Blog

  1. Home /
  2.  Blog
Know If You Are Using Salesforce OOTB To Its Full Potential

Know If You Are Using Salesforce OOTB To Its Full Potential

What is Salesforce Out of The Box (OOTB) functionality?

Salesforce is at the top of the cloud-based CRM software providers list. One of the main reasons for its popularity is Salesforce Out of The Box (OOTB) functionality. This feature of Salesforce gives its users access to some of the most advanced tools. Consequently, these tools strengthen a company’s CRM through the improvement of Salesforce CRM.

Salesforce is a popular software designed for marketing, sales, and service. The Salesforce CRM has redefined the way enterprises connect with customers. It also makes it very easy to manage their CRM.

Salesforce Out of The Box functionality makes the CRM application much simpler. The features of Salesforce Out of The Box allow you to run your business on an automation platform. Another benefit includes the embedded intelligence that you get through this automation platform.

Salesforce Out of The Box (OOTB) Tools

One of the most time-consuming tasks is customizing a platform per your needs. Besides, sometimes you also need expertise in this task. But, the Salesforce Out of The Box features can be used without customization.

Salesforce Out of The Box provides some standard features that are ready to use. This means that you will not have to customize them. This becomes important in the case of medium-sized businesses. These businesses do not require to customize the platforms. Hence the Out of The Box features save their precious time and allows them to dedicate that time to more important tasks.

Here are some Salesforce Out of The Box tools that prove to be helpful in enhancing Salesforce CRM:

Email to Salesforce

This Out of The Box feature is a powerful tool for the sales team. Simply use the ‘Email to Salesforce’ option to send emails from any of the email applications. This option attaches these emails with the leads, contacts, or opportunities generated on the platform Salesforce.

You can also find these emails in the Salesforce records. This helps the sales team to stay better informed on all sales pitches. It also allows them to make decisions in a better manner. To access this option go to Email Settings on the Settings page.

Case Escalation Rules

To achieve successful customer management it is important to have efficient case management. Therefore, automated case management rules can benefit both the technical as well as non-technical customer support teams.

Case Escalation Rules is one such Salesforce Out of The Box feature that provides automated case management. This feature lets the case get automatically escalated to the next level if it fulfills all the criteria. This Out of The Box feature can be used right after subscribing to Salesforce as it does not need any customization.

Web to Csase

This is one of the most important tools if you want to build quicker customer resolution. This Out of The Box feature provides even more convenience to the customers. It functions by recording the customer’s request on the company’s website. Then a case related to the request can be raised automatically on the Salesforce platform.

Web-to-case is also an automated offering. It unburdens the team from transferring the details manually to the Salesforce platform. The customers can submit their requests on the webforms. Once the request is submitted a case is generated with proper numbers.

Chatter

Chatter is an extremely useful and powerful Out of The Box feature of Salesforce. It is Salesforce’s very own social network. Through this tool the users can collaborate and coordinate their tasks efficiently.

Support teams can also use this feature to communicate about potential escalation and elevation to other teams. In short, Chatter streamlines communication and makes it even quicker.

This feature is present on the main page of Salesforce. Each user has their Chatter profile. You can also update your profile pictures and contact details on the Chatter tool.

Standard Communication Templates

Salesforce offers its users multiple communication templates. These templates are extremely helpful when used for potential opportunities and leads. You can start communicating immediately through these templates by customizing anything.

Different templates are suitable for different purposes. So, all these Out of The Box templates can be used readily for different purposes.

Why Do Cloudy Coders Prefer Solutions That Implement Salesforce Out of The Box (OOTB) Functionalities?

Salesforce is undoubtedly a very powerful tool that should be implemented in every business. But further Cloudy Coders prefers the Out of The Box (OOTB) functionalities of Salesforce to be strictly implemented in a business. The reason is very simple: it is barely possible that you are the only company in your business segment or in simple words, you are in a monopoly in your market segment.

Since there are a lot of other big and small players in your market, you should stand out from them. And it is only possible by implementing the best strategies and giving the best services to your customers. With Cloudy Coders' Salesforce, we implement the OOTB functionalities of Salesforce in the best way possible. We always try to understand the needs of a business and provide the most personalized experience to our customers.

Frequently Asked Questions

Q. What are the different templates provided by Salesforce?

Salesforce provides some Standard Communication Templates which can be used readily. These templates can be readily implemented for multiple purposes. For example-

There is a marketing template that can be used for product inquiry. They also have a template that modifies customers about their case creation. Another template can be used to collect the survey data.

Q. How to use the Standard Communication Templates?

To use the Standard Communication templates simply go to Settings. In the “Quick Find” box write  Communication Templates.  Click on Email Templates to use them.

Q. How to use the Web-to-Case feature of Salesforce?

To use this feature go to Setup.  Search for cases and select Web-to-case HTML generator. Select the required field and click on Generate. Then click on Finished to complete the task.

Leave a Comment

Your email address will not be published. Required fields are marked *