Salesforce: Best Sales CRM Software In 2022
One of the highly demanded CRM software in 2022- Salesforce.
Did you know that Salesforce and its partner ecosystem are expected to create 3.3 million new jobs by the year 2022. Amazing isn’t it?
Salesforce company is best known for its Salesforce Customer Relationships Management (CRM) products such as Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, chatter, and so on.
Salesforce is one of the trustable CRM that can help your business with everything, with its amazing features.
What Is Salesforce?
Salesforce is an American cloud-based company founded in 1996 that makes cloud-based software designed to help businesses for maintaining good customer relationships, find more prospects, close more deals, and amazed their customers with amazing service and features. Its application focuses on sales, customer service, marketing automation, analytics, and application development.
It offers a full range of functionality and features at an affordable cost that helps to meet the requirement of the business organization. A company that requires lots of customization options in CRM apps can consider using Salesforce CRM because it is one of the best CRM for Customization.
What Does Salesforce Do?
Salesforce brings all the departments and team members together with the flow of information and maintaining good communication. It serve as the bridge between the sales department and other departments to improve sales and increase business productivity. It maintains good customer relationships with all the customers and helps to gain more leads and deals.
Features Of Salesforce
i. Account and Contact Management
Organizing and recording customers’ contacts, scheduled tasks, and managing the deals becomes very easy and efficient with the help of Salesforce’s Account and Contact management features. This feature deals with the management of every piece of information related to customers. It helps to access customer data including key information, communication history, activity history of the customers, and more in the blink of an eye. This will give you an idea about how to deal with your customer and satisfy them
ii. Opportunity Management
The creation of opportunities and deals is one of the key features of this CRM. It creates deals and opportunities so, the business can gain maximum profit. It analyzes the customer’s activity, collects the information about your competitors, keeps checking on the stage of your deals, and helps in taking necessary decisions for your business. It also helps maintain strategies to win the deal and helps for smooth communication with the people to complete a deal.
It tracks all associated activities as happening and receives updates when action is needed. You won’t miss any opportunity with this CRM around.
iii. Lead Management
Lead management is a process in which incoming leads are analyzed, processed, and nurtured in order to convert them to new business opportunities. It helps businesses by creating converting more leads into actual opportunities. It lets you track all the right information about your leads.
The timeline lets you see and access all the information about your customers like their contact numbers, email addresses, and so on helping to understand your customers in a better way. You see where a marketing campaign lead came from, read the relevant insights so you can act accordingly, and write and track emails from the CRM with the help of Lead tracking. Lead tracking helps you to convert more leads in less time.
iv. Reports and Dashboards
This CRM provides a strong in-built dashboard that helps for reporting and analytics. You can view all the information or information of tasks and a real-time view of the business at a single glance. It assists an employee to create sales reports. It allows you to track lead volume, conversion rates, sales forecasts, and other metrics very easily. There are a number of pre-built reports helping you with your reporting and also you can use Report Builder to create custom reports.
The dashboard provides company-wide information or user-specific information. It provides information like the task assigned to you, or the task required to be completed, a timeline of recent activities, upcoming activities, the company sales pipeline, and revenue goals.
v. Salesforce Engage
This feature helps to lunch and oversee your own sales campaign. It helps to increase the sales of a company’s product by organizing marketing plans and sharing marketing content. It aids as a bridge to connect the sales and marketing teams. You can send a personalized or targeted message in just one click to reach out to your audience.
vi. Sales Collaboration
Sales Collaboration features of Salesforce help to bring sales teams together and enhances work efficiency resulting in gaining the expected result i.e. increase in the company selling rate. This feature helps to collaborate with different social media platforms and also helps in making a powerful and effective sales strategy.
vii. Workflow and Approval
With the help of the drop and drag option of the visual workflow, it helps to automate any business process. It provides flexible approval processes for the sales discount, expenses, etc. It allows the automation of different tasks.
Customization is one of the powerful features of this CRM. We can add new features or functionality which are not available according to your needs and ease in Salesforce, which refers to customization. It also involves the custom development of code and includes external tools for developing functions that meet business needs.The drag and drop system helps to create custom records and page layout which is highly customizable.
