How To Use Salesforce CRM To Build A Strong Relationship With Customers?

Introduction

The utilization of Salesforce CRM lays down many unbelievable benefits for companies. So many that if we begin to list, there wouldn't be any end to it; ironically there's a reason why more than 150,000 are actively using Salesforce services. The one reason why Salesforce CRM is unapologetically appreciated is its ability to enhance the quality of relationships businesses have with their customers. 

However, certain companies lack behind when it comes to how to use Salesforce efficiently so that it lays down the best experience for business as well as their customers. If you are struggling in a similar aspect, then here are your solutions! Before we actually begin to unveil the usage of Salesforce, let’s first learn about its benefits.

What is Salesforce CRM beneficial for?

Owing to the fact that Salesforce CRM is becoming one of the fastly-adopted systems all across the world, you can better understand how beneficial the application can be. Salesforce CRM offers quite a detailed digital infrastructure that fuels the data-driven and competitive culture of the business industry along with improving customer support; this is why it has become a key to generating long-term success for the business.

Other than the fact that Salesforce CRM can cater to every service such as marketing, sales, service, financial and commerce cloud, here are some of the benefits of Salesforce CRM, a highly technical system:

• Lowers the cost of the system by eliminating the manual process requiring outsourcing of services at high costs and making the process error-free.
• It makes the database more accessible and easily consumable. When running a business (of any size), you would have tons of data that would be absolutely inaccessible and unorganised manually but with Salesforce, you will easily be able to manage the data and bring out something more meaningful and beneficial for your company’s sales.
• Other than these you can also manage your marketing campaigns and check their respective results. You can easily unify the information and identify the loopholes to campaign success.
• This platform offers you digital transformation making decision-making easier creating more reliable strategies.

Why to use Salesforce CRM for businesses?

Businesses nowadays are fighting challenges that the pandemic laid down for us and above everything, it has taught us to enhance the digital infrastructure in order to cope with the hard times that may befall us anytime in the future. Owing to this, a Salesforce Customer Relationship Management is a technology that offers end-to-end tech solutions along with making developing efforts towards our business success. Growth and development are quite essential for non-profit organizations and other institutions and this is what a CRM offers us other than a lot more than that.

Many people come up with lame excuses not to engage with a CRM system but if you wish to increase the productivity of your team and shoot up the business profits, then CRM is your best shot. A CRM platform streamlines the manual process in a way that performs in a multifunctional and efficient manner.

The Salesforce customer relationship management system can seem to be a futile investment for you but this investment would set you and your organization up for great heights of success and growth opportunities. As a business, you require to make more personal relationships with your customers and the best way to do it is via Salesforce. As a generation of a digitally connected world, we often forget how difficult it is for people to believe someone behind that screen which is a big reason why your communication and service should be on-point; for the people to trust you.

Who Can Benefit from Salesforce CRM?

Quite commonly, many people or businesses may feel that Salesforce CRM can not suit their business niche but the reality is quite different to this popular perception. One can believe that a Salesforce CRM is for every business and niche out there; from sales to recruiting and customer service. 

Salesforce is a great way to manage interactions, relationships and conversations from external sources to drive business success. Did you know? A CRM has great potential to enhance the productivity of your business assisting companies with high-tech digital services.

If your business is in sales, customer service, business development, marketing, recruiting or any other sector, you are good to choose Salesforce for your business. Also, this CRM is not geographically limited too, no matter where you are located, you can easily access the platform without any errors.

How many companies use Salesforce?

As a medium-sized business, you may feel no reason to invest in a CRM but big and even small medium-sized companies invest in Salesforce because they have started interpreting how well Salesforce CRM treats their business operations. Here are a few companies that use Salesforce as an active business:

As of the recent data, Salesforce tools are being consumed and utilized by more than 150,000 companies spread across different industries around the world. At the same time, over 60% of the customers of Salesforce come from the USA followed by the UK and France.

Spotify, Amazon Web Services, Toyota, Macy's, Walmart Inc.UnitedHealth Group Inc., T-Mobile, etc among many other renowned brands.

How to use Salesforce?

