What You Need To Know About SalesForce® CRM

By Praveen Kumar 3 min read

SalesForce® CRM: Overview

Salesforce® — created by Salesforce.com® — is a digital marketing and sales solution that improves your organization’s ability to operate efficiently by streamlining the management of your customer relationships. Salesforce® is a Customer Relationship Management (CRM) solution that runs as a cloud-based service and includes components for managing your company’s sales, services, data, marketing, website analytics, mobile applications, Internet of Things devices and more. More than 100,000 companies around the world use Salesforce®.

What Does Salesforce® Do?

The primary purpose of the Salesforce® CRM suite is to track every interaction that takes place between your company and its customers. Salesforce® automatically generates a profile for each new lead that enters your system. It tracks the results of your company’s automated marketing efforts and automatically generates a report when a lead is ready for further interaction such as a call from your sales department. Salesforce® has built-in features that can enhance the effectiveness of your sales staff such as sales performance reports and estimates of future sales totals. You can even use Salesforce to create sales territories.

What Are the Benefits of Salesforce®?

It Increases Sales Totals

The more your salespeople know about their prospects, the more deals they’ll close. Since Salesforce® records every customer interaction over all of your organization’s channels, your salespeople will begin every outbound interaction — whether it’s a call from your company or an online marketing campaign — already knowing all of the interests that your prospects have indicated through their actions. Salesforce also includes high-level tools that sales managers can use to motivate their reps and track performance.

It Generates High-Quality Leads

Salespeople can accomplish a great deal using the information that Salesforce® provides, but they can’t do anything unless the leads exist in your system, to begin with. Salesforce includes a suite of features to enhance your organization’s lead generation efforts such as automated marketing and lead management. The lead management features of Salesforce make it easy to create an automated funnel that captures leads, nurtures them and forwards them to your sales staff when they’re ready to convert.

It Makes Salespeople More Productive

If your organization’s salespeople meet with prospects outside the office, they’ll love the mobility features that Salesforce® offers. Using their mobile devices, your salespeople can launch the Salesforce app and log their latest contacts with prospects, view prospects profiles and view any new leads who have just entered the system. Salespeople can even use the app to create promotions such as product discounts in real time.

It Drives Better Decisions

An effective sales and marketing funnel needs someone on top calling the shots. If you have salespeople working under you, Salesforce® allows you to monitor the activities and successes of your staff. Build a dashboard that keeps you up to date with real-time performance data, or uses the more detailed reports available in Salesforce® when you need something that you can show to your superiors.

Ready to Try Salesforce®?

Salesforce® has the features that you need to turbocharge every aspect of your sales funnel. With its automated marketing and customer tracking features, Salesforce helps you capture more leads and guide those leads more effectively toward conversion. Contact TA Digital now to learn more about how we can implement a Salesforce-based solution for your organization.

Salesforce®: Feature Summary

  • Build communities for your salespeople
  • Track the interactions of customers and leads to market more effectively
  • Integrate with your email provider to automate your marketing efforts and track results
  • Identify and focus attention on your best sales opportunities
  • Market products and services through your own mobile app
  • Create reports that detail your sales totals and predict future results
  • Engage your prospects and customers across all of your marketing channels
  • Connect Salesforce® to your sales, marketing, customer support, training, and application integration teams

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Contact us today to see how we can help your organization with your next Salesforce® project.

About TA Digital

TA Digital is the only global boutique agency that delivers the “best of both worlds” to clients seeking to achieve organizational success through digital transformation. Unlike smaller, regional agencies that lack the ability to scale or large organizations that succumb to a quantity-over-quality approach, we offer resource diversity while also providing meticulous attention to the details that enable strategic success.

Over the past 20 years, TA Digital has positioned clients to achieve digital maturity by focusing on data, customer-centricity and exponential return on investment; by melding exceptional user experience and data-driven methodologies with artificial intelligence and machine learning, we enable digital transformations that intelligently build upon the strategies we set into motion. We are known as a global leader that assists marketing and technology executives in understanding the digital ecosystem while identifying cultural and operational gaps within their business – ultimately ushering organizations toward a more mature model and profitable digital landscape.

Recognized in 2013, 2014, 2015, 2019, and 2020 Inc. 5000 list as one of the most successful technology companies in the United States, TA Digital is pleased also to share high-level strategic partnerships with world class digital experience platform companies like Adobe, SAP and Salesforce and possess global partnerships with industry leaders such as Sitecore, Episerver, Elastic Path, BigCommerce, AWS, Azure and Coveo.

Praveen Kumar

Written By

Praveen Kumar