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Get the most out of your team with your Salesforce instance during COVID-19

Posted on May 6, 2020

We’re in a different world than we entered into this new year or even two months ago. For many of us, this has meant adjusting our daily routines, how we work, how we interact with each other, the list just goes on. As an organization in our line of work, what we’ve found to persist though is the need for a CRM.

Having a CRM is just as important, if not more now than ever, not only to keep visibility into our now-virtual organizations, but in order to keep ourselves organized. Real-time data is helping managers keep team members focused on priorities, and also providing helpful insights to them in order to make educated decisions. Below, we’re providing some strategies on how to get the most out of your team by utilizing your Salesforce instance at this time. Read on to find out.

Use Chatter to collaborate with internal team members. Set up some chat groups around specific purposes. This could be for specific team or project groups to allow members to work together in a single space and communicate; it could be an employee group to post all the latest company updates or updates around the current situation; it could be an “ask an expert” group to pose questions to your coworkers; it could also be a social group to post photos, jokes, memes and riddles, just refreshers to keep the spirits up. The options are endless.

Take advantage of out of box Salesforce emailing capabilities. Use this opportunity to help your team connect with customers with a consistent tone and message. Send out mass emails leveraging Salesforce email templates functionality to deliver a unified, corporate message.

Automate internal and external processes. With more people working from home, often instructions and tasks get lost in translation and people forget to follow-up. Create automations to bring together work from home employees. Automate tasks, emails, alerts and reminders to ensure that the business continues to operate like clockwork.

Increase productivity by integrating employee calendars and email systems with your Salesforce instance. This allows everyone in the company to be able to see the complete picture of interactions with customers, prospects, partners etc and stay aligned with each other on communication and delivery. Some of these items could be call data, notes, email history, upcoming appointments and meetings.

Build reports and dashboards for your organization. These enable executives and managers to get a quick overview and to track productivity and day-to-day operations even when employees aren’t physically present at work. Standard and custom reports and subsequently dashboards can be built to oversee key performance indicators and how they are being met by individual team members and the company as a whole.

Integrate webforms into the system. In these times, every lead matters and nothing should fall through the cracks. Invest time into integrating the company’s website’s web forms with the company’s Salesforce instance.This ensures that data is entering into the system and not going missing due to these disruptive weeks at work, with everyone suddenly adjusting to a new work-life reality.

Utilize this downtown to clean up data. Divide tasks between different team members and set objectives for getting the existing data in your Salesforce system cleaned, updated and revised. Other improvements can also be made within the business and process, as have been suggested above.

Last but not the least, emphasize on maintaining morale and mental wellbeing alongside productivity. Encourage your team to emulate a routine, schedule breaks at regular intervals, take the time to connect with coworkers, and finally at the end of a productive day of work, step away from the computer. And do the same the same yourself. Godspeed and may we all emerge stronger and better prepared on the other side of this.

If you have any questions, please feel free to reach out to us at

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