Top 5 Ways to Increase Everyday Productivity with Salesforce

Are you the type of person who sees every Marvel Studios or DC Comics movie? Can you name all the iconic superheroes? Have you engaged in debates over which is best?

Now, for the most important question: have you thought about which superpower you’d want most?

Of course! Who hasn’t? Invisibility, flight, time travel, teleportation… Just think of everything you could do with a superpower.

The good news is that you already have special powers at your fingertips and you might not even know it. Salesforce can’t help you jump tall buildings or bend steel with your mind, but it can turn you into a productivity superhero.

Here are a few of our favorite Salesforce productivity tools that all caped office crusaders should know about.

Superpower #1: The Support of a Sidekick

 

Every Batman needs a Robin. You’ve got it with Salesforce Assistant. This is one of the platform’s greatest untapped productivity features. Assistant feeds important updates throughout the day to keep users focused on the most important tasks. Updates include:

  • New leads assigned to a user each day
  • Today’s tasks due
  • Overdue opportunities
  • Opportunities with no open activity
  • Alerts when opportunities post no activity at the 30-day mark
  • Open opportunities after the close date

Assistant shows up to 10 updates at a time prioritized by close date. Users can click the updates to immediately take action like sending an email directly from the system or addressing an overdue work item. The alerts also feed up to management to help with oversight and balancing staff workloads. Salesforce Assistant helps users set priorities and stay on top of their to-do lists in one easy location.

By |02 June 2022|