Are you leaving unused Salesforce opportunities on the table? It is now understood by any CRM investing businesses that there is a need to get the most out of whatever they put in. However, the reality is that many businesses are apparently unnoticed in harnessing strong features that raise their ROI in great amounts.

Salesforce, is the largest customer relationship management software in the world, so effective business tools are available in the company as well. Using processed intelligence with the rest of the procedures and features can help in increasing productivity and growth beyond belief. The problem is, though, that isn’t if you actively take the time to research and make use of these intuitive designs, that you’re anticipating an easy out.

As a focus of this article, we will share with 5 ROI-boosting Salesforce features that will enhance your ROI that you may not have been aware of before. You will see how the intelligent data analytics tool provides insights on customers through customer interaction and service management, how Lightning Experience will increase information service management efficiency in the sales department, and how sales will grow after the implementation of Salesforce CPQ.

We will also look at the possibilities of how Service Cloud Einstein will boost customer satisfaction metrics and cases when using Pardot will help to improve overall marketing ROI. Are you ready to maximize your Salesforce contributions and explore new horizons in business?

Maximizing Customer Insights with Einstein Analytics

With the current business environment becoming more reliant on data, the need to understand the customers’ data has become very crucial for improving one’s return on investment (ROI). Einstein Analytics by Salesforce seems to be a good option that can help with that. Let’s go into greater detail on how this AI-driven analytics platform can reinvent how your customer insights work and in return grow your business.

Real-time data visualization for informed decision-making

Einstein Analytics provides access to all the necessary data to help you make decisions with less hesitation. When you are equipped with its modern visualization features, you are able to:

• Monitor sales performance against targets in real-time
• Adjust your opportunity pipeline on the fly
• Conduct strategic forecasting for new product launches

This capability of the platform to integrate and analyze larger amounts of information gives you the complete picture that you need to know about the industry in which your business operates. It then becomes a guarantee center that you constantly have access to the latest information necessary for you to make any decisions that your company might require.

Predictive analytics for proactive customer engagement

The predictive feature within Einstein Analytics is one of the strongest features possessed by Einstein Analytics.

1. Anticipate customer needs before they arise
2. Prepare for additional services and alternate sales offers
3. Understanding predictive customer segmentation and determining ways to manage retention.

Utilizing AI effectively, you are able to use a proactive, rather than reactive customer engagement approach, which is a huge advantage for both customer trust and revenue generation.

Customizable dashboards for tailored insights

Almost everyone at Einstein Analytics knows that a single pair of trousers is not enough. As a result, it provides users with the opportunity to create:

• Tailor your analytics view to your specific business needs
• Focus on the metrics that matter most to your organization
• Create role-specific dashboards for different team members

Here’s a quick look at how customizable dashboards can benefit different departments:

Department	Dashboard Focus	Benefits
Sales	Pipeline and forecasting	Improved sales strategies
Marketing	Campaign performance	Optimized marketing ROI
Customer Service	Service metrics	Enhanced customer satisfaction
Executive	Overall business health	Informed strategic decisions

By customizing your dashboards, you ensure that every team member has access to the insights they need to drive performance and contribute to your overall ROI.

Einstein Analytics is not exclusively tailored to Salesforce data. Its connectors are customizable therefore enabling data fusion from various internal and external sources. This absolute integration of data helps you in:

• Combining multiple streams of data to understand your business better
  
• Uncover market opportunities through whitespace analysis
• Gain competitive intelligence to stay ahead in your industry

With these features, you will be able to transform raw data into insights that will help you develop your company. In addition, AI-provided actionable insights which are provided by Einstein Analytics will help you make better decisions by allowing you to focus better on selling and sourcing information.

Going to the next level with Einstein Analytics you’re not just accumulating data but optimizing it for return on investment. You’re better preparing your business in the competitive landscape of today by using real-time data visualization, predictive analytics, and dashboard customization.

Einstein Analytics goes hand in hand with Salesforce and with a glance at the predictions made. In this section, we will further consider how the Lightning Experience expands the potential of sales advancement and maximization of return on investments even more.

