101 Killer Ways To Increase Your Salesforce Benefits
Boost user adoption, improve data quality, and maximize Salesforce ROI—it’s easier than you think
Last updated January 23, 2026
Are you truly getting the full value from your Salesforce licenses? We’ve compiled 101 proven ways to improve Salesforce ROI—practical, actionable tips designed to help your teams work smarter, improve data quality, and drive measurable results.
To make it easy to navigate, we’ve grouped these 101 tips into five clear categories:
- Improve user adoption and experience
Make Salesforce more intuitive so users can quickly access the tools and information they need. - Streamline workflows with automation and efficiency
Reduce manual work, eliminate bottlenecks, and free your teams to focus on high-value activities. - Improve data quality
Centralize data and enforce validation rules to ensure accuracy, reliability, and trust. - Strengthen reporting and forecasting
Deliver real-time insights with dashboards and reports that support better decision-making and more accurate forecasts. - Enhance sales effectiveness
Give sales teams greater visibility, prioritization, and tools to close deals faster and more efficiently.
Let’s dive in and explore these practical tips to unlock the full potential of your Salesforce investment.
Improve User Adoption and Experience
1. Clean Up Page Layouts to Remove Redundant Fields
- Salesforce Change: Simplify page layouts by removing unused, duplicate, or low-value fields.
- Business Benefit: Faster data entry, reduced frustration, and improved user adoption.
- Implementation Effort: Low–Medium
2. Use Dynamic Forms and Filters to Display Relevant Fields
- Salesforce Change: Configure dynamic forms with visibility rules based on context.
- Business Benefit: Cleaner interfaces, fewer errors, and improved efficiency.
- Implementation Effort: Medium
3. Implement Record Types on the Appropriate Objects
- Salesforce Change: Introduce record types with tailored layouts and picklists for each process.
- Business Benefit: Supports multiple business processes while reducing user confusion.
- Implementation Effort: Medium
4. Create Intuitive Lightning Apps for Each Department
- Salesforce Change: Build department-specific Lightning apps with relevant tabs and tools.
- Business Benefit: Faster navigation and improved productivity for each team.
- Implementation Effort: Low–Medium
5. Provide Ongoing End-User Training
- Salesforce Change: Deliver continuous training through sessions, guides, and refreshers.
- Business Benefit: Higher adoption, fewer errors, and better use of Salesforce features.
- Implementation Effort: Medium (ongoing)
6. Build In-App Guidance Prompts for New Processes
- Salesforce Change: Add in-app guidance, walkthroughs, and prompts within Salesforce.
- Business Benefit: Faster adoption of new processes and reduced support dependency.
- Implementation Effort: Low–Medium
7. Launch a User Feedback Process and Adjust Friction Points Quarterly
- Salesforce Change: Establish a structured feedback and review cycle.
- Business Benefit: Continuous improvement aligned with real user needs.
- Implementation Effort: Medium
8. Create a Custom Home Page per Department
- Salesforce Change: Configure role-based Lightning home pages with tailored components.
- Business Benefit: Users begin their day with the most relevant information.
- Implementation Effort: Low–Medium
9. Add Related List Quick Links at the Top of Record Pages
- Salesforce Change: Surface key-related lists prominently on record pages.
- Business Benefit: Fewer clicks and faster access to commonly used data.
- Implementation Effort: Low
10. Customize the Lightning Path to Specify Key Fields and Guidance
- Salesforce Change: Configure Lightning Path with stage-specific guidance and key fields.
- Business Benefit: Consistent sales execution and improved data completeness.
- Implementation Effort: Low–Medium
11. Implement Validation Rules to Guide Users Down Certain Paths
- Salesforce Change: Add validation rules with clear, instructional error messages.
- Business Benefit: Improved data quality and consistent process adherence.
- Implementation Effort: Low–Medium
12. Use Tabs Within Record Pages to Segment Fields
- Salesforce Change: Organize record pages using tabs for logical grouping.
- Business Benefit: Reduced clutter and improved usability for complex records.
- Implementation Effort: Low
13. Add Field-Level Conditional Formatting
- Salesforce Change: Highlight fields dynamically based on defined criteria.
- Business Benefit: Faster identification of critical information and risks.
- Implementation Effort: Low–Medium
14. Adjust Editability of Fields at the Page Level
- Salesforce Change: Control field editability using layouts and field-level security.
- Business Benefit: Reduced data errors and better governance.
