Relationedge Blog 6 Tips to Improve Your Users’ Salesforce Experience

As a Salesforce administrator, you’re in the trenches every day making sure your company’s users are sufficiently trained on how to use the platform. While at this point in your career you’re likely quite comfortable with Salesforce, remember that most tools take some getting used to at first. With so many options and capabilities, Salesforce may appear quite complicated to your new users, and that can lead to resistant or disengaged users.  Fortunately, there’s plenty that you can do as a Salesforce administrator to streamline the experience for your users, ensuring its usefulness and efficiency across the whole organization. 1. Share the Big Picture Whether your users are new to Salesforce or are more experienced users, one of the best ways to improve user experience is by sharing the full story behind how and why your organization uses the software. A team member in sales, for example, might be comfortable managing customer accounts and communications but have a fuzzy idea of what actually happens with all the data they’re collecting. By sharing what information gets used by other departments and for what purposes, that member gets clued in to how they contribute to the company’s big picture.  This type of […] The post 6 Tips to Improve Your Users’ Salesforce Experience appeared first on RelationEdge.