Top 5 Methods to Boost Sales Activity
- Get Some Attention.. Maybe your marketing campaigns have lost their luster, or maybe you just haven’t had the budget...
- Train Your Reps to Listen.. It’s easy to plan a polished and comprehensive presentation, but if your sales reps don’t...
- Stay Positive.. Maybe you’ve learned that it takes four presentations to earn one...
Full Answer
How Salesforce can boost your team’s productivity?
Even better, give the team a productivity boost with custom actions tailored to your business needs. Salesforce includes default activity actions for creating tasks and events, logging calls, and sending email.
What are Salesforce activities?
Salesforce Activities track the interactions your users have with prospects and customers through various communication channels. These are either Salesforce Tasks or Salesforce Events records. “Activity” appears in the Object Manager in every Salesforce org, which means that every Salesforce customer can leverage them.
How do I edit the Salesforce activities data model?
Go into Salesforce Object Manager, and you will see all three in the list: Activity, Tasks, Events. However, when looking at the Salesforce Activities data model, you will only see two featured: Tasks and Events. Here’s a table that outlines where you need to go to create/edit the following configuration:
What are default activity actions in Salesforce classic?
Salesforce includes default activity actions for creating tasks and events, logging calls, and sending email. In Salesforce Classic, users access these actions from the Open Activities and Activity History related lists and in the Chatter publisher on records.
How do I set up activities in Salesforce?
From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.Select Allow users to relate multiple contacts to events and tasks.Click Submit.To show related contacts on event and task detail pages, ensure that the Name related list is included on event and task page layouts.
How do I add actions to activity timeline in Salesforce?
Resolve the missing ActionsClick your avatar.Select Settings.Go to Display & Layout.Look for Record Page Settings.Check if the setting is set to Activity Timeline.
How do I add an activity component in Salesforce?
In short, you need to enable the activity for that object. Go to object manager, open that object, you will be landed at the Details page, and click the Edit button then select Allow Activities. Once enabled, you should see the Activities component.
How long do activities last in Salesforce?
In order to provide an optimal reporting system, Salesforce automatically archives activities Events with an end date greater than 365 days ago. For Tasks, Salesforce will archive anything with a due date greater than 365 days ago or anything with no due date created 365 days ago.
How do I add activity to Salesforce lightning?
When you enable Lightning, the ability to add activities is not automatically added to page layouts (e.g. Log a Call, New Task, etc.). You have to edit each page layout, choose to edit the Salesforce Mobile and Lightning Experience Actions section, and then add the actions.
What is Einstein activity capture?
Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. To keep data up to date between applications, Einstein Activity Capture focuses on three types of data—emails, events, and contacts.
What is activity timeline Salesforce?
The activity timeline shows activities associated via the name field (such as contact, lead, or person account) and the related to field (such as account and opportunity). Custom lookups appear in their own related list on the related entity record.
How do I add a global action to an activity in Salesforce?
Create a Global ActionFrom Setup, enter Actions in the Quick Find box, then select Global Actions.Click New Action.We want this action to create a new contact, so make sure the action type is Create a Record. ... In the Target Object dropdown list, select Contact.In the Label field, enter New Prospect .Click Save.
How do I change the activity section in Salesforce?
Click Setup | Build | Customize | Activities.Select Task Page Layouts or Event Page Layouts.Click Edit on the page layout to customize.
What triggers last activity in Salesforce?
The last activity date for a contact or lead is based on all the activities that are related to that contact or lead via the Name field. If Shared Activities is enabled, an account's last activity date is still based on the activities that roll up to the account via the Related To field.
How do I track activity in Salesforce?
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How do I increase archive days in Salesforce?
Change the Archive Days limit by Creating a Support Case and selecting 'Feature activation and limits' as your topic. Please provide the following information in the description: Are you the system administrator authorized on behalf of this organization to request this limit increase?
How to crank up productivity to 11?
But you can crank productivity up to 11 by creating custom activity actions that tackle specific requirements or steps in your business processes. Including custom actions in the activity composer helps users fly through routine work and ensures that your org’s activities records include all the necessary details.
Why is it easier to keep up on activities in Lightning Experience?
In Lightning Experience, it’s easier to keep up on activities because all activity actions are grouped together in a single place— the composer in the activity timeline (1). Here’s the activity composer for an opportunity, with all the default activity actions (2) front and center.
Why do you define actions at the page layout level?
Because you define actions at the page layout level, you can tailor the activity composer to give users exactly what they need for each object. Eliminate actions from objects where they’re not needed or appropriate, and organize actions in the most meaningful way for each object.
What is custom action?
