Salesforce, the CRM you need

Salesforce CRM has many features. We covered some of them in the blog post: Salesforce: the number one CRM, but it can also be suitable as a help desk tool. Its license cost is per user per month and it works on a subscription basis. In case you were wondering...

Salesforce CRM has many features. We covered some of them in the blog post; Salesforce: The Number One CRM, but it can also be suitable as a technical service tool. Its license cost is per user per month and it operates on a subscription basis. If you're considering installing it, Winfor offers a multitude of services on this platform. Contact us and we'll tell you about our experience in implementations, developments, integrations, and training. 

Although Salesforce is initially a horizontal CRM, there is also a vertical CRM version. These are used to manage commercial offers. At Winfor, we can create a CRM integration that adapts to your company's needs. 

Below we'll break down a series of benefits of implementing Salesforce CRM for your company:

  • Salesforce is the world's number 1 CRM, with no other CRM surpassing it in terms of the number of licenses sold. 
  • It provides sufficient service to the company that acquires it to manage the commercial area. 
  • It allows connection to any ERP on the market; it generates orders and tracks the billing cycle. 
  • It allows for comprehensive customer tracking, providing the acquiring company with the information it needs to close deals more quickly.
  • Efficiency and effectiveness in the use of time. Achieve better results. Automate repetitive tasks and serve as a channel for representatives to share information in real time (improving company communication). 
  • Artificial intelligence (AI) enables the creation of more robust opportunities, capable of creating more realistic customer experiences. 

Why do you need Salesforce CRM?

When you start a business, your customer list is very small, but over time, your business grows. This means it's time to take stock and begin a close relationship with Salesforce. The CRM that will help you manage your customer relationships more effectively.

But what tells you that you should purchase a Salesforce CRM?

  1. Have several sources of information: the more information, the less efficiency.
  2. Not knowing information related to interactions: Not knowing how the relationship between customers and employees is going or how sales representatives work makes it more difficult to achieve success. 
  3. No information is stored: There is no mobile solution that allows you to save information acquired during a client meeting, which is especially dangerous when an employee leaves the company, as the information is lost. 
  4. There is no differentiated treatment between clients: This fact means the loss of sales or resale opportunities because all customers are treated the same way, regardless of their importance, maintaining the same priority for all. 
  5. Difficulty in creating reports: Ideally, reports should be created to analyze monthly sales progress, but the process is often slow and costly, and consequently, sales are never completed.

In conclusion, Salesforce is a CRM application used to manage a company's customers. Specifically, it's a sales opportunity management system that provides a comprehensive view of the customer. In this way, the application manages essential customer information and displays it in a highly visual manner to make it as easy as possible to use. Without leaving the application, you can view information on leads, accounts, contacts, opportunities, and more. In short, implementing Salesforce is essential because it will help you increase your sales figures and improve the sales process in general.

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