You're struggling to keep up with sales targets. Can Salesforce software help you achieve your goals?

2 How can Salesforce help you with lead generation?

Finding and qualifying new leads is a critical part of outside sales, and Salesforce can help with this process. It offers features such as lead management, where you can create, assign, and track leads from different sources. You can also score and prioritize leads based on their level of interest and readiness to buy. Additionally, Salesforce has lead nurturing capabilities, which allow you to automate follow-up activities such as sending emails or scheduling calls. Lead conversion is also supported, enabling you to easily convert leads into accounts, contacts, and opportunities. Finally, you can track the history and status of each lead and opportunity, as well as measure their performance and ROI.

4 How can Salesforce help you with travel planning?

Managing a travel schedule and expenses can be a major challenge for outside salespeople, but Salesforce can help. It offers features such as travel optimization, integration, and productivity. For example, you can use maps and geolocation to plan your travel routes and optimize time and mileage, as well as integrate Salesforce with other travel apps and platforms to find and book flights, hotels, and transportation. Additionally, you can use expense tracking and reporting tools to record and submit your travel expenses. Moreover, the Salesforce mobile app allows you to access and update your data and tasks on the go, even in offline mode.

5 How can Salesforce help you with performance tracking?

A crucial aspect of outside sales is tracking and measuring your performance and results. Salesforce can help you do this by providing features and tools such as a performance dashboard, performance reporting, and performance coaching. The dashboard allows you to view customized metrics and indicators, compare your performance with peers and benchmarks, and identify your strengths and weaknesses. Performance reporting enables you to generate and export detailed reports that show activities, outcomes, and trends. You can also use filters and charts to segment and visualize data, then share reports with managers or team members. Performance coaching gives access to feedback and coaching tools from managers or mentors, as well as gamification and recognition tools to motivate yourself or your team.

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?