Top 10 Solutions To Salesforce Top Problems
There are a lot of issues that we have come across in our decades of experience with Salesforce. Some are very complex, some are simple. We are problem solvers here at AppLifts, and when it comes to organizations adopting Salesforce, there are myriad of issues that can happen. We have distilled this list down to the 10 we see the most.
Salesforce Problem Number 1: Complexity of Customization
Salesforce customization can be complex and overwhelming, leading to confusion and difficulties in tailoring the CRM to specific business needs. Solution: Engage Salesforce-certified consultants or developers to assist with customization. Clearly define business requirements before starting customization. Utilize declarative tools like Flow for simpler customizations. Leverage Salesforce Trailhead, documentation, and community forums for learning and guidance.
Salesforce Problem Number 2: Poor User Adoption
Low user adoption hampers the effectiveness of Salesforce CRM, leading to underutilization of its features and limited ROI. The Solution is to prioritize user training and change management. Provide comprehensive training sessions tailored to the needs of different user roles. Engage users early in the implementation process, address their concerns, and highlight the benefits of Salesforce. Offer ongoing support, conduct periodic refresher training, and recognize and reward users for their adoption and success stories.
Salesforce Problem Number 3: Data Quality Issues
Poor data quality, including duplicates, incomplete records, and inaccurate information, can hinder decision-making and impact the reliability of reports and analytics. When you implement data validation rules and enforce data completeness. Regularly perform data cleansing and deduplication activities. Leverage automation tools and third-party apps for data quality management. Educate users on the importance of data hygiene and provide guidelines for data entry and maintenance.
Salesforce Problem Number 4: Integration Challenges
Integrating Salesforce with other systems can be complex, leading to data silos, inconsistent information, and manual data entry. What needs to happen is to identify integration requirements early in the implementation phase. Leverage pre-built connectors and integration platforms offered by Salesforce or third-party providers. Utilize API integrations, middleware solutions, and data synchronization tools to ensure seamless data flow between Salesforce and other applications. Engage experienced integration specialists or consultants for complex integrations.
Salesforce Problem Number 5: Lack of Automation
Manual and repetitive tasks consume valuable time and reduce productivity. Inefficient workflows and processes can hinder operational efficiency. First, identify key business processes for automation. Leverage Salesforce automation tools like Flows to automate routine tasks, notifications, and approvals. Use data-driven triggers and time-based actions to streamline processes. Regularly review and optimize workflows based on user feedback and evolving requirements.
Salesforce Problem Number 6: Limited Reporting Capabilities
Limited reporting options and complex report creation can make it challenging to generate meaningful insights and analytics. The team will need to invest time in understanding Salesforce's reporting capabilities. Leverage report types, report folders, and report builder to create custom reports. Explore features like cross-object reporting, bucketing, and summary formulas. Consider using Salesforce Einstein Analytics for advanced reporting and visualization. Seek training or consult with Salesforce experts to optimize your reporting capabilities.
Salesforce Problem Number 7: Slow Performance
Who enjoys Slow system performance and page load times? Hopefully no one came to mind! This is where you evaluate factors affecting performance, such as large data volumes, complex workflows, or inefficient page layouts. Optimize page layouts and minimize unnecessary fields and components. Consider implementing data archiving strategies or leveraging Salesforce features like External Objects or Big Objects for managing large data sets. Work closely with Salesforce support or your IT team to address performance-related issues.
Salesforce Problem Number 8: Lack of Mobile Experience
Limited functionality and poor user experience on mobile devices hinder productivity for users who rely on Salesforce mobile apps. If it is not ready for mobile, it is not ready. Optimize Salesforce for mobile by customizing page layouts, compact layouts, and record types specifically for mobile devices. Utilize Salesforce Mobile Publisher Actions to create quick actions and streamline mobile workflows. Leverage responsive design principles to ensure a user-friendly interface on mobile devices. Train and encourage users to utilize Salesforce mobile apps and provide feedback for improvements.
Salesforce Problem Number 9: Cost of Licensing
High licensing costs and complex pricing structures can be a barrier, especially for small and medium-sized businesses. Having a process in place to regularly evaluate your licensing needs is critical to having Salesforce remain cost-effective. Consider optimizing the number and types of licenses based on user roles and usage patterns. Engage with Salesforce representatives or partners to explore pricing options, discounts, and bundled packages that align with your organization's requirements. Consider utilizing Salesforce editions or features tailored for smaller businesses or specific industries.
Salesforce Problem Number 10: Lack of Support and Resources
Insufficient access to support, documentation, and learning resources can hinder problem-solving and slow down user adoption.
Leverage Salesforce's extensive support resources, including online documentation, knowledge base articles, and community forums. Engage with the Salesforce Trailblazer Community to connect with peers, ask questions, and share experiences. Attend Salesforce events, webinars, and training sessions to stay updated on new features and best practices. Of course, consider engaging Salesforce consulting partners or hiring certified Salesforce administrators like the team here at AppLifts!
Contact us today if you are having any issues with Salesforce, after all this is what we do all day, every day for our clients and would love to do the same for you!