If you’ve ever worked in financial services, you know the deal: innovation is exciting, but...
Here’s a truth bomb: Salesforce is one of the most powerful CRM platforms on the planet, but most companies only use a tiny slice of it. Think of it like ordering the all-you-can-eat buffet, then sticking to the breadsticks.
Imagine the potential: many teams are paying for Salesforce features they barely use. And the kicker? These standard Salesforce tools are already included in your licenses—no extra spend required. That means your Salesforce ROI could skyrocket simply by flipping a few switches and actually using what you already have.
So, let’s uncover some of the most underutilized Salesforce features that can make your sales, marketing, and operations run smoother—without adding a single dollar to your budget. And the best part? Implementing these features is a breeze, meaning you can make the most of your Salesforce org in no time.
Salesforce CRM Campaigns for Marketing ROI Tracking
Marketers aren’t the only ones who should love Salesforce Campaigns. That’s because they’re a built-in tool for tracking how events, webinars, or even cold call blitzes actually drive revenue. Want to prove that the last tradeshow was worth the investment? Campaigns can connect the dots between marketing spend and closed deals.
Pro Tip: Enable Campaign Influence in Setup, then link Leads, Contacts, and Opportunities to Campaigns. From there, you can run Campaign Influence reports to show executives exactly how initiatives fuel your pipeline. It’s Salesforce ROI made visible.
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Salesforce Opportunity Teams for Better Collaboration: Sales is a Group Sport
Selling is rarely a solo sport. With Salesforce Opportunity Teams, you can bring in solution engineers, customer success, or legal directly onto an Opportunity record. Everyone sees their role, and everyone works off the same data.
Pro Tip: Define Opportunity Team Roles in Setup so reps can add the right teammates in just a couple of clicks. It speeds up deal cycles and makes Salesforce adoption second nature.
Salesforce Quotes vs. CPQ: Quoting Tools That Save Your Sanity
Still creating quotes in Excel or Word? Ouch. Salesforce has native quoting functionality (available in Enterprise Edition and higher) that allows you to build branded, accurate proposals directly from your Opportunities. No more version control nightmares or “oops, forgot the discount.”
Pro Tip: For straightforward quoting, Salesforce Quotes work great out of the box. But if you need more advanced functionality—like complex bundles, automated discounting, or that fancy Quote Line Editor—you’ll want to look at Salesforce CPQ (a paid add-on). Think of it as “Quotes on steroids.”
Salesforce Reports and Dashboards: Insights Beyond Pipeline by Month
If your team only runs one report, you’re underutilizing one of Salesforce’s biggest superpowers. Reports can track sales velocity, win rates, conversion rates—you name it. And dashboards? They make those insights digestible and downright presentation-ready.
Pro Tip: Roll out one new report per team meeting. Keep it simple, practical, and consistent. Once reps see how it helps, reporting transforms from “ugh, admin work” to “can’t-live-without-it.”
Salesforce Path & Guidance for Success: Checklists That Drive Adoption
Salesforce Path is that friendly bar at the top of records that most orgs ignore. But it’s pure gold for guiding reps. You can add tips, reminders, or checklists at each stage of the Opportunity, basically embedding your playbook directly into the CRM.
Pro Tip: Keep it punchy. Think quick reminders, not full-on tomes. A well-designed Path drives adoption without overwhelming your sales team.
Why Leave Salesforce Features on the Table?
Here’s the bottom line. You’re already paying for these Salesforce features. They’re sitting there, unused, while your competitors might already be leveraging them to boost sales, improve collaboration, and increase ROI.
The trick isn’t buying more Salesforce CRM features —it’s making the most of what you already have. And that’s where Dynamic Specialties Group comes in. We specialize in Salesforce adoption, optimization, and helping businesses unlock the value of underutilized Salesforce tools.
Stop leaving Salesforce gold on the table. Let Dynamic Specialties Group help you turn unused features into real business results. Contact us today to get started.
