You Have Salesforce – Now What? Unlocking Its Full Potential

October 16, 2023

Customer relationships are paramount and Customer relationship management (CRM) tools like Salesforce have become indispensable for organizations looking to streamline their sales, marketing, and service processes. Salesforce is one of the most popular CRM solutions, but many companies find that they are not utilizing it to its full potential. In this blog, we’ll explore what Salesforce is, why so many companies struggle to maximize its benefits, and how partnering with experts like i3solutions can transform your Salesforce experience.

What is Salesforce?

Salesforce is a cloud-based CRM platform that helps organizations manage their customer data, streamline sales processes, and enhance customer engagement. It provides a comprehensive suite of tools to support various business functions, including sales, marketing, customer service, and analytics.

With Salesforce, companies can store and access customer information, track leads and opportunities, automate marketing campaigns, and provide excellent customer service, all within a unified platform.

The Dilemma: Unused or Inadequate Salesforce Installations

Knowing the technological transformation and its benefits, many companies are opening up to using the latest technology. Using a CRM system like Salesforce seems like a smart business decision. However, many companies invest heavily in Salesforce licenses but struggle to make the most of this powerful tool. Either they are not well equipped to use the platform to its full potential or do not know about its robust capabilities. It’s pretty common that many companies may not have any idea about what they can do with the software.

Let’s have a look at the reasons why companies are failing to use Salesforce to its full potential:

Lack of Awareness

Companies often underestimate the vast array of features and functionalities that Salesforce offers. As a result, they might only scratch the surface, using it as a simple contact management tool, rather than leveraging its full potential.

Inadequate Training

Unlike other CRM platforms, Salesforce is a complex system. Without proper training, users may not know how to harness its capabilities effectively. Inadequate training can lead to frustration and underutilization of the software. It’s the reason many companies either use it at a very basic level or abandon the usage after some time.

Resistance to Change

Change can be hard for employees. Transitioning to a new CRM system like Salesforce might meet resistance from your team. The resistance makes it challenging to get buy-in and make the most of the system. One of the reasons behind resistance is lack of interaction with technology or enforcement of the new system within the team.

Incomplete Implementation

A basic installation of Salesforce may not meet the specific needs of your organization. Customizations and tailored solutions are often necessary to align the CRM tool with your unique business processes. No customization makes the software difficult to use to its full potential. It can even feel useless or irrelevant in most cases.

Salesforce Benefits

Are You Getting Your Money’s Worth?

Now, the big question is: Are you getting your money’s worth for the Salesforce licenses you’ve paid for? If your organization is only using Salesforce for basic contact management, you may be missing out on a myriad of features and benefits. Let’s delve into how you can extract maximum value from your Salesforce investment.

Taking Salesforce to the Next Level

Using Salesforce at its most basic level will give you a handful of benefits but there are so many advanced options that can help you transform your business processes. Here are some of the features you might not realize you have sccess to:

  • Customization – Salesforce is incredibly flexible, allowing you to customize fields, objects, and workflows to align with your business processes.
  • Automation – Automate routine tasks using Process Builder, Workflow Rules, and Flow. This not only saves time but also reduces the margin for error.
  • Reporting and Analytics – Dive into your data with Salesforce Reports and Dashboards. Gain valuable insights into your sales, marketing, and customer service efforts.
  • Artificial Intelligence (AI) – Salesforce offers AI-driven capabilities, such as Einstein Analytics, which can help you make data-driven decisions.
  • Mobile App – Access Salesforce on the go with the mobile app, making your team more productive in the field.
  • Integration – Salesforce can be seamlessly integrated with various other systems, enhancing its functionality and expanding its scope.

Benefits of Taking Salesforce to the Next Level

Using Salesforce to its full potential can yield a wide range of benefits. It is designed to provide unlimited possibilities, be immensely flexible, improve employee productivity, facilitate coordination, and elevate the customer experience. Used at its fullest potential, here are some ways that SalesForce can help your business grow:

Improved Productivity

By customizing and automating processes, you can save time and reduce manual labor. This, in turn, boosts overall productivity, allowing your team to focus on more value-added tasks.

Better Decision-Making

Real-time analytics and AI-driven insights provide you with valuable data for making informed decisions. Whether it’s optimizing sales strategies or refining customer service approaches, you’ll have the necessary insights at your fingertips.

Enhanced Customer Experience

With access to a wealth of data and the ability to personalize your interactions, you can provide a superior customer experience. Salesforce’s AI can help you identify trends and tailor your offerings accordingly, ultimately resulting in happier customers.


As your business grows, Salesforce can scale with you. Its customization and automation features can adapt to your changing needs, so you won’t outgrow the system.

Cost Savings

Automation and streamlining processes help you reduce operational costs. Over time, these savings can lead to a significant return on investment (ROI).

Getting Buy-In from your In-House Salesforce Users

To ensure successful adoption of these features and the benefits they bring, you must get buy-in from your users. Here’s how to achieve it:


Invest in comprehensive training for your team to ensure they are well-versed in Salesforce’s features. Provide ongoing support and resources, so they feel confident using the system.


Involve your users in the customization process. Their input can help tailor Salesforce to their specific needs, making them more likely to embrace it.


Communicate the benefits of Salesforce adoption clearly to your team. Show them how it can make their jobs easier and more productive.

User Feedback

Encourage your users to provide feedback and share their concerns. Address their issues to ensure the system is working for those that are ultimately using it.

Taking Salesforce to the next level is not just about the software; it’s about how you leverage its features to drive success in your organization. By understanding these features and their benefits, and by ensuring buy-in from your users, you can maximize the return on your Salesforce investment and steer your business towards growth and efficiency.

Unlock Salesforce

The Role of a Partner like i3solutions

Unlocking the full potential of Salesforce and tailoring it to meet your unique business needs requires expertise and experience. This is where a partner like i3solutions comes into play. Here’s why their expertise is invaluable:

In-Depth Knowledge

i3solutions realizes the intricacies of Salesforce and has a deep understanding of its features and capabilities. We can help you identify which features are most relevant to your business and guide you in implementing them effectively.


i3solutions can work with you to customize Salesforce, ensuring that it aligns seamlessly with your existing processes and workflows. This not only saves time but also minimizes disruption to your daily operations.

Training and User Adoption

i3solutions can help train your internal IT team to get the best out of SalesForce and its features. With our guidance, you can overcome user resistance and ensure buy-in at all levels of your organization.

Integration Expertise

Salesforce doesn’t operate in isolation. It can be integrated with a wide range of other systems, such as:

  • Email Marketing Platforms – Integrate Salesforce with email marketing tools like Mailchimp to sync contacts and track email engagement.
  • ERP Systems – Streamline your business processes by connecting Salesforce to your Enterprise Resource Planning (ERP) system.
  • eCommerce Platforms – Sync customer data and purchase history from your eCommerce platform to enhance customer profiling and sales efforts.
  • Customer Support Software – Integrating Salesforce with customer support software improves case management and ensures a unified view of customer interactions.
  • Marketing Automation Tools – Combine Salesforce with marketing automation platforms like HubSpot for seamless lead nurturing and customer journey mapping.
  • Social Media Platforms – Connect Salesforce to your social media channels to capture leads and engage with customers directly from your CRM.

Salesforce is a powerful CRM platform, but its true potential often remains untapped within organizations. By partnering with experts like i3solutions, you can unlock the full range of features and benefits Salesforce offers.

Customization and integration can turn Salesforce into a strategic asset that drives growth, improves customer relationships, and maximizes your ROI. Don’t let your Salesforce investment go to waste – contact i3solutions today and get the most out of your CRM.


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