Salesforce CMS
Use Cases and Deployment Scope
I use Salesforce to track leads and referral accounts throughout the sales process. I can connect accounts, tasks, and various other features through the Salesforce CRM.
Pros
- Provides lots of options.
- Allows for the use of templates.
Cons
- Formatting on reports, easily being able to pull up a report, let's say of tasks, and being able to print a usable report to work from. The report's formatting does not provide an easily readable or workable printed option. Perhaps I am not sufficiently versed in preparing a report for printing, but this is one of the functions that, when working from sales, requires a small formatting change that would be helpful.
Return on Investment
- I am not sure what investment has been made in this Salesforce CMS, but as far as the investment of time, I think one of the things that could be improved would be the intuitiveness of the program. If I can place items in a paragraph format about the call we had, the program could extract data such as name, phone number, and sales selection option (notes) that could be populated into those fields, making setting up a customer file much quicker and with fewer keystrokes. Also triggers a reminder pop-up that allows the user to automatically set up the next task without requiring an additional keystroke/form selection. Utilizing AI to extract information would be useful. Also, implementing a Dragonfly or similar type of talk-to-text option, as many counselors are more quickly able to speak into their notes than to type them out.
