If you work in sales or marketing, chances are you’ve at least heard of Salesforce. As one of the top customer relationship management platforms out there, Salesforce offers a robust suite of services that allows you to follow buyer journeys, deliver better customer service, and manage your sales and marketing teams more easily. And that’s just the tip of the iceberg.
Salesforce has the potential to become the backbone of your business. It can incorporate virtually every aspect of your sales and marketing process, and it can be integrated with a variety of other key software in your technology stack, including QuickBooks, Microsoft Teams, and Google Workspace. This allows you to automate more aspects of your organization, improving efficiency and making it possible to scale your business to exactly where you need it.
The benefits of this platform are more than just theoretical. From small businesses to major corporations, a wide variety of companies have transformed their operations with Salesforce. That’s because this platform isn’t just for a single purpose — it’s designed to handle nearly everything sales- and marketing-related that a business can throw at it.
Take Bespoke Collection, for example, which maintains wine and lifestyle brands. This small business uses the Salesforce App Cloud to maximize its customer relationships. It tells employees whether guests have made reservations or purchases at one of the company’s stores before, as well as what their preferences are. With Salesforce, the company can create more predictive and personalized experiences.
Another example: T-Mobile wanted to upgrade its customer service and cement its reputation as the “un-carrier.” The company had been using Salesforce in its B2B sector, so it was familiar with the platform’s capabilities. By adopting Salesforce for its consumer-facing side, T-Mobile became number one in customer satisfaction while also reducing its sales representatives’ efforts by 70%.
How Salesforce Can Help You Take Sales and Marketing to the Next Level
Whatever your sales or marketing goals, Salesforce can help you achieve them through a more effective and efficient process. To understand how this is possible, let’s look at three Salesforce capabilities that can act as game changers for your business:
1. Automation
Salesforce offers a number of different automation tools you can take advantage of. With Salesforce Flow, for instance, you can automate repetitive business processes currently taking up too much of your team’s day. This boost in efficiency can directly lead to increased sales and greater growth because your team can spend more time putting their unique skills and experiences to use, rather than on administrative tasks.
Salesforce’s automation options can also be particularly useful when it comes to personalizing your campaigns. In today’s environment, the success of your sales and marketing efforts is dependent on how much you tailor your strategy to the individual needs and desires of your target audience. Salesforce is built with this in mind, enabling you to automatically assign specific campaigns to leads based on their behavior both on your website and off. If you were running a travel website, for instance, you could funnel users into drip campaigns tailored around the particular destinations they’re researching.
2. Customization
Salesforce doesn’t just let you personalize the consumer experience; it also allows you to easily customize the platform to fit your own needs. Its intuitive user interface makes adding and removing features simple without sacrificing the potential for complexity under the hood. There is also a number of options for integrations with existing systems, so you don’t have to upend your current operations to take advantage of the platform.
Beyond customizing its existing services, Salesforce Lightning also lets you build your own applications that you can then scale. This allows you to design business processes customized to the unique needs of your team.
3. Better Insights
You can collect all the data available, but if you can’t turn it into something actionable, then you might as well not be collecting anything at all. Salesforce will not only clean and analyze your metrics and raw data, but also offer insights and recommendations you can put into action immediately.
Salesforce will take your data from different sources and compile it so that your teams don’t have to deal with obstructive data silos. With Salesforce managing your information, your teams can easily run reports using almost any parameters. These customizable reports provide a detailed breakdown of customer engagement, including metrics such as clicks and conversions. You can also easily categorize each customer based on where they are in the sales funnel. All of this makes it easy to figure out where you’re succeeding and where you need improvement.
The Salesforce CRM platform is simple to use, highly customizable and packed with features. With the help of artificial intelligence, it can analyze your data and deliver reports and recommendations so that you can improve the effectiveness of your marketing and sales strategies.
