Getting the most out of Salesforce: Opportunities Rule!

You may have seen the marketing material and sales literature declaring that introducing Salesforce as your CRM will increase sales growth by up to 10% (source: salesforce.com). In my experience, this can absolutely be a reality. What many businesses signing up for the application forget though, is that simply installing Salesforce is not enough. To get the best out of the system, it’s important to also invest in on-boarding and sales process. Do this well and you’ll never regret making the leap. Fail to manage the change effectively and you’re unlikely to get the return on investment you’d been banking on.

Proper implementation isn’t as daunting as it sounds though. And even if you’ve already been up and running with Salesforce for a while, there is one key area you can work on to bring about a massive improvement in your sales operation: aligning your sales process.

Here just 3 simple steps to getting this right.

Paula Davy

Paula Davy

Strategic Accounts Director

Paula is a commercial project manager with 20 years experience delivery complex ERP and change driven projects. At Cognition24 she is responsible for successful project delivery, with particular focus on good governance and user adoption. Prior to joining Cognition24, Paula held senior positions at Methods Advisory and the Office of Fair Trading.

GET IN TOUCH

If you’d like to talk to us to find out more about our expert services, please fill in the form below and we will get right back to you.