Accessing Salesforce is quite easy, one just needs to understand the right way and train themselves with the right consulting and Salesforce development services. Here are a few services that you must try and use in Salesforce CRM:

Use it to make valuable communications with your customers

With the help of the impactful CRM system, Salesforce assists you in providing a seamless and effective way to communicate with your customers in order to exchange a great service experience. Nowadays people are looking to create meaningful and personalized experiences with the companies they get services from and Salesforce makes this process a lot easier. 

Use it to maintain customer data for a 360-degree view

Unorganized data is the biggest problematic situation for any business. Did you know that Salesforce CRM can collect all your customer data and turn it in a unified and simplistic manner? Generate an all-around view of your customer’s actions, interactions, preferences and other data easily. With this, you can create a personalized marketing campaign for people with similar interests. 

Utilize Salesforce to analyze and develop your marketing campaigns

Most marketing campaigns fail and in many cases, we don’t even know about the reason for the failure. We have multiple data from the platform but this disorganized data leaves no room for improvement. Hence, you require an effective system that offers you comprehensive information on how your marketing campaigns are consumed by the audience and implement strategies to enhance these campaigns.

Manage your finances and maximize your ROI easily

CRMs are specifically designed to organize and optimize revenue, financial gain and customer satisfaction and this is what Salesforce applies to all its applications. With its high-tech services, you can conveniently track the flow of your money so that you can cut your unnecessary expenses and improve your ROI, something that is quite difficult to perform manually.

Make your commerce easier with Salesforce

Supervising the e-commerce or retail business is a challenge of its own. Double your business operations without hiring extra help easily with the efficiency of Salesforce CRM. Manual corporate processes delay the overall operations of the business which is why the profitability suffers. Use the financial and other tools to generate timely reports and other functions in no time.

Which Industries Salesforce Cater to?

 Salesforce is quite an extensive platform that covers all sectors altogether without compromising on service quality. Salesforce is a great platform that lays down immense benefits for businesses. Here are the industries that Salesforce caters to:

Automotive, Communications, Consumer Goods, Education, Energy & Utilities, Financial Services, Healthcare & Life Sciences, Manufacturing, Media, Non-Profit, Public Sector, Retail, E-commerce, Computer Software, Real Estate, Marketing, Manufacturing, etc.

Therefore, if you have questions in your mind like, how to use salesforce for sales, how to use salesforce for marketing or even how to use Salesforce for customer service, this platform has everything in its pocket!

How efficiently does Salesforce CRM build Customer Relationships?

According to a report by Reve chat, more than 79% of customers said that they wanted companies to express that they care about the buyers before they make any purchase. Businesses may not feel the need to build customers but with accurate investment and behaviors, you can build long-term customers which is special for every brand. If you are looking for CRM like that, this is how Salesforce CRM may assist you:

1. Fuel the Digital Power of Brands & Their Customer

It is unbelievable how digital platforms have made businesses reach the heights of success in no time. As easy as it has become to get connected to the world, it is harder to offer great and satisfying services to the customers and this is why your business needs to adopt the CRM that generates relationships and makes connections inevitable.

2. Offers Immediate solutions To Technical Problems

Salesforce offers immediate communication between the customers and the company backend that assists in resolving technical issues before it costs either party any loss. The nature of CRM is to lay down ease and convenience to the people and Salesforce combines its nature with its seamless and error-free experience.

3. Enhances Customer Engagement

When you offer great service as well as product experience to your customers, they tend to engage with your brand more without going to other brands for services. This is what happens when your customers start trusting you and Salesforce CRM offers great trust fueling engagement and further improvising the experience of customers.

Conclusion

The usage of Salesforce CRM is quite convenient and efficient unless you take the wrong road towards your success journey. If you consider taking Salesforce consulting and guidance from experts, then you can easily level your journey without any failure. Salesforce CRM can be used by any industry and business and still lay down benefits and success ratio better than other CRMs. Use it in the right way and let it show you how exceptionally your company can grow!

Still have questions in mind? Let Cyntexa experts cater to your needs within minutes!

by Nick Loggie

What Marketers Can Learn From Salesforce

Salesforce is an all-in-one CRM (customer management) software that salespeople can use to manage their leads and campaign. Compared with some of the traditional CRMs, Salesforce can do a lot more for salespeople. With so many features, the platform gets extended to include marketing applications for small businesses. The following are some specific ways that Salesforce can be used by salespeople to improve their productivity and increase revenue:

Add leads to a targeted list and use a drip campaign to engage.

