Salesforce is a North American company headquartered in California that provides Software As A Service(SaaS). It is a cloud-based CRM or Customer Relationship Management tool that helps businesses, entrepreneurs, and companies keep track of their customer data, store customer information in its database, and, most importantly, maintain customer relationships as suggested by the name.
It is a multi-purpose CRM tool with several useful applications that focus on sales, lead generation, conversions, customer service, data analytics, and more. Stay tuned to find out!
How to use Salesforce?
If you have never used Salesforce before and are nervous about using it for the first time, either for work or your own business, Salesforce has launched a training platform called Trailhead, where anyone can gather information and knowledge about Salesforce's workings, characteristics, and features. Most of the course material on this platform is free to use, and you can follow this and master Salesforce in no time at all!
Quick fact: Here at MyTasker, we have our very own CRM system designed, crafted, and created by our talented management team, including our directors, managers, and dedicated Web and IT professionals, who continue to inspire us every single day.
Coming back to Salesforce, let us see how Salesforce software can help businesses function more efficiently:
- Apart from being a highly efficient CRM software, it is also a potent data management tool that helps us to securely store and track the information of existing as well as potential customers.
- Honing on the last point, it is important to note that Salesforce is highly focused on data integration and data security.
- It helps businesses build a strong and longstanding relationship with their customers, winning their loyalty and support.
- It is cost-effective and time-saving since you have all your planning tools and data dashboards in one place, and you can optimize everything through the click of a button.
- It can also prove to be a great business development management tool as it can generate leads, close deals, and convert a lead into a business contact or a business opportunity using Salesforce Classic or the Lightning Experience.
- Salesforce features can help you automate recurring tasks like email management and call management to keep track of current and follow-up calls or emails. You can set up the workflow to suit your business needs and watch it perform its job.
- Like any efficient CRM system, Salesforce allows you and your team to stay on the same page about various matters and orchestrates perfect coordination between various teams of your company/business.
- You can customize your Salesforce experience and make it tailored to your needs, expectations and requirements. It can be your personal magic wand that you can use to cast an enchanting spell of efficiency on your business.
- Salesforce can also align and integrate itself with many third-party applications and tools.
- Use AI-generated reports and feedback to detect new business opportunities. Salesforce Lightning has made many advances to its Salesforce Einstein dashboard.
- You can access any details or the information stored in your Salesforce database from any part of the world and at any given point in time. It also gives you the ability to have access on the go through their mobile app.
- It provides excellent data analytics features as well under the umbrella of Salesforce Analytics. You can also set up custom-made data or information dashboards for every single client individually.
These awesome features can be molded according to your tastes and preferences, and you get the best out of them if you follow these six simple steps:
- Regularly educate yourself and your team about how Salesforce works.
- Watch YouTube videos and follow Trailhead tutorials.
- Educate yourself about data security and data sensitivity so that only authorized users can access certain information or credentials, like bank details or sensitive personal information of your clients.
- Run some preliminary tests like “Apex tests” and “Pipeline Inspections” to check if everything is functioning properly and accurately.
- Be aware of your subscription plans and manage payments properly.
- Stay on top of your Salesforce coding skills.
Before you get started with Salesforce, take advantage of all the features and use them to your benefit. You need to be extremely well-versed in the ins and outs of this CRM tool. Watch tutorials and online guides, and keep using them till you get the hang of it. Keep in mind that Salesforce is continuously evolving and adding new features and feathers to its cap or, should I say, a list of capabilities. Hence, it is always important to keep yourself updated and evolving in order to be aware of all the cool new features of Salesforce and how you can use them to your advantage.
Getting around the Salesforce Sales Funnel
To succeed in sales with the help of Salesforce, it is essential to understand your own product's features and limitations, identify and analyze your buyer persona, and effectively prospect and qualify leads. Tailor your approach to meet customer needs, handle objections confidently, and present your product as a solution. Follow up with a clear proposal, negotiate terms, and nurture relationships through regular contact and opportunities for cross-selling and upselling. Armed with great knowledge of Salesforce and a thorough understanding of your own product, success will follow on its own.
Now, let us draw a contrast between Salesforce Classic and Salesforce Lightning.
Salesforce Classic is the older version of Salesforce, which, although still very much in use, has a user interface that is a little text-heavy but is still very useful depending on your business needs and solutions.
Salesforce Lightning, as the name suggests, is much faster and easier to use with a shiny new interface. It also offers a lot more functionality and features than the Classic and better AI-generated leads and functions.
If you are completely new to Salesforce, it is suggested that you start with Salesforce Lightning since it is the newer version and is bound to stick around a lot longer.
Even though Salesforce Classic is a good step to get started, Lightning will help you more in the long run. However, for companies or businesses already using Salesforce Classic, the transition to Lightning takes a little while.
Looking ahead!
As we are almost in the last quarter of 2024, Salesforce is still a major player in boosting productivity and success. Most companies have already started using advanced CRM systems, with Salesforce being the top choice for many entrepreneurs and established businessmen alike.
You can make use of its full potential by mastering its features, tailoring it to your needs, and aligning it or integrating it with other tools. Stay updated on new features, invest in training, and don’t hesitate to use expert advice from seasoned professionals if needed.
So, get ready to make Salesforce your secret weapon for business success and take your productivity and efficiency to newer heights.
With the right know-how, you can rock your efficiency and achieve amazing things! ?????
Want to make managing Salesforce even easier? Check out MyTasker!
With MyTasker, you can get personalized support to streamline your Salesforce setup and optimize your workflow. Whether you need help with automation, customization, or integration, MyTasker has got you covered. As mentioned before, we have our very own CRM system, and we can design or create one for your company/business as well!
Don’t miss out — get started with MyTasker today and take your Salesforce efficiency to the next level!
