Lead management is the backbone of any sales-driven business, and with Salesforce, you can transform the way your team handles inquiries. From automating lead capture to leveraging AI tools that predict conversion potential, Salesforce enables you to optimise every step of the process. Whether you’re managing a high volume of leads or honing in on top prospects, Salesforce’s robust features ensure your team works smarter, not harder.
Tag: user experience
What is a Salesforce Health Check and What Can It Do For Users?
A Salesforce Health Check is essential for businesses that have been using Salesforce but feel it’s no longer aligned with their evolving needs. Whether it’s restoring confidence in the platform, optimising efficiency with automation, or enhancing forecasting and reporting, a Health Check ensures your Salesforce instance adapts as your business grows. Discover how a thorough review of your system can reveal hidden inefficiencies and unlock the full potential of Salesforce to drive growth and improve user adoption.
“Training Issue” + “User Error” = Bad System Design
‘It’s a training issue’. ‘I’m afraid it’s user error’. We hear these justifications frequently in a customer service environment when something goes wrong. But how often should we really be attributing ‘user error’ to bad system design? Whilst it might be idealistic to say that the right system can design-out all propensity for error, it’s […]