Salespeople use CRM systems like Salesforce to track their leads and keep up with their pipeline. But they also use these systems to engage with their prospects in new ways. The key is using drip campaigns (or automated emails) that are triggered when someone visits your website or fills out a form on your site. You can also use drip campaigns to send regular emails based on specific actions they take (like signing up for your newsletter). These emails serve as reminders of what you've offered in the past and make it easy for people to get back in touch with you when they're ready.

With this type of automation, salespeople can focus on building relationships with prospects instead of spending time gathering information about them manually every time they open an email message or visit your website again.

Know which leads are opening emails and clicking on links.

Salesforce's Marketing Cloud can help you understand what content works best for your audience so you can create more compelling messages in the future. You'll also see which channels are most effective at driving traffic to your website and what types of offers resonate with your audience — all so you can optimize your campaigns accordingly.

By using Salesforce's Marketing Cloud, you can get a complete picture of your leads and prospects. This will help you personalize your messaging and make sure that you're delivering the right content at the right time. You'll also be able to see how people engage with your website — whether they're reading blog posts or clicking on links in emails — so that you can optimize your strategies for better results.

Automate follow-up with leads that didn't open an email.

Salesforce sends follow-up emails to leads who didn't open an email that you've sent them within a certain timeframe, which gives you another chance to get their attention before they become cold leads. You can also set up automated email campaigns to keep sending emails until someone opens them — or until you've sent them 10 times at which point the lead will be marked as unresponsive. This tactic helps you increase the number of people who actually read your emails and decreases your unsubscribe rate.

Schedule time in your calendar to handle tasks.

Many people go about their day without scheduling specific times for certain tasks. As a result, they don't get much done because they're constantly interrupted by other people or tasks. If you want to be productive, schedule specific times each day for completing certain tasks such as checking e-mail or social media accounts or responding to customer inquiries. This will allow you to focus on those activities without being distracted by other things going on around you.

Create a list of tasks grouped by account.

In Salesforce, you can create an account hierarchy with multiple levels of accounts (e.g., customer segmentation). This will enable you to group all the tasks related to each customer under one umbrella account instead of having dozens of separate accounts for each type of activity (e.g., lead generation or email campaigns).

This will also help you when it comes time to review your performance. You can easily see how well each account is performing based on the number of tasks completed or the number of contacts within each account.

Report on key performance indicators such as pipeline and win rates.

Salespeople don't just have to worry about their own numbers. They also have to understand how their performance impacts the company's overall success. To this end, they need to report on key metrics like pipeline size, win rate and average deal size to help their managers understand where they stand in terms of hitting revenue targets.

Marketers should be doing the same thing by reporting on key performance indicators (KPIs) such as leads generated or emails opened to help their managers understand where they stand in terms of hitting marketing goals.

Conclusion

As a sales professional you are always looking for ways to improve your sales processes and workflows, whether that means better sales tactics, more automation or better reporting. Salesforce is a simple way to streamline your marketing outreach so you can make sure you do not miss out on any leads, especially the hot ones.

by Nick Loggie

Salesforce Consulting Partners: 5 Things to Look For

Salesforce is a leading CRM provider known for its flexibility and intelligence. However, not everyone is successful with the platform. There's one thing that successful organizations do, and that is choosing the right Salesforce Consulting partner. Having the right consulting partner by your side can go a long way in your digital transformation journey. This article looks at choosing the best Salesforce consultant from hundreds of partners available. 

1. Determine the Work Experience 

Experience is an important criterion when drawing a Salesforce partners list.  An experienced partner understands your project's scope and can show you how to solve your problem.  While giving chances to newcomers can be nice, working with consulting partners with good experience is always best. Find someone who has proven work experience in different platforms like marketing cloud or sales cloud and who can handle your projects appropriately.

The Salesforce partner should be familiar with the intricacies of your line of business. Ask them about their previously handled projects and experience before deciding whether they can help you achieve your goals.

Choose someone who has worked on a similar project as yours to get a sense of their work history.  They should have the experience to deliver on time and within budget. You can review their experience and determine how clients feel about their previous work. 