- Implementation Effort: Low
15. Subscribe Users to Dashboards for Regular Updates
- Salesforce Change: Configure dashboard subscriptions for users and teams.
- Business Benefit: Proactive visibility into performance without manual reporting.
- Implementation Effort: Low
16. Migrate Users to Salesforce Lightning
- Salesforce Change: Transition users from Classic to Lightning Experience.
- Business Benefit: Access to modern UI, automation, and productivity tools.
- Implementation Effort: Medium–High
17. Enable Einstein Activity Capture, Contact Creation, and Enrichment
- Salesforce Change: Configure Einstein to automatically log activities and enrich records.
- Business Benefit: Reduced admin effort and more complete CRM data.
- Implementation Effort: Low–Medium
18. Customize Record Highlights Bar to Show Key Information
- Salesforce Change: Tailor the highlights panel to surface critical fields.
- Business Benefit: Faster decision-making with key data visible at a glance.
- Implementation Effort: Low
19. Configure and Enable Duplication Rules to Keep Records Tidy
- Salesforce Change: Set up matching and duplicate rules for key objects.
- Business Benefit: Cleaner data and more reliable reporting.
- Implementation Effort: Medium
20. Adjust Columns That Are Displayed in Related Lists
- Salesforce Change: Optimize related list columns to display only relevant fields.
- Business Benefit: Improved readability and quicker record reviews.
- Implementation Effort: Low
Streamline Workflow with Automation and Efficiency
21. Automate Processes with Flow Instead of Manual Work
- Salesforce Change: Replace manual steps with record-triggered, screen, or auto-launched flows.
- Business Benefit: Reduced effort, fewer errors, and faster execution.
- Implementation Effort: Medium
22. Set Up Scheduled Flows for Repetitive Background Tasks
- Salesforce Change: Configure scheduled flows to run recurring checks or updates.
- Business Benefit: Consistent execution of routine tasks without user involvement.
- Implementation Effort: Low–Medium
23. Implement Auto Assignment Rules for Leads/Cases
- Salesforce Change: Configure assignment rules based on defined criteria.
- Business Benefit: Faster response times and improved workload distribution.
- Implementation Effort: Low
24. Replace Excel Spreadsheets with Salesforce Reports
- Salesforce Change: Rebuild spreadsheet reporting using Salesforce reports and dashboards.
- Business Benefit: Real-time insights, improved accuracy, and less manual reporting.
- Implementation Effort: Low–Medium
25. Build Guided Screen Flows for Complex Processes
- Salesforce Change: Design step-by-step screen flows for multi-step user actions.
- Business Benefit: Standardized execution, fewer mistakes, and better user confidence.
- Implementation Effort: Medium
26. Auto-Create Renewal Opportunities with GSP Subscription Manager
- Salesforce Change: Use the GSP Subscription Manager App, which features functionality to generate renewal opportunities automatically.
- Business Benefit: Improved pipeline visibility and reduced risk of missed renewals.
- Implementation Effort: Medium
27. Use Validation Rules to Improve Data Quality
- Salesforce Change: Add validation rules to enforce required logic during data entry.
- Business Benefit: Cleaner data and fewer downstream process issues.
- Implementation Effort: Low
28. Auto Convert Web Leads Using Criteria-Based Flows
- Salesforce Change: Build flows that convert qualified web leads automatically.
- Business Benefit: Faster lead follow-up and reduced manual processing.
- Implementation Effort: Medium
29. Mandatory Fields for Data Quality
- Salesforce Change: Mark critical fields as required at the field or layout level.
- Business Benefit: More complete and reliable records.
- Implementation Effort: Low
30. Flow Errors to Compare Data Across Records
- Salesforce Change: Use flow logic to validate data consistency across related records.
- Business Benefit: Early detection of issues before they impact reporting or users.
- Implementation Effort: Medium
31. Automate Price Updates Through GSP Subscription Manager
- Salesforce Change: Use the GSP Subscription Manager App, which features functionality to generate price change rules that automatically update renewal opportunity pricing.
- Business Benefit: Accurate pricing with reduced admin overhead.
- Implementation Effort: Medium
32. Manage Multiple Currencies and Dated Exchange Rates
- Salesforce Change: Enable multi-currency and configure dated exchange rates.
- Business Benefit: Accurate forecasting and reporting for global sales teams.
