Jordan Nelson LinkedIn Posts

“I don’t need Salesforce.”

Without Salesforce, businesses often feel like they're herding cats.

Customer info is scattered across emails, spreadsheets, and sticky notes.

Sales processes

Tracking your sales pipeline without a CRM would be a nightmare.

But with Salesforce, forecasting is a piece of cake.

No more relying on gut

Thinking about using Salesforce?

Nah, don’t bother.

Why deal with all that efficiency and organization?

Stick to the good old days:

• Manual tasks
• Constant

With so many features, Salesforce can seem overwhelming.

Thankfully, a good Salesforce consultant can teach you and your team to focus on the

A solid Salesforce consultant doesn’t just geek out over the tech.

They’re obsessed with your business’s success.

They’ll dive into your goals and challenges

A lot of new Salesforce admins are stressed out.

They think they need to know how to code to make things work.

Newsflash:

You don’t.

When I first jumped into Salesforce, tracking key metrics felt like herding cats.

Then I found dashboards.

I could finally see everything in

When I first jumped into Salesforce, tracking key metrics felt like herding cats.

Then I found dashboards.

I could finally see everything in

Deadlines are everything in the tax world.

Miss one, and it’s not just you who pays the price.

Your clients do too.

One of

5 Quick Ways to Optimize Your Salesforce Setup:

1) Clean Up Unused Fields

→ Remove fields that aren’t being used.

2) Streamline Workflows

→ Simplify or eliminate

Want to make smarter decisions faster?

Start by optimizing your Salesforce reports.

Review them regularly to make sure they’re still relevant.

Archive old

Don’t underestimate the power of descriptions.

You can use them to:

• Guide users
→ Offer clear instructions for using fields.

• Track changes
→ Keep a

When your Salesforce admin sets up automations that cause more confusion than solutions.

Keep it simple with efficient workflows, no headaches.

Enjoyed this post?

When your Salesforce admin sets up automations that cause more confusion than solutions.

Keep it simple with efficient workflows, no headaches.

Enjoyed this post?

Pro tip:

Keep your Salesforce home page clean and clutter-free.

Cluttered homepages lead to clouded decisions.

Customize it to display only the most important data.

Laura, a project manager at a mid-sized marketing agency, serves clients across multiple industries.

She used to spend hours every day manually assigning tasks.

A client came to us with 21 page layouts and a sluggish system.

We stripped it back, kept only the essentials, and focused on

It’s tough to keep track of your company's progress.

Especially across multiple teams and endless projects.

But with Salesforce, it’s fairly simple.

Meet Mark, a project

4 habits that'll accelerate your Salesforce career:

• Take detailed notes while studying
• Test every new feature in Sandbox first
• Set clear goals for

Pro tip for Salesforce beginners:

Don’t forget to review your Salesforce documentation.

Keeping your notes up to date will save you a ton of time