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What can a Salesforce dashboard tell you about your business?

What can a Salesforce dashboard tell you about your business?

In our latest Bourbon Street Marketing Blog, we are talking business improvements. Improvements that can be driven from one central location, one nucleus if you will, your Customer Relationship Management (CRM) dashboard. Now, whilst we work with many CRMs, we do rather love Salesforce (mainly because of its high degree of flexibility, customisations, and integrations, making it a great option for many), so for the purposes of this blog, we are focusing in on Salesforce dashboards which can be one of your most powerful business tools.

So, what can it tell you about your business? The here now, and the future.

A Salesforce dashboard (such as the example below), can simply put, paint a picture of where your business is performance-wise, where it has been, where it is heading and who is best placed to help get you there. A robust, well-rounded dashboard that visually tracks all stages of your customer journey can give you a real-time snapshot of how your business is performing and really help to improve efficiencies.

Before getting started with actually building your dashboard, it’s important to ask yourself what data represents your business, marketing, sales, or growth strategy? What are the key goals or objectives of your business? By knowing this, your developer (such as us), can be sure to include all the data that you will need in your dashboard. And you don’t have to stop at one, each user can have up to five dashboards.

How much revenue are you making?

Well let’s start with the obvious… a Salesforce dashboard can tell you where you are that day, week, month, or quarter in terms of sales. It can show you a comparison against last week, month, quarter, or year and can, with ease, help you track pipeline against actual business, helping you keep your business on the right track.

How good is your Customer/Account Management?

Coupled with this, is its ability to allow you to manage and track your account/customer management. How quickly are leads followed up with? What are your customers asking for, how do they engage with you, and when? And how good is your team at converting those precious inquiries, into customers, and then customers into long term brand advocates?

How effective is your marketing?

Do you know your Cost Per Lead (CPL) by channel or your Return on Investment (ROI) for your latest marketing campaign? What about your best performing digital channel to attract new customers or where your most valuable customers initially heard about you? Top here: Phone isn’t a lead source because no one ever just thinks up your number!

If you have this knowledge, well then you really do have the power. The power to enable your marketing team to be super clever in their efforts by placing your product or service on the platforms which are going to yield you the greatest interest. Now, who wouldn’t want that?

The clever team at Salesforce says that the perfect dashboard should include these 12 sales metrics.

Click To Enlarge


The Perfect Sales Dashboard Should Have These 12 Sales Metrics

Via Salesforce

Where should you go next?

And this leads us nicely on to strategy. A Salesforce dashboard, that is working properly thanks to your teams capturing all the information that is needed is like gold dust. It’s a treasure trove of knowledge that you can use as part of your business strategy. Looking to grow your business by 1/3 in the next year? Maybe you want to move into another geographical area or want to earn yourself a larger market share… Whatever your ambitions, your Salesforce dashboard can help inform and educate you and your future decisions, taking so much guesswork out of it all. So, ready to get cracking?

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