- Implementation Effort: Low–Medium
33. Mass Update Data with Flow, Apex, or Data Loader
- Salesforce Change: Use bulk update tools to modify large volumes of records efficiently.
- Business Benefit: Significant time savings and reduced risk of manual errors.
- Implementation Effort: Medium
34. Automated Target Tracking Using GSP Target Tracker
- Salesforce Change: Configure salesperson, team, or product targets for performance monitoring.
- Business Benefit: Improved visibility into progress and accountability against goals.
- Implementation Effort: Medium
35. Create Groups & Bundles in Salesforce for Quoting
- Salesforce Change: Create bundles and groups using the GSP Product Manager.
- Business Benefit: Faster quoting and consistent product configurations.
- Implementation Effort: Medium
36. Managing Complex Pricing Discounts Using GSP Volume Pricing
- Salesforce Change: Create bands and tiers to automate volume pricing on opportunities and quotes.
- Business Benefit: Accurate discounting and margin protection.
- Implementation Effort: Medium–High
37. Tracking Recurring Revenue Using GSP Product Schedules or GSP Subscription Manager
- Salesforce Change: Configure product schedules or MRR schedules using one of the GSP apps.
- Business Benefit: Better revenue forecasting and subscription visibility.
- Implementation Effort: Medium
38. Automating Price Book Selection Using GSP Price Book Auto Selector
- Salesforce Change: Automatically assign price books based on predefined criteria.
- Business Benefit: Reduced pricing errors and faster deal setup.
- Implementation Effort: Medium
39. Use Sub Flows for Modular Development
- Salesforce Change: Break reusable logic into sub-flows for use across automations.
- Business Benefit: Easier maintenance and scalable automation design.
- Implementation Effort: Medium
40. Flow Builder for Click-Not-Code Development
- Salesforce Change: Standardise automation development using Flow Builder.
- Business Benefit: Faster delivery of automation without reliance on developers.
- Implementation Effort: Low–Medium
Improve Data Quality
41. Create Duplicate and Matching Rules to Prevent Duplicates
- Salesforce Change: Configure matching and duplicate rules for leads, contacts, and accounts.
- Business Benefit: Cleaner data, reduced confusion, and more reliable reporting.
- Implementation Effort: Medium
42. Enforce Picklists Instead of Free Text Where Appropriate
- Salesforce Change: Replace free-text fields with standardised picklists.
- Business Benefit: Consistent data and more accurate reporting.
- Implementation Effort: Low
43. Add Required Fields
- Salesforce Change: Mark critical fields as required at the field or page layout level.
- Business Benefit: Ensures essential data is always captured.
- Implementation Effort: Low
44. Implement Scheduled Jobs to Flag Incomplete Records
- Salesforce Change: Use scheduled flows or automation to identify incomplete records.
- Business Benefit: Proactive data maintenance and reduced reporting gaps.
- Implementation Effort: Medium
45. Standardize Naming Conventions Across Your Business
- Salesforce Change: Define and enforce consistent naming standards for records.
- Business Benefit: Improved clarity, searchability, and reporting accuracy.
- Implementation Effort: Low–Medium
46. Create Field-Level Help Text for Clarity
- Salesforce Change: Add descriptive help text to guide correct data entry.
- Business Benefit: Fewer errors and improved user confidence.
- Implementation Effort: Low
47. Archive Outdated Reports and Dashboards
- Salesforce Change: Review, archive, or remove obsolete analytics assets.
- Business Benefit: Reduced clutter and increased trust in reporting.
- Implementation Effort: Low
48. Regularly Run Data Cleanup via Data Loader or Flow
- Salesforce Change: Schedule or periodically execute bulk data cleanup processes to maintain data integrity.
- Business Benefit: Maintains long-term data health and system reliability.
- Implementation Effort: Medium
49. Establish Data Governance Policies for Each Department
- Salesforce Change: Define ownership, standards, and accountability for data by department.
- Business Benefit: Sustainable data quality and clear accountability.
- Implementation Effort: Medium
50. Validation Rules
- Salesforce Change: Implement validation rules with clear error messaging.
- Business Benefit: Prevents incorrect data entry at the point of creation.
- Implementation Effort: Low–Medium
51. Automate Lead Conversion
- Salesforce Change: Use flows or automation to convert qualified leads into opportunities automatically.
- Business Benefit: Faster processing and reduced manual errors.
- Implementation Effort: Medium
52. Flag Contacts Who Have Moved Companies
- Salesforce Change: Use automation or enrichment to identify outdated contact affiliations.
