Is Your Salesforce Instance Set Up For Remote Working?

The past few weeks have been interesting to say the least. Many organizations are taking steps to ensure the safety of their employees and partners while continuing to still do business by providing the option to work from home. The current health environment aside, the growing number of remote workers has increased 115% since 2005, according to Global  Workplace Analytics and New Jersey-based workspace company IWG reports that currently 70% of the entire global workforce telecommutes at least one day in a week already. 

With all of the collaboration and processes that take place online to work, it’s no wonder that Salesforce’s availability to engage with audiences no matter where they are is such a differentiator. However, just like any other technology, if it is not set up effectively to accommodate and nurture the people and process, it becomes more of a roadblock than a solution.

So, as we all grab a cup of coffee from our home coffee makers and take a seat (or stand) at our desks overlooking our yards or neighborhoods, let’s take a step back and see if the Salesforce technology you engage with is set up to meet the needs of remote workers by answering a few questions. 

Where are your leads going?

Whether you are growth hacking or have a dedicated lead generation process, it is imperative to make sure you know where those leads are coming from and where they are going. Make sure your lead forms have the components to see which marketing channels they are coming from and based on the qualitative and quantitative metrics, ensure those leads are being routed to the right representative or team to continue the sales process.

This is a good time to make sure those teams and reps know the process and make sure everyone understands “the why” around your lead generation program

Is your campaign process in Marketing Cloud?

It’s not a secret that Marketing Cloud is the most robust technology to engage with customers via email, text, apps, social, and advertising. But did you know that you can also integrate your campaign processes into the system? Many organizations have content, design and execution teams that are all a part of the process to get a campaign out the door. Some also seek the help of third party agencies to do some of that heavy lifting.

Putting your campaign process in Marketing Cloud and allowing the necessary users access based on what is needed to be executed can help keep all components such as images, content, and even creative briefs in one central location and allow collaboration across the process. 

Who has access?

Governance is probably the one aspect of technology that requires the most consideration, but gets overlooked the most. It is really the start of any conversation around change management or digital transformation because it ultimately helps drive who has access and what are they allowed to see and do within the system.

Make sure all users are up to date and active with the right access to the functionality needed to do their jobs. This is also a good time to work with HR to make sure any users who have left the organization or have been promoted get addressed. 

Where are your users?

The great thing about Salesforce is their priority on being mobile first. This stretches far beyond the Salesforce Mobile App (Salesforce1) and into the Lightning UI. Lightning has been turned on in pretty much all orgs, but if you still revert back to Classic, now is a good time to think about the visual aspects of how things are displayed in Lightning. 

Rethink your page layouts, examine the current processes, and how you can reduce clicks for your users. Doing this can help increase the engagement of users who are onsite, use mobile and even reengage users who are not as active as they once were. 

It can be hard to break the habit of commuting with in-person meetings and working sessions to possibly going up/downstairs to your personal desk. But ensuring the people, processes, and technology that are involved are set up correctly can help it be a seamless process and even simplify things to achieve greater results. 

Meet The Author
Kyle Simenson is a Sr. Account Executive at Lev, and has helped clients and brands expand their reach and engagement through marketing strategies and the Salesforce technology stack. Born and raised, he currently resides in Minnesota. Kyle loves spending time with his family and friends, partaking in as many outdoor activities as possible, and watching his beloved Minnesota sports teams unfortunately lose in playoffs.