Benefits of Leveraging Salesforce CRM & How to Implement it for Business Success?

Salesforce is a holistic solution and can be referred to as the king of CRM platforms for all the right reasons-it helps organizations manage their clients, leads, opportunities, contacts, and customer relationships easily. As a cloud-based platform, it is best known for speed, scalability, and flexibility.

Companies of all sizes and industries rely on Salesforce as it has changed the way businesses connect with their customers and propel their growth. This new-gen CRM solution enables sales and marketing teams to work towards achieving organization-wide goals and objectives with more speed and greater ease.

Why is Salesforce CRM a Must Have for Enterprises?

The Salesforce CRM software offers a host of benefits which makes it an ideal solution for enterprises looking to increase sales and streamline operations, all while optimizing costs. Read on to know the top 5 irresistible benefits of Salesforce CRM:

• Better Customer Engagement

Salesforce CRM helps organizations strengthen customer engagement by offering features like automated workflows and reports, dynamic dashboards, Einstein analytics, email integration, and more. Automated emails prove to be a great way for sales teams to streamline their marketing efforts and deliver timely information about new products, deals, or offers to customers.

Dedicated cloud solutions like Salesforce Sales Cloud, Marketing Cloud, and Service Clouds help businesses to sell smartly and quickly and deliver a seamless digital experience to their customers.

• Sales and Marketing Automation

With Salesforce, you can automate various tasks that usually take hours or days to complete. Its inbuilt lead management feature lets you find, engage, and nurture leads easily. If a lead is not fully qualified but has potential, for instance, you can set up a sequence of emails that will be sent to them automatically at predetermined intervals. Other than this, a Salesforce CRM can send out campaigns to all of your contacts–you don’t need to send them manually.

• Better Reporting and In-Depth Insights

Businesses can quickly identify where a company’s most valuable prospects are coming from or which channels are generating more leads–all thanks to Salesforce’s robust reporting capabilities. This not only lets you customize your campaigns or adjust strategies accordingly but also helps focus more on high-performing channels.

Consider the case in point, after analyzing the report you found that the best customers come from Facebook (now known as Meta) ads, you would dedicate more of your marketing budget to these ads. This is just one of the many ways how a Salesforce CRM helps organizations get better insights into their sales pipeline as well as make smarter decisions that lead to results.

• Hassle-Free Onboarding and Management

Salesforce CRM makes it easy to onboard as well as manage new employees, especially in an organization that has many remote workers. If your new hire just started, let’s say, they can log in to the system and see their contacts, accounts, and leads assigned to them. They can see all the information about their accounts without having to ask their peers or managers.

• Unified and Automated Network

One of the tangible advantages of adopting a Salesforce CRM includes a unified as well as automated network of contacts, leads, and customer relationships. It combines data from different sources such as web browsing history, social media websites, phone numbers, email addresses, calendars, etc., to find new prospects across the enterprise.

Salesforce can also automate several traditional tasks including lead nurturing campaigns, lead qualification, campaign tracking (including email open rates), appointment setting, and more. This eliminates the need for manual input by sales/marketing teams who can spend their time on other core competencies instead.

What are the Steps for Salesforce CRM Implementation?

With the advancement of technology, the world has become a connected place while businesses have become global in scope and scale. Moreover, customers have become more demanding and expect businesses to offer exceptional services at all times. So, businesses are accelerating their adoption of the Salesforce platform to keep pace with these changing demands and reach goals and exceed them later.

Outlined here are the critical steps that you need to take to implement Salesforce CRM successfully. Take a look:

• Define your goals

Clearly defining the goals at the organizational level is the first step to getting started with Salesforce. Doing so helps you know what features are important for your organization. Suppose the primary goal is to increase customer satisfaction, then focusing on some of the lead scoring, reviews, feedback, and social media integrations that Salesforce offers might be beneficial for your business.

• Choose the Right Salesforce Partner

Select the best-suited Salesforce-certified Partner for your company after defining your business goals. Use ensuring criteria such as Salesforce certification, credentials, skillset, and tier to select the partner who will assist you in adopting, implementing, customizing as well as integrating the Salesforce system. This partner also offers end-to-end services and post-implementation support that are an integral part of a successful Salesforce project.

• Set up Requirements

Setting up the requirements is the first step to successful Salesforce implementation. Whatever your needs are, it’s crucial to understand them before you start developing plans. Let’s say you need to integrate Salesforce with a legacy system or want a specific feature that is not currently available on the platform. Communicating these needs to your development team at the beginning of the process is important so they can include them in their estimation.

• Select the Right Org Setup

Your org setup depends on your business-specific needs, so choose the package that best fits your requirements; then installation and configuration are relatively straightforward. The next step is to set up your users—it can be done quickly depending on the size of your organization.

After this, configure your data sources and integrate Salesforce with other systems for seamless data exchange. Create reports for different levels of management according to their requirements, which should include creating dashboards for individual contributors, subordinates, and senior managers. Finally, develop standard operating procedures (SOPs) for recurring tasks such as file uploads and approvals.

• Finalize Setup

It’s time to finalize your Salesforce setup and ensure that everything is in order. Review your requirements, and make necessary adjustments if there are any. One of the common mistakes businesses make is forgetting to integrate data from an old system with Salesforce CRM. Be sure to map out the integration process before getting started as you’ll have to set up a couple of integrations.

• Team Training

Before you get started with Salesforce, make sure that your team is trained and knows how to use it. Prepare some Salesforce training materials such as a coursebook or e-learning module to train your team or provide them with a short demo of the platform. Thus, they know what they’re getting into. After training, give your team some time to practice on the platform before jumping in with both feet.

• Conclusion

Whether you’re a new business looking to get started with Salesforce fast, or an established business looking to integrate Salesforce with your existing setup, onboarding an experienced Salesforce partner is where you need to begin with. Choose the one with proven execution, technology, and service competencies as well as solution development.