Feeling like your sales force isn’t giving you the sales edge it once did? Maybe your win rates are down, deals are stalling, and the whole platform feels cumbersome.

Salesforce is a powerful tool, and it has a wealth of features waiting to be unleashed. Let’s reignite your sales passion and put those deals back on track with some powerful native Salesforce tools you might be overlooking.

Native Account Planning and Opportunity Management

As per TechTarget, Salesforce offers a comprehensive understanding of your customers throughout their journey. It achieves this by simplifying tasks with automated workflows, storing all your customer data securely in the cloud, and delivering real-time insights.

The platform’s popularity speaks for itself, with over 150,000 businesses of all sizes trusting Salesforce as their secure and scalable cloud solution.

Salesforce’s account planning and opportunity management features are like a built-in sales playbook. According to Prolifiq, account planning allows you to map out your target accounts, identify key decision-makers, and tailor your approach. Utilize fields to record conversations, engage with colleagues, and record important account facts.

Opportunity management helps you visualize your sales pipeline, forecast deals, and manage every stage of the sales cycle. Identify deal health in real time, automate processes, and provide clear sales routes. With strong account planning and opportunity management, you can transform your sales strategy from reactive to proactive.

Click here to learn more about native Salesforce account planning and opportunity management and close more deals with increased efficiency and predictability.

Leverage the Power of Reports and Dashboards

Are you drowning in data but thirsting for insights? Salesforce’s reporting and dashboarding tools can be your lifesaver. Reports allow you to slice and dice your data to identify trends, track performance metrics, and measure the effectiveness of your sales efforts. Drill down into specific accounts, opportunities, or activities to pinpoint areas for improvement.

Dashboards provide a visual representation of your key metrics, giving you a real-time snapshot of your sales pipeline and overall performance. Customize dashboards to suit your specific needs and share them with your team for complete sales transparency.

According to CustomerThink, salesforce dashboards can benefit all company employees, from lower levels to senior management, as well as your data analytics consultant. The firm and its customers gain when teams employ a variety of Salesforce dashboards that are tailored to their specific needs.


Salesforce dashboards provide a comprehensive solution for businesses to produce, track, and analyze data in order to maintain sustainability. Salesforce dashboards, like RFM analysis, generate thorough information that may be utilized to make decisions and manage customer relationships.

Reports and dashboards empower data-driven decision-making, keeping you informed and agile.

Automate Tasks with Workflow and Approval Processes

Sales are all about building relationships and closing deals, but let’s be honest, there’s a lot of administrative busywork involved. Salesforce’s workflow and approval processes can free you from repetitive tasks and streamline your sales cycle. Workflows automate routine actions based on pre-defined criteria.

According to Harvard Business Review, 90% of employees report that automating tasks improves productivity in the workplace.

For example, you can automatically update lead statuses or send follow-up emails after meetings when a certain action is taken. Approval processes ensure deals flow smoothly through the sales pipeline by requiring approvals from designated team members.

This increases accuracy and compliance while also saving time. You can concentrate on what really matters—developing connections and closing deals—by automating time-consuming procedures.

Boost Collaboration with Chatter and Communities

Sales is a team sport, and effective communication is key. Salesforce Chatter provides a built-in social collaboration platform where you can share updates, ask questions, and collaborate with colleagues in real time. Use Chatter to discuss deals, share best practices, and get feedback from team members.


Salesforce Communities take collaboration a step further, allowing you to connect with external partners, customers, and vendors. Create customer communities to answer questions, provide support, and foster stronger relationships. You can eliminate silos, enhance communication, and establish a more cooperative sales atmosphere by utilizing Chatter and Communities.

Salesforce Chatter, available with a Salesforce subscription, is a social networking application that improves team efficiency through group chats, file sharing, and CRM. TechRadar points out that every Salesforce software license comes with free access to Chatter. It may be accessed using the Salesforce mobile app and desktop browser, and it is also sold separately.

Mobile Advantage With the Salesforce Mobile App

In today’s fast-paced world, staying connected is crucial. The Salesforce mobile app puts the power of your CRM at your fingertips. This allows you to access your data and manage your sales pipeline on the go. View and update accounts, contacts, and opportunities from anywhere, anytime.

Respond to leads and close deals in real-time, never missing a sales opportunity. Use offline capabilities to stay productive even without an internet connection. The Salesforce mobile app empowers you to be a sales superstar, no matter where your day takes you.

The need for mobile CRM solutions has increased in recent years as a result of the huge growth in smartphone penetration globally. According to Future Market Insights, in this age of enhanced marketing, customer service is crucial in determining whether customers stay loyal to firms.

Managers and company owners may use a mobile-friendly CRM to track client requirements and complaints and develop better plans. CRM for iPad has also gained in popularity as a consequence of increased device productivity and flexibility. This makes it a popular choice among many business professionals.


Does Salesforce Have an Account Planning Tool?

Yes, Salesforce offers built-in account planning features. These allow you to map target accounts, identify key decision-makers, and collaborate with colleagues. It’s essentially a sales playbook within your CRM.

In Salesforce, What Distinguishes a Report from a Dashboard?

Reports are similar to spreadsheets with extensive data, yet both offer insights. Dashboards, which resemble a customizable control panel for your sales funnel, provide a visual summary of important indicators.

What is the Benefit of Salesforce Automation?

Manual tasks can bog down sales teams. Salesforce automation streamlines workflows by automating repetitive actions, like updating lead statuses or sending follow-up emails. This frees up time for salespeople to focus on building relationships and closing deals.

In conclusion, Salesforce is a powerful CRM platform with a wealth of features designed to boost sales productivity. By leveraging native tools for account planning, opportunity management, reporting, automation, and mobile access, you can transform your sales approach from reactive to proactive.

This can help close more deals and empower your team for success. Remember, effective CRM utilization hinges on understanding your specific needs and tailoring the platform to match your sales strategy.