You can create global custom actions (which generate activity records that don’t have a relationship to other records) or object-specific custom actions (which result in activity records that are related to the record where the action was performed).
What is the final goal of Salesforce?
The final goal for each sales rep is to transform a lead into an event or exclude it in case they are currently not interested in your offer. That is why a good practice in Salesforce lead management is to assign a follow-up task, so that these leads don’t stay leads for an extended time.
What is the report that a sales manager needs to have?
One of the essential reports that sales managers must have is a report that shows sales activities by the sales rep in an appropriate reporting timeframe, like weekly or monthly.
1. Use Salesforce Chatter
If you’re still relying on external chatting tools, then you’re missing out on an excellent collaborative sales tool—Chatter—which integrates seamlessly into the Salesforce platform and provides the functionality of a full-fledged social network.
2. Leverage Tasks, Activities, and Emails
Salesforce is a powerful CRM tool that lets you streamline your sales operations and save time.
3. Use Reports to Analyze Metrics
Salesforce lets you create reports in a simple way and get amazing insights from them. You can ask your admin to set up some reports to get KPIs, or you can create one on your own.
4. Switch to Pinned List View
By default, when you click on an object in Salesforce, it gives you the “Recently Viewed” List View, which hardly provides any value.
5. Use Inline Editing
The Inline Editing feature lets you edit records without using the edit button. The feature works best when you have to edit multiple records and you find it cumbersome to edit individual records.
6. Use Conga Composer
Since all your business happens in the cloud, it’s the place where data related to your customer interactions, transactions, and other actions are stored.
7. Use SUMO Scheduler
SUMO Scheduler is a highly useful integration that lets you schedule appointments easily.
Get rid of Unnecessary Pages and Classes
The major reason behind the poor performance of Lightning pages was the massive amount of related records that were existing inside it. For example, if you click on a particular “opportunity,” all the extra information associated with that opportunity will open up.
Remove And Separate VF Pages
Separating information or data into different tabs can help in page optimization. Like it is explained before, an agent needs so much information only at a single time. So there is no need to flood him with everything at once.
Apex Refactoring
To further boost Salesforce performance, and decrease the execution time, you have to take the following steps:
Manage Data And Prioritize Your Resources
To enhance the Salesforce performance, the development team should implement the Salesforce development lifecycle sensibly. If the data is huge, then you will experience a delay in the response from Salesforce. To handle this problem, you need to ensure the Salesforce development framework provides data in packs.
1. Pick a Simple User Interface
A CRM system puts all your business data and insights at your employees’ fingertips. Finding the right record or tool should be quick, easy, and free from confusion, especially for sales or marketing reps who do not have coding experience. Therefore, you should pick a CRM that is easy to implement, navigate, and use.
2. Automate Tasks
Admin tasks can be a drain on your time and resources. Begin by digitising all your front- and back-end documents, and then use your CRM to automate tasks such as assigning jobs to personnel (based on triggers such as availability, skill, and location) and handling recurring orders and payments.
3. Automate Marketing
After first contact, most of your prospects will be entered into a nurture sequence of emails, messages, and check-ins that can be fully automated within your CRM. You can personalise your nurture sequences based on customer types, and set up different tracks dependent on their subsequent actions and interests.
4. Segment Customers
For automated email pathways to work, your contacts must be segmented. You can choose to do this by many factors, including how the lead was found, their buying history, or their demographic, such as age and location.
5. Use Predictive Analytics
Your CRM can generate custom reports at regular intervals, so you can track the progress of different departments, your bestsellers, and the performance of the business as a whole. With this information so readily available on precise, up-to-date dashboards, you can make smarter business decisions more quickly.
6. Use a Mobile CRM Solution
Employees and customers alike appreciate the convenience of mobile solutions. Developing a mobile version of your CRM to be accessed on the go helps your field agents stay up-to-date and helps you manage your staff distribution.
7. Integrate Social Media With Your CRM
So much of your customers’ lives is readily shared across the various social media channels, and more and more customers are choosing to communicate with their favourite brands this way. Integrating your social media with your CRM will allow you to keep on top of communications and learn from the customer data found there.
How Salesforce Improves Business Performance
Salesforce CRM tools are designed with the customer in mind, empowering your organisation to assist customers, address concerns, find solutions, and provide value. Basically, Salesforce makes it possible for you to put customer success first, and in the process, focus on your own business performance improvement. Here's how:
Improved Performance. Happier Customers. Better Returns
Businesses that use Salesforce recognise this effectiveness, with 64% of current Salesforce customers planning to increase their Salesforce budgets during 2016.
