional attachments. An easier solution is to use MassMailer DOCS. MassMailer DOCS integrates directly into Salesforce, storing Salesforce files and mass emailing them directly as file attachments.

Sending Large Email Attachments through MassMailer DOCS

Online storage systems or a file share solution can give you more storage space, if you’ve found that you’re exceeding your Salesforce storage or if you don’t want additional Salesforce storage costs. By default, Salesforce file storage limits are applied to everything from emails to saved documents, and the Salesforce document management system as a whole has a shared storage limit. MassMailer DOCS stores your Salesforce documents for you, so they can then be mass emailed to your Salesforce contacts. MassMailer DOCS additional tracks stats such as opens, clicks, and bounces so you know whether your attachment was read and received.

Rather than relying only upon Salesforce, you can send large files through a file sharing system or a secure file transfer application. Secure cloud storage apps like MassMailer DOCS makes it easier to transfer files quickly between colleagues and customers; you can store large files online and then send out links through the Salesforce app. This also allows for file revisions at the same time as file sharing, with a single consolidated version. This is often the easiest way to send large files. There’s also free storage for file sharing, systems that offer unlimited online storage, and systems that allow for storage file versioning so employees never lose their data.

As Salesforce does have fairly strict limits on email size, it may become necessary to utilize a different file sharing system or simply split emails into multiple parts. Salesforce also has some other email limitations, such as the maximum amount of 5,000 emails that can be sent per day. Luckily, Salesforce can be easily integrated into an easyfile online file storage system, for easier document sharing. MassMailer DOCS can be used to send large volumes of mass emails with ease. Download MassMailer DOCS today to take it for a test drive. 

It’s a known fact that paper forms are still in use by many industries and the impact is both on the environment and on the end user. Too many times we are being asked by a service provider to download a paper form, fill it, sign it and send it via fax/mail. BUT there is absolutely no reason why we should work in this very old fashion way and keep on cutting down trees to do it. The common excuse “I’m obligated by low and regulation” to enforce using a paper form is no longer valid with today’s advanced technology of Digital Forms, which enable user friendly online forms easily mapped into any type of regulation format, signed digitally and stored in salesforce CRM. All companies big or small should embrace this technology to provide better service to their customers and do little bit more to save our planet.

Customer Care has now become a big industry due to the mass evolution of technology. A consumer is no longer a passive entity; they possess more devices which lead them to be instantly connected. The user is very well aware the credibility of a support system because of innumerable service providers. And when we talk about Cloud computing, Salesforce is the topmost CRM technology. In this blog, we will discuss top 5 ways how to make your Technical support team stronger and how this will improve the whole business process. We will conclude with some surveys why customer service has become the backbone of every business.

Here are the points which will improve the Salesforce support service:

1.    DIY is the new way of Customer support

Nowadays, users have become tech-savvy and they believe in self- service. This really creates the need of making your technical support representative to know the solution of every minute problem and this, in turn, gives the best user experience to the caller. In this world of “personalized” service, Salesforce provides an implicit custom experience to its users.

When your tech guy receives a ticket, his top priority is to solve the problem by guiding the user for Do- it- yourself method.

2.    Train your Salesforce Support Team

You need to invest in the upliftment of your support team. It’s a very common thinking that supports jobs has no scope of improvement, but you should change this cliche and opt for highly skilled training sessions for your tech team. They need to meet the expectations of the consumers because a person who needs support might know more concepts than the representative. So, make training mandatory for your employees and you will surely see how the confidence level goes up.

3.    Introspection is  Crucial for Improvement

If you don’t know your mistakes, you will not get success. Your employees need a mechanism for self- analysis, which will help them to know their weak areas and they can take the efforts to correct them. This is not possible with annual reports and other resources. Make sure that your SFDC support team knows their performance graph and reports of the customers to assist them with an exclusive personalized experience.

4.    Track their Performance and give Acknowledgement

After introspection, it is also your duty to track your customer representative’s technical skills in handling the issues.  A prior email with the clear motto of making customers their top priority is very beneficial. This is not only the surveillance, but giving them acknowledgment also creates wonder.  You just have to send an email or a note of honor in the internal social media group boost the employee’s moral in a hectic day. This will definitely improve its performance and results.

5.    Praise your Team

Tracking, feedback, and acknowledgment are very good ways to enhance your employee’s production. However, rewarding them will be very fruitful. You can give them customized badges, gift certificates and a detailed applause email copying every member of the team will definitely energize the employees. And a positive competition to perform like the rewarded consultant will be good

Analysis of an Effective Salesforce Customer Support Team

Salesforce admin and developers perform several tasks and other clients using SFDC application need to have a highly functional, technical support team for an easy production process. And keeping all the above methods helps you to implement on your problem areas. Salesforce implementation partners deserve the very performing Technical support team for the smooth process of cloud computing.