What is Salesforce? Definition & Beginners Guide to Salesforce – CRM Software
If your company has customers (and let’s be honest—most companies do), you’ve probably already heard that CRM software could help your business. Problem is, there are quite a few CRM options on the market, so how do you know which one is right for you? Salesforce is one of the major players in this space, and when you look at its many features, it’s easy to see why.
What is CRM?
CRM stands for “Customer Relationship Management,” and put simply, it gives all of your departments a single, shared picture of your customers. Everyone from Customer Service to Marketing to Sales is interacting with your customers every day, generating tons of useful data points. But if that information sits in separate data “silos,” your org isn’t as productive as it could be. (Which makes sense—trying to see the “Big Picture” is difficult when you’re only getting a narrow view of it.)
What is Salesforce? (And Who Uses It?)
It’s easy to see why CRMs are so useful in general, but what makes Salesforce stand out from the rest of the pack? Just look at the difference between Multi-Channel Support (offered by many CRMs) and Omni-Channel Support (offered by Salesforce). Multi-Channel might be better than nothing, but there’s a reason Omni-Channel is superior. Salesforce breaks down behind-the-scenes barriers that keeps customer information from getting to the employee who needs it the most, improving customer and employee satisfaction. And customer service is just one example—take a look at all the different industries that run on Salesforce:
- Business Services
- Computers and Electronics
- Financial Services
- Life Sciences
- Public Sector
- Software & Internet
- And more!
Benefits of Salesforce
AI shines when there’s data to mine—that’s where Einstein Analytics comes in. Everyone from Sales to IT will appreciate AI-powered predictive scoring, improved forecasting accuracy, easily customizable templates, clear next steps, and understandable models.
Nobody likes keeping track of managing billing, revenue recognition, and subscriptions, so why not let the computer do it? B2B marketing automation increases efficiency, reduces errors, and helps reduce “mindless” work so that your human employees can focus on what they do best.
Salesforce has been specifically designed to make it easy for you to integrate data into your setup from anywhere. Connecting everything from Customer Service to Sales, Salesforce eliminates information “dead ends” and ensures everyone is on the same page.
Easy to Learn and Use
Salesforce has specifically designed its software to be easy to learn and use as possible. Don’t have anyone on your team that can code? Not to worry! The low-to-no-code Lighting Platform is perfect for you. Want to customize your Salesforce setup but don’t have the time to create all those additions yourself? Check out all the amazing apps available on the AppExchange. Want to learn more about how to tackle a specific challenge or just learn more about the software? Salesforce’s Trailhead knowledge and learning hub is the place for you.
If Salesforce sounds like the right CRM for your company, your next step is implementation, but make sure you do so properly—even a great CRM solution can be hamstrung by old data that isn’t correctly imported, systems that aren’t integrated as they should be, or employees who aren’t sure how to best use the software. That’s where we come in.
Our senior-level Salesforce consultants have the experience you need to get your Salesforce setup (and your employees) up and running. No matter where you are in the process—exploring what Salesforce can do for you, ready to implement, or struggling with issues post-implementation—we’re here to help. Contact us today to get started.