On average, teams spend 14 hours of the week looking up information in Salesforce, entering this information, eliminating errors, and other routine tasks involved in CRM data entry and verification. If Salesforce is the #1 CRM in the world, then that means a lot of time is spent in Salesforce on activities that aren't directly related to sales or customer service.
Here's a round-up of 5 tools that can help sales teams and managers use their time more efficiently and effectively increase sales and revenue.
The first step in creating time-saving processes is to determine where the bottlenecks and stopgaps are. Toggl for Salesforce is a cloud-based browser extension that is super easy to use. According to Toggl, all that’s required to set up is download the extension, set up & login and then you use the timer inside of Salesforce.
With customized reports, tracking time can help teams identify which tasks are taking the longest to complete, most efficient times of the day or days of the week and help identify which types of activity take up the most time.
DocuSign for Salesforce saves time and eliminates data-entry errors by customizing proposals and contracts. With multiple variations for tasks like collecting signatures and even a solution for negotiating contracts line-by-line DocuSign is necessary for any type of business that has workflows that require contracts and signatures so you’re not spending time sending (or even worse mailing or faxing) paperwork and gathering signatures.
By helping to automate steps like data entry, information verification and back-and-forth between clients and sales teams, DocuSign can be a huge time-saver, while also legitimizing your lead-to-close process.
Email marketing & automation is not just a top-of-funnel marketing tactic. By creating email sequences, your team is improving its channel messaging and saving time. Salesforce Email Studio uses your existing customer data to create emails that have a 199% higher open rate and helps to move leads down the conversion funnel. Because this is a native Salesforce tool it seamlessly integrates with your CRM data.
You can skip steps like manual, individualized follow up with a series of automated emails that are customized using the data you already manage.
RingCentral improves team productivity and call efficiency by automating workflows and making customer or lead contact easier than ever. Skip steps and save time with click-to-call and note logging integrations. Making calls and recording useful customer data is a key part of your CRM and sales processes but make it more useful with RingCentral.
Human interaction is one of the most important parts of your sales process, so let RingCentral automate recordings so you can focus on your meetings and relationships.
Windward Studio’s Maestro Integration for Salesforce is a powerful tool that automatically turns Salesforce output data into powerful documents. Utilize the tool to design your report or document in whatever output you need, including Microsoft Office, Excel or PowerPoint. Automate your documents on a daily, weekly, monthly or quarterly basis so you can spend time analyzing, not gathering and input data.
With templates and batch data processing, Windward Maestro is the most important time-saving tool your sales team uses. If you need to report to operations teams, business managers or even create documents are part of your sales process, automating output data from Salesforce
Will save time across the board and eliminates the need for a back-and-forth between designers, developers, and in-house Salesforce engineers. Know more about other Salesforce tools here.
Learn more about Windward Maestro and download your free trial.