4 Ways Salesforce Can Optimize Your Digital Workplace

May 13, 20244 mins read

This is the first blog in a multi-part series entitled “Prioritize Efficiency in Your Digital Transformation Journey.”

Whether your organization has fully embraced remote work or is back in the office full-time, one thing is consistent across all industries and market sectors: digital workplaces are here to stay. In fact, the World Economic Forum found that half of all employees around the world need to upskill by 2025 just to keep pace with rapidly evolving technologies, and 61% of businesses are already using some form of artificial intelligence in their workplace (Narrative Science). In order to stay ahead of the curve, it is essential that businesses and their employees embrace technologies that drive process efficiencies, empower innovation, and facilitate business agility. Salesforce is at the forefront of these technology platforms, helping businesses to navigate times of uncertainty with predictive analyticsprocess automation, seamless collaboration across distributed teams, and a low-code development framework that promotes organizational agility. What follows are four ways Salesforce can help your organization optimize the digital workplace.

  1. Minimizing Uncertainty

In the words of Captain Jean-Luc Picard, “It is possible to commit no mistakes and still lose. That is not a weakness. That is life.”  And while it is impossible to entirely remove mistakes and uncertainty from the business cycle, those businesses that minimize it will have a significant advantage. Salesforce’s predictive analytics capabilities help businesses make informed decisions about their future by providing insights into customer behavior and trends. This allows organizations to proactively adjust their strategies to better meet the needs of their customers. Salesforce Einstein for predictive analytics can be used to identify potential risks and opportunities, as well as to optimize marketing campaigns and sales processes. It can also be used to predict customer churn and recommend products or services. By leveraging the power of AI, Salesforce Einstein can provide organizations with valuable insights that can help minimize uncertainty, make better decisions, and achieve desired results.

  1. Leveraging Process Automation

Doing the same thing over and over again and expecting a different result is the definition of madness. Doing the same thing over and over again and expecting the same result is the definition of process. Automating these processes is how businesses will win 2023. Salesforce Flow allows businesses to automate and standardize processes and workflows, which can help save time, improve efficiency, and deliver consistent, repeatable value. By automating lead-to-order processes, businesses can reduce the amount of time their customer-facing employees spend on labor-intensive tasks while accelerating order processing and fulfillment. Moreover, with process automation powered by Salesforce, businesses can eliminate the need for manual tasks in revenue-critical operations such as quote generation and invoice processing, to reduce administrative errors, speed time-to-quote, and ultimately streamline cash flow.

  1. Enabling Seamless Collaboration

Ever feel like your organization is playing a game of telephone at the kid’s table during Thanksgiving dinner?  Given the proliferation of digital collaboration tools, you’re clearly not alone. In order to meet the needs of today’s workforce, businesses need to eliminate silos and inject an agile mindset throughout their entire company. Slack canvas is a powerful new tool and a great way to do this. It unites workflows and software, streamlining employee collaboration and addressing the continuous battle against software sprawl. With Slack canvas, organizations can build a social intranet to connect their people with the information they need, including an employee directory that’s easy to search and use. And, similar to Salesforce Flow, Slack canvas also allows for the automation of workflows to save time and reduce errors.

  1. Driving Organizational Agility

Speed wins, but it can also cause your organization to get tunnel vision and crash. What you really want is agility. Rapid adaptation to market trends and changing customer demands is critical. Salesforce is a leading low-code development platform offering powerful declarative functionality out of the box. Not only does Salesforce empower companies to identify new business opportunities through embedded predictive analytics, but it also provides a powerful development platform. Salesforce Lightning Platform enables line-of-business professionals to build applications with no (or limited) help from IT. This low-code ecosystem enables line-of-business users to quickly build new customer-facing apps, and to adapt internal business processes to attack new opportunities in a short amount of time. In short, it offers an enormous competitive advantage in our global marketplace where the first mover advantage is still very relevant.

Salesforce is one of the world’s leading technology enablers of the digital workplace. By minimizing uncertainty, automating processes, enhancing collaboration, and injecting an agile mindset throughout their entire organization, businesses can harness the powerful features and functionality of Salesforce to stay ahead of the curve and successfully navigate the fluid nature of buyer preferences and competitive dynamics. The platform provides endless opportunities to automate manual processes, create engaging digital experiences, collaborate efficiently, and empower data-driven decisions.

Whether you have an existing Salesforce ecosystem or are looking to adopt the leading CRM on the market, Argano can help. Our Salesforce team has helped hundreds of companies across a diverse range of industries with strategy and consulting, solution design, implementation, Salesforce optimization, and high-touch managed services. Visit us on Salesforce AppExchange or contact us to learn more.