Are you looking to increase your sales by providing the best experience to your customers throughout the process? Salesforce CRM is the best application you can use to achieve this.
Next, we will understand what does CRM Salesforce do, its benefits, the prices it manages, and how all these services can adapt to the needs of your company to offer the best experience to your customers.
What is Salesforce CRM and what is its purpose?
Salesforce CRM is a Customer relationship management platform that allows you to manage all your customer data through the tools it provides, ensuring excellent service to the customer and enabling your company to attract more customers and increase sales.
Its purpose is to create strong relationships between businesses and customers, ensuring profitability for the customer by using Salesforce tools such as sales management, marketing, process automation, and many others offered by the platform.
Who should use Salesforce CRM services and why?
They can be both small businesses that are starting out and large corporations that are already established, in any industry, for example, the automotive industry, telecommunications, technology, health, among many others.
Now, how do you know if you should use Salesforce CRM?
It's simple, if your company is having trouble finding customer data quickly to solve problems, if you know that sales are decreasing or that the customer experience is not appropriate, these are indications that your company needs Salesforce CRM.
Why? Because this platform offers you all the necessary tools to boost your company. Salesforce CRM helps you increase customer acquisition, assists in sales management, analytics, marketing, customer service, among other things.
What Services and products are offered By Salesforce CRM?
Salesforce CRM offers a wide range of services for businesses, but among the most common ones are:
What are the main Salesforce CRM use cases?
- 1
Marketing and Sales
With the Marketing Cloud tool, you can send personalized emails and messages to potential customers who interact with sales ads, improving business efficiency.
- 2
Information Sharing
With Sales Cloud, you can obtain and share all important customer data, giving you the necessary tools to close any sale and increase your sales index.
- 3
Customer Service
Thanks to all the information obtained from customers, you can guarantee extraordinary and personalized service to each customer, with the opportunity to quickly resolve any questions or problems, increasing customer satisfaction.
- 4
Contact Management
Salesforce stores customer data, contacts, names, and numbers to better manage customer relationships.
- 5
Workflow Creation
This allows you to perform tasks such as defining an audience, customizing the workflow, visualizing and improving business operations, among other things.
Through the tools offered by Salesforce CRM, such as sales management, customer service, marketing, mentioned above, Salesforce becomes the platform that your company needs for proper management and increased productivity.
What are the main functionalities of Salesforce’s CRM system ?
These are the 5 main functionalities of the system, each one of them has a specific objective and you should use them depending on the needs of the company.
What is the Salesforce CRM pricing plan and how does it compare to other similar platforms?
Here is a table with comparative prices of Salesforce CRM with respect to other platforms.
Salesforce CRM | Sugar CRM | Microsoft Dynamics 365 | Zoho CRM |
---|---|---|---|
Essentials This is a plan for small businesses with a limited budget. | |||
$25 | Cell | Cell | $12 |
Professional This plan is for growing businesses that need more tools than the basic plan offers. | |||
$75 | $49 | €59 | $20 |
Enterprise This is a plan for medium and large businesses that require customized features. | |||
$150 | $80 | €80,10 | $35 |
Unlimited This is the most comprehensive plan that provides you with access to all tools all the time and offers customization of functions that fit your company's needs. | |||
$300 | $135 | €113,80 | $45 |
You just need to evaluate all your options and choose the one that suits you best. Other platforms may have lower prices, but they do not offer tools and functions like Salesforce CRM.
How to customize the CRM system to meet the specific needs of your business ?
Adapting Salesforce CRM to the needs and objectives of your company is done as follows:
- 1
Evaluate the needs of the company
It is important to study your company, the services it offers, and thus be able to evaluate the customers you want to capture and create a study plan to obtain them.
- 2
Create workflows
This is useful for automating tasks and processes in the company, such as updating records, sending emails, among other processes that can be automated to save time and facilitate certain tasks.
- 3
Create custom fields and objects
This allows you to manage customer projects and record detailed customer information with the data that the company needs to work with.
- 4
Create reports and dashboards
This allows you to analyze sales and customer service data, and you can also create custom reports as necessary, ensuring customer productivity and satisfaction.
Which businesses are using Salesforce CRM to manage their customer relationships?
Many of the large companies use the system and tools of Salesforce CRM to increase their global reach. Some of the companies that use the CRM system are:
What are the pros and cons of using the Salesforce CRM?
Pros
Cons
Tips for implementing and leveraging Salesforce CRM in your organization
The following tips will help you make the most of Salesforce CRM and implement it in your company:
Conclusion
Start now with Salesforce CRM and get the most out of this platform, using resources such as marketing, customer service, task automation and customization for each company.
Salesforce certainly has everything you need to grow and succeed, put the tips and information provided in this blog into practice and streamline the process to take the first step and start using Salesforce CRM.