2. Look for Salesforce Certifications

Image source: https://unsplash.com/photos/6aVD9QYBB_I 

A Salesforce Consulting partner should have a proper certification that shows their qualification for a job. Many people can call themselves Salesforce consultants or experts, but certification is the only way to stamp their approval. It proves authentication and offers insurance on whether they have the required knowledge and experience.

You are better off hiring a consultant with a valid Salesforce consultant certification. Certified Salesforce partners are always aware of the latest developments on the Salesforce front.  They will focus on your needs better and solve your problems promptly and efficiently.

A good consultant is a certified Salesforce partner with a good customer satisfaction score. The certifications are essential to all Salesforce professionals because they show their dedication and expertise.  Salesforce's strong certification program offers Consultants, developers, marketers, and architect's credentials when they go through advanced testing. They also earn partners gold, silver, Platinum, and global strategic tiers based on their training. 

3. Compatibility 

Find someone who understands your business process and can work with you on a project. Compatibility is an important aspect that leads to success in any industry. The partner should understand your business and core problems and offer the best possible solution.

Consider how your partner will handle different configurations and Salesforce integration according to your business specifications. A competent consultant should understand your requirements and develop solutions to meet them. There should be an easy understanding between you and your Consulting partner.

You can determine the reputation, trustworthiness, and accountability of Salesforce consultant partners by talking to their previous clients. A Salesforce Consulting partner must be proactive in business meetings and ready to collaborate with your team on new ideas.

4. Expert knowledge of Salesforce products 

Image source: https://unsplash.com/photos/xz8-g_nmHs0 

Technical expertise is an important quality to gauge in a Salesforce consultant. Someone may have the certification but lack the basic understanding of the client and may not help you succeed with the project. A reliable Salesforce Consulting partner must an in-depth knowledge to understand Salesforce products and the right strategies to meet your demands. 

Choose someone who knows specific Salesforce areas like sales cloud and marketing cloud. The best Consulting partner should also be a Salesforce expert who can provide end-to-end solutions to implement and integrate Salesforce services to meet organizational goals. Good knowledge of the Salesforce field is crucial to achieving the intended goals.

Your choice of a Salesforce Consulting partner will depend on your particular requirements and what they can offer. Choose someone who has a clear idea about Salesforce products and will give you a clear blueprint of the process to be done. A Consulting partner can never help implement or customize things if they lack expert knowledge. They should show their understanding of requirements and find innovative solutions to any problem.

Ask the consultant about their previous work experience on similar projects. You can also enquire about the previous clientele and client success stories. Look at their past projects to determine their similarities to your requirements.

5. Communication Skills

Image source: https://unsplash.com/photos/l3MMvRYdPhc 

Communication can differentiate between an average and a competent Salesforce consultant. A competent Salesforce Consulting partner can help implement Salesforce capabilities according to the organization's needs. You need someone who can convey their ideas and ensure proper information flow between various departments. 

Choose a partner who understands clients' inputs and can help them with decision-making. It's impossible to fulfill this requirement unless the consultant has strong communication skills. Work with someone who can seek clarity on every problem and help deliver effective results.

Communication is a soft skill that complements a competent consultant's technical and business management skills. A good communicator will uplift your business and help you reach the next level of success. During the negotiations, ask the potential partner to explain how they'll handle customer problems.  

Bottom Line

Implementing Salesforce solutions can be a challenge in the competitive world. Working with Salesforce Consulting partners can help avoid unexpected difficulties and save time. You'll come across many Salesforce Consulting agencies offering lucrative plans. A Salesforce consultant can only help your business if you find the right partner. Hiring the right consultant is the only way to get the most out of the platform.

by Nick Loggie

Why You Should Use Salesforce Development Services

Salesforce is the best cloud-based platform for handling customer relationships. Many global enterprises use it today to manage their customers. It is a cloud-based CRM that helps you up to your organizational efficiency and minimize contingencies. It doesn't matter how big or small your company is, or what services you offer; if you choose Salesforce CRM, you need to Hire a dedicated salesforce developer for support. This will help with your marketing, sales, and customer service activities.

Salesforce Consulting Services can help companies increase their productivity by implementing a new CRM solution or improving their current Salesforce app infrastructure. Salesforce provides excellent performance, so it is an excellent choice for your business.

Here are some reasons to adopt Salesforce services and hire salesforce developers.

