User Productivity refers to simplified access to both structured and unstructured information. The enrichment of applications and access channels with standardised services and enablement of user interface development. So, concerning Salesforce, what features boost user productivity?

It is often the case that a company will buy a marketing automation platform to affect the level of productivity in teams directly. Teams of people who work in marketing and sales will have targets and quotas, but they’re human. And being human means that productivity is never consistent. Even the best people in a team will have downtime.

Increase User Productivity with Einstein within Salesforce!

There is nothing wrong with having downtime now and then, but a company hires people to provide results. If a reduced level of productivity exists for a while, this will have a clear and potentially catastrophic impact on revenue.

You don’t need to keep an eye on every aspect of a team’s day to day operations to boost productivity (for example, monitored rest breaks are old news now). Still, you do need to make sure that an organisation knows how to be effective. This helped along the road to optimum effectiveness as much as possible.

Essentially, a company must ensure that it enables high productivity.

We are going to look at how Salesforce can help a company achieve an optimum level of productivity. But before we do that, let’s take a look at what lousy productivity looks like. More importantly, how it is caused.

How A Company Can Cause Low Productivity?

The low productivity in a team doesn’t just happen by itself. Companies can create a culture that develops dips in productivity and reinforces those dips. Companies can create groups that are so severely handled. They can even end up working at minimum productivity.

How does this happen? Well, the following points need to be addressed. In a company, to recognise dangerously low productivity and identify how to increase the work done by a team.

How Can You Increase Productivity?

  • Meetings. Meetings are perhaps one of the most constant elements in business. They take place daily. They can be a significant source of productivity bleed. Unless they are handled well and have a definite purpose, you will have problems. Consider scheduling fewer meetings, or managing communications through email more. Also, consider keeping meeting times with a strict focus. This allows for less pointless discussions.
  • Schedule fatigue. Where a company may insist upon sticking to the hours of the working day. With no movement on the issue. However, with the growth of home-working and the ability to get things done effectively outside office hours. People are genuinely interested in having a more flexible schedule. It’s also a well-known fact that some people work better at certain times a day than others. Companies are finding that allowing for more flexible working means a more productive workforce.
  • Lack of recognition. Sure, we all know that we are professionals. Working hard and well is what we should be doing, but when we nail a task, we must get some clear recognition for the effort. Productivity is strongly linked to appreciation. You don’t need a situation where you have huge parties if a new employee hits a sales quota. It is important to acknowledge good work. People will work harder and better if they are recognised.
  • Poor quality systems. The workplace must have quality automated systems in place. This needs to cut out work and effort when they are affecting productivity. An automated platform for sales and marketing takes out the stuff that can be done automatically (via AI, for example) and therefore saves time. This makes the team more productive.

So What Do We Do?

Salesforce happens to have several features that help boost productivity in your teams. And of course, a lot of it is automated. So you’re already scoring a productivity win right there.

One way you can add plenty of speed to the whole process is through training. Salesforce is incredibly powerful, but it does require substantial training before it becomes genuinely useful across the board. When Salesforce is introduced, or a part of Salesforce is put into operation, invest time into ensuring that all members of teams are fully confident and have adopted the Salesforce approach.

Businesses find that ensuring quick and early adoption to Salesforce helps a company to become more productive. The vast amount of support for productivity on Salesforce can only be truly appreciated if users know what they are doing, and have fully ‘adopted’ the platform.

As part of this approach, companies need to ensure that the Salesforce experience they are introducing matches correctly with the business goals. Meaning careful consideration of both goals and features and then removing aspects of Salesforce that aren’t necessary for your business. If done early, there will be fewer hiccups around adoption.

Consider Salesforce Lightning

Here’s a concrete and practical way to make vast increases in productivity. Salesforce Lightning has shown to make tangible and powerful savings in time and to boost productivity.

Salesforce includes default activity actions for creating tasks and events, logging calls, and sending an email. In Salesforce Classic, users access these actions from the Open Activities and Activity History related lists and in the Chatter publisher on records. In Lightning Experience, it’s easier to keep up on activities because all activity actions are grouped in a single place—the composer in the activity timeline.

The UI is the thing. Obviously, behind the UI, you have a lot of metric-driven work, but Lightning users often refer to the actual interface as one of the critical reasons that Lightning makes a difference in their work.

The sheer boost in productivity, though, is what it is all about. It’s faster and allows for more work to be done. Some users have reported savings of hours rather than minutes; it’s that effective.

Want to take a closer look at Salesforce Lightning? Have a look at the salesforce product ‘here.’

The AI Reduces Guesswork

One final thing that Salesforce is very good at is reducing guesswork. The AI employed by the platform will find leads that are worth following up and prioritise those for a sales team. Automatically taking away much of a significant amount of time assessing lead quality.

However, it doesn’t just stop there. Sales teams can also have much of the essential actions that are part of their day aligned and ready when they turn the platform on. Everything is about using AI to streamline selling and make it quicker and more intuitive.

Onboard Quicker

Onboarding can be one of the factors that massively increase the workload in teams, and slows everything down.

Use Tasks to Boost Sales Productivity (Lightning Experience). Manage your tasks in Salesforce. It’s the ideal way to stay on top of your customer relationships. Salesforce gives you three ways to manage your tasks. The Kanban Board helps you keep all your opportunities and leads moving ahead through the sales process.

Special enablement tools exist inside Salesforce that cut down on that onboarding time, so new reps can feel like they are on top of things a lot quicker. The whole package is fun and accessible too, so it’s no chore.

Salesforce Mobile

Salesforce Mobile can pull a whole lot of productivity enhancements in for your team. The app is incredible and has very much an ‘at the moment’ feel. Your teams can even see news about a prospect’s company as it breaks. And that’s super important if you’re about to enter a presentation with that prospect.

What’s more, the admin staff in your organisation can make crucial, quick changes to how the app experience is for users. So information can be quickly sent to team members, for example, that can help them close deals quicker.

However, the one key thing that makes Mobile super-effective is Chatter. Being able to foster quick and useful communication within teams makes a huge difference during the sales day.

Consider the above steps when trying to increase productivity with Salesforce. They make a massive difference in all aspects of the sales process.

Want to read more about Salesforce? Have a look at our blog posts ‘How To Prep For Your Salesforce Certifications’ &. ’10 Pardot Hacks Every Trailblazer Should Know’