Benefits of Salesforce Guide

Software Development
Benefits of Salesforce Guide
Article by Sumana Ganguly
Last Updated: December 01, 2023

Salesforce is a customer relationship management (CRM) solution that aids businesses in streamlining their sales processes. Whether you’re a beginner or an experienced user of Salesforce, there are many benefits to using the platform and its features. 

If you’re looking to implement your first CRM system for your small business or expand your existing system, Salesforce can have a positive impact on your business. Specialized software development companies also excel at Salesforce development. 

There are many advantages of the Salesforce service cloud that will help you track leads, manage quotes, organize customer data, and much more. 

This article covers the top seven benefits of Salesforce CRM. Keep reading to learn more about this powerful tool. 

Benefits of Salesforce: Why Should You Use Salesforce CRM? 

Salesforce is a powerful cloud-based CRM and marketing automation system that can help you manage your sales, marketing, and service functions. 

The platform provides a single set of tools for managing your customers in one place across multiple channels—web or mobile—to simplify how people collaborate on deals with them. 

It allows you to create a dynamic customer database that can be shared between departments within your company. 

You can also use the information it gathers to provide personalized recommendations for each customer on what products might work best for them based on previous purchases or other factors like location or industry. 

This can help reduce churn rates by keeping customers engaged with your brand while ensuring they receive offers they're most likely to respond to.

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  1. Save Time and Money With Automation
  2. Track Leads and Prospect Information
  3. Increase Lead Qualification With Email Tracking
  4. Manage Customer Relationships
  5. Organize Data for Fast Lead Scoring
  6. Estimate Sales Proposals With Accuracy
  7. Improve Collaboration Between Sales and Marketing
  8. Better Customer Satisfaction
  9. Improved Accessibility
  10. Increased Revenue

1. Save Time and Money With Automation

With CRMs like Salesforce, you can automate many processes that once took significant time and effort. This can help you save time and money that might have been spent hiring staff to perform repetitive tasks. 

  • Save Time - With time being such a vital resource, any business can benefit from automating tasks. Instead of manually filling out data, for example, you can automatically enter it into your database with just one click. With this type of automation, you won't have to spend as much time on individual tasks, so you can focus on other things instead. It will give you more time to think about how to grow your business or find new customers. 
  • Save Money - Manual input can be costly for the business and tedious for staff members who do nothing but perform manual labor daily. But with automation, all those tasks become automatic, freeing up human capital, which translates into staff cost savings. 

One example is lead scoring, where you assign prospects a score based on the information you have on them. Then, you can use that score to determine which sales reps should handle those leads. 

Depending on your scoring system, you can have leads automatically transferred to specific sales reps. 

You can also automate lead qualification with lead assignment rules. For example, if a lead has selected a specific product and wants a quote, you can have the system automatically assign the information to a sales rep. 

2. Track Leads and Prospect Information

One obvious benefit of using a Salesforce CRM is tracking leads and prospect information. With it, you can: 

  • Track leads and prospect 
  • Track lead generation 
  • Track lead conversion 
  • Track the quality of your leads (i.e., whether they're looking for solutions to particular problems). 

Qualify your prospects based on their needs and objectives—not just on their initial contact with your company—so that only those most likely to buy from you get through to sales reps. 

You can view information about a specific lead and see what stage they’re in when they were last contacted, and more. You can also track which leads are progressing and which are not. 

You can use this information to increase the efficiency of your sales team. You can also follow the information about your prospective customers. 

A CRM can help you track data like contact information, sales conversations, lead statuses, and more. You can also use your CRM to track prospect information. 

This can help you prioritize your sales efforts and track the most promising leads. 

3. Increase Lead Qualification With Email Tracking

Another way Salesforce can increase lead qualification is by tracking email communication. Email tracking allows you to monitor all emails sent to leads within the system. 

This can help you track lead progress, which ones are moving forward, and which ones are falling behind and needing more attention. By tracking emails, you can see when prospects are opening the emails you're sending. 

