Salesforce is a potent tool for sales teams. However, not all sales teams use Salesforce to its full potential. In this article, we’ll share five proven Salesforce strategies that helped us to increase our sales by 200% in just three months. We’ll also explain why each strategy worked and how you can implement them in your Salesforce workflow. Additionally, we’ll talk about getting the best Salesforce training to ensure your team can use these strategies effectively.

1. Develop an Effective Lead Scoring System

The first strategy that we implemented was to develop an effective lead-scoring system. A lead scoring system assigns points to potential customers based on various factors such as job title, company size, and industry. By assigning points to potential customers, you can identify and prioritize the most qualified leads for follow-up.

Why it worked:

Using a lead scoring system, we focused our efforts on the leads that were most likely to convert into paying customers. This helped us to save time and resources and resulted in a higher conversion rate.

How to implement:

To implement a lead scoring system in Salesforce, you must create a custom field to store the lead score on your lead object. You can then use Salesforce automation to assign points to leads based on various criteria. Additionally, you can use reports and dashboards to monitor your lead scoring system and adjust it as needed.

Best Salesforce Training:

We recommend taking the Lead Management in Salesforce course on Trailhead, the best Salesforce training platform, to learn more about lead scoring in Salesforce.

2. Automate Your Sales Process

The second strategy that helped us to increase our sales was to automate our sales process. By automating repetitive tasks such as Lead assignments, follow-up emails, and appointment scheduling, we were able to save time and focus on selling.

Why it worked:

Automating our sales process allowed us to be more efficient and focus on the activities that mattered most – building relationships with potential customers and closing deals.

How to implement:

To automate your sales process in Salesforce, you can use a combination of workflows, process builders, and Salesforce automation tools such as Pardot. You can also integrate Salesforce with other tools like email marketing platforms, chatbots, and appointment scheduling software.

Best Salesforce Training:

We recommend taking the Salesforce Automation course on Trailhead to learn more about Salesforce automation.

3. Implement a Sales Enablement Strategy

The third strategy that helped us increase our sales was implementing a sales enablement strategy. Sales enablement is providing sales teams with the resources and tools they need to succeed. This can include training, collateral, product information, and sales playbooks.

Why it worked:

We increased their confidence and effectiveness by providing our sales team with the resources and tools they needed. This resulted in a higher conversion rate and more closed deals.

How to implement:

You can use tools such as Salesforce Content and Salesforce CRM to implement a sales enablement strategy in Salesforce. You can also create custom fields and objects to store information such as product specs, pricing, and customer case studies.

Best Salesforce Training:

We recommend taking the Salesforce Sales Cloud course on Trailhead to learn more about sales enablement in Salesforce.

4. Use Artificial Intelligence (AI) to Prioritize Leads

The fourth strategy that helped us to increase our sales was to use artificial intelligence (AI) to prioritize leads. Salesforce Einstein is a powerful AI platform that analyzes customer data and provides insights on which leads are most likely to convert.

Why it worked:

Using AI to prioritize leads, we could focus our efforts on the leads most likely to convert.

How to implement:

To implement AI in Salesforce, you can use Salesforce Einstein Lead Scoring, which analyzes your data and provides a lead score based on various factors. You can also use Salesforce Einstein Prediction Builder, which uses machine learning to predict which leads are most likely to convert.

Best Salesforce Training:

We recommend taking the Einstein Analytics and Discovery Insights course on Trailhead to learn more about AI in Salesforce.

5. Monitor and Analyze Your Sales Data

The final strategy that helped us to increase our sales was to monitor and analyze our sales data. By tracking key metrics such as conversion rates, deal size, and sales cycle length, we identified areas for improvement and adjusted our sales process accordingly.

Why it worked:

By monitoring and analyzing our sales data, we identified patterns and trends that we could use to optimize our sales process. This resulted in a higher conversion rate and more closed deals.

How to implement:

You can use reports, dashboards, and Salesforce Analytics to monitor and analyze your sales data in Salesforce. You can also use Salesforce Data Studio to combine your Salesforce data with data from other sources to get a complete picture of your sales performance.

Conclusion

We increased our sales by 200% in just three months by implementing these five proven Salesforce strategies. We developed an effective lead scoring system, automated our sales process, implemented a sales enablement strategy, used AI to prioritize leads, and monitored and analyzed our sales data. By doing so, we were able to save time and resources, focus on the most qualified leads, and optimize our sales process for maximum effectiveness.

We recommend getting the best Salesforce training available to ensure that your sales team can use these strategies effectively. Trailhead is a great place to start, as it offers many courses and modules covering all aspects of Salesforce. By investing in Salesforce training for your team, you can ensure you get the most out of your Salesforce investment and maximize your sales performance.