Though Customization is a highly flexible and helpful feature of this CRM, it is comparatively harder to do and implement than other CRM. In simple, the customization process is complex and required the help of an expert.
ix. Apps and Integration
This CRM integrates with more than 3,000 third-party apps through Appexchange. Appexchange is an online application marketplace of salesforce that connects customers with third-party and consulting services. App exchange can be easily added to your CRM to increase its functionality which helps you to connect with the app you use. App exchange is one of the reasons why Salesforce is more flexible and suited for large business organizations.
x. Mobile Capabilities
Salesforce mobile app is available for download for both android and ios.
Through its mobile app, you can view meetings, and events, and get account updates on the go. You can access all information accessible from our mobile from anywhere at any time. Mobile apps put all the information like dashboards and reports, meetings and tasks, notifications, approvals, leads, and so on at our fingertips. So, you can get real-time views of sales performance with dashboards and reports.
You can also connect instantly with your colleagues and team members and carry out important discussions when needed. You Create, view, and manage conversations and also send photos or files as attachments for instant collaboration.
Automation is the core feature of any CRM. Salesforce automation features allow you to manage and automate your manual task easily. Tasks such as data entry and other tasks can be scheduled and automated saving time and increasing the productivity of employees.
Pros Of Salesforce CRM
- Trustworthy reporting.
- The dashboards visually show all the data.
- Efficiency is enhanced by automation.
- Increase productivity with automation.
- Proactive service.
- It helps to boost sales.
- The Salesforce Appexchange is an online application marketplace of salesforce that connects customers with third-party and consulting services.
- Salesforce’s free customer learning platform Trailhead allows both users and nonusers to gain knowledge on CRM.
- This platform can be accessed from any corner of the world- all you need is an internet connection.
- It is one of the oldest CRM in the market with 20 years of solid industry experience preferred by many business organizations. So, to purchase Salesforce is safe. It is a trustworthy and reliable CRM.
- Salesforce is a very popular platform. If you have any problems, it won’t be difficult finding the right consulting or technical partner for any budget. You can also browse to fix its problem for there are lots of resources.
Cons Of Salesforce CRM
- Subject to phishing attacks.
- This CRM is completely based on cloud computing and interconnection. So, you need a very good and stable internet connection to use it.
- Salesforce is a highly advanced and complex CRM. A technician with the knowledge of using salesforce is required.
- For it is advanced and complex, it is time-consuming. It takes time to implement and to set everything up and customize the way you want.
- Considering all the expenses, it is expensive compared to other CRM.
- Even though it has an AppExchange facility, most of them are paid. You have to buy a subscription to use it. Making Salesforce expensive.
- It supports integrated systems, which can significantly slow down Salesforce org and the whole project resulting in the birth of bugs after each release or new integration. This point was brought up by reviewers of Salesforce on TrustRadious.com.
- Salesforce provides you with incredible flexibility to run your entire business through a mobile app.
Salesforce Sales cloud comes in four different editions: Essential, Professional, Enterprise, and Unlimited. It is very expensive compared to Zoho. Its price is calculated per user, per month.
Essential: $25 /user/month (billed annually)
Professional: $75 /user/month (billed annually)
Enterprise: $150 /user/month (billed annually)
Unlimited: $300 /user/month (billed annually)
Salesforce is comparatively more expensive than other CRM available in the market.
Competitors and Alternatives to Salesforce
The list of competitors and alternatives to Salesforce are listed below:
- Oracle CX Sales
- SAP Sales Cloud
What is your business type? Small or mid or large?
Salesforce CRM is more suitable for large business organizations having large no. of employees.
If your business size is small, we suggest you use other CRM like Zoho, HubSpot, Zendesk Sell, etc.
But, if you still want to use Salesforce, then there is no harm. Many business organization uses it despite its size and has been proven very beneficial.
Thank you for reading our article. We hope you enjoy reading it and found it very informative.
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