In today’s digital market, advanced technologies for business process optimization are the price of doing business. This resulted in the popularization of customer relationship management (CRM) software among businesses, be it a small company or a large corporation.
Salesforce has established dominance over the CRM software market. Since 1999, it has grown from a small startup to a substantial cloud-based CRM provider.
In this blog post, we’ll look at some benefits that make Salesforce suitable for small and large companies.
Salesforce is a cloud computing service as a software (SaaS) company specializing in customer relationship management (CRM). This subscription-based model allows companies to adopt a customer relationship management (CRM) tool in addition to marketing automation and analytics. Salesforce’s services enable small and large businesses to use cloud technology to better connect with customers, partners, and potential customers.
Salesforce benefits for startups and small businesses
Here we’ve listed common reasons why small businesses and startups will benefit from Salesforce.
As a cloud product, Salesforce can be used from any physical location. You can also access Salesforce from mobile devices, which allows you to stay connected with your team at any time.
This CRM platform is so advantageous because your data isn’t stored in a centralized server. All your corporate information is kept safely in a cloud where you can access your records wherever you are. Thanks to Salesforce accessibility, you and your team can add new client’s information and stay up-to-date on customer information.
Easy to use
Salesforce is very user-friendly and easy to log in from any location to collaborate with your team or update your records about customers. You can even use your smartphone and take notes in Salesforce while meeting with a client. What makes the Salesforce CRM system so popular is that it provides excellent 360-degree visibility into Sales Reps. Instead of opening several different tabs, you can access customers’ records, connections, and others, all from one location. It helps to make informed decisions and consummate deals faster.
Easy to customize
Another factor that makes Salesforce beneficial for businesses is its customizability. While configuration handles many business requirements, sometimes you might need to add a module or extend functionality to meet your unique business needs. Fortunately, Salesforce is best known for its customizability. You can easily extend your platform functionality with custom fields and objects or integrate your app to create a complex solution for your business. It’s worth noting that the expertise in Apex programming, Visualforce and Lightning is required to customize Salesforce, so working with a Salesforce Implementation Partner is best to perform it in the shortest period.
It’s more convenient and secure for businesses to keep data in a cloud. Salesforce was the first to launch a cloud-based CRM used as a Platform as a Service. Giving you the flexibility, it offers scalable cloud-based solutions for sales, marketing, service, support, and analytics. With no additional investment in setup, you can purchase any edition of Salesforce’s Cloud (s) you need for your company and be charged based on user licenses. If your requirements are changed, you can move to another edition or increase or reduce the users’ numbers.
Salesforce offers informative reporting tools saving your time and money. By creating real-time reports, you can pay more attention to your workflows. Reports made in Sales Reps help you analyze the accounts you haven’t worked for some time, products you haven’t sold, or activities you haven’t performed. Salesforce reports in a graphical format such as maps and dashboards will help you check and improve your performance. Besides building reports in Salesforce Classic and Lightning Experience, you can integrate third-party reporting tools like Tableau.
As all Salesforce users share the same infrastructure, all the software is updated automatically and simultaneously. It allows you to keep your data safe and get the latest features upgrades to stay up-to-date with your Salesforce solution’s functionality.
Customer Success Platform
One of the most crucial factors of using a CRM for small businesses and startups is to retain customers and build long-term relationships. With Salesforce, you can create customized solutions, analyze your market and customer behavior, and use collaboration tools for team cooperation just using a single platform.
The Salesforce company offers a free learning platform, Trailhead, where you train using Salesforce modules and improve your team’s technical skills. If your company is small or you’ve launched a startup, the learning platform will help you save your budget on user training.
Unique Pricing Model
Salesforce’s pricing model is relatively unique compared to similar providers like Oracle or SAP, who charged fixed monthly/annual rates for software, hardware, upgrades, and support. When Salesforce entered the IT market, it introduced a new pricing model based on a yearly per-user fee. The pricing model is considered to be quite reasonable for a small business. Moreover, the pricing plans of Salesforce’s four editions include three upgrades per year, which means you won’t pay any extra fees to use upgraded features.
With accurate customer records and Salesforce planning tools, you can leverage efficient time management. Having all the information just in one software, you can plan and prioritize activities to work with your clients. You can also plan tasks for different accounts and benefit from built-in calendars to see your daily schedule. All these features will help you work with your potential leads consistently.
The “Chatter” feature is perfect for communicating with your team about work-related tasks. You can also add your team members to accounts that need their particular attention. This feature helps to prioritize and schedule work tasks within your team to work with more leads. As a result, you get better productivity and results.
Salesforce benefits for large companies
Look at why large companies established in the market would choose to implement a Salesforce CRM solution in their businesses.
Scalability is one of the critical benefits that fast-growing companies will enjoy. When you integrate a CRM in your business, you don’t do it just for one day; it should be flexible to adapt and modify the system to all potential specifications. Salesforce is very scalable; it can be easily customized and changed as your company grows.
Salesforce was one of the first companies who introduced the conception of a mobile CRM. As you can use Salesforce on your smartphone, you can always be on the go and stay up-to-date on your business whenever you need it and wherever you are. Besides, employees can connect to customers faster as they can access the Salesforce CRM from their software.
To reach better customer engagement, Salesforce went further. They launched AppExchange, a business app store with thousands of free and paid apps, including MailChimp, Xero, Quickbooks, DocuSign, AdobeSign, etc., for businesses of any size. With the AppExchange system, you can develop, market, and run your app. You can also access thousands of secured and verified apps that would be useful for your business too. Still, Salesforce customization is a challenging task that requires substantial coding expertise. Thus, it’s reasonable for companies to partner with a company delivering Salesforce development services.
Integration of Artificial Intelligence (AI)
What makes Salesforce different from other CRM platforms is its Einstein Analytics, used to collect data and help use the data to make predictions, reach your target audience, analyze your current workflows, and make decisions based on the purchaser’s behavior.
Strict Data Security Policy
Data security was one of the most crucial aspects of cloud data storage. This concern is reasonable as cloud data breaches have become everyday things. As a result, many large companies are doubting the necessity to migrate their data to the cloud.
The Salesforce company uses an advanced data security model that uses tools to secure data access at different levels. It will keep your data protected from your competitors. When you log into your account, there is a small lock icon in the lower part of the browser display to show a secure connection.
As one of the first cloud-based CRM solutions on the market, Salesforce has never stopped driving innovations for improving their products and services. The Salesforce team and community collaborate to enhance the solution. Thrice every year, Salesforce releases new features to drive its reputation for product functionality and customer satisfaction.
Integration Options for Expanded Functionality
Thanks to the powerful API, Salesforce allows a lot of integration opportunities. Integrating third-party apps and services is used to create a unified information environment. For example, integrating LinkedIn will allow your sales team to find out all business-related information about potential leads and store it in one place.
You can also expand your Salesforce CRM functionality to create a common database to keep customer-related information. This enhances collaboration between various departments. For example, your teams use Zoho and G-Suite for business correspondence. Having integrated them into your CRM framework, you can get a broad image of every client.
Ready to Leverage Salesforce?
If you would like to hear additional reasons why Salesforce is the right solution for your business, get in touch with us.
By Kirill Lukyanenko
Kirill is a Salesforce Department Manager, actively participating in Cloud Development. He has been working in IT as a Developer, Tech and Team Lead, Cloud Consultant and Trainer for 10+ years.