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In the cutting-edge technology area, utilizing the latest technologies to optimize key business processes, take care of customers and boost revenue is no longer a luxury. Instead, it is considered as a worthy price for the business’s success. Therefore, a platform called Salesforce CRM system has existed to solve the aforementioned problems and gain more popularity than ever before, with countless vendors and solutions for both small and large firms. According to Buyer Zone, 91% of companies with more than 11 employees now use this software development. So, why is it so popular? Let’s find out on this blog!

1. What is Salesforce CRM?

CRM, which stands for Customer Relationship Management, is a platform to manage the relationship between a firm and its clients. It is undoubted that customers are one of the most important and valuable assets to the businesses, which determines the success and development of a company. Therefore, the CRM system was created to manage a centralized database of clients in one place, helping businesses use such information to improve customer experience, satisfaction, retention and service.

Adopting a cloud-based platform for Customer Relationship Management, Salesforce is considered one of the top Open Source CRM tools nowadays, allowing businesses of all sizes and complexities to maximize their efficiency and hit growth targets. Because all data and information are stored in the cloud, Salesforce is accessible from any device at any time. Moreover, it also allows for live data tracking and accurate real-time updates.

2. Reasons To Choose Salesforce As Your CRM

a. Customer 360-Degree View

By giving access to essential data of the customers and interaction history, Salesforce CRM offers hassle-free contact management. It means that businesses can easily acknowledge the clients’ contact details, their backgrounds, and other customer-related personal data, which facilitates your businesses to have a better understanding of them. Moreover, this CRM System also leverages clients’ data from social platforms, such as Facebook, LinkedIn as well as their emails, granting you further insight into what makes your leads and existing clients interested. After having a broad picture of the clients, the cloud-based infrastructure of Salesforce CRM offers the users to store, monitor and classify for future references and share such data across various departments within a firm. Thanks to this feature, even small businesses or big corporations can utilize it to create marketing campaigns and sales strategies that are tailored to clients’ preferences.

b. Dynamic Dashboards And Reports

The most significant advantage that businesses can gain from integration with Salesforce CRM is reporting and analysis into sales activities, pipelines, and forecasting. Although it is necessary to evaluate the current situation as well as monitor, track and predict the ongoing sales of individual businesses, it is seemingly hard to handle everything when the tasks pile up. However, with Salesforce CRM, you can get a comprehensive view of your Sales Pipeline just at one glance and understand how your firm is performing in the market. This process is completely automatic, which is not only time-saving but also reduces human error. 

The Dynamic Dashboards And Reports at Salesforce system

The dynamic dashboards and reports at Salesforce system.

At Salesforce System, data can be visualized based upon the requirements. For example, if the director requested to look at the interaction of people on their website, the Salesforce CRM can offer data such as click-through rates, time people spent on the website, interactions on posts, and etc. Besides, a Project Manager can also set up the dashboard to monitor data related to the timeline of the projects, durations, output of each sprint, or working hours of their teams. To sum up, dashboards give users quick acknowledge of the workflow without having to dive into various documentation or online reports. After tracking and analyzing such information, the forecast could be made to plan the next strategies. 

c. Scalability And Customisation

CRM software development is an investment. Therefore, not only should this platform be suitable for the present requirements of the businesses but also its future needs as well. Luckily, the Salesforce Open Source can meet that demand. In case you wonder “What is Open Source?”, Open Source means “source code” is publicly available. This code may be distributed, modified, and redistributed by users according to their needs. So, it can be said that whether to take care of the firm’s current customer relationships or a customer base that builds over the next many years, this open Source CRM software still has the ability to scale up and customize change.

d. Integration With Current Infrastructure

Although this platform offers a wide range of default functionalities, it can be made even more functional and easy to choose the features as per your business needs. This can be explained by the fact that the Salesforce system is built to blend seamlessly with other software ecosystems through powerful open APIs, the application programming interface connecting between computer programs. Such API Integration facilitates cooperation with other third-party services and platforms, merges various software capabilities, hence creating a unified informational space. For instance, you can integrate with LinkedIn to find out all business-related information about prospects, including job titles, emails, phone numbers, and keep it safe in one place. Or you can even connect with Calendar, JIRA, Odoo ERP system, Odoo CRM... to manage the project and team members effectively.

e. Improve Team Collaboration

The Salesforce CRM system can be described as an expansive ecosystem, which includes customers and your team members from project managers, sales teams, developers, and etc. This platform enables users to work and exchange data seamlessly through cloud computing. Anytime your customers update information, feedbacks or requirements, your businesses can immediately check them in real-time. Moreover, as a cloud-based platform, all of such data can be consolidated in one base, making it hard to be misplaced or lost. So, it can be said that with Salesforce CRM built-in tools, multiple people can work on one file and follow up the progress simultaneously.

Integration with Salesforce CRM can improve team collaboration

Integration with Salesforce CRM can improve team collaboration.

3. Final Thoughts: Get Started With A Reliable Salesforce CRM Provider

To wrap up, when it comes to cloud-based CRM software, Salesforce is undoubtedly a leading solution to support customers, sales and marketing teams. Thanks to this platform and cloud-based data storage, you can have a better understanding of your clients, leading to better messaging and outreach. As a result, customer service improves, and profits increase.

In case you have the intention of building a Salesforce CRM platform, leave us a message and we would check as soon as possible. Regardless of your business sizes and types (B2C or B2B companies), required budgets, and features, we still can provide you with end-to-end Salesforce Consulting and Implementation Services that suit your needs. Having 10+ years of experience collaborating with leading global enterprises, our dedicated SotaTek team always strives to be a trusted partner for every client. 

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