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December, 2021
Keeping customer data and records safe and sound as well as accessible is a
nightmare. It has been a hectic task for companies, all big and small. There
has always been innovation when it comes to data management, because
data is what keeps any organization running, but maintaining all the records in
a single place was not only hectic, money-intensive, it was also a security
issue for many years. Lo and behold, we were introduced with Salesforce. Any technology or process that helps businesses and organizations keep the
relationship with customers in best conditions is grouped under CRM. Salesforce is the pioneer in cloud Customer Relationship Management (CRM). They provide their users the opportunity to transfer the data required for
effective CRM, Marketing and Sales on to the cloud and work on it online
anytime, anywhere. This concept was path-breaking and a god-send. Salesforce comes with various cloud services- Sales, Marketing, Analytics, Apps, Data, Community and IoT. We will be focusing on two of these clouds- one for Marketing (Salesforce Marketing Cloud) and the other for Sales
(Salesforce Sales Cloud). These two clouds when combined take care of most
of the CRM of any organization. Now arise the questions, what can be done
with Salesforce and how easy can it make a task for a marketing and sales
personnel? Let us try to understand how this software functions and how it
shares the responsibilities of the Marketing and Sales departments. The struggle to keep the records, their contact information, their statuses
updated at all the times is real. To help sales professionals maintain their
perfect sales streaks, it is mandatory that companies keep their customer
records up to date, and this is where Salesforce steps in. Having come a long
way from keeping records manually on files, thousands of records can be
maintained on Salesforce cloud. Individual records can be kept updated
which also helps in creating an empathetic and unique relationship with each
customer. Customers can be contacted through the channels they prefer, helping create a special relationship with each customer. Now that customer
records are under our belt, we need to keep track of all the deals that have
been closed and all the sales that have been made. Analyzing these report at
the end of the month for each sale has always been a tedious task, which is
not just important for representatives but also for coming up with better
strategies and tactics in the future. Salesforce lightens this burden by
simultaneously creating reports and analyzing data on the go. An added
bonus is that we can customize these reports as per our needs, they can be
more or less detailed, depending on the demand. Building customer loyalty is
not an easy task, it comes with great responsibility of taking care of specific
requirement of each customer. Customer journeys are created and analyzed
at each step. Moreover, these journeys once created can be automated and

can be customized as per the customers need for any platform of
communication, be it SMS or email. The biggest and the most important
feature that Salesforce offers is to synchronize and combine the data from the
Marketing and Sales cloud. A company does not function when there is no
coherence between individual departments, after all each department needs
to be a well oiled cog to help the engine of work efficiently. The records from
Marketing can be synced and shared with Sales, help in generation of leads
and their proper upkeep once the leads have been converted. Customer
engagement is created and can be maintained with the help of this software. At the crux of the discussion lays the point that each business requires a
model to make their customers feel like they are being taken care of. This
process of acquiring customers, keeping their records and above all giving
them the special attention can all be achieved through one platform-
                                    

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Michael Smith, Author

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Comments (2)

Sophia Willams

Oct 29, 2017

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur leo est, feugiat nec ele mentum id, suscipit id nulla. Nulla sit amet luctus doloructus. Fusce eleifend purus vel eros

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Gabriel Smith

Oct 29, 2017

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur leo est, feugiat nec ele mentum id, suscipit id nulla. Nulla sit amet luctus doloructus. Fusce eleifend purus vel eros

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