Salesforce es una plataforma CRM que te permite agrupar toda la información de tu empresa en un solo lugar para mejorar la atención a tus clientes. Con los que podrás contactar a través de diversas vías, ya sea mail o teléfono. Sabemos que Salesforce es muy amplio, pero el objetivo es mejorar la eficacia de tu empresa y la rentabilidad. Por eso, para mejorar las habilidades que tienes sobre Salesforce, existe una web creada para todas aquellas personas interesadas en aprender más sobre el uso de la herramienta.
Antes que nada es importante destacar que para implementar un CRM Salesforce es relevante diseñar una buena estrategia porque no se trata solo de escoger la tecnología adecuada, además se necesita un plan adecuado con una buena perspectiva de negocio. De esta manera, a continuación, te vamos a definir los pasos básicos para lograr un plan exitoso:
- Determinar su visión: lo más importante de esta parte es tener una visión clara y concisa que no traiga, permita cometer errores. Además, es destacable que sea lo suficientemente ambiciosa como para que tenga impacto.
- Elegir su estrategia: esta va a ser la que te va a permitir convertir la visión en un hecho real. Definir muy bien la estrategia te va a ayudar y guiar bien en el proceso de seguimiento de tu plan para que sea todo un éxito.
- Definir sus objetivos empresariales: es el punto en el que se encuentran la visión y la estrategia. Se trata del trabajo diario para lograr alcanzar los puntos anteriormente mencionados y conseguir el éxito de la empresa.
- Involucrar a su equipo: la colaboración por parte del equipo es esencial para lograr alcanzar la visión, la estrategia y los objetivos de negocio.
- Tener muy presente las métricas de su negocio: “No se puede gestionar lo que no se puede medir” es un dicho que se atribuye a muchos pensadores empresariales. Las métricas debes ser visibles para todos los niveles de la organización.
- Priorizar sus iniciativas: no quieras hacerlo todo de golpe, prioriza el trabajo y empieza por lo que le convenga más.
- Definir su plan de acción: plantea un conjunto de tareas o pasos que te servirán para completar y lograr las metas que has definido. De esta manera vas a mejorar la planificación del trabajo de tu equipo más allá de la fecha de lanzamiento. Una forma de ayudar a crecer a tu negocio.
Basándonos en los clientes, el CRM Salesforce recoge una serie de datos sobre clientes que a ti como empresario te van a interesar. Antes que nada destacar que para que las estrategias de búsqueda de clientes y de ventas tengan éxito, se debe recopilar información esencial sobre los leads. Pero puede ser difícil encontrar tiempo para hacerlo. Para eso existen las aplicaciones CRM que te ayudarán en el proceso de recuperación de los siguientes datos sobre clientes:
- Historia del cliente
- Preferencias actuales del cliente
- Interacciones pasadas con el cliente
- Detalles de la infraestructura del cliente
- Preferencias del cliente sobre redes sociales
- Interacciones de ventas en el pasado
La relación con el cliente es la base para que una empresa funcione. Es indispensable tratar al cliente de forma óptima para que este se sienta acogido en la empresa. De esta manera, Salesforce hace lo posible para conseguir que empresa y cliente tengan un feedback suficientemente bueno y saludable que haga crecer a la empresa.
En definitiva, cabe destacar que en un mundo en que las empresas más exitosas son las que se centran en el cliente, las aplicaciones de CRM se convierten en una figura esencial para el crecimiento inminente de la empresa. ¡Contáctanos!
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