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Take Your Business To The Next Level With Salesforce Take Your Business To The Next Level With Salesforce
News    07/21/2019

Take Your Business To The Next Level With Salesforce

Want to grow your business? Follow the guide to know about the best ways to improve your business performance in order to compete.

How Salesforce can help you take your business to the next level?

For the companies to survive in this competitive digital era, business leaders must constantly look out for a transformational change! Transformational change will make the company survive for long in the market. One of the market strategies is if you provide the best services to the people you will be remembered.

This will help your company to remain in the survival market for long. There are plenty of service providers out there. But the one which generally stands out different from others is Salesforce. This platform has gained its popularity worldwide by providing the best customer solution!

 Excellent features of Salesforce

Some of these nice features instigate and makes you want to maximize your usage in salesforce.com. Let us have a walkthrough of these various features listed below.

  • Contact management – You can view your customer's contacts in details. You can also track and note your customer’s interaction with other businesses, your valuable customer’s historical records and activity. You can store your customer’s information through their accounts and contacts. In Salesforce, terms accounts signify to companies that you are doing business with and contacts indicate the people who work for them.Salesforce has a unique business entity that is it creates a contact against each individual.You need to have an account as a parent/child relationship. Now, if you are a new member or you want to be a solo contractor or individual consumer, it is difficult to build a relation. Henceforth, Salesforce has come up with a personal account which is for a single entity only.Besides, this particular feature is not directly visible in the setup menu. But, you can enable the account at your service request.

  • Lead management – In simple terminology, lead is your prospective potential customer or a company who show interests in your products/ services and goods.  Every company has a sales representative who tries its best to convert your leads into an opportunity. Salesforce has its own marketing, sales, and service applications. Lead management is a part of marketing cloud management. Lead has standard attributes like Name, Industry, status, owner, etc. Based on customer’s interest leads will reflect various status such as Open-Not contacted, Working – Contacted, Closed-Converted, and so on. This arranged data gives a clear view of the various status of your customers.
  • Salesforce Chatter – This is like any other regular chat which works real-time one-on-one. It is a social platform that combines facebook and twitter. You can quickly route your customers directly to subject matter expert. This facilitates easy communication, and also, no wonder saves a lot of time. You can use chatter in mobile devices too through its application known as salesforce chatter mobile. It is considered to be the world's first application as it keeps up to date information such as records, file conversions, and so on. If any website delays or fails to connect with its potential customers, you will tend to lose that opportunity as customers only want a quick response. Hence Salesforce has given a great opportunity to connect with the customer. 
  • Customer portal – When you build a business website, you should ensure that your customers are happy and satisfied. They should get the best user-interface service, which will make very convenient and ultimately get your company's products and services. Salesforce has kept no stone unturned to satisfy their customer’s needs and has come up with software known as Salesforce DX, which is equivalent to user experience. Most of the time, when you contact the customer care department, it takes ample time to resolve your issues, leaving you very disappointed with their services.Salesforce has even come up with an application exclusively for the Salesforce customer portal. When you have specialized applications, it serves its specific purposes only, and you tend to get great work.
  • Campaign – To have a successful business, one of the primary steps is to campaign to promote your products or services. It is a way of contacting your customers in a paperless manner. To achieve its goal, every organization needs to campaign. One can use the campaign tool of Salesforce to bridge the gap between sales and marketing team. You can campaign through various sources such as advertisement, email, telemarketing, banner ads, seminar/ conferences, public relations, partners, references, and various other sources. Note this tool is visible only if you have access to Marketing tab.
  • Reports and Dashboard – Report is a list of record which you have worked on. It has several types of reports. Through this feature, you can summarize and analyze your data based on your client’s requirements.  You can create reports through ID, name, respective department. You can set a respective start and end date of your organization. The dashboard is a graphic representation of reports. Dashboards generally display data as per the last time a report was run. Dashboards are of several types based on your specific requirements.Dashboards also display emails which can be scheduled at various intervals such as on daily, weekly, monthly based on your requirements.Salesforce reports have certain limitation. It does not support data from outside import. It also does not report on a subject that does not have children. Salesforce also does not support to display related lists.
  • Workspace – You can keep your work neat and in an organized manner with a group of resources in your organization. You can address what items need to be prioritized. The main goal is that all the information is updated so that people can view daily. A sales representative opens to view information and look out for validation, alerts, chatter feeds, procedures, validation, etc. `Workspace has several links. Some of them are Workspace manager, which allows and allows you to create and build your organization’s workspace. You can have a community; build your own workspace giving limited access accordingly.
  • Deal closure – Every organization wants and finds all possible ways to convert their visitors into potential customers. You need to organize, plan, excite, and come up with innovative ideas to ensure that a deal gets closed. You can use the opportunity tab visible in the setup menu.

All the features mentioned above make Salesforce an excellent tool. For more information on Salesforce, you can refer flosum.com.


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