Salesforce
1 July 2025
Not sure if you’re getting full value from Salesforce?
This free guide shows the exact customisations small and medium-sized businesses use to streamline workflows, close more deals, and make Salesforce work for them, not the other way around. Book Consultation 👇
Tailor objects like Leads, Opportunities, and Accounts with fields relevant to your business (e.g., industry type, lead source, renewal dates).
Why it matters: Helps users capture and view the most relevant data at a glance.
Create real-time visual dashboards showing KPIs like sales pipeline value, lead conversion rate, and case resolution times.
Why it matters: Drives decision-making with visibility into performance.
Automate repetitive tasks like sending follow-up emails, creating tasks after a lead is converted, or updating status fields.
Why it matters: Saves time and reduces manual errors.
Automatically assign leads to the right salespeople based on criteria like location, product interest, or industry.
Why it matters: Ensures faster response times and better lead nurturing.
Use branded, reusable templates and integrate your Outlook or Gmail inbox directly into Salesforce.
Why it matters: Boosts consistency and speeds up communications.
Ensure data accuracy by enforcing field requirements (e.g., cannot close an opportunity without setting a close date).
Why it matters: Keeps your CRM clean and trustworthy.
Adapt the opportunity pipeline to reflect your real sales process (e.g., Prospecting > Demo > Quote > Negotiation > Closed Won).
Why it matters: Makes your pipeline easier to manage and forecast.
Link important data together (e.g., track contracts, service history, or project timelines via custom objects).
Why it matters: Provides a 360° view of customer relationships.
Create focused workspaces for different teams (e.g., sales, service, finance) using drag-and-drop layouts.
Why it matters: Improves usability and keeps teams focused on what matters.
Ensure Salesforce is user-friendly on mobile by simplifying page layouts and enabling key workflows.
Why it matters: Empowers your field teams and remote workers.
Book a free 20-minute consultation to review your Salesforce setup and uncover missed opportunities.