This article was updated on April 5, 2021.
Choosing Salesforce for your business should be done with the right information. In today’s digital economy era, technologies are getting more advanced, markets more complex, and competitors more knacky. The importance of data management for key business processes optimization is equally increasing.
Customers are the major driving force of every business. No matter what type of company you have, how big your team is, and what product you offer, you are losing your money if your customers are not satisfied.
Salesforce CRM, which was introduced more than 20 years ago, became an ultimate leader among customer management systems in the SaaS market. The platform has been named a Leader in the Gartner Magic Quadrant for 12 years in a row. Moreover, in 2017, Salesforce was ranked as the #1 Most Innovative Company by Forbes, ahead of Tesla and Autodesk.
Obviously, Salesforce is not just another CRM, of which there are plenty. It is a highly customizable, powerful tool to address marketing, sales, and customer service challenges due to the great number of benefits it brings. If you want to know what these benefits are, below are 5 reasons why you should choose Salesforce CRM for your business.
5 Reasons to Choose Salesforce as your CRM
In the customer-focused world, knowing your constituents is a crucial criterion for conducting business. The truth is, when more customer data needs to be handled, the more challenging it becomes to organize and structure it in a proper way. Collecting a list of leads is just half of the battle. The other half is documenting, recording, and organizing data properly. To be effective, you need to move beyond writing pads and sticky notes and open up advanced organizational technologies.
Thanks to the cloud-based infrastructure, Salesforce CRM provides the users with an opportunity to store, segment, and accurately quantify data for future references and share it across various departments within a company.
The greatest Salesforce advantage is the data it retrieves. Using the platform will allow your team to look at every account, contact, task, event, and customer-related personal data to get a broad picture of prospects for delivering a super personalized approach.
Even though the platform offers one of the widest sets of default functionalities among customer management systems, you can make it even more functional and choose the features as per your business needs. Thanks to the powerful and well-documented open API, Salesforce allows a wide list of integrations. The integrations with third-party apps and services are used to create a unified informational space by merging different software capabilities.
For instance, the integration with LinkedIn will allow your sales team to find out all business-related information about prospects, including job titles, emails, phone numbers, interests, and keep it safe in one place. As another example, the integration with FormAssembly, a leading form builder, will save your team from manually entering the information collected from online forms into the database.
Business owners can use the integration options to create a common database where customer-related information will be stored. This enhances collaboration between various departments.
Say your marketing team uses Zoho, your sales team uses G-Suite, and your services team prefers Zendesk. By integrating all the software in the CRM framework, you can create a data funnel through which all the departments will get a broad picture of every customer.
Time is the most estimable asset in business. You can save your team plenty of time by saying yes to automation and saying no to manual processes.
Here’s a list of things you can automate in place of manual entry:
- Updating spreadsheets
- Faxing and signing documents
- Qualifying the statuses of leads
- Logging emails
- Congratulating your customers with important events
- Updating useless fields
- Running reports
- Managing customer support cases
- Collecting information from internal and external sources
Being a highly customizable platform, Salesforce breaks new ground for boosting customer engagement. AppExchange, an online marketplace for Salesforce apps, includes more than 3,400 verified applications, extensions, and services, made by third-party developers. The marketplace works like Google Play or App Store, where users can either download for free or purchase apps and consider user reviews and ratings. AppExchange opens access to thousands of applications (paid and free), including Xero, SmartCloud, DocuSign, Record Hunter, Einstein Analytics, and much more.
However, customizing the Salesforce environment as per your business needs is challenging and requires solid coding skills. Therefore, it is reasonable for businesses to rely on a company providing Salesforce development services.
If your company cares about providing world-class customer service, then Salesforce CRM is what you should go for. No matter what type of business you have – B2C or B2B – you are sure to receive several customer queries or tickets regularly. One of the core services this platform offers, Salesforce Service Cloud, revolutionized customer support by building a bridge between organizations and their clients. The Service Cloud was designed to help service agents track and manage customer issues, like contact requests, tickets, and cases.
Salesforce Service Cloud helps in:
- Enhancing agent productivity
- Providing top-notch security for your database
- Leveraging social media platforms
- Faster case resolution
- Enhancing customer experience
- Increasing customer retention and loyalty
- Re-engaging clients
- Delivering smarter, faster, and more personalized services
- Forming positive authority for their brands- all in one platform
Salesforce CRM is a powerful sales and performance driver for all types of businesses, regardless of their sizes, directions, the number of orders, and other factors. This cloud-based CRM has already helped more than 150,000 small and large organizations improve their productivity, gain more customers, and increase revenue. As Salesforce is a highly customizable platform, you can set it up according to your business needs.
We hope you found this article helpful. Should you need a data migration from your current CRM to Salesforce, check out this customer success story to see how Trujay achieved miraculous results.
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Mary Hilko wrote this guest post from Onilab.