Back
The War Room
Advice
Post

Any tips for using SalesForce?

We just recently changed our tools at our company and migrated to SalesForce, which I’ve always heard great things about but never actually used it. Any SalesForce veterans out here you can share tips on how to familiarize with the tool?

☁️ Software Tech
💽 CRM
🛠 Tools
23
fuzzy
Notable Contributor
+21
CMO (Chief Meme Officer)
Leverage Trailhead and become a Trailblazer, take the test, get certified then make $120k a year to build easy ass reports that you can automate in the first 20 minutes of your day.
Kinonez
Arsonist
+8
Team Lead
Sounds like a plan! How do I become trailblazer? Are their courses online or how is the process? You’ve peeked my interest for sure! Are you a certified Trailblazer?
fuzzy
Notable Contributor
+21
CMO (Chief Meme Officer)
Just google Salesforce Trailhead. Free classes. Easy and fun all the way up to not so easy and not so fun. I have a trailblazer hoodie ;)
Show 1 more replies
KingofGIF
Opinionated
+4
Account Executive
GET SCRATCHPAD!!! and do as fuzzy suggests, leverage trailhead. 
Kinonez
Arsonist
+8
Team Lead
Will check out scratchpad for sure!
CuriousFox
WR Officer
+11
Needer of Life Alert
Follow your accounts that way if any transfers or changes are made you will see it in your Chatter feed.
Kinonez
Arsonist
+8
Team Lead
Thanks Fox! Will keep it in mind, any other tricks up your sleeve?
AlphaCharlie
Politicker
+5
Account executive
Here for the tips as well, It's been a while since I used SF and there are talks about using it again
Kinonez
Arsonist
+8
Team Lead
I’m glad you find the post useful! 
paddy
Arsonist
+9
Account Executive
Make sure your SF admin is on top of it and knows how to manage it properly. 
Kinonez
Arsonist
+8
Team Lead
How can I make sure? I’m still learning, in between work 😅
TheDeplorable
Politicker
+7
AE
Learn how to build reports. I am an SDR and my AEs really struggle with this
Kinonez
Arsonist
+8
Team Lead
Will keep it in mind, going on YouTube now!
No_ty
Catalyst
+5
Sales Dir.
best CRM ever - make sure you complement it with a powerful dialer. My favorite: outreach 
Kinonez
Arsonist
+8
Team Lead
I've never used it. what makes is your favorite?
whathaveyousoldtomorrow
Opinionated
+2
Account Executive
figure out what reports they are pull out of it and manage their expectations with those yard sticks - its completely different at every company (tons of customization). The only way to use it 'right' is to know what the leaders are looking at to get them to leave you alone. Everywhere we still have 'pipeline/forecast reviews' so you can read them salesforce. haha
Kinonez
Arsonist
+8
Team Lead
Right now the managers aren’t even able to search for the calls the reps make. They have to go one by one, which is soo inefficient. Is there any extension or way around this that you know of? We are still familiarizing ourself with the tool and have much to lead!
Simo
Politicker
+7
Director of Sales
The great thing about salesforce is you need to buy software that is even more expensive than salesforce to use salesforce.

Look into Outreach, Salesloft, or Groove for activity metric tracking and reporting 
Show 1 more replies
bassinshaps
Catalyst
+5
Territory Sales Manager
Sync your quotes and use every feature you can
Kinonez
Arsonist
+8
Team Lead
Will do, any in particular you’ve found useful?
bassinshaps
Catalyst
+5
Territory Sales Manager
The related tab under opportunities. You can fill it with all the shit you don’t want cluttering your desktop. Also keeps all the info about each deal together.
Show 1 more replies
No_ty
Catalyst
+5
Sales Dir.
backup and powerful dialer
Kinonez
Arsonist
+8
Team Lead
Anyone you’d used and have success with?
CloudyWithAChanceOfQuota
Opinionated
+1
Inside Account Representative
pray everyone else updates the data and if not simply set your computer on fire 
Kinonez
Arsonist
+8
Team Lead
ahhahhahaha I feel there is a story behind this!
CloudyWithAChanceOfQuota
Opinionated
+1
Inside Account Representative
oh believe me there is, my company salesforce has been the center of plenty of calls with my therapist 
Show 1 more replies
ATX
Good Citizen
ENT Sales / Risk Management
Integrate with ZoomInfo or LinkedIn Navigator for easy and up-to-date contact uploads. Within SFDC itself, here are a few reports that saves a lot of time: 

