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Salesforce Implementation Partner
Alok Khandelwal
Alok Khandelwal Posted on Jul 27, 2021   |  3 Min Read

A CRM is the hub for all customer-facing activities and helps you keep data, notes, metrics, etc., in one place. You can target audiences, monitor leads, visualize dashboards, automate workflows, and collaborate with team members seamlessly with a technology-integrated customer relationship management software.

While a CRM is a necessary tool to manage diverse business operations, many firms still rely on legacy solutions that are not only less scalable but are also costly to maintain. If you are looking for a dynamic solution that shortens your work cycle, seamlessly integrates with your apps, and is easy to manage, then Salesforce should be on the top of your priority list.

Salesforce has proven to be a game-changer for organizations that were earlier using traditional systems. Companies that switched to Salesforce saw an increment of 25 percent in revenue, 35 percent in customer satisfaction, and 44 percent in sales productivity.

Salesforce contains all the tools you need to run your diverse business operations. With dedicated features for marketing automation, collaboration, lead scoring, campaign management, and dashboard customization, you can carry out varied sales, marketing, and service activities to manage customers intelligently.

To bridge the value gap of your current setup, Salesforce implementation can come in handy. Here are few areas where you can benefit from Salesforce:

1. Improving Customer Acquisition

Teams spend ample time and resources to generate new leads but as they pass those to the sales team, the reps hardly know which of those opportunities have a better chance of a conversion. While traditional systems lack marketing automation, lead identification, and sales optimization features, Salesforce offers specific tools for each of these activities. You can leverage Mobile Studio, Journey Builder, Email Studio, Social Studio, and more such tools to collect data, personalize interactions, and improve customer prospecting. Implementing Salesforce can help you create engaging communications with prospects turning them into life-long customers.

2. Simplifying Processes

Salesforce comes with tremendous automation capabilities which can help you reduce manpower and shorten work cycles. Unlike traditional CRMs where workflows are non-customizable, Salesforce helps you easily customize them the way you want. You can automate repetitive or manual tasks by adding suitable triggers in workflows. Some of the tasks you can automate in Salesforce include social campaigns, content scheduling, emailing, and opportunity management. Additionally, if lack of integration was one of the main reasons for delayed customer service and decision making, then don’t fret, you can easily integrate most of your on-premise and cloud apps with Salesforce.

3. Leveraging Data-Driven Analytics

Analytics plays a key role in strategy development and impacts the decision-making of users. While on-premise solutions come with decent analytics features, Salesforce takes that a step ahead with its forecasting, pattern recognition, and visualization features. The Salesforce analytics cloud for instance provides you with real-time insights, detects trends, and gives recommendations based on forecasts and data patterns. Additionally, you can use multiple dashboards, charts, pivot tables, and graphs to have a better view of data in Salesforce. On the contrary, traditional solutions offer limited views and importantly are least customizable, which can be detrimental, especially at a time when the teams are modifying their goals, UI, dashboards, etc., every quarter.

4. Bringing Mobility to Work

Employees do not necessarily sit close to their desks for the entire day, they are moving in and out at work. For this, you need a solution that can help employees keep up with their busy work schedules and allow them to work away from the corporate office. If you are using a legacy solution that is not-so-scalable or capable of being integrated then extending it to mobile platforms would probably be a less efficient and more costly affair. As Salesforce is built on top of the Salesforce1 platform, you can leverage its low-code development architecture to integrate/develop mobile-compatible solutions for your organization. This will allow your employees to manage their work from anywhere and at any time bringing more transparency, convenience, and responsibility at work.

The Bottom Line

To achieve sustainable growth and have a long-term vision, a business should streamline its operations first. With legacy solutions, you face roadblocks at every touchpoint; you can not automate the way you desire, integrate on-premise/cloud solutions easily, or customize app layouts. Additionally, since your team has to switch between apps now and then, it delays decision-making and affects their efficiency. In Salesforce, you have a CRM that is easily integrable/customizable and contains features for specific sales, marketing, and service operations. With everything on one platform, you can channelize your work in the right direction, keep processes interconnected, and overcome the limitations of legacy solutions.

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