With everything that we’ve just discussed regarding Einstein Analytics, we can now shift to another important feature that will increase your productivity when it comes to sales as well:

Boosting Sales Efficiency through Lightning Experience

Streamlined user interface for faster navigation

You’ll be pleased to know that Salesforce has made significant strides in enhancing the performance of Lightning Experience. In 2024, they improved the navigation speed on average by 25 percent during the year. This indicates that now you will be able to move within your Salesforce instance quickly than before. First navigations enhanced by over two seconds while the rest are nearly one second better. These improvements lead to increased productivity gains for you and your team.

To put this into perspective, consider the following table:

Navigation Type	Speed Improvement
First Navigation	2+ seconds faster
Subsequent Navigation	1 second faster

These changes are not only figures; they represent a total of 11 years of productivity gained every day throughout Salesforce’s cover. Consider all that you could achieve with this free time!

Enhanced mobile capabilities for on-the-go productivity

Lightning Experience is not confined to PC optimization alone. A good number of its elements are based on the technologies created for mobile applications, which makes it easy to interact with on your mobile devices. As a result, you can remain active when you get away from your workstation. Even when you are on the go, whether meeting clients, attending a conference, or working from home, Salesforce can be accessed anywhere and everywhere, don’t worry we got you covered.

The following are some of the mobile-optimized features offered:

• Dynamic layouts that utilize both horizontal and vertical space
• Responsive design that adapts to various screen sizes
• Updates without full page refreshes for a smoother experience

AI-powered opportunity scoring

The fact that Einstein’s AI is embedded into the Lightning Experience does provide an edge for decision-making and targeting sales engagement. That singular AI assistant has the potential to turn things upside down.

With AI-powered opportunity scoring, you can:

• Quickly identify high-potential leads and opportunities
• Focus your efforts on deals most likely to close
• Make more informed decisions based on historical data and patterns

Automated task management

The Lightning Experience changes the way tasks are handled and saves time that would otherwise be spent working manually. With this, many tasks that you would consider mundane can be replaced, as the focus shifts to relationship management and closing of deals.

Automation features include but are not limited to the following:

1. Process Builder: This is used to generate highly customizable workflows devoid of any program coding requirements.
2. Global Actions: With Salesforce at hand and without leaving many tabs, you should be able to add registers, opportunities, events, and tasks among other things.
   
3. Automated email templates: Customised or generalized emails can be sent out in bulk.

These kinds of automation tools would help accomplish the goal of engaging in revenue-generating activities instead of simply performing administrative chores.

As you shift to Lightning Experience, do not forget it is more than a simple rebranding exercise. It is fundamentally how one does business in Salesforce and although there is an expected learning curve for the unfamiliar, users of Lightning Experience improve their effectiveness while using Salesforce after getting trained on how to use it.

With Lightning Experience improving your sales effectiveness, the intricate sales processes can now be more easily performed.

Leveraging Salesforce CPQ for Increased Revenue

As we have understood how Lightning Experience improves sales efficiency, let us move on to another important feature of Salesforce that could help make your revenue much higher: Salesforce CPQ (Configure, Price, Quote).

Why Salesforce CPQ?

Salesforce CPQ is one of those tools that will greatly enhance your sales cycle and sales revenue. With the automation of the quote-to-cash procedure, you will effectively have a hand over the management of your product assortment, pricing approaches, and contracts.

A. Accurate and complex quote generation

With Salesforce CPQ, you can eliminate manual quoting inaccuracies and welcome precision at its finest. Here’s how you can leverage this tool or feature:

1. Work with product catalogs straight from the program.
2. Create pricing rules that change dynamically according to conditions.
3. Offer discounts while protecting your margins through approval thresholds
4. Generate professional proposal documents directly from the quoting process

By automating these processes, you’ll experience remarkable improvements:

Improvement	Impact
Quote generation speed	10x faster
Approval time	95% reduction
New sales rep onboarding	30% faster

These enhancements not only save time but also significantly boost your revenue potential by enabling your team to close deals faster and more efficiently.

B. Guided selling process for consistent results

With the guided selling functionality in Salesforce CPQ, your sales teams can manage even the toughest product portfolios. This is done by:

1. Formulating intelligent suggestions following the buyer’s persona
2. Making appropriate questions that help zone in on a product
3. Simplifying the bundling of products with the help of a configurator
4. Modifying the configurations within set boundaries

By implementing this guided approach, you ensure that your sales team consistently presents the most relevant and attractive solutions for your clients. This not only increases the closing probability but also improves customer satisfaction through clever solutions.

