El Saleforce CRM tiene muchas funcionalidades. Algunas de ellas, las vimos en la nota de blog; Salesforce: el CRM número uno, pero puede ser adecuado también como herramienta de servicio técnico. Su coste de licencia es de usuario por mes y funciona por subscripción. En caso de que os estuvierais planteando su instalación desde Winfor os ofrecemos multitud de servicios sobre esta plataforma. Contactadnos y os vamos a informar sobre nuestra experiencia en implantaciones, desarrollos, integraciones y formaciones.
A pesar de que Saleforce inicialmente es un CRM horizontal, existe también la versión CRM vertical. Estos sirven para gestionar las ofertas comerciales. Desde Winfor podemos hacer una integración de CRM que se amolde a las necesidades de vuestra empresa.
A continuación os vamos a desglosar una serie de ventajas de implantación de Saleforce CRM para vuestra empresa:
- Saleforce es el CRM número 1 del mundo, no hay otro que lo supere en número de licencias vendidas.
- Da suficiente servicio, a la empresa que lo adquiere, para gestionar el área comercial.
- Permite el enlace con cualquier ERP del mercado; genera las comandas y consigue seguir el ciclo de facturación.
- Permite hacer un seguimiento exhaustivo de los clientes. Proporcionando, a la empresa que lo adquiere, la información que necesita para cerrar acuerdos de forma más rápida.
- Eficiencia y eficacia en la utilización del tiempo. Consigue mejores resultados. Automatiza tareas repetitivas y sirve de canal para que los representantes puedan compartir información en tiempo real (mejorando la comunicación de la empresa).
- La inteligencia artificial (IA) permite crear oportunidades más sólidas. Siendo capaz de crear, para los clientes, experiencias más cercanas a la realidad.
¿Por qué necesitáis Saleforce CRM?
Al iniciar un negocio la lista de clientes es muy pequeña, pero con el tiempo el negocio va creciendo. Esto significa que ha llegado el momento de tomar conciencia y empezar una estrecha relación con Salesforce. El CRM que os va a ayudar a gestionar mejor la relación con los clientes de forma más eficaz.
Pero, ¿qué te indica que debéis adquirir un CRM Salesforce?
- Contar con varias fuentes de información: a más información, menos eficiencia.
- No conocer información relacionada con las interacciones: al no conocer como está yendo la relación que se establece entre clientes y empleados o como trabajan los representantes de ventas se hace más difícil alcanzar el éxito.
- No se almacena información: no existe una solución móvil que permita guardar la información adquirida en una reunión con los clientes, eso es especialmente peligroso cuando un empleado abandona la empresa, ya que la información se pierde.
- No existe el trato diferenciado entre clientes: este hecho supone la pérdida de oportunidades de venta o reventa porque se trata de la misma manera a todos los clientes, independientemente de su importancia, manteniendo la misma prioridad para todos.
- Dificultad en la creación de informes: lo ideal sería crear informes para analizar el progreso mensual de las ventas, pero muchas veces el proceso es lento y costoso y como consecuencia no se acaban realizando.
En conclusión, Saleforce es una aplicación CRM que sirve para gestionar los clientes de una empresa. En concreto, se trata de un sistema de gestión de oportunidades de venta que da una visión global del cliente. De esta manera, la aplicación, gestiona la información esencial de los clientes y la muestra de manera muy visual para que su uso sea lo más fácil posible. Sin salir de la aplicación se puede observar información de los candidatos, las cuentas, los contactos, las oportunidades, entre otros. En definitiva, es imprescindible implementar Saleforce porque os va a servir para aumentar vuestras cifras de ventas y a mejorar el proceso de ventas en general.
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