Improve the customer experience

Salesforce development consulting firms can help organizations improve their customer experience. This is done by providing important automation tools that ensure customer resolutions are quickly done.

Create user-friendly applications

Salesforce development services make it possible for businesses to create user-friendly applications. They ensure to enhance customer services by building robust, secured and intuitive applications. This is essential since customers will be using these applications extensively. 

Ensure data security

Data security is another critical concern for businesses. With so much valuable customer data being stored on the Salesforce platform, businesses must have a plan in place to keep this data safe and secure.

Hire salesforce developers to help your organization chalk out a comprehensive data security plan that will protect their customer's information from any potential threats.

Increase In Company Sales

It's essential to automate and smooth the critical phases of the sales process, which include quote evaluation, pricing discussions, and contracts. Businesses can hire dedicated salesforce developers to manage the whole sales pipeline, from generating new leads to closing a transaction. They will bring order to your entire CRM process and can help you do things effectively. Using salesforce development services, you can gather all sales-related information in one place and make your entire sales process easy to manage.

Make better judgments and predictions

The advantage of Salesforce development services is that you can monitor your data in real time and chalk out a better picture of the market. You can also have an in-depth understanding of how your business is growing. Besides, you can get a complete picture of the entire ecosystem, use it to evaluate your current performance, and discover ways to enhance and make calculated predictions.

Get deeper insight into your competitors

Salesforce development services also allow you to understand your competitor's strategies better. This way, you can devise strategies to stay ahead of them. By understanding what your competitors are doing and how they're approaching the market, you can make decisions that will give you an edge over them.

Save money, time, and effort 

Companies that use Salesforce development services can save money, time, and effort. This is because they don't have to worry about maintaining and upgrading their system independently. The platform would do the homework for them. With the help of a Salesforce development company, businesses can focus on their core activities and leave the technical aspects to the professionals.

Give More Power to your Sales & Marketing teams

By adopting Salesforce development services, businesses can give their sales and marketing teams more power. This is because they will have all the necessary tools and resources to help boost their productivity.

AppExchange is the leading enterprise cloud marketplace with ready-to-install apps. It is a simple way to integrate free solutions, components, and consulting services into their business. There are 10 million different installs that allow partners to choose and install solutions that fit their organization's needs. The commerce and CDP apps can help you transform the customer journey and build loyalty to accelerate revenue with personalized experiences. 

Obtain Important Customer Insights

With a full-fledged Salesforce platform, you get 360-degree data on your clients – their favorite services or products, product search history, and more. With the consolidated data visible on your Salesforce platform's 360-degree panel, an expert Salesforce consultant can aid you in understanding customer behavior across multiple touchpoints and channels. By enlisting the services of a Salesforce Implementation Consultant, firms can ensure that they are providing a superior cross-channel customer experience across marketing, sales, commerce, and other channels.

Streamline Every Process in Your Company

From HR to accounting, every process in your company can be streamlined with Salesforce. This is because Salesforce has a wide range of apps that can be used to automate various processes. By using Salesforce, businesses can save time and effort as they don't have to worry about manually managing these processes.

Achieve Your Business Goals

Salesforce development services can help you achieve your business goals by providing the necessary tools and resources. With Salesforce, you can track your progress and performance, which will allow you to identify areas that need improvement.

Additionally, Salesforce can also help you create better marketing campaigns, sales strategies, and more. If you engage a Salesforce Development Company, stay assured that you'd take your company to new heights. 

Wrapping Up

Salesforce development services can help businesses in several ways. From saving time and money to gaining insights into the competition, Salesforce can help companies to achieve their goals. 

Summary

Organizations need to put customers at the center of everything these days. And, to serve customers better, you need a customer relationship management platform. This is where SalesforceCRM comes into the picture. It helps organizations identify new opportunities, manage user data, drive marketing campaigns, and improve overall organizational efficiency. This article will show why you should use salesforce development services. Stay tuned! 

Author Bio:

Maulik Shah is the CEO of BiztechCS, a salesforce development company from India. Maulik likes to explore beyond his comfort zone. When it comes to writing for the blog, his contribution is priceless. No one else on the team can bring the deep industry knowledge to articles that he has. However, his door is always open and he is generous with sharing that knowledge.

by Nick Loggie