Salesforce has become the leading Customer Relationship Management platform in today’s world. Businesses tend to focus more on customer-oriented thinking, and the popular cloud platform provider helps with the same.
Salesforce is the most commonly used tool for support, sales, and marketing teams worldwide. More than 150,000 companies today prefer using this platform for different functions. Top companies that use this include Amazon Web Services, Toyota, Spotify, T-Mobile, etc.
Contrary to popular belief, even small businesses and startups can use it to manage their daily operations. You might be wondering how.
Let us discuss the benefits Salesforce offers and why you should consider it for your small-scale organization.
1. Customer Information
Salesforce provides you with necessary customer information. Not only does it offer quantity but also focuses on quality. Salesforce allows you to look through individual accounts, tasks, events, contact, and opportunity tied with a lead. Such critical information plays a vital role in approaching potential customers. Further, it also prompts an organized set of information in a convenient place. The need to personally accommodate clients, leads, or prospects is also reduced with shared customer information.
2. Account Planning
Account planning is essential for any business, and Salesforce makes it easier and quicker. It provides a hands-on approach that assists you in making a strong connection with clients. The ‘to-do list’ option helps you stay organized throughout the day. Furthermore, you can also add reminders to your calendar for getting follow-ups on time with your customers, account managers, or upper management. Using Salesforce, you can also analyze the amount of time that anyone in the organization has spent on an account.
3. Boosts Team Spirit
Salesforce has its own “Chatter” feature that allows you to have a seamless conversation with your colleagues or groups about work-related information. For instance, if a project requires immediate attention, you can use Chatter to add different team members to these accounts. It enhances your organization’s productivity as the employees can prioritize and schedule their tasks accordingly.
4. Time Management
Salesforce also improvises time management with its comprehensive customer information and a wealth of planning resources. Organizing tasks for distinct accounts become convenient as it helps you prioritize work. The native calendar tools are further helpful in visualizing your schedule for the day, week, month, or year.
The best part about Salesforce is that you can access it almost anywhere you own an internet connection. You can even operate it on your smartphone and always stay in touch with your team and organization. This function is a great tool for a marketing manager who wants to stay in steady communication with their team. As Salesforce is a cloud service, you don’t have a centralised location for your data and don’t need to worry about running out of storage.
We hope this extensive guide helped you understand why you must choose Salesforce over other CRM platforms for your startup. It ensures productivity and facilitates account planning.
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