Get to know Salesforce CRM and find out if it's the right system for your business

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It is common in the day-to-day life of marketing and sales teams to face situations such as lack of time and lack of human resources to implement all the strategies that the company needs.

That's why you need management systems like Salesforce CRM.

To help you understand how this system works and how it can help marketing with stockholder database you achieve the results your company expects from you, we have written this article and we invite you to read it until the end. Shall we go?

What is a CRM?
CRM is an abbreviation for " Customer Relationship Management" , a customer relationship management system.

The program has several functions that allow you to analyze prospects and customer behavior to optimize marketing activities and increase sales .

In this way, with CRM it is possible to store information about all contacts, such as name, email, telephone, etc., and their interactions with the company.

Therefore, all visits to the website or blog , and other data mentioned above, can be seen in CRM.

What is Salesforce CRM system?
Salesforce is widely considered the industry standard for CRM solutions, accounting for nearly 20% of the market share .

Salesforce is one of the first names that comes to mind when we talk about customer relationship management solutions.

The wealth of features, integrations, and additional options make it the ideal CRM for large companies with diverse and constantly growing needs.

Once implementation is complete, Salesforce offers users a beautifully designed, fast, powerful, and highly customizable product.

Salesforce
Some of Salesforce's most popular features include sales forecasting , collaboration, contact management, and reporting. According to the company, implementing this system can increase revenue by 30% .

Additionally, Salesforce also claims that its software increases sales productivity, win rate, and forecast accuracy .

Using a CRM system can track all sales activity, including past and future customers. This information provides insights for businesses to act on potential customers.

In customer-centric industries, CRM systems provide insights based on customer decisions. Information such as social media, emails, and analytics help businesses understand customer needs and tap into potential sales.

Therefore, a CRM can be used by both large companies and small businesses.

What are the benefits of Salesforce CRM?
Below we list the main benefits of hiring a Salesforce CRM. Do you know them?

1. Better organization of information
The more you know about your customers, the better the type of experience you can provide them. Everything they do and every interaction they have with the company should be identified, documented and recorded .

Thanks to CRM, all of this becomes a possibility, as it allows you to store a comprehensive list of clients and any other important information about them.

File access is even more convenient than before because of the cloud , so no matter who is helping the client in question, they will have the same actionable data instantly available.

This will result in less wasted time for customers and employees.

2. Improved communication
As mentioned above, CRM makes it possible for any employee to provide the same level of service while having access to the same customer data.

Especially since even if your clients have a single point of contact, there's a good chance that at some point, that contact will become unavailable and the client will be forced to work with someone new.

When that happens, many of them face the unfortunate prospect of having to “start from scratch” with someone who doesn’t understand their own preferences and issues.

CRM eliminates this concern by making detailed customer information communicable to whoever needs it.

As such, it doesn't matter who is helping the customer at the time, because they will be working with the same information.

And since a CRM is cloud-based and accessible from any Internet-connected device, the communication benefits of mobile CRM aren't limited to the office.

3. Better customer service
Our time is valuable, and so is our customers' time. So if some of them face a problem that needs solving, they will be dissatisfied unless the problem is resolved quickly.

With CRM, as soon as a customer contacts the company, representatives will be able to access all the information about them that can help them find a solution.

In many cases, more experienced representatives, armed with past information and history, will be able to find a solution within minutes, thanks to an accessible database of potential problems.

So with this system, customer service becomes a walk in the park.

4. Task automation
Selling is always a challenge, as along with the superficial details of any sale there are hundreds of smaller tasks that need to be completed to make everything run smoothly.

Forms need to be completed, reports need to be submitted, legal issues need to be addressed – these ancillary tasks are time-consuming but vital to the sales process .

The best CRM systems are designed to take the weight of many of these tasks off of employees' shoulders, thanks to automation.

This means sales reps can focus more of their efforts on closing leads and resolving customer pain points, while the automated CRM system takes care of the details.

5. Greater efficiency for multiple teams
Automatically stored communication allows us to view emails, calendar, and phone call details in one easy-to-access location. Add that to the ability for multiple teams to access the same information, and you'll increase business results exponentially.

Sales teams can share valuable customer insights to continue channeling them toward the desired outcome of closing a sale, knowledge of new products, or excellent customer service.

Each department can now tag equipment to get the right information to the right individual. With this tool, teams can work together to improve the bottom line.

6. Improved data and reporting
Enhanced data and reporting CRM systems store information in one location, leading to optimal analysis of the data as a whole.

Easily integrated with different tools or plugins , you have the possibility to generate automatic reports to maximize your time.

Customize dashboard views to quickly find the information you need—such as customer data, sales goals , and performance reports—to take advantage of untapped opportunities.

With better reporting data, you can make smart, effective decisions to reap the rewards of customer loyalty and long-term profitability.

7. Scalability for business
Salesforce CRM helps your business scale on a single, secure platform that's easy to customize and update.

So you can expand sales, services, and market power with pre-integrated apps on AppExchange , one of the world's largest marketplaces for business apps.