- Business Benefit: More accurate targeting and reduced wasted outreach.
- Implementation Effort: Medium
53. Account Parent Field
- Salesforce Change: Maintain correct parent-child account relationships.
- Business Benefit: Improved hierarchy reporting and account visibility.
- Implementation Effort: Low
54. Contact Reports To Field
- Salesforce Change: Ensure reporting relationships between contacts are captured consistently.
- Business Benefit: Better visibility into organizational structures and stakeholders.
- Implementation Effort: Low
55. External Data Enrichment Tool
- Salesforce Change: Integrate third-party tools to enrich records with verified data.
- Business Benefit: More complete, accurate, and up-to-date records.
- Implementation Effort: Medium
56. Country Picklist
- Salesforce Change: Replace free-text country fields with standardized picklists.
- Business Benefit: Consistent geographic data and improved global reporting.
- Implementation Effort: Low
57. Related Picklists
- Salesforce Change: Configure dependent picklists to control valid field combinations.
- Business Benefit: Prevents invalid data entry and improves accuracy.
- Implementation Effort: Low–Medium
58. Check for Out-of-Date Opportunities
- Salesforce Change: Use reports or automation to identify outdated opportunities.
- Business Benefit: More accurate pipelines and forecasts.
- Implementation Effort: Low–Medium
59. Clean Up Old Pipeline Deals
- Salesforce Change: Close, archive, or remove inactive opportunities.
- Business Benefit: Cleaner pipeline and improved sales visibility.
- Implementation Effort: Low–Medium
60. Use the Correct Field Type
- Salesforce Change: Review and update fields to use appropriate data types.
- Business Benefit: Improved validation, automation, and reporting accuracy.
- Implementation Effort: Low
4. Strengthen Reporting & Forecasting
61. Build Team-Specific Dashboards and Homepages
- Salesforce Change: Create dashboards and Lightning homepages aligned to each team’s KPIs.
- Business Benefit: Clear visibility into the metrics that matter most.
- Implementation Effort: Low–Medium
62. Use Dashboard Filters to Save Time for Teams
- Salesforce Change: Add dynamic filters to dashboards for quick data slicing.
- Business Benefit: Faster insights without creating multiple reports.
- Implementation Effort: Low
63. Implement Forecasting Using the GSP Product Schedules App
- Salesforce Change: Configure product-based forecasting using scheduled revenue data.
- Business Benefit: More accurate revenue forecasts and improved planning.
- Implementation Effort: Medium
64. Track Pipeline Coverage with the GSP Target Tracker
- Salesforce Change: Automatically monitor pipeline coverage against targets.
- Business Benefit: Early visibility into pipeline gaps and risks.
- Implementation Effort: Medium
65. Add Trend Reporting with the GSP Sales Dashboard
- Salesforce Change: Enable trend-based reporting for pipeline and performance metrics.
- Business Benefit: Better understanding of momentum and performance over time.
- Implementation Effort: Medium
66. Map Customer Health Scores with the GSP Account Planning App
- Salesforce Change: Define and track customer health metrics within Salesforce.
- Business Benefit: Proactive customer management and improved retention.
- Implementation Effort: Medium
67. Use Einstein Activity Capture for Auto-Logging Activity and Contacts
- Salesforce Change: Automatically capture emails, meetings, and contact updates.
- Business Benefit: More complete activity data and improved reporting accuracy.
- Implementation Effort: Low–Medium
68. Build Executive-Level Dashboards for Drill Down
- Salesforce Change: Create high-level dashboards with the ability to drill into detail.
- Business Benefit: Faster executive decision-making with trusted data.
- Implementation Effort: Medium
69. Schedule Reports/Dashboards for Success/Error Tracking
- Salesforce Change: Automate report and dashboard delivery on a defined schedule.
- Business Benefit: Proactive monitoring without manual checks.
- Implementation Effort: Low
70. Draw Meaningful Conclusions
- Salesforce Change: Align reports and dashboards to clear business questions.
- Business Benefit: Insights that drive action rather than just data consumption.
- Implementation Effort: Low–Medium
71. Track Performance vs Target Using GSP Target Tracker
- Salesforce Change: Automate target vs. actual performance tracking.
- Business Benefit: Clear accountability and performance transparency.