- Activity Report (Calls/Emails) 
- New Contacts (list of recently added contacts) 
- Lost Deal Report 
- Open opportunity report  
Kinonez
Arsonist
+8
Team Lead
Will let my superiors know about this! Thanks for the tip!
EH20
Opinionated
+1
Manager
This is the best CRM!
Kinonez
Arsonist
+8
Team Lead
I have learned to love it! 
The.Machine
Politicker
+6
Sales Development Lead
There are some great resources on YT for Salesforce. Even Udemy. 

Best to have someone on your team with certifications. That can be obtained from Trailhead. 
Kinonez
Arsonist
+8
Team Lead
For sure, I’ve seen one or 2 YouTube videos! The certifications would be useful! Do you by any chance know much are they worth? Would love to certifícate myself!
JdiggityR
Fire Starter
+3
Enterprise Account Executive
Salesforce is a classic GIGO (Garbage In Garbage Out) system. Decide what you need to track and how you want to understand your customer/Account, then use it to keep that info. It can be overly complex and overthought, but it is still the best CRM around. +1 on learning to build reports, and becoming a trailblazer.
Kinonez
Arsonist
+8
Team Lead
I agree it’s a mouth full at first! There is a lot of customization, which if done incorrectly it can be a total mess for sure!
Cooper
Contributor
+1
Account Exec
If you have Salesforce try adding premier success, you will get exclusive enablement sessions, 121 support for some things and really helps you get the most from your Salesforce Org ;)
Cooper
Contributor
+1
Account Exec
But Yeah, Trailhead is a brilliant resource, you also have the trailblazer community which is full of official guidance and get started guides as well as FAQs, there is also a million different tutorials on youtube. 
Kinonez
Arsonist
+8
Team Lead
I have been very active on YouTube for sure! 
Reformed.Rep
Good Citizen
+1
Product Manager
#1's
- Learn the structure - how data in SF relates to itself, what info rolls up, what doesn't, what is tied to a person record, etc
- Figure out your permissions and make sure they work for you. If not, request changes, or update the fields you can to make sure you have the data and references you need.
- Updating accounts suck, but it's a long-term play. It's good info to have if you go back for a renewal or try to resell a Closed-Lost. Some software helps update these, but like above, make sure you're getting something adding value, and not going through the motions

#2's
- Learn how to make reports, and then add them to dashboards. This unlocks a whole other level:
=> I'd add my personal dashboard to a folder I opened every morning. It helped me scan to make sure nothing was on fire
=> This makes you a valuable internal resource
=> It opens up other career options and upward mobility. If you want to manage, you need to know SFDC. It also allows for transitions into maybe SE, Ops, M*rketing
Kinonez
Arsonist
+8
Team Lead
That’s for all the inputs!! This comment was full of value!! Appreciate it!
Reformed.Rep
Good Citizen
+1
Product Manager
That's the name of the game! Just remember to take it as it comes, and try not to get overwhelmed.

I have a rule I remind myself of - if it can be someone's career, it's probably not as easy as I think. And goodness knows how many people make money off the back of Salesforce!
Show 1 more replies
Jackywaky
Arsonist
+9
Sales Manager
We recently did and the main struggle is how to organize the leads. Make sure you have independent lists and array lists for the prospects you want to follow up. 
Hi
HindsightHarry
Account Executive
Date a Salesforce employee. Steal their knowledge. Pass it on to your children. Rinse and repeat.
8
What email tracking/sequencing tools are you using?
Question
12
4
Do you use Scratchpad (or similar tools)?
Question
8
4
Salesforce with an Autodialer?
Question
10