Successful Tips to Optimize Your Salesforce CRM

2. Introduction to Salesforce Cloud CRM With the introduction of Salesforce Cloud-based CRM, has changed the traditional ways of data management and customer record-keeping. It has evolved smarter ways of dynamic resource allocation for assuring higher business growth. In some industries change is constant and sometimes it becomes hard to manage factors that can impact sales and demand directly. Moving forward using Salesforce cloud CRM is no way longer a surprise for anyone. Now Salesforce is viewed as a market leader supporting organizations embrace digital transformation by pioneering new business models for 1-to-1 customer experiences.

4. Right here are some reasons as to why it’s miles away from any CRM software program present in the marketplace: • Cloud-Based and Flexible – Salesforce focuses on offering a software program to its customers which permits the software to be tremendously flexible and reachable from everywhere. With the help of Salesforce, groups can have benefits of its cloud computing, gaining access to a whole set of cloud-based CRM packages, a cloud platform, and a cloud infrastructure, making it cost-effective for your organization. • Benefits of Appexchange – Salesforce has also incorporated with the AppExchange, that’s the primary destination and useful resource for predesigned customer applications. • Vibrant Community – The company has a huge community of customers and clientele who can interact anywhere, anytime. It is a platform where all the users come together with their queries to communicate their problems.

6. Reasons to increase Sales and Revenue of an Organization using Salesforce: • Find the right customers- Using Salesforce helps in following the right track to find the right customers. According to statistics, 79% of the customer leads are never converted to sales. Having a complete view of leads, keeping a regular record and creating connections by targeting the prospecting leads further will result in increased sales. • Build more sustainable relationships- Building a relationship with your customers based on mutual trust and success is extremely crucial for long term benefits. It begins with exploring the challenges and finding out the customer goals. • Increase employee productivity- Adopting the right technology eases out your team from the heavy process of hunting the contact information and a lot of paperwork.

7. Team Collaboration- With the help of Salesforce Chatter feature, one can maintain continuous communication with their respective team members and talk about work-related information like clients, territory and other essential details. Chatter also allows you to add more members and schedule their tasks so that more leads can be finalized and sales can be increased. • Time management- With the right strategy towards work and planning towards resources, you naturally get the benefit of time management. Working according to the work calendar, prioritizing clients can help in delivering all the projects in the given time frame, hence increasing the trust of your customers and the performance of employees. • Cost Efficiency- With the help of Salesforce, you can track the highest selling products, purchase history of customers, and figure out how to make the best use of resources. This helps in reducing the overall production and marketing costs as well.

9. The following ways will help you understand why customer retention important for your organization- • Centralized Customer Data - Data is the lifeline of any company. It is crucial to keep your data and records well organized. Salesforce can be a smart tool to centralize your data at one common platform that can be accessible to all the employees from anywhere. • Track Customer Interactions - With all the records well organized in front of your eyes, it becomes easier for you to track any information about your customer. The entire conversations, purchase history, social media interaction, emails, meetups, are recorded in one place. This makes it easier for anyone to know the entire background of any customer and your company’s relationship with him. Thanks to Salesforce, the tracking process is now much easier.

10. Engage with Inactive Customers - We’re all well aware of those long lists of all our customers who once or twice have been involved with our organization but faded out gradually due to multiple reasons. The status of each customer is available to you anytime, anywhere. So one can get in touch with those people again and build up a better relationship with them. This will increase customer retention automatically and increase the sales of your enterprise. • Personalized Communication - Since each and every activity of your customer’s involvement in your organization is kept in records, communicating with your clients at a personal level becomes easier. This makes them feel valuable and more connected to the organization. Atocloud’s Salesforce Consulting Services will guide you about customer retention services with Salesforce. As the customer acquisition process is made easy for you ultimately resulting in high revenue and better performances of the employees as well.

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