- Implementation Effort: Medium
72. AI Predictions with AI Prediction Builder
- Salesforce Change: Configure AI models to predict outcomes, including deal success and churn.
- Business Benefit: Improved forecasting accuracy and proactive decision-making.
- Implementation Effort: Medium–High
73. Real-Time Data
- Salesforce Change: Rely on live Salesforce data rather than offline or delayed sources.
- Business Benefit: Up-to-date insights for faster, more confident decisions.
- Implementation Effort: Low
74. Personalised Dashboards and Reports
- Salesforce Change: Create role-based dashboards and filtered reports.
- Business Benefit: Users focus on metrics relevant to their responsibilities.
- Implementation Effort: Low–Medium
75. Implementing Tableau
- Salesforce Change: Purchase Tableau for advanced analytics and visualisation.
- Business Benefit: Deeper insights across complex or multi-source data sets.
- Implementation Effort: High
76. Running Sales Performance and Pipeline Reviews
- Salesforce Change: Standardize review processes using Salesforce dashboards.
- Business Benefit: More effective sales meetings and action-driven reviews.
- Implementation Effort: Low–Medium
77. Weighted Opportunity Values Using GSP Target Tracker
- Salesforce Change: Apply probability-based weighting to targets.
- Business Benefit: More realistic target prediction.
- Implementation Effort: Medium
78. Understanding Subscription Metrics Using GSP Subscription Manager
- Salesforce Change: Track critical MRR metrics and renewals automatically.
- Business Benefit: Clear visibility into the health of recurring revenue.
- Implementation Effort: Medium
79. View Data Changes Over Time
- Salesforce Change: Enable historical tracking and trend analysis.
- Business Benefit: Better understanding of performance movement and data quality.
- Implementation Effort: Low–Medium
80. Snapshot Reports
- Salesforce Change: Capture point-in-time snapshots of key data.
- Business Benefit: Historical comparison and accurate trend reporting.
- Implementation Effort: Medium
5. Enhance Sales Effectiveness
81. Enable Sales Path with Stage-Specific Criteria
Salesforce Change: Configure Sales Path with defined stages, key fields, and guidance.
- Business Benefit: Consistent execution and improved data completeness.
- Implementation Effort: Low–Medium
82. Implement the GSP Core Suite as a CPQ Alternative
- Salesforce Change: Deploy GSP Core Suite to manage product, MRR, renewals, volume pricing, and price increases.
- Business Benefit: Faster quote creation and reduced complexity for sales teams.
- Implementation Effort: Medium–High
83. Use Products and Price Books
- Salesforce Change: Standardise opportunity line items using products and price books.
- Business Benefit: Accurate deal values and improved revenue reporting.
- Implementation Effort: Low–Medium
84. Automate Follow-Up Tasks for Leads
- Salesforce Change: Create automation to generate tasks after lead activity or creation.
- Business Benefit: Faster response times and improved lead conversion rates.
- Implementation Effort: Low
85. Use Opportunity Teams to Collaborate Better
- Salesforce Change: Enable and configure opportunity teams across sales roles.
- Business Benefit: Improved collaboration and shared ownership of deals.
- Implementation Effort: Low
86. Create Sales Playbooks and Attach Them to Opportunity Stages
- Salesforce Change: Build stage-specific guidance and resources within Salesforce.
- Business Benefit: More consistent selling behaviour and faster onboarding.
- Implementation Effort: Medium
87. Use Campaigns and Campaign Members for Marketing
- Salesforce Change: Track marketing engagement using campaigns and members.
- Business Benefit: Better alignment between sales and marketing efforts.
- Implementation Effort: Low–Medium
88. Opportunity Stage Exit Criteria
- Salesforce Change: Define and enforce exit criteria for opportunity stages.
- Business Benefit: Improved pipeline quality and more reliable forecasting.
- Implementation Effort: Low–Medium
89. Related List Hovers
- Salesforce Change: Enable hover details for key related lists.
- Business Benefit: Faster access to information without navigating away.
- Implementation Effort: Low
90. Standard Object Record Types
- Salesforce Change: Create record types to support different sales motions.
- Business Benefit: Tailored processes and cleaner data capture.
- Implementation Effort: Medium
91. Opportunity Close Plan
- Salesforce Change: Introduce structured close plans on opportunities.
- Business Benefit: Improved deal discipline and higher close rates.
- Implementation Effort: Medium
92. Lead & Opportunity Scoring
- Salesforce Change: Implement numeric scoring models for leads or opportunities.
