Keeping it Simple

When it comes to Salesforce CRM, there are countless ways to customise and optimise the platform to fit your business needs. However, sometimes it’s important to remember that less is more. Keeping things simple can actually lead to a more effective and efficient use of Salesforce. Here are a few tips for keeping it simple with Salesforce CRM:

  • Start with your core business processes: Before diving into Salesforce customisation, it’s important to have a clear understanding of your core business processes. What are the key steps involved in your sales, marketing, and customer service workflows? By focusing on your core processes first, you can ensure that your Salesforce setup is streamlined and aligned with your business goals.


  • Avoid unnecessary customisations: While it can be tempting to add lots of custom fields, workflows, and automations to Salesforce, it’s important to consider the cost-benefit of each customisation. Will this customisation significantly improve your team’s productivity or customer experience? If not, it may be better to stick with the out-of-the-box Salesforce features.


  • Train your team effectively: One of the biggest challenges with Salesforce is getting your team to use it consistently and effectively. By providing thorough training and ongoing support, you can ensure that your team members understand how to use Salesforce to accomplish their goals. This can also help prevent the need for complicated workarounds or customisations.


  • Monitor and refine your setup: Once you have your Salesforce setup in place, it’s important to monitor its effectiveness and refine it as needed. This might involve simplifying or removing certain customisations, or tweaking your workflows to better align with your business needs. By staying agile and responsive to your team’s feedback, you can ensure that Salesforce remains a valuable tool for your organisation.


In conclusion, keeping it simple with Salesforce CRM can help you achieve better results and avoid unnecessary complexity. By focusing on your core business processes, avoiding unnecessary customisations, training your team effectively, and monitoring and refining your setup, you can ensure that Salesforce is a powerful and effective tool for your business.


Ian Malcolm from Jurassic Park says "They were so preoccupied with whether or not they could customise their salesforce org they didn't stop to think that they should

Efficient customisation can be powerful, however avoid unnecessary customisation