Salesforce Rollout Guide

Why Reps Love Salesforce

Reps need an application that makes work easier, not more complicated. With Salesforce.com successfully deployed, reps should view it as an indispensable tool which they log into daily, accessing critical information, manage their activities, and collaborate with colleagues. 

Gain a consolidated view of your customer
Quickly look up an Account and see a complete listing of contacts at that account, activities, open tasks, sales opportunties, and cases. Whether you’re working on a project team or taking over a new account, in an instant you can find out just where things stand.

Prioritize activities and make sure nothing falls through the cracks
Reps should have a handful of views and reports which they rely on to manage their day. By sorting on key data points and building personalized dashboards they can prioritize their day and ensure sure nothing falls through the cracks.

Pipe in information from a variety of sources
Salesforce.com can be set up to pipe in relevant information from a number of different sources, including your corporate website, 3rd party data providers, or back office systems. The greater the information flow, the more valuable Salesforce becomes.

Improved cross-departmental collaboration
The more people who use Salesforce within your organization, the greater the network effect. When handing off a sales, support, or billing inquiry, a rep should have confidence that the task they assigned will be taken care of. Since all the background history is visible on account record, very little explanation is needed. The use of tasks and activities also gives visibility into the current status and how the issue was resolved.

Tools to increase productivity
Reps that discover sticky tools such as email templates, mass email, and email tracking, discover that they are much more productive using Salesforce. Populating up-to-date marketing collateral, mail merge documents, and FAQ’s inside Salesforce also leads to increased adoption.

Adapt Salesforce to the way you work
Salesforce.com offers online, offline, and wireless access so that your critical business information is always within reach, whether you’re working from home or on the road. Salesforce also offers seamless integration with Outlook, allowing users to work more productively in the applications they use most.

6 Comments

Mark Smith
December 2

None of the links are working. They simply say that the Image is not Available.

Please advise

Olivier Travers
December 13

Images are still broken as of December 13.

pascal
December 17

zzzzzzzzzzzzzzzz....

Kingsley Joseph
December 21

Sorry, should be fixed now.

Bill Crane
March 8

The Implementation Map link on the left margin of the page did not work.

Michelle Costelloe
May 8

The Implementation map is still not working it is bring you to an seminar advert!