You can also see when they're clicking links or taking other actions. This can help you understand which prospects are serious and which ones aren't. If a potential customer opens your email but doesn't click on any of the links, that's a sign that they're not interested in what you're selling. 

Using Email Tracking in Salesforce CRM will allow you to customize your outreach and make changes based on insights gained from these lead-specific behaviors. 

4. Manage Customer Relationships

Another Salesforce advantage is managing customer relationships by giving you an overview of all customer interactions. This can help you stay on top of customer service interactions and see how long each customer issue takes. 

You can also view each customer's last interaction, which can help you stay organized. Viewing all customer interactions allows you to stay on top of customer issues and keep track of what each customer is asking for. 

Rather than relying on a spreadsheet or manual list, you'll have a convenient way to store customer contact information and track every interaction you've had with them. 

In addition, Salesforce CRM can be integrated into any point-of-sale system, giving you insight into how well each marketing campaign performs. 

Finally, the app's ability to filter data based on specific criteria allows businesses to quickly find what they're looking for without sifting through pages of irrelevant information. 

  • Customer Management: Your team can access all data about any customer or prospect in one central location. This includes both historical information and ongoing activities like phone calls or emails. 

The result is greater visibility into the health of each customer partnership so that you can better serve them. 

  • Retention Efforts: You can use this same information about each customer relationship for better retention efforts. Do this by creating campaigns based on their needs and preferences over time—and then delivering those messages through channels they prefer (email, SMS text message, etc.). 

This will ensure that your company stays top of mind as they shop around for other service providers that might offer something similar but not entirely as personalized an experience. 

5. Organize Data for Fast Lead Scoring

Lead scoring is a way of measuring the quality of leads. It helps you prioritize leads and focus on the most promising ones by enabling you to set scores for different types of prospects. 

By using customer relationship management solutions like Salesforce, your company can potentially increase sales by focusing on qualified leads instead of wasting time with unqualified prospects who may never buy from you. 

Lead scoring ensures that your sales team has a clear picture of their chances with each prospect at any given time. 

Data organization for lead scoring is crucial if you want to get accurate results from this process. Data is king in any business, and by organizing it properly, you'll be able to get fast lead scoring. 

With Salesforce, you can: 

  • Organize your data so it's easier for sales reps and managers to find what they need, when they need it. 
  • Get insights from your data sources with a single click, then act on those insights in a flash. It's like having a crystal ball that tells you how best to market and sell 
  • Get more data into Salesforce with information from your marketing automation and web analytics tools. That way, you can use Sales Cloud triggers to automatically create and update contacts based on actions on your website and leads generated by marketing campaigns. 
  • Synchronize your data seamlessly across devices so reps always have it at their fingertips. And because Salesforce works with mobile devices, you can create or update records on your phone. 
  • Find what you need faster by organizing your data into tabs, filters, and saved searches. For example, instead of searching through all of your leads for ones who live in Seattle and might be ready to buy now, you can go straight to that subset and follow up with them immediately. 
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6. Estimate Sales Proposals With Accuracy

Most salespeople use the sales forecast to estimate their sales proposals. The forecast can be used to predict revenue and cost of sales, profit and loss, cash flow, and return on investment. 

When you are in the process of preparing a new proposal or quote, it's tempting to estimate how many units will be sold. 

However, this isn't a good practice because most people tend to overestimate their expected demand until after they've made a sale. 

Instead, take advantage of Salesforce CRM's forecasting capabilities, so you have better information at hand when making pricing decisions for future projects. 

With Salesforce CRM software, you can track customer information and use it to create accurate sales proposals. This can help you win more sales because you'll be able to provide accurate quotes based on detailed data. 

You can also track customer responses to sales proposals. This can help you follow up with prospects and see when they need more information. It can also help you understand which parts of the proposal need to be changed. 

7. Improve Collaboration Between Sales and Marketing

Salesforce CRM software is an excellent tool for marketing and sales teams to collaborate on campaigns. 

