8 Tips for Leveraging Salesforce for Your Remote Workforce! To help companies transition to their newly remote workforce we polled our team of Salesforce experts to come up with a list of top tips, tools, and recommendations. Activate a Chatter Group – Don’t miss the potential of group think! Salesforce Chatter and Chatter Groups help […]
TIP #6: Implement Single Sign On (SSO) Improve Security and Protect Your Data! Tip #6: Implement Single Sign On (SSO).With the recent shift to a fully remote work environment, properly securing your data and information is more important and complex than ever. Thankfully your Salesforce platform was designed from the ground-up to support remote workers, […]
TIP #5: Recognize Your Team’s Heroic Efforts Celebrate Success Using Salesforce! Tip #5: Recognize your heroes. Our current chaotic environment creates daily opportunities for individuals on your team to go beyond expectations to meet the needs of customers (or fellow teammates). Yet, with everyone working remotely, much of this effort could go unnoticed. Plus, there […]
TIP #4: Enable Team Collaboration with Quip Get Your Remote Team Up To Speed Quickly! Tip #4: Enable Team Collaboration with Quip. Get your remote team up to speed quickly with a single source of truth! Quip embeds real-time collaborative documents inside Salesforce to quickly get your teams in sync and help them communicate within […]
TIP #3: Track Team Engagement with Salesforce Powerful Tool for Keeping a Pulse on Employee Morale! Tip #3: Keep a pulse on the mood and engagement level of the team. A shift to working remotely can be disruptive for employees. With fewer face-to-face interactions, managers often find it difficult to gauge how their team is […]
TIP #2: Unify Your Remote Team with Dashboards Keep everyone on the same page! Tip #2 Dashboards: Team alignment is critical for business success, but it can be easily disrupted. Quickly transitioning teams from an office to working remotely can be disruptive, making it difficult to keep everyone focused on what matters. Fortunately, Salesforce Dashboards […]
