What are the Benefits of Salesforce for Sales Teams?

Salesforce is a cloud-based, customer relationship management (CRM) platform that provides many benefits for sales teams. Being the leading product for Customer Relationship Management for many years, Salesforce is trusted by companies large and small across a wide range of industries.

Centralizing data, providing a 360-degree view of the customer, and allowing brands to connect and collaborate with their customers to solve business challenges are essential Salesforce features.

Automation, analytics, and AI help improve efficiency and ensure sales teams focus on selling, not data entry and administration. The mobile app allows sales teams to sell anywhere, anytime, and log all communication with customers to share with their team.

More details on the key features follow:

Centralized Customer Data

Having a single view of the customer from a Sales, Service, and Marketing perspective means you are addressing the right customer every time. There is nothing worse than having duplicate records that introduce doubts about the accuracy of customer data. Duplicate Rules help eliminate these issues and ensure your team has an accurate, single source of truth for customer data.

Having a complete history of communication with your customer all stored in one place means the entire team can quickly be up to speed with the current conversation. No more annoying requests to the customer to repeat their questions to each new team member.

Lead and Opportunity Management

Leads in Salesforce deal with qualifying prospects and support custom processes to support your unique way of qualifying them. Opportunity Management supports the deal-making process through several custom stages until the deal is either won or lost. Approvals can be built into this process to ensure discounts above a threshold or a unique product offering are reviewed before being presented to the customer.

Tracking progress with Kanban boards provides a simple visual experience of the sales pipeline, allowing sales execs to quickly identify and remedy issues.

Analytics and Reporting

Tracking performance, identifying trends, and gaining insights into customer behavior is a critical part of the analytics and reporting capability of any CRM. Salesforce reporting and dashboard capabilities allow informed decision-making and the ability to constantly adapt and optimize strategies. Business priorities and legislation are constantly changing and keeping abreast of these trends is critical to ensure continued success.

Mobile Access

Keeping sales reps connected and productive while on the go is especially valuable for sales professionals who now spend a significant amount of time in the field. No longer tied to an office location to provide access to customer data, the Salesforce mobile app allows reps to remain connected to their head office systems while interacting with customers in the field.

Salesforce Mobile App

Interaction Tracking

By providing the capability to log all customer interactions, including emails, calls, and meetings, sales reps can easily understand the context of their relationships with customers. This allows them to build stronger and more personalized engagements. Regardless of who had the interaction with the customer, the records are all shared with the team so everyone is “in the loop” on all issues.

Sales Process Automation

Salesforce has a suite of automation tools that can be applied to the sales process including Salesforce Flow Builder, Assignment Rules, Approval Processes, and Web-To-Lead. 

Flow Builder is a point-and-click tool that can be used to build complex automations with zero code. Assignment rules help leads and support cases get routed to the correct team members. Approval Processes can automate the executive decision-making process and Web-To-Lead automates lead collection from your website.

All of these automation features are designed to save sales reps time and to allow them to focus more on high-value sales activities, rather than administration.

Salesforce Flow Builder

Improved Collaboration

Salesforce Chatter is more than just another chat tool. It provides a “record-oriented” trail of conversation between team members and other interested parties. Chatter also supports automated entries that can be added by standard automation tools. Think of this collaboration as an audit log of all conversations and actions on the record. It’s the perfect tool to align all team members on the current status of any deal, request, or issue.

Chatter Collaboration

Customization

Matching the specific requirements of a business is a key requirement of any CRM. The Salesforce platform can be adapted to suit the unique processes and workflows of any sales team. Custom fields, custom objects, automations, and tailored dashboards and reports, are all provided Salesforce customizations.

Integration

Salesforce implementation is often in a complex, multiple-application environment where integration with other systems is critical to efficiency and business success. Salesforce has several options for integration from low-code solutions like Flow Builder with HTTP Callouts, to enterprise-grade connections using Mulesoft or Apex.

Scalability

Whether you are a small startup or a large enterprise, Salesforce can accommodate your changing needs and expanding sales operations. From small customers with just a few users to multi-national companies with thousands of users, the Salesforce architecture is built to support them all.

To summarize these benefits, Salesforce offers a comprehensive CRM solution that enhances the efficiency, collaboration, and effectiveness of sales teams, ultimately contributing to increased sales and improved customer relationships.

To learn more and make Salesforce working for your team at full potential, contact KeyNode Solutions at hello@keynodesolutions.com or call us at 1-858-215-5371.