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Transform Your Business with Salesforce and Cutting-Edge Filing & Mailing Systems

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With remote work on the rise, it’s more important than ever for businesses (big and small) to have the latest tech tools and stay organized and efficient. Forbes predicts that over a quarter of all U.S. professional jobs will be remote by 2024, so buckle up and let’s get ready to run a smooth virtual office.


Stay on top of your mailing system 

First and foremost, keep your mailing system in check. “To ensure that your mail doesn’t get lost and to maintain a professional image, consider using a virtual address service like Davinci,” says Forbes contributor, Lisa Song. This will give you control over which staff member receives what mail and keep you looking professional.


How can you benefit from Salesforce?

Don’t forget to invest in a Salesforce tutorial for beginners. Salesforce is a customer relationship management tool used by businesses to manage sales, customer service, and marketing. A study published in the Harvard Business Review shows that learning Salesforce can help streamline work and improve the overall efficiency of a virtual office. So, you’re probably wondering how much your company can save by using Salesforce. Well, the answer is, it really depends.There are a lot of factors that come into play, like the size of your company, what Salesforce products and features you’re using and your current processes and systems. The good news is, a lot of companies have reported some major cost savings and improved efficiency since they started using Salesforce.

Let me give you a couple of examples. Nucleus Research did a study and found that companies using Salesforce CRM (customer relationship management) saved an average of $5.2 million per year compared to those that didn’t use the software. And, another study by Forrester Research showed that companies using Salesforce Service Cloud had a return on investment (ROI) of 141% over three years, with an average savings of $1.8 million per year! Also, it’s important to note that these huge savings come from a variety of sources. It could be from reduced manual labor, improved productivity or even increased customer satisfaction. The exact amount you’ll save will depend on your specific needs and how you’re making use of the software.


Don’t Underestimate the Power of Filing and Apps

Take advantage of the cloud and use it as your virtual filing cabinet. According to experts at Tech Republic, “Google Drive allows for easy file creation and sharing with staff.” Keep your files organized by creating folders for different departments and sub-folders by subject and date. Regular filing will make it easy to access current files. Also, make sure your staff has all the essential apps they need to run the virtual office. Apps like Zoom, Quickbooks, WordPress and Hootsuite can streamline your work and improve efficiency. Communication and file sharing apps like Slack or Microsoft Teams can also be of great help.

Running a virtual business is similar to running a physical one, but with a few key differences. By keeping your mailing system in check, using a virtual filing cabinet, installing essential apps, and investing in Salesforce, virtual office managers can stay organized and on top of their game.

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