Navigating the Growing Complexities of Salesforce
Is the Salesforce platform becoming too complex to work with? Most of the CRM platform users will go for an affirmative answer! From being a basic Sales CRM with a few customization options, it has become complicated with its numerous feature releases, integrations, and implementations based on different industry needs.
The rapidly evolving Salesforce platform has pushed the need for more expertise to manage it efficiently and align with enterprise objectives. That includes catering to a broader ecosystem beyond sales, filling skill gaps, and managing its complex infrastructure. How can companies make sure that they leverage the cutting-edge technology solutions offered by Salesforce while maintaining a competitive edge at the same time?
AI is changing the tech landscape and its integration with Salesforce can help enterprises streamline processes, increase workflow efficiency, drive data-driven decisions and trigger revenue growth.
Sounds too good to be true? Let’s dig deep into AI and how it can make the Salesforce platform more effective for users.
5 Critical Issues Enterprises Can’t Escape with Salesforce
Meet Tracy, a seasoned professional working for a renowned retail enterprise. This enterprise has been relying on Salesforce for a long time to manage its operations. With a growing customer base, and data all over the place, Tracy struggled with tracking leads, managing accounts, closing deals effectively. The bottom line was alarming- duplicate data, missed opportunities and low productivity which can potentially disrupt workflows and damage business reputation.
Here’s what added to Tracy’s Woes in Managing Salesforce
1. Manual Lead Scoring Techniques
Manual lead scoring is time-consuming resulting in wasted hours finding leads who are likely to convert. Though Salesforce provides some automation, it requires organization-specific customization. This slows down the entire process and creates missed opportunities.
2. Inaccurate Sales Forecasting
Outdated or inaccurate data on the Salesforce platform leads to inaccurate forecasts. It becomes difficult to gauge the effectiveness of achieving sales targets and planning future sales strategies accordingly.
3. Traditional Admin Tasks
Manual admin tasks like updating records, populating fields or regular follow-ups are time consuming. These tasks including manual data entry or retrieving records bog down employee time and fail to generate the required revenue.
4. Lack of Personalization
Generic communications and follow-ups do not meet client expectations who crave personalized services. In a highly competitive market, unavailability of skilled resources and difficulty in customizing Salesforce based on client needs leads to missed revenue opportunities.
5. Complex Reporting and Documentation
Salesforce has a complex reporting structure with the need for multiple customizations for reports and time-consuming documentation. This leads to wasted hours and the requirement for customization expertise.
Solving Enterprise Roadblocks with Salesforce and AI: The Smarter Way to Efficiency
AI offers powerful solutions that automate workflows and improve efficiency. By leveraging Salesforce and AI, Tracy can manage the platform efficiently and cut down the time taken to perform tasks. AI’s powerful tools when integrated with Salesforce, can strengthen workflow accuracy and drive personalized communication helping Tracy to close deals faster and increase operational productivity.
How did Tracy overcome Salesforce roadblocks with AI?
1. Lead Scoring with Predictive AI
By leveraging Predictive Lead Scoring, Tracy can identify, and segment leads based on their engagement levels. AI can help predict those leads who are most likely to convert allowing her to narrow down her list and focus on high-potential leads.
Source: Einstein Lead Scoring (salesforce.com)
2. AI-Driven Sales Forecasting
Salesforce AI tools for forecasting helps Tracy to analyze customer data to identify hidden trends and patterns. With data-backed insights and Generative AI solutions, Tracy can plan and forecast the sales trajectory with greater accuracy.
Source: Optimize Sales Forecasting with AI | Salesforce Trailhead
3. AI Enabled Workflow Automation
Salesforce AI capabilities help Tracy to automate workflows eliminating the need for manual processes for data entry, follow ups and record updates. Automation of regular tasks frees Tracy from repetitive admin work allowing her to focus more on strategic customer interactions.
Source: Salesforce Flow – Automate Complex Processes with Ease | Salesforce US
4. Personalized Outreach with AI
AI powered tools in Salesforce analyze customer data to identify customer behavior and preferences. Using these insights, Tracy can deliver personalized outreach strategies that resonate with customer preferences, helping her to close deals faster.
5. AI-Powered Reporting and Documentation
Salesforce AI tools simplify the reporting process for huge datasets by decoding patterns and creating intuitive and insightful reports. Automated report generation with Salesforce and AI provides data-driven insights into KPIs allowing Tracy to adjust strategies with precision for making effective decisions that align with business goals.
Source: Harness Einstein Copilot Analytics and AI for Organizational Success – Salesforce Admins
Maximize the Full Potential of Salesforce with AI and a Trusted Partner
Integrating AI into your Salesforce platform need not be difficult with a registered Salesforce partner by your side! You can get tailored solutions to fit your business needs and automate routine tasks to reduce downtime. Using AI-powered predictive analysis you can forecast potential issues early and take actions before those become a headache. A skilled partner will also help you maximize your Salesforce and AI investment with reports and dashboards. These reports will provide data-driven insights into the performance metrics unlocking valuable trends and opportunities. With data as the key, you can make smarter, faster and actionable decisions that drive growth.
If all this has got you thinking, how about connecting with AblyPro? We offer expertise in Einstein AI implementation for Salesforce. Using 3A’s approach, we dig deep into your business landscape to identify areas where AI can add value, harmonize data and turn it into actionable insights. Partnering with us is not just about troubleshooting Salesforce issues with AI but giving your business an edge with increased efficiency and productivity.
Author
Global COO, AblyPro
For 20 years, Neeraj has worked alongside a multitalented team to help associations and nonprofits drive digital transformation within their organization, enabling them to be more innovative, agile, and donor/member-centric. As AblyPro’s Global COO, he leads an internal task force that shares lessons learned, best practices, and practical applications that specifically relate to associations and nonprofits. With 300+ developers by his side, Neeraj provides clients with the resources and capacity to power up their teams.