You can use lead information to report on which marketing campaigns generate the most leads. This can help you understand which marketing efforts are bringing in leads. 

By tracking lead information, you can see which leads are moving forward and which are falling behind. You can also see which leads are ready to move into sales. 

This can help sales and marketing team members track their progress and stay organized. 

8. Better Customer Satisfaction

Salesforce helps businesses increase customer satisfaction in several ways.  

It is safe to assume that the customer journey is more enjoyable when they are dealing with brands that know their needs. Salesforce provides a centralized customer data platform where agents can see all clients’ information - contact information, purchase history and all previous interactions.  

Since it handles administrative tasks and automatically gathers information, agents have more time for personalized communication to ensure customer satisfaction. 

Salesforce enables businesses to communicate with their clients via email, social media and chats. Clients can contact a company through their preferred communication channel and get a prompt response. 

Indirectly, Salesforce can help you get through to new clients. Never underestimate word-of-mouth marketing power - if your existing customers are happy with your service, they will be more likely to recommend you to their colleagues, friends and families. 

By providing businesses with a better understanding of customers' needs and improved engagement, Salesforce enhances customer satisfaction and drives long-term loyalty. 

9. Improved Accessibility

One of the main benefits of using Salesforce is accessibility.  

Salesforce provides web and mobile apps, which you can access using any desktop or mobile device (through Salesforce mobile app). Since it is cloud-based software, you can reach it anytime and from any place, as long as you have an internet connection.  

This feature is especially important for team members that frequently travel or work remotely and need access to business data that will keep them up to date with client cases. They can access Salesforce from different locations - cities, states or even continents.  

Additionally, sensitive data stored in the protected cloud will be more secure than if they were held on local servers. 

10. Increased Revenue

Businesses daily produce a vast amount of data. Without Salesforce, employees should store all those data manually, which would be time-consuming and inefficient resource allocation. With Salesforce, data processing and storage are automated, which lets employees dedicate their time to nurturing client relationships and increasing sales and revenue. 

Automating data collection improves customer service, but there are other ways Salesforce drives more revenue. Thanks to the marketing automation feature, businesses can create personalized marketing campaigns, based on previous purchases and other customer data. This way, businesses approach customers with the right message, which increases the conversion rate. 

The customer data management feature allows businesses to take advantage of cross and up-selling opportunities, such as suggesting related products or services based on customers' purchase history. Additional sales help brands to increase their average order value and overall revenue. 

Improving sales, marketing and customer service management, Salesforce can help businesses to increase revenue and drive long-term growth. 

Benefits of Salesforce FAQ 

What is the main use of Salesforce?

Salesforce is cloud-based customer relationship management (CRM) platform that helps marketing, sales, customer service and all other business teams work at any time from anywhere.  

Salesforce facilitates managing customer interactions, marketing and sales data. It provides many features that automate business processes, such as marketing, lead generation (nurturing and scoring) and sales. 

What is Salesforce not good for?

Although Salesforce is a highly versatile platform that provides numerous features that can meet the needs of many businesses, in some cases, it is not the best solution: 

  • Salesforce can be too expensive for small businesses. 
  • Its features can be limiting for companies that require highly-customizable software solutions. 
  • Although Salesforce is protected software that secures sensitive data, some businesses with strict security requirements can avoid using cloud-based solutions. 

Salesforce is also unsuitable for businesses operating offline or with limited Internet connectivity. 

Benefits of Salesforce: Takeaway 

There are many benefits to using Salesforce CRM. These include saving time and money with automation, tracking leads and prospect information, increasing lead qualification with email tracking, managing customer relationships, and organizing data for fast lead scoring. 

Salesforce will help you increase your business's productivity by automating repetitive tasks and creating an efficient sales process for your team. 

You will also have access to a vast amount of data that will provide insight into what works and what doesn't when it comes to making decisions about things like pricing or product development. 

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