What is Salesforce, and What Can it Do? – A Consleague Quick Reference Guide

What is Salesforce? 

Salesforce is a cloud-based software that facilitates strong customer relationships. It helps companies establish, maintain and improve connections with their customer base and attract new customers. 

What is Salesforce CRM? 

CRM stands for Customer Relationship Management. CRMs come in all shapes and sizes but, essentially, they are all about helping you manage your relationship with your customers. 

A Salesforce CRM is a cloud-based technology that enables you to discover new customer opportunities and organise existing customer relationships. The CRM will help you formulate sales strategies and behaviours that cultivate healthy, long-lasting relationships with your customers. A Salesforce CRM will also allow you to improve your processes and track data related to every level of customer interaction.

A CRM will also: 

• Help you gather relevant social media insights
• Communicate through a variety of channels, including email, SMS, social and others
• Help teams collaborate, internally and externally
• Track vital metrics

One of the main advantages of using a Salesforce CRM is that all of this information is safely and securely stored in the cloud. This system ensures that you can access important data whenever you want. 

How does Salesforce work? 

Salesforce can help companies accomplish many complex processes in a simple and consistent manner. But how does it all work? 

Salesforce provides you with a single data platform that can be designed, customised and configured to ensure that you have a system that suits your business. With Salesforce, you can organise and store all your data in a simple user interface with a company-wide application. 

With Salesforce, you can also: 

• Collaborate with your team and other teams within your company
• Create insightful reports
• Attract more business
• Automate approvals and conduct easy forecasting
• Add customer value by upselling and cross-selling appropriate solutions
• Organise tasks and create a manageable workflow
• Manage your contacts

Salesforce is an all-in-one customer management system. When everything is located in Salesforce, you don’t need to worry about information contained on easily lost sticky notes or loose pieces of paper. Salesforce also evolves with the times to ensure that you have best-in-class business processes and systems that are compatible with the best available technologies. 

Your entire workforce can be on Salesforce, providing a priceless market opportunity through timely and simple internal collaboration. Salesforce’s CRM architecture allows you to simplify complex tasks and provide employees and customers with a differentiated and valuable experience. 

How can you collaborate in Salesforce? 

Salesforce enables seamless internal collaboration with a built-in feature called Chatter. All collaborations and interactions are stored in Salesforce for future reference. 

Chatter enables you to:

• Follow people and topics
• Create groups
• Share data, files and links
• Connect with colleagues
• Request and post results on quick polls
• Locate experts to help you solve problems as they come up
• Search for competitive, relevant and recent data and information
• Receive help from managers and colleagues as you start to close deals
• Crowdsource expertise across your company

Next steps

If you are looking to improve the quality of your data, the ability of your employees to collaborate, and your interactions with customers, Salesforce can help. Now you know a bit about how Salesforce works, you’ll know how it can be used within your organisation. The power of insightful data, easy collaboration and automated processes should not be underestimated. 

Salesforce could be the key to taking your company to the next level. To learn more about Salesforce implementation and how you can improve your processes and customer relationships, arrange a call today with one of our solution experts.

Click below to read more about Consleague’s free, no-obligation Discovery Mapping Programme and to book your 30-minute DMP Consultation. Get the Expert Salesforce Help your business needs for a successful CRM implementation.