When the word “Salesforce” comes up, the first idea we built is about having a platform to manage customer relationships. Managing and delivering projects would never be the first thing that springs to mind. While Salesforce is known as a customer relationship management platform, in reality, it can do quite a lot more than this. The incredible capabilities had got companies using Salesforce for software project delivery and efficiently manage it.

Salesforce has got a range of out-of-box features that can be used to satisfy several core project management requirements, ensuring timely project delivery. These features make Salesforce the perfect platform to facilitate project management. 

How to Use Salesforce for Software Project Delivery

Salesforce is a unified source of truth for companies that provides information about their customers, managing customer projects within the same environment. Salesforce allows for better organization, higher data accuracy, easier communication, and better collaboration, everything that ensures software project success on its delivery. 

Here we have listed some ways you can use Salesforce for software project delivery, handling every aspect of it the right way.

1. Assign Tasks with Salesforce Tasks

With Salesforce Task object, you can assign tasks to one or multiple individuals and set reminders related to tasks for the software project delivery. It allows you to view tasks on individual records or access list views table, kanban, or split view styles.

Salesforce tasks help team members know what needs to be done for a project, along with any limitations and dependencies related to it.

2. Automate Customer Onboarding Journey Builder

Journey Builder on Salesforce helps you manage your customer journeys, but it can also be used to manage customer or user onboarding related to any project. Here’s how you can use Journey Builder:

• Journey Builder uses behavior-based triggers to send messages to attract prospective customers toward buying your product. In the same way, it can guide your new customers through onboarding.
• Salesforce Journey Builder also helps conduct drip campaigns to send new customers one new email or push notification each day to gain the attention of prospects. 
• It even allows triggering emails to send after customers have engaged with the previous email.

3. Enable Task Notifications

With Salesforce Task Notifications, you can track what needs to be done for the software project. Here what you can do with Task Notifications:

• Set reminders and enable notifications on the to-do lists of the project. This makes Salesforce much efficient for project management. 
• To make sure your team is getting reminders about upcoming tasks, get the Universal Notification Service (UNS) is enabled. 

4. Collaborate in Real-Time with Chatter

Chatter is an enterprise social media app for Salesforce that helps the team to stay collaborated while working on any software project. Chatter can help team representatives in many ways:

• Team members can use Chatter to create a new post related to project tasks or notifications. They can share relevant files and ask questions among each other.
• Chatter allows you to create groups within it, so the posts are only seen by relevant people instead of the whole company. 
• Chatter also allows bringing more of your project management activity into Salesforce.

Move to Salesforce for Software Project Delivery for Best Results

Salesforce is a powerful and comprehensive system that can be efficiently used for project management and delivery. It has numerous features that can offer the team the ease to automate and speed up processes. 

Although we know the capabilities of Salesforce for software project delivery, it can only be possible if the team knows the features and functionalities that matter to the project. This is where top Salesforce consultants can help. Contact us to know more about Salesforce or to avail our wide array of Salesforce services.

The success of the Salesforce implementation depends on how efficiently its end users are using the platform. Any Salesforce user engagement issues can cause serious setbacks on the way to increasing productivity, achieving higher productivity, and might even end up in a complete failure of Salesforce deployment. 

The problem with user engagement will not disappear by itself. You need to take relevant measures to ensure that the platform is used right. To do so, it is essential to be aware of common Salesforce challenges to timely address them.

Common Salesforce User Engagement Issues

Have you implemented Salesforce but still not getting significant results? That’s all because your team is not able to use it efficiently. You need to resolve the issues they are facing to use Salesforce efficiently.

Here we have listed the common Salesforce user engagement issues that you might need to address.

1. Lack of Knowledge about Salesforce capabilities

Salesforce customers have access to the huge functionality of the CRM, but those may seem to be daunting when they are not aware of how to use those. To use Salesforce to its fullest, users might need some help to navigate through the functionalities and using them in the right way. 

Experienced and certified Salesforce consultants know the ins and outs of the platform and can guide the users well about using it. Salesforce users should consider asking for help as the experts know how the platform can be adapted to their company needs as they will be well-versed with your business challenges. 

Users should consider asking questions for more clarity about the platform. Business processes are a good place to start. Ask about workflow management, staff, and sales channels.

2. Not Knowing What’s in Salesforce for End-Users

Why should representatives care what Salesforce is doing for the business, as long as they’re doing their jobs well? This is a question that might strike the minds of users. Not knowing the benefit of Salesforce for end-users might restrict its use for both employees and managers.

• Salesforce integrates your business needs with your day-to-day data entry process. While moving from the traditional CRM to Salesforce, there is a shift needed in thinking – for both business owners and the employees.
• Your team should have to shift their thinking and get proactive with data. The performance of the team is directly related to how easily they are accessing and using the data. This is where they can use Salesforce to unify their data instead of fragmenting it into different documents across multiple systems.
• Salesforce enables proactive and integrated data entry, so the employer has better visibility across the staff productivity. With Salesforce, they can chart sales growth, can visualize how the team is meeting targets.

3. Irregular Data Update

Not updating Salesforce data is evidence of poor user engagement. This issue makes it impossible for a sales manager to track the effectiveness of strategies and processes. Sales representatives need to be aware of changing data like a customer’s contact data and purchase history, which should be timely updated in the CRM. 

Not updating Salesforce data can result in costly and embarrassing mistakes. This will cause a delay in lead generation and closure. It will also affect your company’s reputation if you are not sending the relevant information to the right customer.

Overcome Salesforce User Engagement Issues for Best Results

Doesn’t matter how exceptional are the Salesforce capabilities, if users are not able to use the platform the right way, all of it is of no use. The need here is to ensure that any user engagement issue with Salesforce is resolved so the team can use the CRM to obtain the best results. 

What you need here is a team that can guide you right on user onboarding to make efficient use of the platform. Get in touch with our Salesforce experts for guidance.