This document provides 6 tips for maximizing ROI from a Salesforce investment in the public sector: 1) Use contact roles to identify responsibilities and contacts for opportunities. 2) Monitor activity reports to track sales team activities and identify bottlenecks. 3) Set up opportunity alerts to notify managers of large opportunities. 4) Integrate Outlook to create contacts and activities without leaving Salesforce. 5) Leverage free apps on the AppExchange to enhance functionality without additional costs. 6) The GovCon Suite automates government contracting processes to streamline opportunity identification and response.

1. 13
Six Pro -Tips on Salesforce
for public sector enterprises
Provided by

2. Over the last few years, Salesforce has rightfully
taken hold of the public sector, government, and
government contractor space. Here are 6 tips and
tricks for getting the most ROI out of your investment
that are not being utilized enough 

3. 1
Contract Roles
Know who to talk to.

4. Often, data breaches
are the result of
employees losing track
of company-owned
devices such aslaptops,
tablets and storage
devices containing
sensitive information.
“
Why it needs to be a part of
best practices?
The visibility created allows
everyone to see who is
involved and what their role
is. There is a lot of churn in
some industries. This
eliminates slow opportunity
onboarding time, allowing the
company to focus on bringing
the bottom line up instead of
the sales person up to the
opportunity.

5. Contact roles can tell you who to go to get what you
need to keep the opportunity alive. Contact Roles can
tell you who to contact when it comes time to collect,
who your support staff needs to contact to address
issues, and which bd people to engage to turn a client
relationship into a partner relationship. The options are
configurable to your company’s needs…
I mean it is Salesforce.
Salesforce Definition
To specify the part that each contact plays in your business process, add contact
roles to opportunities and person accounts.
Source

6. Activity Reports
Know what people are doing or have done.
2

7. Executives can see all
activities to avoid
neglecting key clients or
to avoid problem clients
based off of types of
activities.

8. What is an Activity Report? When sales are stagnating or
going down, the activity report lets you see what your
sales team is doing and if they are taking advantage of
every customer touch point in the sales cycle. You can get
reports based off emails sent, calls made, and meetings in
a given amount of time. This enables companies to
monitor activity reports to review bottle necks and what
processes are working and are not working.
Source
Salesforce Definition
Standard activity reports allow you to select the date range and status of the
activities you want included. The standard activity reports list your tasks and
appointments for a selected date range or events with all invitees.
You can also create custom reports for activities by clicking the Reports tab, New
Report, and choosing Activities as the type of data on which to report.

9. Opportunity Alerts
Know when to step-in and keep in the loop.
3
Managers and Executives this one is for your …. Sales people just skip to #4

10. How would you like to
be alerted when an
opportunities total value
is greater than 1k, 100k,
or 1million dollars?
Salesforce has this
feature built in.

11. It is called “Big Deal Alerts”.
You can customize and configure other alerts to meet
your needs, but this one comes out of the box.
Your organization can use alerts that automatically send an email notification for
opportunities with large amounts. You can activate one opportunity alert for your
organization. The alert message resembles the opportunity detail page including
the page layout and language from a selected user.
Source
Salesforce Definition

12. Outlook Integration
You never have to leave Salesforce
4

13. You don't need to login to
salesforce to create
contacts, activities, and
events and you can see all
of your outlook contacts in
Salesforce. This simple
integration can make the
on boarding process for
those less tech savvy
much easier.

14. You need to download
1. Salesforce side “app”
2. “plugin” for Outlook.
With this process you get option to allow the sync to
happen once a day or every few hours.
Most people think this is complicated ...
pshhhhhhh, it is not.
Link for Admins Link for Users
Check it out!
Source

15. AppExchange
Maximize your ROI …For Free
5

16. Companies who spend
over $100 per-user-per month
and are not using the
AppExchange are
lighting money on fire.
“

17. Let me explain, say you just want better reports and
dashboards. Look for yourself. Did you click that?
Yeah… there are a lot. This is just the tip of the iceberg.
In-addition Salesforce has developed a good deal of it’s
own apps and most of these cost nothing!
The AppExchange is the world’s leading business app marketplace.
AppExchange apps are customized for Salesforce and extend Salesforce to
every department and every industry. It’s a proven ecosystem of apps, with
millions of installs and thousands of customer reviews to help you find the
best match for your business. AppExchange apps eliminate risk and save time
by helping you find the best tools that integrate with Salesforce and increase
your team’s productivity and company’s growth.
Source
Salesforce Definition

18. 6
GovCon Suite
Intel ● Capture ● CLM ● Task Orders ● Program

19. Don’t just manage
your pipeline,
build your pipeline
with the GovCon
Suite by TechnoMile
“

20. The GovCon Suite is a Shipley methodology and
best practices solution for government contractors
centralizing and automating every aspect of the
government contracting process. The suite enables
teams to respond and make bid/no bid decisions at
lighting speed!
ISV & SI
Salesforce Partners
Source

21. Interested in learning more about
the future of public sector?
Transform with the power of GovCon Suite