The correct answer to your question “When identifying processes to bring into Salesforce look for” is option E; All of the above. Because Salesforce is fast and using that will help you in boosting the productivity and efficiency of the marketing and sales team. So, the key points that need to look for in a business operation that is running on older work methods, are Manual processes require you to take numerous steps, the Sales team using spreadsheets for their day-to-day tasks if the communication between the teams is email-driven, and the local directories used for sharing documents. Once if you detect these signs then you could be sure that the processes should be transitioned to Salesforce for faster and efficient operations.
Interested in getting yourself certified in Salesforce? Enroll in Intellipaat’s Salesforce certification course which would help you in acquiring the required practical skills. And also watch the following video on Salesforce for Beginners.
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