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What is Salesforce? Definition & Beginners Guide to Salesforce – CRM Software

Aug 5, 2019

Home » Salesforce » What is Salesforce? Definition & Beginners Guide to Salesforce – CRM Software

What is Salesforce?

Salesforce is a customer relationship management (CRM) cloud-based software that provides organizations with the tools necessary to connect with their customers. An integrated CRM platform, it provides a single, shared view of every customer, allowing your entire team to effectively identify and solve customer needs. Salesforce’s CRM software allows you to develop personalized marketing and buyer journey experiences, ensuring your team can operate efficiently while improving new and existing customer satisfaction.

At its core, Salesforce’s strength comes from the realization that everyone from Customer Service to Marketing to Sales is interacting with your customers every day, and all of those interactions result in the generation of tons of useful data points. But if Customer Service’s data is in a separate data silo from Marketing’s data (and Sales’s data, and so on), your org isn’t going to be as productive as it could be. Which makes sense—trying to see the “Big Picture” is pretty difficult when you’re only getting a narrow view of it, like being unable to see the forest for the trees.

Who Uses Salesforce?

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:

  • Automotive
  • Business Services
  • Communications
  • Computers and Electronics
  • Financial Services
  • Healthcare
  • Life Sciences
  • Manufacturing
  • Media
  • Philanthropy
  • Public Sector
  • Retail
  • Software & Internet
    • And more!

Benefits of Salesforce

Powerful AI

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.

Helpful Automation

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.

Interconnected Information

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.

Salesforce Services & Products to Check Out

Sales Cloud

The Salesforce Sales Cloud is all about managing contacts, opportunities, and leads, as well as sales forecasting, workflows and approvals, and reports and dashboards to make sense of all of the above. Salesforce CPQ and Sales Cloud Einstein are a few other parts of the Sales Cloud that we’re confident you’re going to find useful, with the former helping you to accelerate revenue growth, and the latter giving you a deeper insight into the performance of your sales team.

Service Cloud

The only thing more important than acquiring new customers is keeping the ones you already have happy, which is where the Salesforce Service Cloud comes in. Covering everything from call-center software to self-service portals, Service Cloud helps your customer support teams become more responsive to customer needs, and Field Service Lightning ensures your field service technicians aren’t left out of the loop.

Marketing Cloud

Other aspects of Salesforce may give you unique insights into your customers, but Marketing Cloud helps you get people to become your customers in the first place. Whether you’re reaching out through email, mobile, or social platforms, personalized customer journeys are key to your marketing strategy, and the tools you gain through Audience Studio’s data activation and Pardot’s marketing automation make it easy to create those journeys.

But Wait, There’s More!

We don’t have the room to cover every single product and Salesforce has to offer because there are a lot of them, but some of the others you should be excited about include Mulesoft (specifically the Mulesoft Anypoint Platform) which makes integrating into Salesforce a breeze and Quip, a productivity booster that allows your team to embed live Salesforce data into collaborative documents, spreadsheets, and more.

Implementing Salesforce

If Salesforce sounds like the right CRM software for your company, your next step is implementation, but it’s important to make sure that 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 said software. That’s where we come in.

Oursenior-level Salesforce consultants have the experience you need to get your Salesforce setup (and your employees) up and running. Need help connecting Salesforce with third-party apps or platforms? Not to worry. Concerned about correctly migrating your ERP or CRM data to Salesforce? We’ve got your back. From teaching your salespeople CPQ best practices to giving your analytics team insights on the best ways to sieve actionable insights out of Einstein Discovery, we’re here to help no matter where you are in the process.

If you’re currently exploring what Salesforce can do for you, ready to implement, struggling with issues post-implementation, or anywhere in between, never fear—Surety Systems is here! Contact us today to get started.

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