Maximizing the value of your CRM is an important factor in increasing productivity and profit for your business.

Whether your company is new to Salesforce or has been using it for years, ROI (Return on Investment) should always be at the top of your mind. However, with all that Salesforce can offer it can be confusing to figure out how to get the most out of your org.

Do not fear! We have curated some best practices that we think are essential to increasing your Salesforce ROI.

How to Maximize your Salesforce ROI

Train Your Workforce

One of the beauties of Salesforce is that it brings all of your business’s custom information together in one easy-to-read place - making things a lot simpler for every one of your employees! However, having untrained or undertrained employees can throw the benefits of Salesforce right out the window.

It is imperative to have a properly trained workforce that is ready to get the most out of Salesforce. Now I know what you’re thinking: “Isn’t this a little obvious? Of course my employees will be properly trained,” but don’t think we are crazy for suggesting this tip just yet! Being properly trained for their position and being properly trained in Salesforce are two vastly different things. In a study performed by Cloudingo, data showed that nearly 40% of Salesforce users found the ease of use of their org unsatisfactory.

That is an extremely large number of people that are struggling with their Salesforce org right now!

In order to increase your Salesforce ROI, it is important to ensure that your employees are always aware of the broader goals of your business and are confident on how to use Salesforce to achieve these goals. Training is an extremely important part of any employee's journey with salesforce; take a look at these tips from Salesforce themselves on how people have found success training their new users in the past. By taking advantage of an in-depth and multifaceted training process, you are sure to get the very most out of your workforce and Salesforce ROI.

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Maximize the Value of Your Data

Another main benefit of Salesforce is that it stores all of your customer data on one simple and accessible platform. Unfortunately, the majority of data that is available to businesses goes unused and unanalyzed.

One way to help maximize the value of the data that you collect is with the “Custom Fields” feature within Salesforce. If there’s a specific piece of data that isn’t represented in your object’s standard fields, you can create your own custom field to start keeping track of the specific data you want.

Along with “Custom Fields,” Salesforce also comes with a built-in “Reports” feature that will allow you to process the data you have collected in a neat and simple manner. With Reports, you can examine your Salesforce data in almost infinite combinations, display it in easy-to-understand formats, and share the resulting insights with others quickly and easily. Reports are definitely a tool that all should be familiar with.

The Salesforce AppExchange also can also play an important role in leveraging your data. With the AppExchange, you are able to utilize your data within thousands of apps. One prime example of this comes with S-Docs! With S-Docs you are able to incorporate your Salesforce data into professional-caliber invoices, reports, summaries, letters, and so much more. By being able to use your Salesforce data to create so many different types of documents, S-Docs gives you the ability to share and manipulate your metrics like never before.

Finally, before everything else, it is important to establish the importance of data and metrics with the entirety of your workforce. Building a data-centric work environment and placing great importance on the numbers you collect will not only help everyone stay on the same page but will greatly improve the ease and efficiency of your data collection. Everyone being able to look at and learn from the data will create an environment of successful workers striving to outperform last quarter’s numbers. All in all, becoming a data-first company can greatly improve your Salesforce ROI.

Leverage Automation

Automation is one of the best things that Salesforce brings to the table. With various add-ons and built-in features, you are able to automate

much of the sales process with the help of Salesforce. Your sales team can focus on turning leads into customers instead of housekeeping and time-consuming tasks. Let's dive into how you can leverage automation with Salesforce!

Process Builder

Process Builder Is the Salesforce hub for automation. Without having to know any code, you can create “if, then” statements to automate all sorts of different processes within your salesforce org.

With just a couple of clicks you can automate your Salesforce org to create records, schedule calls, post to chatter and do a variety of other important yet time-consuming tasks. Here are a couple more examples of what Process Builder can do:

  • Create a record
  • Launch a Flow
  • Post to Chatter
  • Call Apex code
  • Update related records
  • Invoke many other processes

Being able to automate a variety of processes without any add-ons is one of Salesforce’s greatest benefits - however, sometimes you need some more help. That is when you turn to the AppExchange!

Utilize the AppExchange

Although Salesforce allows you to automate a variety of processes within the platform, there are a countless number of third-party applications that can further your business automation, too. From staying on top of tasks with the help of a calendar to drafting beautiful professional electronic documents, there is an app for almost everything in the AppExchange - one of them being S-Docs.

Although we are a little biased, we believe that document generation and e-signature are two of the most important aspects of your business that need automating. For example, your sales team shouldn’t have to be bogged down by creating contract after contract; they should be focused on turning leads into customers! Your customer service team shouldn’t waste valuable time drafting personalized communications; they should be problem-solving and building relationships.

With S-Docs, you get the only 100% native document generation solution for Salesforce. This means that automating your documents has never been faster or more secure than it is with S-Docs.

Automation can save your business a lot of time and money; with the help of Process Builder and the countless apps in the AppExchange, you can leverage automation to its full potential and help increase your Salesforce ROI.

Always Keep Learning

Now that we have gone through some of the more nitty-gritty tips in order to increase Salesforce ROI, we finish off with a general best practice that you and your team should always follow: Keep learning! Salesforce is an ever-changing platform that consistently adds new features and functions that can help streamline your business processes. Keeping up to date with the newest updates and continuous improvements of the platform will help your business stay on top of all things Salesforce, allowing you to maximize the benefits of the CRM.

Holding regular retraining and testing sessions to keep your employees' knowledge up to date and encouraging continuous use of Trailhead is a great way to maintain a workforce of consistent learners. But it is not just your workforce that needs to consistently be learning, it's everyone! Everyone in the company should be up to date with Salesforce to make meetings, briefings, reports, and everything in between a smooth and easy process. If you have a business full of Salesforce masters, you are sure to get the most out of your organization and see a huge increase in your ROI.

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Increase Your ROI with S-Docs!

S-Docs takes document generation and e-signature automation to the next level!

We are the only 100% native document generation solution for Salesforce; this means the document automation process will be faster and more secure than any third-party system on the market. Your sales team will be able to focus on turning leads into customers instead of waiting and worrying about the creation of their contracts, invoices, etc.

Over the past ten years we’ve acquired a deep network of trusted partners and helped countless businesses solve their document generation and e-signature needs, and we don’t plan on stopping anytime soon!

For more information about how we can help your organization request a demo today or reach out to

See S-Docs In Action

Leave your Salesforce document workflow worries behind.

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