Guide to Growth Series Ep. 4 Increase Efficiency
Over the next few weeks we’ll be publishing a series of blog posts exploring the different areas key to the growth of any organisation, as well as outlining why these areas are so important, and the solutions we can offer through Salesforce to help your business achieve scalable growth now and into the future.
Sustainable growth requires a deep understanding of your customers, personalised engagement throughout the customer journey, operational excellence, and the ability to react and change at pace to the world around-us and the ever-increasing demands of our customers.
Increasing efficiency.
In previous weeks we’ve explored how acquiring new customers, retaining existing customers, and offering a great customer experience can support the growth of your business, this week we’re taking a look at how we can help drive efficiency across your organisation using Customer Relationship Management (CRM) to ensure your people are able to spend as much time as possible doing what they do best.
It’s inevitable in the current climate that businesses will be looking to cut costs, recent PwC research found that two-thirds are looking to do this over the next 12-months.
However, finding efficiency in the ways you work doesn’t have to come at the expense of a great customer experience.
According to Harvard Business Review, “fifty-two percent of high-performing salespeople identified themselves as power users who take full advantage of their companies’ CRM technology.”
When you consider that on average a sales rep only spends 34% of their time selling, it becomes clear how a properly functioning and efficient CRM platform will unlock productivity, and enable business growth.
Efficiency is something which is required across the entire breadth of your business to be most effective - high-performing sales teams are 1.6 times more likely than underperformers to say service reps proactively alert them to opportunities.
How we can help.
At Inardua we know exactly how important it is to increase efficiency when growing your business, and we know that your Salesforce platform is the perfect place to start when looking to find areas that can unlock these efficiencies - whether it’s through increased business intelligence; streamlined businesses process; automation of tasks; or cost reduction we can help.
Below are just some of the solutions we can implement to your Salesforce platform to support your growth through the increase of efficiency.
Gather insight.
A best practice data structure ensures accurate dashboards and reporting on all your activities. Identify and spot early on any outstanding or incomplete actions. Gain a view on Lead and Opportunity conversion times. A view of how individual reps are spending their time, identify possible training or improvement areas so that staff can spend more time selling or serving. Adoption rate monitoring to ensure staff are using Salesforce as intended.
Streamline work.
Mobile features allow users to update records, view Dashboards, convert opportunities, and more, on the move. We’ll complete a Lightning Conversion complete with training and walkthroughs so you can get to grips with the most user-friendly version of Salesforce. Paths give users a visual representation of what stage a sale is at and what comes next – as well as giving tips and advice for each stage. We’ll implement security settings so you can be certain users will only ever see relevant records. Quip is a collaboration tool embedded into your Salesforce platform to ensure teams always have a live view of slides, sheets and documents when working together as a team on accounts.
Automate processes.
We can automate the creation of activities so you can be sure the right actions are being taken at the right time, without users wasting time on needless admin. We’ll automate creation of queues and assignment of opportunities to users. We can create processes to automatically update and create records when specific conditions are met. When deals requiring manager approval are completed, we can ensure managers are automatically alerted to ensure speedy approval.
Reduce cost.
The automation of repetitive processes, and the streamlining of user-interfaces all contribute to us helping save you and your users’ time. You can prioritise the type of work certain users should be doing, as well as the leads you should focus on, and the activities you need to complete. The centralisation of sales, marketing and customer service on a single platform will allow you to reduce spending on a raft of other unnecessary licenses on other platforms.
Get in touch.
Wherever you are in your Salesforce journey - in need of a quick-start to get up and running with built-in efficiencies, or with a mature platform needing in-depth enhancements to start delivering business-wide productivity improvements – we can help.
Get in touch and we’ll arrange a discovery call to find out more about your business, your objectives, priorities and challenges, and to outline how we can help you grow.
Or, if you’d like to receive the full Guide-to-Growth straight away, you can!
