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It is a program or application in which all the conversations that any of your company has with a client, be it emails, calls, or meetings, are automatically saved in the file of said client. This file is accessible to everyone and, also, internal notes and/or activities are placed on these conversations with a date to do, assigned to you or another colleague, thus greatly improving productivity.
These emails, calls, meetings (notes and activities) are the conversations that arise in the day-to-day relationship with customers, so that is why the meaning of Salesforce is customer relationship management.
Salesforce mainly serves 3 things:
Internal communication is improved and nothing is left undone thanks to the fact that by being able to assign activities to you or anyone from your company, you can see what is pending to do to a client in a single click.
People are more productive thanks to avoiding a multitude of emails, meetings, and calls requesting or sending information about customers to other colleagues.
Commercials sell more thanks to the fact that they keep track of all their potential sales in a personalized way, thus being able to carry more sales at once.
It is imperative that:
Have the right functionalities to be flexible and useful at the same time. Salesforce that is designed for large companies are very good, but at the same time they have too many functionalities and it makes them difficult and that people stop using them.
It can be customized, that is, it adapts to the flow, processes and creates a successful business strategy for your company.
Be online. With an online Salesforce, you can work from anywhere and you will have the information updated in real-time.
There are several types of Salesforce: operational Salesforce, analytical Salesforce, and collaborative Salesforce.
There are also ERPs, which focus on other areas of the company such as finance, income analysis, stock, accounting, etc. and which also integrate a Salesforce CRM. I leave you an article about the differences between Salesforce CRM and ERP.
The greatest benefit of a sales system (Salesforce CRM strategy + use of Salesforce CRM software) is that it allows us to give 100% personalized and fast customer service. In this way, it helps customer loyalty since people can know the needs and expectations of each type of customer in just one click.
With Salesforce software you can segment your customer portfolio, so it also makes it easier to plan sales and marketing strategies more effectively and increase revenue.
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