If you are looking for a way to manage the relationship between your company and your customers across their lifecycle, Salesforce CRM could be the solution for you.
But first, do you know exactly what Salesforce CRM is? Perhaps it’s worth defining a few key terms.
What is Salesforce CRM?
CRM stands for ‘Customer Relationship Management‘ system, a tool that helps businesses manage and nurture all relationships, both with existing and potential customers.
A CRM replaces the obsolete ways to track client data, for example, using spreadsheets and databases, resulting in better efficiency, minimised error and centralised data.
Salesforce is one of the world-leading providers of CRM technology. Apart from Salesforce, there are many other CRM solutions like Zoho and HubSpot, but why use Salesforce instead of others?
Several points come to mind so let’s take a look!
Why should you use Salesforce CRM?
1. Security
Data security is always one of the most crucial considerations of businesses purchasing new software. Salesforce treats data security as one of its key areas, stating that “Trust is our #1 value”. Having a comprehensive and world-class security system to protect your data and applications is vital. Salesforce Security offers a lot of features to enable users to work securely and privately, including multi-factor authentication (MFA), Trusted IP ranges and Salesforce Shield, making Salesforce CRM a reliable and secure CRM.
2. The Salesforce ecosystem
One of the reasons that Salesforce is so popular is that the Salesforce ecosystem is unique compared to other software. It has its own partner community to develop different apps (ISV partners) and help businesses implement Salesforce successfully (SI partners). ISV partners create solutions that expand the functionality of Salesforce, making them available to search on the Salesforce AppExchange (app store for Salesforce).
Also, Salesforce itself offers add-on functions, for example, contact management tools and customer engagement tools. With the apps established by ISV partners and Salesforce’s own add-on features, you can build a CRM tailored specifically for your industry, your business and your way of working.
💡 We’re a Salesforce ISV which means we create apps for Salesforce CRM and sell them on the Salesforce AppExchange. Take a look at our products!
3. Intelligent data reporting
Every business works with a lot of data from different sources, from accounting software to LinkedIn and Google Analytics. However, data is not useful until it is cleaned and analysed. With Salesforce’s Einstein Platform services, you can create customised AI-powered apps to generate intelligent reports to help you to grow your business and automate your processes.
4. Customer-centric industry solutions
Salesforce provides you with a CRM where you can build a quality relationship with your stakeholders and track every moment of their journey from start to end. This is thanks to Salesforce’s Industry CRM solutions, known as “Clouds”. There are plenty of Clouds on Salesforce to meet different business objectives.
💡 Check out our ‘Head in the Clouds: What are the Salesforce Clouds?’ series to know more about which Cloud suits you the best.
From government and manufacturing through to healthcare and education, Salesforce offers purpose-built industry-specific Clouds (versions of its CRM) to help you offer the best experience to your constituents, customers, patients, students or whoever you work with!
5. Educational resources
Salesforce CRM is suitable for any company of any size and industry. As long as you have a computer, you can use Salesforce! Even if your organisation is relatively small and has limited in-house IT expertise, you can use Salesforce “out of the box” or make adjustments on the administrative side to better suit your business.
💡 Salesforce offers a completely free learning platform called Trailhead, providing free modules and industry-recognised certifications to train you to be more familiar with the Salesforce ecosystem and to be capable of managing your CRM system.
Why use Salesforce?
We have examined what a CRM is as well as what Salesforce CRM is specifically. We’ve also learned about the benefits of using Salesforce for managing your relationship with your clients and pointed you towards resources where you can find out more.
Learn more
Learn more about Salesforce CRM and its industry-specific solutions (“Clouds”) with our blog series: Heads in the Clouds: What are the Salesforce Clouds?