- Business Benefit: Better prioritisation and focus on high-value deals.
- Implementation Effort: Medium
93. Deal Quality Metrics
- Salesforce Change: Track key deal health indicators, including age, activity, and risk.
- Business Benefit: Early identification of stalled or risky deals.
- Implementation Effort: Medium
94. Create Opportunities Earlier
- Salesforce Change: Adjust processes to encourage earlier opportunity creation.
- Business Benefit: Improved pipeline visibility and forecasting accuracy.
- Implementation Effort: Low
95. Einstein Activity Capture
- Salesforce Change: Automatically log emails, meetings, and calls.
- Business Benefit: Reduced admin effort and richer activity insights.
- Implementation Effort: Low–Medium
96. Target Tracking and Pipeline Quality
Salesforce Change: Track pipeline coverage and quality against targets.
Business Benefit: Better forecasting confidence and performance management.
Implementation Effort: Medium
97. Account Plans
- Salesforce Change: Introduce structured account planning within Salesforce.
- Business Benefit: Stronger strategic account management and retention.
- Implementation Effort: Medium
98. Approval Processes
Salesforce Change: Automate approvals for discounts, pricing, or deal changes.
Business Benefit: Faster decision-making with improved governance.
Implementation Effort: Medium
99. Discount Control
- Salesforce Change: Enforce discount thresholds and approval logic.
- Business Benefit: Margin protection and pricing consistency.
- Implementation Effort: Medium
100. Recommended Actions
- Salesforce Change: Configure AI-driven or rule-based recommended actions.
- Business Benefit: Clear next steps for reps and improved productivity.
- Implementation Effort: Medium
101. Opportunity Stage Customizations
- Salesforce Change: Tailor opportunity stages to match your sales process.
- Business Benefit: Better alignment between CRM and real-world selling.
- Implementation Effort: Low–Medium
Unlock Salesforce Benefits Across Your Organization. Maximize ROI by Improving Adoption, Data Quality, and Operational Efficiency.
Transform Salesforce from a tool into a strategic platform that empowers every team, supports executive oversight, and fuels sustainable growth.
Step 1: Assess Your Current State
- Conduct a rapid audit of your Salesforce setup, including page layouts, dashboards, automations, and data quality.
- Identify gaps, redundant processes, and high-friction areas for users.
Step 2: Prioritize Quick Wins
- Implement low-effort, high-value improvements first to gain momentum and early adoption.
- Examples: clean up page layouts, configure dashboard filters, enforce required fields, and enable dynamic forms.
Step 3: Plan High-Impact Initiatives
- Map medium- to high-effort improvements to your strategic goals.
- Examples: AI predictions, GSP Suite automation, Tableau analytics, account planning frameworks, and structured sales paths.
Step 4: Engage Your Stakeholders
- Involve executives, department leads, and end users early.
- Use feedback loops and user surveys to validate priorities and ensure adoption.
Step 5: Establish Governance and Training
- Define data standards, ownership, and validation rules.
- Provide ongoing training, in-app guidance, and regular communication to embed best practices.
Step 6: Measure and Iterate
- Track adoption, data quality, efficiency, and sales metrics.
- Regularly review dashboards and reports to refine processes and scale improvements.
Step 7: Scale Success Across Your Organization
- Once initial improvements show results, roll them out to additional teams, departments, and geographies.
- Continue identifying opportunities for automation, analytics, and sales effectiveness enhancements.
Increase Your Salesforce Benefits Today (and for FREE!)
Salesforce delivers the most value when improvements are strategic, prioritized, and aligned with both business goals and user needs. By starting small, measuring impact, and scaling thoughtfully, you ensure sustainable success and maximize ROI.
Start now. With the GSP Sales Dashboard, you gain instant visibility into pipeline and sales performance—and it won’t cost you a penny.
Salesforce Benefits: FAQs
Executive buy-in starts with positioning Salesforce as a business performance platform, not just a CRM. Leaders should clearly link Salesforce usage to outcomes they care about—such as forecast accuracy, pipeline visibility, deal velocity, and revenue growth.
The most effective approach is visible leadership: executives should actively use Salesforce dashboards in reviews, ask data-driven questions, and reinforce that Salesforce is the single source of truth. When leadership relies on Salesforce to run the business, adoption naturally follows across the organisation.
Download the 12 Must-Have Charts for Your Salesforce Dashboard eBook today!