The Ultimate Guide To Automate Salesforce Tasks & Save Hundreds of Hours (Even Without Enterprise Edition)

All Salespeople hate manually entering the same data over and over again in Salesforce. You meet a prospect, you create a task. You follow up with a prospect, you create a task. You send a proposal, you create a task. You respond to an RFP, you create a task. You get the verbal on the contract, you create a task. 

I bet 97% of all salespeople are creating the same tasks over and over and over again in Salesforce. And I bet 100% of you are all sick and tired of being sick and tired of Salesforce data task entry. 

That's why I'd like to introduce a new Salesforce guide and hack that we created to help all salespeople and marketers automate task creation, even if you aren't on the expensive SFDC enterprise edition. 

Here is the breakdown of the guide: 

In your Salesforce tasks, you can actually edit and change the subject button to a pick-list vs. text only. When you change the subject task button to a picklist, you can pre-populate the pick list with all the "types" of tasks that you and your sales colleague's recreate over and over again. 

With a task pick-list, salespeople can finally just easily select the task from the popup that best fits their follow up needs. Here is an example of some of the options that we have in our pick-list of over 100+ different options: 

What's also great about pre-populating the subject task pick-list is that it can help team's align with their  sales playbook and follow up sales activity that they should be executing. Additionally, this will also helps break down any barriers that sales reps put up about adopting Salesforce.

Step 1: Work with your sales team to define all the possible sales activities that should be included in this task pick-list. Make sure marketing doesn't just define this on their own (No offense marketing but you aren't the ones inputting the data every day like a data monkey). Include all salespeople and as a group define what these sales activities are and make sure everyone is aligned and in agreement. This will help empower each salesperson to feel like they were part of the process of creating this list. 

Once you have everyone bought in and all of your sales activities defined for your task subject pick-list, all you have to do now is get it setup within Salesforce. To get this setup, just click your name in the top right and click setup: 

Then select task fields: 

Next all you need to do is change the subject task field to a pick-list and input all of your options. 

It's your responsibility to make it as easy as possible for sales reps to focus all of their time on pitching and closing deals, not manual Salesforce data entry. Leverage this hack to update your task subject field today and work with your salesteam to outline every possible activity that should be saved in Salesforce as part of this drop-down pick-list. 

I know this hack saves our team a ton of time and wasted energy every week and I hope it accomplishes the same for you. 

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If you enjoyed this post, please like it, share it, tweet it, poke it, comment or whatever else you do with these things that you enjoy reading. Additionally, I'd love to hear in the comments section about any salesforce automation strategies that you've leveraged to crush your quota. 

About the author: 

Brandon Bornancin is the CEO & Founder of Seamless Contacts. He's obsessed with helping clients 10x revenues with sales automation strategies and technology. He's on a mission to generate 100 billion in new revenue for clients, employees and the economy by maximizing sales growth for all organizations both large and small. He can be reached at 614.440.1298 or [email protected]