Salesforce CRM: The Ultimate Guide for Sales Team

Salesforce CRM can be an effective tool for your organisation if you use it the right way.

A CRM (Customer Relationship Management) Software helps facilitate winning relationships and improved customer experience with your business’s associates, including buyers, suppliers, users, service providers, and other parties by paying attention to their business needs. 

Decoding and sorting customer information, especially when it is needed the most, is the last thing you would want your employees to go through in an organisation that’s meant to be a driving force for providing fast services and maintaining its trustworthiness. 

Situations such as these only demand that various departments connect and manage in a way that provides compelling sales performance.

Which is why your organisation’s sales representatives need to embrace and rely on CRM technology.

And Salesforce CRM Technology can be an effective tool for your organisation if you use it the right way. 

Salesforce, a cloud computing company based in San Francisco, California, came up with their own CRM tool, which helps you connect with your customers directly without having to get the software set up by an IT expert. 

This blog will help you understand some of the surprising ways in which a Salesforce CRM tool can help your Sales Team close more deals with potential customers.

Before that, we’ll dive into some of the Common CRM Challenges that are typically faced by sales representatives across different organisations. 

Common CRM Challenges

  1. Implementation

The more functionalities and tools are present within the CRM implementation platform, the more challenging it becomes. 

There could be a number of features that may not particularly fit your business’s requirements, so it becomes even more futile to pay for something you are not even going to use. In such cases, customisation plays an important role as you only pick the functionalities required for your business.

2. System Integration

Integrating your business’s existing software with a third-party system could be a complex process to follow, so developing an effective strategy with the third party can save you half the trouble. The key is to decide whether the existing service cloud software including the paid tools will be used or not as you don’t have to overpay for a tool whose functionality will already be covered in the new CRM (Customer Relationship Management) tool.

3. Data Migration

When you are switching to a new CRM Tool and migrating your company data to the cloud, there could be a risk of adding incomplete or duplicated existing data to the system. Relying on a team of expert data migration specialists is an effective way to ensure that your company’s essential information isn’t lost and is safely transferred to the cloud solution system.

4. Customization 

The CRM Tool consists of various different tools and functionalities that, if used correctly, can tremendously help in achieving your business’s goals. This is the part that’s especially challenging, considering you have to know the ins and outs of different tools in a way that aligns customisations with winning possibilities and results for your organisation.

How can Salesforce solve these CRM Challenges?

1. Access to Safe Storage Space

Your CRM tool will ensure that your data such as contacts, activities, plans and tasks is available in one place and that you have uninterrupted access to it. Rest assured you don’t have to worry about losing your data.

2. Manage and Plan Time like a Pro

The CRM tool allows you to stay in contact with your customers for a longer period of time so you can optimise your schedules and tasks to ensure that you are managing your relationship with your customers the right way. This sales process will help you close more deals and build a stronger customer base!

3. Your Activity Reports are just a few Clicks Away!

Your weekly or monthly report preparation just got easier! You can provide information about the sales progress in just a few clicks with the help of the CRM tool’s automated and transparent process.

4. Cutdown on Admin- Related Tasks

A lot of repetitive Admin tasks are reduced or removed entirely to avoid time consuming actions that yield less profitability. By doing this, the CRM Tool provides enough room for the Sales Team to store product and price details, trigger activity reminders and guide them through the sales pipeline, step by step.  

5. Easy on your Pockets!

Yes, CRM Tools are costly but they can still help you save money as they are instrumental in reducing order or quote-related mistakes in real time before we spend tons of money correcting them. 

Tips or Best Practices for using Salesforce CRM for Sales Teams

Tip #1. Keep Up with your Team

CRM offers an extensive set of features like shared calendars, email integration and document templates that could be used strategically to up your sales game! 

These features can help you keep up with your team and business process by keeping track of sales patterns and seeing what works best in facilitating communication between employees and management.

Tip #2. At-a-Glance Customer Information

You can’t always rely on a notebook or diary to provide you with customer information whenever you need it the most. This is how a CRM tool can help you get an at-a-glance view of important customer service information. In just a few clicks you can access all of the required information on a single platform whether you are working on-field or in-office. 

Tip #3. Boost your Sales!

Increase your chances of closing a sale with this Cloud based CRM tool by tracking communication with your customers and knowing ‘exactly when’ to contact them for contract renewal, product replacement or upselling a new product or service. 

Tip #4. Get More Leads

The Salesforce CRM Tool captures information from people visiting your website which can help in providing you with a surprising number of qualified leads also known as Web-to-Lead forms. The Cloud based CRM tool’s analytics function will also track the performance of your leads to analyse which ones are actually producing qualified leads and which ones are not.

Tip #5. Track your Sales Move

Reach your targets faster by streamlining your sales cycle. Sales operations like order processing and preparing quotes are all automated in real-time within the CRM tool which leads to reduced production costs and more sales revenue.

Measuring Sales Performance with Salesforce 

How do you track what you have been achieving with this CRM Tool? You obviously can’t just rely on decisions taken with gut feelings to have fruitful results on their own. 

This is where facts or data come in handy, and Salesforce CRM Tool just has the right metrics to determine your sales performance:

1. The Dashboard Gauge

Track your current sales performance with the help of summarised reports. You can use the Salesforce Data in accordance with the gauge to create the most accurate measurement of your sales target. It will help you get a clear idea of your sales target and what you have achieved.  

2. The GSP Target Tracker

Measure performance against the required sales target with the help of the GPS Target Tracker without creating any manual forecasts. The tracker can be implemented easily with any Salesforce integrated platform and also provides the scope for providing highly visual information.

3. The Salesforce Forecasts Tab

This is a more advanced and sophisticated way to track performance. However, the only downside here is that the ‘Forecasts Tab’ can be a bit complicated to use, as you’d require some amount of training to successfully track performance against the required sales target. 


Once you have invested in a good CRM sales tool, you should not let it go unused and implement it properly. 

You can even expect pushback from your Sales team as they could be under the misconception that CRMs are time consuming and that instead of inputting data, they would rather be present at meetings or calling customers to work the sale. So it goes without saying that your top priority should be to convince them that a CRM will only improve their performance and make their jobs much easier than usual.

As a matter of fact, you also get the opportunity to provide impressive services and an improved interaction chain while staying connected to a pattern of streamlined processes, which are some of the factors that can prove to be lucrative for your business in the long run!

mVerve is helping businesses of all sizes optimise their use of the Salesforce platform. If you are just starting with Salesforce or want to take your Salesforce implementation to the next level, we have just the right knowledge and expertise for you! Visit to consult today!



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