Salesforce has earned its status as the best-selling customer relationship management (CRM) tool on the market by allowing teams to better manage and grow their customer pipeline. However, effectively communicating across an organization with teams in other departments is becoming increasingly critical to achieving overall sales success. Unfortunately, many sales organizations struggle with this cross-department communication and collaboration.
According to CIO Insights’ 2016 Sales Enablement Optimization Study, only 21% of participants claim to have a formal process in place for cross-functional collaboration, with 9.7% of participants having none at all and 69.8% having either ad hoc or informal processes in place. When asked to rate the effectiveness of collaboration across specific functions of the organization, including marketing, IT, HR, and product management, roughly half of the participants expressed a need for major collaboration redesign or improvement. The study also showed a direct correlation between collaboration and the ability to meet sales objectives, with 59% of organizations achieving the majority or all of their goals only when a formal collaboration process was in place; only 36% of organizations with no or ad hoc collaboration achieved success.
While there’s no silver bullet for team collaboration, it’s clear that the ability to share information and build workflows across key cloud applications and tools is vital to success. Azuqua solves this problem by allowing you to connect Salesforce with your other apps, empowering teams to work together and better streamline how information is shared. For example, with Azuqua, you can easily automating time-consuming, error-prone manual tasks. The end result is a dramatic improvement in overall team collaboration.
What departments and cloud apps should you consider connecting to Salesforce?
- Marketing: Make sure sales is ready as new leads come in by creating automations to Marketo, Allocadia, Active Campaign, Eloqua, and more.
- Customer Support: Ensure customers are on-boarded properly and monitor action items for the customer success team by connecting with Zendesk, Intercom, Desk, Fresh Service, and others.
- Project Management: Better track customer issues and ensure data accuracy by building workflows with Wrike, Jira, Workfront, Basecamp, and so on.
Get Started with 3 Recommended Workflows
Ready to get started? Here are three powerful workflows that will supercharge your Salesforce deployment:
- Hubspot and Salesforce: When updates are made in Hubspot or Salesforce, automatically sync account details between both applications to ensure accurate, real-time information is captured and shared. When a new lead is added, automatically assign it based on lead routing rules. If a rep doesn’t contact the lead fast enough, send it on down to the next person so it doesn’t go cold.
- Zendesk and Salesforce: Give your sales team timely issue updates so they can increase transparency and keep customers happy, thereby reducing churn. For example, you can set up a simple FLO to monitor for new tickets created in Zendesk, find the account owner in Salesforce, and send an automated Slack message to the appropriate sales rep.
- Jira and Salesforce: Keep everyone in the loop for cross-team issue tracking. Monitor for product updates and bugs in Jira, identify corresponding accounts in Salesforce, and notify the sales and customer support teams via Slack.
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