5 Ways to Increase Sales Using Salesforce

As more and more companies are starting to implement Salesforce CRM, how their sales teams are putting the tool to use effectively is becoming crucial for generating leads and ultimately increasing sales.

Here are five ways the successful salesperson utilises Salesforce:

1. Building Relationships

Some would argue that building strong customer relationships is the most important part of a salesperson’s job. Without lasting bonds with customers, the number of returning customers is not nearly as high as it would be if the salesperson has a positive relationship with customers. In today’s highly digital age, it can be a challenge to achieve these personal connections; but Salesforce can help to keep customers feeling like they are getting a personal, individualised experience with the company.

Using tools like email templates in Salesforce for personalised customer communication can help make the salesperson’s job a bit easier while still keeping the customer happy, too. Another way to make sure you are keeping in touch with customers is by creating daily tasks to help remind you to touch base or automatically generate necessary emails. Making sure salespeople never lose touch with customers is something that Salesforce has proven to achieve with many of their helpful tools and features. You can learn more about staying in touch with your customers by using different applications for every business need by visiting AppExchange.

2. Collaborating

One of the greatest aspects of Salesforce is that it gives users the ability to collaborate across different business units within the company. According to salesforce.com, “when it comes to success in sales, you win as a team.”

The perfect tool to collaborate within Salesforce is called Chatter. This tool is for internal use so that employees can essentially have a “directory” of who is in the company, their role, who they report to, and a photo of them for reference.

When it comes to collaborating on projects, Chatter can also come in handy. The tool allows you to “follow” documents and track updates so that all employees are on the same page.

Successful sales teams need to be able to collaborate and be on the same page when it comes to customer data, important documents, and recent presentations.

Salesforce makes collaboration simple for companies large and small.

3. Personalisation with Customer Data

Part of building strong customer relationships is personalisation. Most salespeople already have access to an abundant amount of customer data, but utilising the data to strengthen customer relationships and gain returning customers is a vital skill that all successful salespeople should have. When communicating with customers via email, Salesforce allows you to create emails that will resonate with customers because it is customised to their individual wants and needs.

One way to personalise communication with customers is to use an app in Salesforce called MailChimp. This app is excellent for email marketing and integrates with Salesforce data to make emails specifically tailored to what the customer wants.

For example, Amazon sends emails to customers highlighting specific deals they may be interested in based on their previous purchases. Email marketing is proven to drive sales because it takes data that has already been collected on the customer and recycles it in a way that is intended to bring them back to the store or online marketplace. Whether this is done with enticing sales or reminders about an abandoned shopping cart, it works much better when the advertisements are personally tailored to the customer.

4. Reaching Customers Using Social Media

Social media is one of the most important marketing tools today. Not only is it free, but you can also integrate social media with Salesforce making it easy to keep up with all social channels. One useful tool to help reach customers with Social Media is Salesforce’s Einstein Service Cloud. Einstein uses Artificial Intelligence to find keywords in posts and alert salespeople when actions are required.

Using social media can help sales because it allows salespeople to gain insights into what consumers like and dislike about a product or service. Social media can allow for quick but meaningful engagements with customers to help them solve a problem or direct them to useful resources.

Integrating Salesforce with social media can help you gain leads and keep track of them as well.

5. Re-engaging Inactive Subscribers

Salesforce can help keep returning customers by tracking when a customer is inactive and needs to be re-engaged. As previously mentioned, abandoned carts on a website can be a great opportunity to bring an inactive customer back by using email marketing within Salesforce.

Users can track when a customer was last active by checking the date fields and sorting them by the date of last contact. Utilising a tool like MailChimp to send out an email to inactive subscribers with a coupon or customised advertisement could potentially spark some activity from the otherwise inactive subscriber.

Successful salespeople are making Salesforce second nature by making use of every app, tool or product that can provide them with an easier, more effective sales strategy while also creating stronger bonds with customers.

If you would like to learn more about implementing some of these successful Salesforce tools for your company, set up a call with Consleague today.

Consleague is a registered Salesforce partner offering implementation and consulting services.