Essentials about Salesforce CRM

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  • Post last modified:June 29, 2021

In times of crisis, as we are living now, it is critical to find new strategies to get more leads, maintain our Client’s loyalty and increase productivity amongst our team. And as you can see from the title of this post, I believe that a CRM can help tremendously in these challenging times.

If you are still confused by this buzzy acronym, CRM stands for “Customer Relationship Management”. In essence, it is a software application that manages critical customer data, centralized in a single location. In this type of app, you can view customer info, send emails, track sales progress, and even follow your lead on social media. Cool, huh?

What is Salesforce Sales Cloud?
Sales Cloud overviewSales Cloud is a cloud-based CRM from Salesforce. It includes tools for all the mentioned purposes and more: contact management, sales force automation, sales forecasting, and productivity. It allows sales teams and executives to manage the sales cycle, prioritize tasks, manage customer relationships, and access meaningful data about your business and competition.

A solid CRM strategy is crucial to the success of the companies’ competitiveness. With it, companies can shift their focus on to their core business instead of sales and customer relations manual processes. So, let us explore Sales Cloud features that can help you close deals, accelerate productivity, and make insightful decisions

No matter the size of a company, industry, or geography, we all share one common goal: have a growing, successful business. That’s why we need to build a structure to help managers and sales reps to do their best job, with the best technology available.

And we all know that contact management with spreadsheets can go south in a blink of an eye. These days, the competition is fierce and to be in the right time at the right place; we need to have a web-based account management software that delivers a 360-degree view of our customers, including activity history, customer communications, internal account discussions, and even gaining insights from popular social media sites such as Facebook, Twitter, and LinkedIn —-right within Sales Cloud.

This pipeline management gives a detailed, complete view of the most important deals – from deal value to competition — so we can make the right moves at the right time. Here we can check sales stage, products, competition, and more.