Consumer-based thinking and customer focus are popular topics in the business environment today! And here, the function of a comprehensive ecosystem or platform is gaining importance. Such a platform can converge all customer information. Connecting the functional areas, for instance, marketing, customer service, account management, and sales in this platform, provides a holistic view of the consumer. And till date, Salesforce is the best and biggest cloud platform, that offers a wide range of choices.
There are several advantages of Salesforce in customer management. The essential ones are:
1- Manages customer data
The best benefit of Salesforce is the data it stores, which is both quantity and quality. Salesforce helps you to view individual contacts, account, event, task, and the scope that every lead carry with it. Hence, it allows your organization to have a look at sufficient data before you approaching potential customers. There are a few reasons why it is essential.
You can keep track of the data you require for organizing the customer profiles. You have the essential information you need in a convenient place. It helps you to study any lead you want, despite being allocated, other representatives. It helps you to have a holistic and in-depth approach to business management and expansion.
Also, the shared customer data allows your employees and you to make the most of the leisure time. There’s no need to fret about adding in clients, prospects, and leads. Any representative can cover for the other who moves away from the office, reducing any gap that you can add in the customer support model. Furthermore, the online format is an upgrade of the physical resources and the Excel sheets. In a nutshell, Salesforce is responsive, convenient, and compact to use, without the use of endless spreadsheets. To know more about this, you can check out Flosum.com.
2- It helps in account planning
Your company and the representatives need customer data available 24 x7. It helps in independent account planning. It provides you with a hands-on approach that you require to establish a connection with the clients. Also, it enables the reps to change their plans and attain improved results. Salesforce provides a “create to-do” item, which allows the reps to get organized all through the day.
Additionally, you can set-up reminders in your calendar so that you can follow-up with account managers, upper management, and customers for essential duties. It helps you to ensure that nothing is out of place.
Other than the organizations’ tools, users also get to check the time you or anyone else in the organization devoted to a single account. It is useful for the service-based business that has several clients who can subscribe to various plans and packages. Just in case you find that you’ve devoted excess time to one client, you need to manage other tasks accordingly. Once you have such account planning choices, the client management process becomes effortless.
3-It helps in effective time management
With compact customer data and collection of planning resources available, Salesforce users have the advantage of excellent time management. You have access to all the data required to plan and prioritize the work for the clients. It also means you can plan the tasks for various accounts concerning the same criteria. Additionally, you can also make use of the in-built calendar tools to visualize your schedules better for the year, month, week, or day. It means you can manage your tasks on time and can nurture a probable lead.
4- It helps in proper team collaboration
Salesforce helps you to streamline your team communication. There’s the “Chatter” option that enables you to connect and speak to groups, individuals concerning work, client, and other essential business topics. You can add different members through Chatter to talk about business issues or other aspects that require extra attention. It helps to make it simpler for the team to schedule and prioritize the tasks to gather more leads and sales. Hence, Chatter helps the entire team to maintain the needed focus on the crucial happenings of the day. It means you can have improved outcomes and increased productivity from the team daily.
5- It offers accessibility
Salesforce is a popular cloud product! And this indicates that the platform is accessible anywhere you have access to an internet connection. It also comprises of mobile devices. Furthermore, Salesforce comes with an app that users can use for staying connected to their teams and the business around the clock. If you are a hands-on business owner, you will find Salesforce extremely beneficial. Even a marketing manager can leverage Salesforce if he/she wants to stay in constant touch with his/her team.
One of the reasons for considering this as a benefit is because there’s no centralized place for the information. There are no local servers or a filing cabinet. It’s kept entirely secure in the cloud that you can access anytime. Other than the security benefits, you and your team can remain updated on the clients and accounts, irrespective of their location. It is one of the ideal customer services that any client would ask for.
High-end API links
Other than multiple apps available in AppExchange that you can incorporate in the Salesforce platform instantly, there are other applications as well for you to link up. One of the best benefits of Salesforce as a leading web-oriented platform is that several suppliers provide high-end API links for the platform. For instance, is the platform’s Marketing Automation Pardot doesn’t cater to your requirements, you can approach various other for other options, such as HubSpot and the like. These are advanced tools that several organizations used and have gained ample benefits. The tools, too, have proven themselves and can get linked without any extra cost for extra hours.
These are some of the best benefits of Salesforce. Hence, if you want to manage your customer data better and also convert leads to sales successfully, you can count on this platform. Salesforce today is getting assessed analyzed by users and getting developed by the leading developers. It is growing and evolving continuously. Users will always have access to the updated tools.