Home » Salesforce Automation » Salesforce Automation Cheat Sheet for SMB Sales Managers
Salesforce Automation Cheat Sheet for SMB Sales Managers
- Samir Majumdar
- December 21, 2021
- 2:04 pm
TABLE OF CONTENTS
Samir Majumdar
Samir is the CEO and Co-founder of Veloxy. After spending 20+ years creating corporate systems, boosting revenue, and eliminating inefficiencies, Samir started Veloxy to help sales professionals shorten sales cycles, accelerate pipelines, and close more deals.
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The new year is upon us, and along with it comes new sales resolutions.
One of the most popular sales resolutions for 2022 will be a commitment to reduce non-selling activity. Did you know that most salespeople spend over 60% of their time not selling.
Imagine how much revenue those sales orgs are losing every single year.
The quickest way to resolve this problem is to automate Salesforce. Sounds simple enough, right? I shared this insight with a friend of mine who’s a sales executive, and he sent me this 635 page Salesforce guide on automating business processes.
He doesn’t have time for 635 pages of workflows and if/then statements—and neither do you!
Introducing the Salesforce Automation Cheat Sheet. Be sure to bring this to your next meeting, because this time next year, you’ll understand just how much revenue was left on the table before automation.
What is Salesforce Automation?
When we speak of Salesforce automation, we’re talking about the automatic processing of administrative tasks and manual sales tasks related to Salesforce.
For example, this could be entering in the contact information of a new prospect at one moment, and manually prioritizing outreach at another.
Did you know these two specific tasks account for 166 annual hours and 146 annual hours respectively for most salespeople?
How much more could one of your reps sell with an additional 300+ selling hours a year?
Salesforce delivers very powerful functionality out-of-the-box for automating repetitive business tasks. These features include Process Builder, Flow Builder, Approvals, and Workflows.
The only problem with this functionality is that you’ll require a Salesforce Developer, a role that usually commands a salary between $70,000 and $125,000 per year.
Did I forget to mention how long it will take for that talent to program such automation (don’t ask, it takes months).
Good thing you’re here! I’m going to show you how a handful of Salesforce automation solutions can rapidly deliver you the results you need at a great fraction of the cost of hiring.
What are the Benefits of Salesforce Automation Software?
When you think of sales software, you might cringe a little because you think of the expense of it and the potential complexity of use. That’s understandable, I’m the same way.
That’s why I’m only going to share software solutions with you. By solutions I’m referring to software that solves problems, not creates them.
Salesforce automation software has two main goals. Streamline sales processes tied to Salesforce, and save time. But there’s more benefits to share:
How Does Salesforce Automation Development Work?
As I shared earlier, a Salesforce developer can create sales process automations custom to your organization’s unique needs. While this can take a significant amount of time and effort, and sometimes expense, it’s good for you to know what programming is already built-into Salesforce automation software.
Do you know what this is? sforce.one.editRecord(recordID)
It’s one of hundreds of unique lines of action code that developers can add to Salesforce’s Visualforce interface. The level of javascript programming required to customize your Salesforce is very high, which is demonstrated by their common salary demands.
Salesforce developers choose one of four paths when automating Salesforce:
If you’re more interested in going down the route of custom development, here are some applicable Salesforce automation cheat sheets:
The Salesforce Automation Cheat Sheet: Choose Wisely
When choosing between Salesforce Automation solutions and developers, you should consider the following 4 factors:
Salesforce Automation Solutions to Consider for 2022
There’s more to Salesforce automation than merely updating records and prioritizing leads. Salesforce is meant to be used collaboratively across the whole organization, from Sales to Marketing, and Human Resources to Customer Service. Here are some of the most popular Salesforce Automation solutions used by SMB Management:
As you can see, the diversity of software solutions approved by Salesforce for automation purposes is almost endless.
Conclusion on Salesforce Automation for SMB Sales Managers
The thing with most “cheat sheets” is that the user has to continue referencing it over-and-over again. Not the Veloxy Salesforce Automation Cheat Sheet!
Open the cheat sheet and move down from the top to discover the best path your sales org can take for confident and rapid success.