When we talk about the world’s #1 CRM, only one name comes to mind: Salesforce. In your day-to-day activities, you can find a wide variety of CRM software that offer basic functionalities aimed at the efficient management of customer relationships. So, you may wonder, what is it about Salesforce that makes it so distinctive from the rest? Why choose Salesforce? How can it help improve your business? Don’t worry, we will answer these and other questions below.
Let’s start at the beginning: what is Salesforce? Salesforce is a cloud-based CRM that boosts your business relationships and transforms the work life of your team. It offers ready-to-use solutions that allow growing companies to easily implement cutting-edge technology and integrate solutions. It contains a wide variety of products that help you manage relationships between companies and clients through an integrated platform that provides a single and shared vision of each product.
Salesforce 101: The Ultimate Cheat Sheet
So you’ve googled Salesforce to find out what it’s all about and might have realized it has a LOT to offer. Where do you even start? Well, we created this cheat sheet to guide you through it all.
Why choose Salesforce?
1- Available to you at the time and place you want
Salesforce has become the world’s largest business ecosystem in the cloud. It allows companies of all types and sizes to connect with their customers from anywhere. At your fingertips, you have the latest innovations in mobile technology, sales, services, marketing, and analytics that will allow you to achieve your goals and propose more ambitious ones.
Salesforce cloud products or services that classify as Software-as-a-Service (SaaS) include Sales Cloud, Service Cloud, and Marketing Cloud. It also provides Platform-as-a-Service (PaaS), which includes the platforms used by developers. For example, the Lightning Platform and Heroku.
2- Secure information
One of the most important aspects of companies that use CRM is data security; this has been one of the strengths of Salesforce since its inception. It gathers all the customer information into a single database, where it is organized and accessible to everyone according to the roles and permissions associated with each user.
Additionally, it makes the http://trust.salesforce.com website available to you so that you can see more information about its performance and how it secures your data. It also shows the maintenance operations that it plans to perform that could affect your access to the system. This makes Salesforce a very reliable and secure platform.
Another of the innovative ideas for which Salesforce has become a benchmark in the industry worldwide is the AppExchange. Here you will find everything you need to solve any problem your company has. Developers can create applications that suit your requirements. If you need an application for marketing, accounting, sales, and others, then you will be able to find it on the AppExchange.
4- Business intelligence
Salesforce allows you to create individual reports to view accounts, opportunities, sales flow, activities carried out, product sales, completed tasks, and others. You need a tool that, in addition to being able to collect and store large amounts of information, allows you to extract and analyze this information to present clear and understandable conclusions that can be used to make decisions. You will have all this with Salesforce. Remember that data is only valuable if you have the ability to turn it into information that generates knowledge.
It has a high degree of adaptation. This means that Salesforce can adapt based on your needs and interests and continue to do so as often as necessary. It is not restricted like a straitjacket in which it can only be used for a single purpose, rather it is a much more flexible platform than much of the software that you can find on the market today.
Another of the great advantages of the Salesforce platform is its simplicity and ability to be handled without many difficulties. Working with Salesforce does not require advanced computer skills to make the necessary changes to the platform. Many functions available in Salesforce can be performed without the need to write a single line of code, saving a great amount of time and money. Salesforce also has Trailhead, an excellent training resource that you can use to create effective training sections and guide your users towards the correct use of the platform. There you will find everything you need in terms of training. If you need faster and more personalized training, you can rely on the Salesforce consulting partners.
7- Trailblazer Community
Salesforce is also famous for the incredible community it has built around its platform. It allows you to learn, connect with peers, and contribute to help others. In community meeting groups, you can have fun exchanges with business leaders and Salesforce users. In addition, it includes various materials that are helpful to community members. For example, real step-by-step guides that teach everything from how to create custom reports to where you can enable customer notifications and more.
It allows integration with third-party applications, making it possible to connect and access data from external sources in a simple way. Thus, you will be able to continue using the applications that were already present in your business processes. Additionally, you will benefit from the potential of the platform while also synchronizing valuable information for decision-making. Being able to integrate Salesforce with other applications that you use in your daily work routine represents a very important advantage for your business.
Salesforce Editions. Keys for a successful selection.
If you want to make a successful selection, we offer you the information you need considering the organization type in which they are used, the updates and the limitations they present.
How can Salesforce help you improve your business?
There are numerous advantages that Salesforce presents for the businesses that use it. It is shown in the case that the number of companies (large, medium, and small) that have adopted the platform are currently increasing to more than 150,000. Here are some statistics that illustrate the positive impact Salesforce can have on your business performance:
- Customers using Salesforce register a 38% increase in sales productivity and a 40% increase in productivity with mobile devices.
- Salesforce can improve customer relationships and retention up to 27%.
- Customers using Salesforce have experienced 38% faster decision-making, a 25% increase in revenue, and a 35% increase in customer satisfaction.
- There are more than 4,000 solutions available for download and installation on the AppExchange, which can increase your capacity to both sell and promote services.
- Salesforce helps drive average ROI to increase 50% in just over a year.
What is it about Salesforce that makes it so distinctive from other CRMs?
For some time, Salesforce has stood out as one of the most powerful tools on the market, with a multitude of uses and applications in all types of companies. Its versatility and great customization capacity are probably its best and most valued attributes, making it an essential tool.
Salesforce is highly customizable. Within it, you will find tools to easily develop your own applications and make the platform meet your needs as much as possible. It was designed to accompany your customers throughout their purchase cycle, making this a unique experience. This is Salesforce, a platform that satisfies salespeople, marketers, analysts, and developers. Salesforce was the first CRM in the cloud and currently the leading product in this area of the market.
SkyPlanner, as a Salesforce Consulting Partner, has the experience you need to take your first steps in this awesome world. We put at your disposal consultants with extensive experience in the implementation and support of the platform. You can write to us at firstname.lastname@example.org. Do not hesitate, Salesforce is the best option for your business and we will help you get the most out of it.