Salesforce offers a wide range of cloud-based solutions that help companies boost productivity and team collaboration, boost sales revenue and customer loyalty.
It is now a well-accepted fact that a properly designed CRM system can revitalize your operations and boost your profitability and performance. With Salesforce CRM solutions, the ability to achieve this is easy with everything you need to be clubbed under one platform.
Salesforce CRM allows you to stay connected with your team members as well as your customers using their proprietary Einstein AI that harnesses your data to give you actionable insights to power your decision-making process. Salesforce offers a wide range of cloud-based solutions that help companies boost productivity and team collaboration, boost sales revenue and customer loyalty. The company also follows an aggressive acquisition strategy that helps them add on features and solutions that enable their customers meet their business needs from a single source. In the enterprise software market, the largest demand is for CRM solutions. Based on the research shared by Gartner, customer service and support contributes 35.7% of CRM market revenue, attaining $17.1B in revenues in 2018. The advantage of the CRM solution is that it offers companies the ease of handling their key operations in marketing, sales, digital commerce and customer service and support.
In one of our earlier posts, we had elaborated on how you can navigate the wide range of offerings from Salesforce to find the solution that meets your needs.
The Salesforce Sales Cloud allows your sales team to automate routine processes and focus their efforts where it matters the most- on your customers.
With your customized dashboards, your sales team can have access to the entire customer history, get in touch with key contacts, communicate with customers as well as collect insights from social media channels directly from the Salesforce platform.
The sales team can track each opportunity through all the stages, review competition quotes and engage the power of Einstein AI for insightful steps to close each sale.
Marketing budgets are easier to plan with Salesforce insights leading the way. You can track all the leads from the first click to the close and analyze your campaigns for effective sales.
Salesforce cloud solutions allow your team to be productive from anywhere and at any time. Your mobile can function as your office when you are on the move and help you log calls, respond to hot leads instantly and keep track of your tasks. All this is possible with customizable dashboards that can integrate to your brand experience.
It is easy to set up flexible workflows and approvals process to speed up operations as well as sync and share files while on the move.
The Salesforce Financial Services Cloud provides solutions for the banking, lending, insurance, and wealth management industry that allows them to focus on each customer’s individual needs.
82% of investors today do not use the same financial advisors as their parents.
48% of millennials prefer a face to face interaction with their financial advisors before they make investment changes.
The era of investment has changed over the years. And with the stress on personalized experiences in every industry, the financial industry is going through a major upheaval of expectations from both advisors and customers.
Salesforce financial services cloud enables you to cater to this changing scenario.
The banking sector benefits from the Customer 360 view that allows you to understand your customer’s needs. With customizable dashboards, it is possible to access their entire history and connect them to financial tools that will help them achieve their life goals.
Agents and service reps can access a single comprehensive view of each policyholder on a single platform. This enables you to offer the policyholder advice they need, resolve their claims as well as interact with them in real-time to build customer loyalty.
Working on mortgage applications requires a complex process and a keen understanding of each step of the process. This can be simplified with the Salesforce platform. With guided and connected processes, loan officers can improve their speed and offer a transparent experience to the borrowers. Building trust and an engaging relationship are easy with this open approach.
“The advantage of the CRM solution is that it offers companies the ease of handling their key operations in marketing, sales, digital commerce, and customer service and support.”
Salesforce CRM Market share
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