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How can you get the most out of your Salesforce implementation? Julian Garcia, our Head of Architecture at Atlantic Technologies UK, shares his experience with our customers and gives 5 tips and tricks to ensure long-term success with Salesforce.

1. Embrace Comprehensive Salesforce Solutions

Julian encourages customers to embrace a platform-centric approach. Leaders we have worked with recognise the value of Salesforce’s range of products and features, including Sales Cloud, Service Cloud, Marketing Cloud, and other specialised solutions. By adopting a platform-centric approach, they were able to create a unified customer experience, streamline their business processes, and foster collaboration across teams.

2. Establish a Solid Data Foundation

Successful leaders understand the importance of a well-designed data architecture for supporting scalability, maintainability, and decision-making. They invest in building a clear data model and implementing best practices for data validation and governance. Taking this approach of a strong data foundation enables organisations to generate accurate insights and make informed decisions.

3. Integrate Systems Seamlessly

Integration is key. To create a unified view of customer data and streamline business processes, our top customers focus on integrating Salesforce with other critical enterprise systems. They utilise best practices and leverage appropriate integration tools to ensure a seamless and secure data exchange between systems.

4. Leverage AI and Analytics for Decision-Making

Business leaders we’ve worked with have adopted advanced AI and analytics tools, such as Salesforce Einstein, to uncover hidden patterns and insights within their data. By using predictive and prescriptive analytics, organisations can make more informed decisions, improve efficiency, and provide personalized customer experiences.

5. Foster a Culture of Continuous Improvement

Finally, business leaders understood that achieving the full potential of their Salesforce implementation requires ongoing effort and commitment. They regularly evaluated their CRM’s performance, seek feedback from users, and implement enhancements as needed. They also encourage teams to stay up-to-date with the latest Salesforce releases, features, and best practices.


We hope this has got you thinking about how to optimise your Salesforce implementation!

Contact us to find out more about how we can help you obtain more from your Salesforce CRM solution.


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