What Makes Salesforce Better Than Competitors
Salesforce is the world’s most popular customer relationship management (CRM) system.
Companies use it to integrate marketing with sales.
Salesforce allows you to keep track of your leads and customers all in one place. It can also automate many of the tasks associated with sales, such as prospecting and follow-up.
In this blog post, we’ll take an in-depth look at some of the key benefits of Salesforce for business.
What makes Salesforce better than other CRM platforms
Salesforce offers more and better services than others.
Apart from the most robust CRM services, Salesforce also provides features for project management, analytics, commerce, marketing automation, and artificial intelligence (AI).
With Salesforce, companies can streamline their operations, reduce redundancy, and make informed decisions based on real-time data.
Whether you’re a small startup or a big company, Salesforce has something to offer. With Sales Force automation, customer service management, and marketing automation features you can easily gain a competitive edge in the ever-evolving market.
Let’s look into the exact advantages in more detail:
1. Most comprehensive CRM solution out there
Salesforce is officially named the best CRM solution in 2023 according to Tech Radar.
It offers the most comprehensive suite of CRM tools and features, including sales automation, marketing automation, customer support, analytics, and more, all within a single platform.
Salesforce has a vast ecosystem of third-party apps and integrations available through the Salesforce AppExchange. This allows businesses to extend the functionality of Salesforce and integrate it with other tools and services they use.
This reduces the need for businesses to integrate multiple systems and provides a unified view of customer data.
2. Customization and scalability for all types of businesses
When other providers aim to service certain types of businesses, Salesforce offers plans for any type of business that deals with customers online.
Many CRMs can be difficult to use because they aren’t able to fully customize your pipeline. Salesforce typically doesn’t have that problem.
Salesforce CRM is best used by established businesses that are looking to streamline or improve their sales functions, or those wanting to bring multiple platforms into one CRM.
Salesforce is not for businesses that are on a very tight budget.
3. Salesforce is a leader in AI and innovation
Salesforce continuously invests in research and development, regularly releasing updates and new features to stay ahead of industry trends and customer demands.
The platform also offers AI-powered analytics through Salesforce Einstein, which can provide predictive insights and recommendations.
Getting started with Salesforce
Businesses usually need some training prior to getting started with Salesforce. Trainers, step-by-step video tutorials and documents are all at hand to help you.
Here are the basics of getting started:
1. Define your objectives
Clearly outline your business objectives and goals for using Salesforce. Determine what you want to achieve with the CRM platform, such as improving sales, marketing, customer service, or overall business processes.
2. Sign up for Salesforce
Visit the Salesforce website and sign up for a Salesforce account or contact Salesforce sales representatives to discuss your needs and get a quote.
3. Customize Salesforce
Salesforce is highly customizable. Start by configuring your Salesforce instance to match your business processes. This involves creating custom fields, objects, workflows, and validation rules. You can do this using the Salesforce Setup menu.
4. Import data
Import your existing customer data into Salesforce. You can use Salesforce Data Import tools or third-party data integration solutions to migrate your data. Ensure data quality by cleaning and organizing your data before importing it.
5. Create workflows and automation
Use Salesforce’s automation tools, such as Workflow Rules and Process Builder, to automate repetitive tasks, trigger actions, and streamline your business processes.
Test your configurations and processes to ensure they work as expected. Make any necessary adjustments based on user feedback and real-world usage.
6. Implement integrations and monitor results
Integrate Salesforce with other business applications and systems (e.g., email, marketing automation, accounting) to streamline data flow and improve efficiency.
Track progress, measure key performance indicators (KPIs), and gain insights into your business operations.
Adjust your strategies as needed to achieve your goals.
7. Plan for growth
As your business evolves, continue to optimize and expand your use of Salesforce to meet changing needs and objectives.
The most important thing to remember when making the most of Salesforce is to keep an eye out for the key signs of success —make sure your trackable goals are set correctly, monitor your usage metrics regularly, and stay apprised of technological developments so that you can use them to your advantage.
When choosing a consulting partner to help guide the way through the implementation process, look for evidence of strong expertise in Salesforce, experience building successful platforms from scratch, or providing specialized integration services.