Salesforce is a powerful cloud-based CRM and marketing automation system that can help you manage your sales, marketing, and service functions. This platform’s main benefits include AI automation, in-depth lead tracking, increased lead qualification, and the ability to manage customer relationships easily.
In this guide, we’ll share with you the top 10 Salesforce CRM benefits and why you should consider using this powerful tool.
Table of Contents
10 Main Benefits of Salesforce CRM
Salesforce CRM provides a single set of tools for managing your customers in one place across multiple channels — web or mobile — to simplify collaboration on deals with them.
Learn more about the benefits of Salesforce CRM with our list below.
- Automate Workflows and Tasks With AI
- Track Leads and Prospect Information
- Increase Lead Qualification With Email Tracking
- Manage Customer Relationships
- Organize Data With In-Depth Analytics Organize Data
- Estimate Sales Proposals With Accuracy
- Improve Collaboration Between Sales and Marketing
- Better Customer Satisfaction
- On-the-Go Access With a Mobile App
- Increased Revenue
1. Automate Workflows and Tasks With AI
Salesforce’s built-in AI, known as Einstein, seamlessly integrates with its platform to deliver intelligent automation. This innovative technology empowers businesses to make smarter decisions, enhance customer experiences, and drive productivity. Salesforce Einstein can also analyze customer data to provide personalized product and service recommendations based on previous purchases, location, or industry.
For instance, a customer who frequently buys sports gear might get recommendations on items like gym bags or other gym equipment based on Einstein’s suggestions. Such a feature ensures buyers receive tailored offerings that they're most likely to respond to, thus, improving their overall experience.
Einstein can also automate routine tasks and workflows, such as data entry and follow-up emails. One example is when a new lead is entered into the system, the AI can automatically assign it to the right sales representative and schedule a follow-up email. This lowers the strain on employees so they can focus their time on other more important activities.
2. Track Leads and Prospect Information
One obvious benefit of using Salesforce CRM is tracking leads and prospect information. With it, you can track:
- Lead generation
- Lead conversion
- The quality of your leads (i.e., whether they're looking for solutions to problems).
Qualify your prospects based on their needs and objectives — not just on their initial contact with your company — to ensure only those most likely to buy from you get through your sales reps.
With a CRM system, you can access detailed information about each lead and see what stage they’re in, when they were last contacted, and more. CRM also provides valuable data on contact information, sales conversations, lead statuses, and more. This allows you to track which leads are progressing and use this information to enhance the efficiency of your sales team and prioritize your sales efforts toward 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. It can track lead progress and identify which leads are advancing and which ones require more attention.
Moreover, observing email open rates, link clicks, or any other interaction with the email helps you gauge lead interest levels. For instance, if a potential customer opens your email but doesn't click on any of the links, it indicates a lack of interest in what you're selling.
Using email tracking in Salesforce CRM allows you to customize your outreach strategies and make changes based on insights gained from these lead-specific behaviors.
4. Manage Customer Relationships
Salesforce allows you to manage customer relationships by giving you an overview of all customer interactions and the details of their last interaction with your brand. This feature helps you stay organized, monitor how long each customer issue takes, and keep track of their requests or resurfacing issues.
Moreover, you'll have a convenient way to store customer contact information and track every interaction you've had with them, rather than relying on a spreadsheet or manual list. In addition, Salesforce CRM can be integrated into any point-of-sale system to give you insight into how well each marketing campaign is performing.
Finally, the app allows businesses to quickly find what they're looking for without sifting through pages of irrelevant information by filtering data based on specific criteria:
- 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 for better retention efforts. Create campaigns based on their needs and preferences over time — and then deliver those messages through channels they prefer (email, SMS text message, etc.). This ensures your company stays at the top of customers' minds as they explore other service providers offering similar solutions.
If you’re unsure where to start with managing customer relations, consider seeking the help of top Salesforce consulting companies today.
5. Organize Data With In-Depth Analytics
Salesforce provides in-depth analytics through its Einstein Analytics feature. It provides users access to valuable information that can help them make smarter business decisions.
With Salesforce’s Einstein Analytics, you can leverage interactive dashboards that let users visualize data in real-time. For example, sales managers can monitor team performance through dynamic graphics and charts. This kind of interactive approach can help users quickly understand complex data and areas for improvement.
Einstein Analytics is also great at finding patterns and trends in large datasets. For instance, marketing teams can analyze customer behavior over time to predict future purchasing patterns. This helps you adjust your marketing strategies proactively and make campaigns more effective and engaging.
6. Estimate Sales Proposals With Accuracy
Salespeople often rely on sales forecasts to estimate their sales proposals and predict revenue, cost of sales, profit and loss, cash flow, and return on investment. With Salesforce CRM software, you can track all this information and use it to create accurate sales proposals and prevent overestimating your expected demand.
You can also track customer responses to sales proposals, allowing you to follow up with prospects and see when they need more information. Moreover, it can help you understand which parts of the proposal need to be changed or improved.
7. Improve Collaboration Between Sales and Marketing
Salesforce CRM software is an excellent tool for marketing and sales teams to collaborate on campaigns. This is because all team members have access to an organized database of customer and campaign information, allowing them to easily track progress and stay organized.
8. Better Customer Satisfaction
Salesforce helps businesses enhance customer satisfaction in several ways. By automating administrative tasks and information gathering, agents have more time for personalized communication to ensure customer satisfaction.
It also provides a centralized customer data platform where agents can access clients’ contact information, purchase history, and all previous interactions. This provides businesses with a better understanding of customers' needs, which improves engagement and customer satisfaction and drives long-term loyalty.
Moreover, Salesforce enables businesses to communicate with their clients across multiple channels, including email, social media, and chats. This ensures clients can contact the company through their preferred communication channel and get a prompt response.
Ultimately, by prioritizing customer satisfaction, Salesforce indirectly helps you get through to new clients. If your existing customers are happy with your service, they will be more likely to recommend you to their colleagues, friends, and families.
9. On-the-Go Access With a Mobile App
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 the Salesforce mobile app). Since it is cloud-based software, you can use it anytime and from any place as long as you have an internet connection.
This feature is especially important for team members who frequently travel or work remotely and need access to business data for their client cases. Additionally, sensitive data stored in the protected cloud will be more secure than if they were held on local servers.
10. Increased Revenue
Businesses produce a vast amount of data every day. Without Salesforce, employees may store all that 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 also 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 increase their average order value and overall revenue.
By improving sales, marketing, and customer service management, Salesforce can help businesses increase revenue and drive long-term growth.
Salesforce CRM Benefits: Takeaways
There are many benefits to using Salesforce CRM, such as increased productivity, task automation, data management, and improved customer relationships.
For instance, with the help of its built-in AI, you can increase your business's productivity by automating repetitive tasks and creating an efficient sales process for your team. You also have access to a vast amount of data that will provide insight into what works and what doesn't when you decide on pricing or product development.
