Customer Relationship Management (CRM) platforms have traditionally, been implemented to help companies track and store their key business contacts and the activities and opportunities associated with these. The use of a CRM has expanded far beyond this and CRM’s are more commonly used as a business platform to perform Marketing Automation, Proposal & Contract Management, Advanced Reporting & Analytics, Inventory and Financial Management. The Salesforce Platform provides both basic and advanced capabilities to help companies grow beyond the traditional use of a CRM.
Some Examples of Salesforce Capabilities:
The ability to do automated lead tracking and assignment to capture all leads and provide an easy way to respond if the lead has an immediate interest in your company’s products or services, or to nurture the lead who is not quite ready to make a buying decision. Develop a variety of campaigns to keep your clients informed of new products and services, news updates and thought leadership.
You can manage the proposal process directly in Salesforce so that you can present client documents such as quotes and proposals from Salesforce and track and manage status according to your sales process without having to go into another system to deliver to your clients.
Manage customer inquiries and support issues directly from Salesforce so that you can have a complete view of your customer and can make future product and service decisions based on the insight you have available across Sales and Support in Salesforce.
Analytics and Reporting
The data that you maintain in Salesforce is easy to report on. You can create basic dashboards for the core data you maintain in Salesforce for example pipeline, average deal size, lead status, campaign reporting, etc. The dashboards are easy to build, customized and can be refreshed so that you can see the status of your business in real time and gain good insight in a nice clean dashboard view.
Applications to further expand your CRM Capabilities
The great thing about the Salesforce platform is its ability to be customized. You can start with some basic capabilities and customize the platform to address the changing needs of your business. One of the most impressive and powerful tools available to Salesforce customers is the AppExchange where you have a variety of free and paid applications that integrate with Salesforce to further enhance your use of Salesforce.
We Can Help
Contact RelationEdge to help take your first steps towards your customized CRM/Salesforce system.