Making Informed Decisions Based On Salesforce Data

To make informed decisions using Salesforce data, leverage the following best practices:

Comprehensive Reporting

• Create detailed reports to analyze specific aspects of your business. Use filters and groupings to focus on relevant data.
• Leverage built-in reports to quickly access common metrics and performance indicators.

Dashboards for Visualization

• Build dashboards to visualize data trends and key metrics with charts, graphs, and tables. Customize dashboards to track performance and monitor real-time data.
• Use dynamic filters in dashboards to drill down into specific data segments and gain deeper insights.

Advanced Analytics

• Use Salesforce Einstein Analytics for AI-driven insights, predictive analytics, and trend analysis. It helps in identifying patterns and forecasting future outcomes.
• Create custom analytical models to tailor insights to your specific business needs and objectives.

Monitor KPIs and Metrics

• Define and track KPIs that are crucial for your business objectives, such as sales growth, customer satisfaction, and operational efficiency.
• Use real-time data to make immediate decisions and respond quickly to emerging trends or issues.

Analyze Historical Data for Trends

• Review historical data to understand past performance, identify trends, and make data-driven predictions.
• Compare current performance against historical benchmarks to assess progress and adjust strategies accordingly.

Gather Feedback and Adjust Strategies

• Collect and analyze feedback from members through surveys and feedback forms to understand their needs and improve services.
• Use insights from data to refine strategies and continuously improve processes based on performance outcomes and feedback.

Collaborate and Share Insights

• Use Salesforce Chatter and other collaboration tools to share insights and discuss findings with team members to ensure alignment and informed decision-making.
• Ensure that decision-makers have access to the relevant data and reports necessary for their roles.

Orchid Connect is a woman-owned Salesforce implementation firm with 30 years of experience serving associations, non-profits and small/medium businesses. We specialize in strategic and implementation services, go-to-market support, and ongoing support. To learn more, reach us at reachout@orchidconnect.com.