C. Automated pricing and discounting rules

Salesforce CPQ possesses an incredible advantage – it can automate the pricing and discount rules. With this feature, you can accomplish the following tasks:

1. Implement Flexible Pricing Models (e.g. Consumption Based, Tiered Usage)
   
2. Establish Automated Approval Workflows for Discounts
3. Maintain the Same Price Level Across Your Sales Channels
4. Easily Adjust Prices According to the Market Fluctuations

With these automated rules, you can:

• Meet Pricing Expectations for Maximum Profitability
• Eliminate Erroneous Prices That Resulted In Lost Revenue
• Reduce Costs in Straining Manual Pricing Systems
• Rapidly Adapt to Customer Demands and Market Fluctuations

Moreover, the integration of artificial intelligence into Salesforce CPQ further enhances these capabilities. AI-driven insights can help you fine-tune your product configurations and automate pricing based on real-time market trends, leading to even more accurate and competitive quotes.

As you harness the power of Salesforce CPQ to increase your revenue, you’ll find that it seamlessly integrates with other Salesforce features. This integration sets the stage for our next topic: enhancing customer satisfaction with Service Cloud Einstein. By combining the efficiency of CPQ with the customer-centric approach of Service Cloud Einstein, you’ll be well-equipped to not only boost your sales but also to provide exceptional post-sale support, creating a holistic approach to customer relationship management.

Enhancing Customer Satisfaction with Service Cloud Einstein

Now that we’ve explored how Salesforce CPQ can boost your revenue, let’s dive into another powerful feature that can significantly enhance your customer satisfaction: Service Cloud Einstein.

Enhancing Customer Satisfaction with Service Cloud Einstein

In today’s competitive business landscape, delivering exceptional customer service is non-negotiable. With Salesforce Service Cloud Einstein, you can leverage cutting-edge AI technology to transform your customer service operations and elevate customer satisfaction to new heights.

AI-powered case routing and prioritization

Service Cloud Einstein’s intelligent case routing and prioritization capabilities can revolutionize your customer service workflow. By utilizing AI algorithms, you can:

• Automatically categorize and route incoming cases based on urgency and content
• Ensure issues reach the most qualified agents efficiently
• Minimize customer wait times and improve overall response times

For example, Einstein Case Classification streamlines the categorization process, while Einstein Case Routing assigns cases to agents based on their skills and current workloads. This intelligent approach not only enhances productivity but also ensures that your customers receive the most appropriate and timely support.

Predictive customer service for proactive issue resolution

With Service Cloud Einstein, you can shift from reactive to proactive customer service. By leveraging predictive analytics, you can:

• Anticipate customer needs before they arise
• Address potential issues preemptively
• Improve customer satisfaction by resolving problems before they escalate

Einstein Next Best Action is a prime example of this predictive capability, helping your service agents prioritize tasks based on data-driven insights. This proactive approach can significantly reduce customer frustration and enhance their overall experience with your brand.

Automated responses for common inquiries

One of the most time-saving features of Service Cloud Einstein is its ability to automate responses to common customer inquiries. Einstein Bots utilize natural language processing and task automation to:

• Provide 24/7 self-service support
• Reduce response times for routine questions
• Free up human agents to focus on more complex issues

Here’s a breakdown of how customers prioritize AI-powered chatbot interactions:

Priority	Customer Preference	Percentage
1	Swift issue resolution	47%
2	Smooth transition to live agents	33%
3	Simplified service experience	33%

By implementing Einstein Bots, you can address these customer preferences and significantly improve your service efficiency.

Sentiment analysis for improved customer interactions

Service Cloud Einstein goes beyond just handling inquiries; it also helps you understand and respond to customer emotions. Through sentiment analysis, you can:

• Gauge customer satisfaction in real-time
• Tailor your responses based on detected emotions
• Improve overall customer interactions and build stronger relationships

Tools like Einstein Conversation Mining and Service Analytics provide valuable insights into customer needs and preferences, allowing you to refine your support strategies continually.

Leveraging these AI-powered features on Service Cloud Einstein enables you to improve an entire customer service operation resulting in higher customer satisfaction and retention. Note that these tools will require some level of implementation and optimization, so engaging a certified Salesforce consultant may help you achieve higher returns.

