Through Sales Cloud, Salesforce offers a holistic set of CRM features designed to improve effectiveness and increase productivity in business organizations. Salesforce CRM tools help prioritize processes, minimize redundancies and ultimately improve communication between businesses and their target market.
The CRM software also yields advantages for managers and other staff. I have access to a unified view of status and history which helps design better courses with the Sales Cloud dashboards and forecasting tools.
Below are four key features of Salesforce CRM:
Account and Contact Management
The Salesforce CRM app allows companies to access critical customer information, including communication history, key contacts, and more. The application software also enables businesses to ascertain how their target market feels about specific products or services. Using customers’ social feeds, I determine how well or not each customer receives a newly introduced confection.
This data-supported feedback provides organizations with an honest review of product prototypes. Additionally, it provides them with better insight into what specific products each customer desires.
Salesforce CRM application can be used by organizations to track leads meticulously. The automatic lead scoring feature helps me to ensure that forthcoming leads are identified, so that I can act on them.
Using the lead management feature, I can access recent contact information through the rich activity timeline and appoint competent sales representatives to study the data to ascertain where the campaign leads came from.
The lead management feature also helps provide crucial information to help me make strategic decisions, such as what leads to invest my resources in. In turn, I can successfully capture several leads and acquire new loyal customers.
The opportunity management feature enables large companies and small business owners to stay on top of sales deals while connected to the customers and staff needed to close such deals. While using Salesforce, I discovered that I could get real-time updates, revise sales strategies, and send automated, personalized emails to customers directly.
Companies can draft a CRM solution that aligns with their management and business procedures and configure the app to display sales and forecasting stages with Salesforce CRM software. This helps to improve productivity, workflow, and consistency.
The opportunity management feature also provides information on organizations’ competitors and necessary competitive strategies to ensure they remain on top.
The process automation feature enables companies to design interfaces with simple point-and-click mechanisms, to automate business processes.
Other automation strategies organizations can adopt using the Salesforce CRM include auto-assigning tasks as a deal moves from one stage to another and automating email alerts for contracts over a specific capacity. Salesforce CRM can also be used to design workflows that guide sales representatives’ through qualification conversations.
I found this feature particularly useful as I was able to automate approval processes using the Salesforce CRM app.
Reporting and Integrations
The Salesforce reporting feature allows companies to get work done on a single platform: the agent workspace. When analytics are embedded in the agent workspace, sales agents make more informed decisions. Hence they work smarter and faster.
The best thing about the reporting and analytics tools is that they present accurate feedback on organizations’ key performance indicators and aid the provision of personalized services.
Salesforce CRM is compatible with a variety of business tools. These tools include Jira Software, Hellosign, Dropbox, Code Science, MailChimp, LinkedIn, Quickbooks, and Google Cloud.