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What is Salesforce Used For?


Last time we talked about Salesforce, we gave you the basics on what it is, what it does, and its benefits (and in case you need a refresher, here’s the link to read that post).

One question we really wanted to dive into today, which was touched on briefly in the last post, is this: What is Salesforce used for?

It’s not only a really good question, it’s also one that deserves its own post. So, let’s try to answer this question together.

Why the question deserves its own post

You may be wondering why exactly this post exists, and that’s valid because there are so many answers to that question alone.

Seriously. All you need to do is look up “What is Salesforce used for” on Google, and you’ll find tons of articles with the answer. The only catch is the majority of the other resources are…well, to be honest, they’re quite vague and full of jargon.

So here’s our answer, which I hope you’ll find to be much more clean cut, simple, and straightforward.

Salesforce is CRM Cloud-based software used by businesses across all industries to provide customers the very best service experience possible.

This CRM system is used by the big leagues. Think Adidas, think Skip the Dishes, and think Best Buy to name a few.

It’s also used by businesses, educational institutes, non-profits, and government agencies, large and small, across all the many and varied industries.

All these establishments have one thing in common: to provide the most exceptional service to their customers and clients.

Why Salesforce should matter to your business (in case it doesn’t already)

There’s an old proverb that usually goes “It takes a village to raise a child” meaning it takes multiple people, not just the one, to truly see the end results desired by everyone involved. This applies to business, too!

I bring up this proverb for a good reason. Most of the time, the best campaigns I’ve seen are successful when each department communicates with each other.

Synchronization is the key ingredient to ensuring a successful campaign. It’s a fact that the more in touch one department is with the other, such as marketing and sales, the more growth that business will see.

The people at Salesforce know this. That’s why they offer so many different applications on a single platform. It’s so that everyone can all work together and make sure, no matter what their department may be, everyone’s tasks are aligned with each other’s.

This is only a fraction of how your business can use Salesforce. Not only will you find that desired sense of alignment and communication between everyone’s departments, you’ll also find the tools to truly build that much-needed sense of trust between departments, which can carry over into the customer service part too.

Basically, Salesforce is used for good

Salesforce is a CRM system designed specifically to ensure certain processes at your company end up with successful results, with building that sense of customer loyalty and trust all the while. It offers several methods for smaller companies to truly connect with other companies in order to get in better touch with the customers—i.e. the people who matter the most.

These methods are specifically provided through Salesforce Customer 360, which is Cloud-based, so everyone on your staff can access it so long as there’s an Internet connection. The software is mobile-friendly too, so if your staff needs to be out of the office and only have a phone, they can reach the CRM from there.

Other ways that Salesforce can be used to improve your customer trust include:

  • Getting valuable analytics of your customers. As we mentioned in our previous post, “…it’s really not about what you’re offering to your customers for sale. It’s about where, when, why, and how you reach out to them that really matters.” This aspect of Salesforce can provide you with the reports you need about all of this! It can also show you where change is needed if the customer service experience is lacking. A bonus to this is that the reporting tools in Salesforce are so intuitive and easy to use, giving you exactly the most in-depth data analysis you could ever hope to see.
  • Customizing your sales and marketing processes. You don’t have to stick to the one template that Salesforce offers. Rather, you can do all kinds of things that are aligned with your own company and needs, such as create personalized emails, add custom fields, and create new sales and marketing processes.
  • Ability to build apps. One of Salesforce’s features is called AppExchange, which is a software you can use to not only develop an app but also market it. It also gives you access to hundreds of other verified apps if you need. With customers spending more time on their phones (in Canada alone that average is 3 hours a day, and will likely increase according to research), you need to up your game when it comes to reaching your audiences. Salesforce can do that, too.

Altogether, Salesforce is the best way of gaining that deep understanding of your customers and how they interact with your company, so you can give them the best experience when they buy your products or services.

Would you like a demonstration?

While this post may sound appealing, it’s one thing to simply read about Salesforce and it’s absolutely another to see a demo for yourself.

I’m proud to say that I’m not only a certified CRM consultant, I’m also a Salesforce administrator. What that means is I’m fluent in the usage of Salesforce for companies big and small. Initiating the set-up of any CRM system for the first time can be a daunting task, so that’s why I’m here to help!

Our Salesforce CRM services consist of 1-on-1 strategy sessions to set up, configure, and customize your account so that you can realize the true potential it has to offer.

Book a complimentary discovery call to see for yourself what Salesforce is used for and how it can help your business!

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