How To Capitalise Remote Working Using Salesforce Tools

Remote working has become more popular in the last few years, but more so in 2020. These last few months’ events have been a compelling force driving employees around the world to work from home. Many companies that have not adopted this practice until forced to do so, found themselves at a loss for ideas in terms of organising their workforce and ensuring business continuity. 

This immediate and unexpected shift has led many organisations to rethink their strategies and find ways to capitalise remote working, without causing any further disruption. We’ve put together a list of useful Salesforce tools to help staff navigate remote working efficiently.

1. Salesforce Chatter

As part of the Salesforce Service Cloud, Chatter is a great communication tool offering practical features to keep your employees connected. It can be used both as a networking platform, and a safe hub for security staff and executives to share information and updates.  

If you’re already using Salesforce reports and dashboards to keep track of your projects, but need more insights and updates, Chatter can be your best friend! It’s also a life-saver when you need to approve reports and update orders, all from your feed.

2. Salesforce Quip 

Salesforce Quip is a collaboration tool that enables teams to work together around a wide set of documents. It has embedded office suite functionality as well as custom live apps, which means that your staff can easily boost productivity and resolve complex issues faster by collaborating with each other in one dedicated place. 

Quip has its own tab in the Salesforce Service or Sales Cloud interface, so you and your team can share updates and coordinate work from any location.

3. Tableau for Salesforce Reporting

Tableau is a secure and flexible visual analytics tool for data reporting. It has built-in integration with Salesforce, meaning that it’s designed to allow the reports and dashboards to be embedded into Salesforce itself. Since it’s not limited to data that exclusively resides within Salesforce, Tableau is a great reporting tool for medium to large companies needing to extend their reporting capabilities. 

Having access to third party data via Tableau allows staff and management to access valuable insights before making sales decisions. Reports and dashboards can be viewed from any location through the cloud, from both desktop and mobile devices, so you have access to an array of insights from the comfort of your home. 

As certified Salesforce specialists, Purus Consultants can provide you with the necessary Salesforce products and services to support your remote-working team. Get in touch today with one of our Salesforce experts!

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