To Salesforce or not to Salesforce?
Where Should Sales Live?
Should your sales motion live inside your CRM, such as Salesforce, or in an off platform solution offered by another vendor? Before making that decision, ask yourself a simple question: What is your true system of record?
Sales teams naturally develop “tribal” tendencies. Some reps are consistent with committing deals, logging activities, and documenting notes. Others rely on personal habits, external tools, or private spreadsheets. To improve performance, you must first understand the gaps in the team’s experience and determine which motions belong in Salesforce and which may be better served elsewhere.
How to Keep Your Sales Process Healthy Inside Salesforce
Here are proven tactics to help your teams maintain an accurate, actionable, and up to date sales process in Salesforce:
Assign tasks and deadlines to the appropriate team members
Use checklists to confirm that each step in the process is completed
Review and update the process on a regular schedule
Use Salesforce automation to remove friction and streamline activity
Sales processes that live in the CRM become easier to manage, easier to improve, and easier to scale.
What Should Live in Salesforce?
When deciding whether a process should operate inside Salesforce or outside of it, consider the following:
Complexity
If the process is complex, tracking it outside of Salesforce usually leads to confusion, missed steps, or poor visibility.
Frequency
If the process is used often, it belongs in Salesforce so teams can access it quickly and consistently.
Importance
If the process is critical to revenue, it should be tracked inside Salesforce where the entire organization can monitor progress and ensure accuracy.
The more aligned your team is with your CRM, the more reliable your data becomes and the easier it is to forecast, report, and coach.
Why Staying in Salesforce Matters
At Squivr, we focus on enabling teams to work together inside the system of record. Our tools help individuals and teams transition smoothly, share best practices, and put plans into action without bouncing between multiple applications. Every additional login, external platform, or shadow workflow creates friction and reduces adoption.
Keeping users in Salesforce, instead of pushing them to yet another platform, often delivers greater value, stronger visibility, and higher performance.
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Do we align our process in our CRM?