Next, we will look at how you can strengthen your marketing relationships through more efficient use of marketing with Pardot. This is yet another tool in the automation arsenal and, in conjunction with what you have just learned on marketing automation, will ensure that service delivery is consistently improved in all aspects of customer care.

Optimizing Marketing ROI with Pardot

After examining the impacts of Service Cloud Einstein, let’s move on to how the second tool in Salesforce Suite can improve your marketing strategies and ROI.

A. Lead Scoring and Grading for Targeted Outreach

Pardot has a lead scoring and grading system that enables the marketers to concentrate on some select prospects. You can assign metrics to the leads and score them according to their behavioral and demographic data which helps to:

• Increase the chances of conversion by reaching out to anticipated leads who are most likely interested in what you are selling.
• You can put more focus on prospects that can be converted effortlessly and those who are serious with the work.
• Craft your marketing messages according to the relevancy of your target market.

B. Personalized Customer Journeys

Utilizing Pardot’s Engagement Studio, customer journeys can be personalized and designed to nurture leads throughout the sales funnel. This allows you to:

• Create automated drip email campaigns based on certain triggers.
• Personalize content by how prospects interact with them.
• Disseminate relevant information promptly to keep prospects engaged.

C. Advanced Segmentation Capabilities

Pardot’s advanced segmentation tools allow you to divide your email lists and target audiences with precision. By segmenting based on:

1. Behavior
2. Life cycle stages
3. Firmographics
4. Engagement levels

You can deliver highly tailored content that resonates with each specific group, increasing open rates and click-through rates.

D. ROI Reporting and Campaign Performance Tracking

To optimize your marketing ROI, you need to measure it accurately. Pardot provides robust reporting tools that help you:

• Calculate ROI by dividing net profit from email campaigns by total costs
• Track key metrics such as:
  • Time spent on campaign creation
  • Open rates
  • Click-through rates
  • Conversion rates
  • Revenue generated
• Utilize the intuitive dashboard to monitor engagement and identify high-performing assets

Metric	Importance	How Pardot Helps
Open Rates	Indicates email relevance	Provides detailed tracking and analysis
Click-through Rates	Shows content effectiveness	Offers insights on engaging elements
Conversion Rates	Measures campaign success	Tracks prospect actions and conversions
Revenue Generated	Directly ties to ROI	Links marketing efforts to sales outcomes

E. Account-Based Marketing Features

Pardot’s account-based marketing (ABM) capabilities allow you to target and engage high-value accounts more effectively. With these features, you can:

• Align your marketing and sales efforts for key accounts
• Deliver personalized content at the account level
• Track engagement across entire organizations

By leveraging Pardot’s Einstein AI, you can gain deeper insights into:

1. Prospect readiness to buy
2. Campaign effectiveness
3. Success of your inbound marketing efforts

This data-driven approach helps you optimize your marketing strategies and maximize ROI.

To fully harness the power of Pardot and boost your marketing ROI:

• Set clear, SMART goals aligned with your overall business objectives
• Utilize dynamic content and behavior-triggered emails for enhanced personalization
• Automate repetitive tasks to focus on strategic aspects of your campaigns
• Regularly analyze your campaign performance and adjust strategies accordingly

By implementing these Pardot features and best practices, you’ll be well-equipped to optimize your marketing efforts, generate high-quality leads, and significantly improve your return on investment. Remember, Pardot isn’t just a tool for automation; it’s a comprehensive solution that bridges the gap between marketing and sales, ensuring that your valuable leads are nurtured effectively throughout the customer journey.

By leveraging these five powerful Salesforce features, you can significantly boost your ROI and transform your business operations. Einstein Analytics provides deep customer insights, while Lightning Experience streamlines your sales processes. Salesforce CPQ helps you increase revenue through accurate quoting, and Service Cloud Einstein enhances customer satisfaction with intelligent support. Finally, Pardot optimizes your marketing efforts for maximum impact.

As you explore these hidden gems within Salesforce, remember that each feature offers unique benefits tailored to different aspects of your business. By integrating these tools into your daily workflows, you’ll unlock new levels of efficiency, productivity, and customer engagement. Don’t hesitate to dive in and start experimenting with these features – your improved ROI is just a few clicks away. Embrace the full potential of Salesforce and watch your business thrive in today’s competitive landscape.