6 Productivity Hacks: Increase Efficiency with Salesforce
The biggest reason businesses struggle to scale is that they’re bogged down by time-consuming tasks that prevent them from focusing on their growth.
Instead of focusing on key business priorities, they get caught up in the time-consuming tasks.
We’re here to help. As an official Salesforce Consulting Partner, Equals 11 will show you 6 productivity hacks, using Salesforce Starter Suite. These will help you automate the busy work, reclaim your time, and get back to growing your business.
6 Ways to Unlock Productivity:
Spend less time managing your inbox
Streamline scheduling with fewer emails
Manage customer requests in one place
Standardize responses, never repeat yourself
Empower customers with self-service
Track key metrics easily
1: Spend Less Time in Your Inbox
How many hours per week are you stuck in your email inbox? Research shows the average professional spends around 11 hours per week on emails, time that could be better spent elsewhere.
By using Salesforce Einstein Activity Capture, you can automatically sync your emails and calendar events with relevant CRM records, leads, accounts, contacts, and opportunities. Instead of sifting through your inbox, everything you need is accessible in one place.
How does this help? You can stay organized, cut down on searching, and spend more time on what truly matters
2: Streamline Scheduling with Fewer Emails
Scheduling meetings often leads to endless back-and-forth emails trying to find a suitable time. With Salesforce Inbox, that headache becomes a thing of the past.
Simply add your available times directly into your email and let the recipient pick a time that works. Once they choose, Salesforce automatically sends the invite and books the meeting for both of you. No more double bookings, no more juggling schedules.
The result? Less time spent scheduling, more time spent on meaningful tasks
3: Manage All Customer Requests in One Place
Customer inquiries can come from multiple channels—email, website, social media—and managing them all can feel chaotic. Without a centralized system, it's easy for requests to slip through the cracks.
With Salesforce Service Console, all customer inquiries flow into one place, so you and your team can respond to every message without switching between apps.
Why does this matter? Streamlined customer communication means faster response times and a better customer experience.
4: Standardize Responses, Never Repeat Yourself
Ever feel like you’re answering the same questions over and over again? You’re not alone. Repetitive tasks can eat into your productivity.
With Salesforce QuickText, you can create and save predefined responses for common queries. Whether it’s a greeting, an FAQ response, or a quick note, QuickText saves you time and ensures consistency across your team.
Outcome? Fewer repetitive tasks and quicker customer interactions.
5: Empower Your Customers with Self-Service
Most customers prefer finding answers on their own rather than waiting for a support response. Salesforce Help Center lets you easily create a self-service portal where customers can search for solutions to their problems.
By setting up Knowledge Articles and FAQs, your customers can help themselves, freeing your support team to focus on more complex issues.
The benefit? Your customers get answers faster, and your team can focus on higher-priority tasks.
6: Track Key Metrics with Ease
As a business leader, keeping track of performance metrics—like sales, customer retention, or lead conversion—can feel overwhelming. Rather than manually compiling reports or relying on spreadsheets, you can use Salesforce’s Analytics Dashboard to view real-time metrics at a glance.
The impact? You stay informed and in control without spending hours on data entry or analysis.
Start Automating with Equals 11
Are you ready to stop wasting time on manual tasks and start automating your day-to-day business activities?
As a trusted Salesforce Consulting Partner, Equals 11 can help you implement these productivity hacks, streamline your processes, and unlock growth.
Here’s your next step:
Boost your business efficiency by contacting us today.
