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See how Salesforce products are designed for your every need

Aug 21, 2020 Parth Patel

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.

Salesforce Sales Cloud

The Salesforce Sales Cloud allows your sales team to automate routine processes and focus their efforts where it matters the most- on your customers.

Account management

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.

Opportunity management

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.

Lead management

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.

Boost productivity

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.

Salesforce Financial Services Cloud

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.

Customer 360 view

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.

Ease of Insurance experiences

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.

Streamline mortgage processes

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.

Offer holistic solutions

Wealth management has never been easier than with the Salesforce financial services cloud. Client relationship managers can work with the Customer 360 view of the client’s goals, accounts, investments, and work with the entire family’s investment goals. This enables you to offer new opportunities as and when they arrive and meet their investment expectations.

Salesforce Health Cloud

Healthcare has never been more accessible than it is today with the focus shifting to the patient and their needs. Salesforce health cloud empowers your team with a 360-degree view that allows you to offer personalized and collaborative experiences.

Acquisition and onboarding

The Salesforce health cloud offers real-time updated dashboards with information on referred accounts, updates on the patient’s specific healthcare requirements. The Salesforce health cloud also empowers healthcare providers to track their advertising campaigns. The single view console offers a view at their prospect's journey from awareness- consideration- patients.

Patient engagement and satisfaction

The Salesforce health cloud makes it easier to engage with patients and make sure they are connected before, during, and after their treatment. With access on any device, the care team member can send appointment reminders, ensure they are following post-treatment care plans, remind them to take their medications, etc. The cloud-based platform makes it easy for caregivers to collaborate information in real-time and spend more time with their patients and less time at their desks.

Managing interoperability of EHR systems

For the caregiver to provide the right treatment, the Patient 360 view offers the most comprehensive and accurate view of their current health. However, the biggest problem arises with the interoperability of multiple systems. Over the past decade, most hospitals have transitioned to the use of electronic health records (EHR) to share information easily. But the problem arises as each hospital has to interact with affiliated providers who use their own separate systems. HIMSS analytics found that the average hospital uses 16 EHR systems. This compounds the issue for patients and caregivers who are trying to coordinate care across multiple systems, insurance, and doctors.

With the advantages of the MuleSoft Anypoint Platform, users will find it easy to connect these legacy systems and offer a single patient view.

Ensuring maintenance of high-security standards

Another common concern raised by most healthcare organizations is the need to maintain the highest security and privacy levels for patient data. With an increased reliance on online storage of confidential information, the risk for misuse of data is also higher.

The Salesforce health cloud enables the administrators to give specific access to specific people by setting up their user-profiles and permissions. In addition, the Salesforce Health Cloud has gone one step further by adding in the Shield for Health cloud. The Shield will enable healthcare organizations to keep track of the way their teams access data as well as ease the process of detailed HIPAA audits needed for data security. They can also encrypt the data as well as proactively protect data from any suspicious access.

Salesforce Marketing Cloud

The Salesforce Marketing Cloud is the perfect way to engage with your customers anytime and anywhere with information that they can use – and all of this powered with AI insights you can use.

Anytime marketing

Your marketing teams can collaborate with each other using mobile apps to engage with customers. With the ease of access, it is possible to deploy campaigns as needed and use real-time data to make changes to them as needed.

Customer engagement

Successful interaction with customers means being able to listen to what they are saying and modify your services to meet those needs at the right time. With access to social media channels and feedback from customers in real-time, it is possible to use those insights in order to support the customers where they are in their journey.

Personalized customer journeys

Salesforce marketing cloud offers a wide range of tools that help you design personalized customer journeys with the Journey builder. The Email studio alters the email marketing platform with personalized email messages that address each and every customer’s specific needs thus building lasting relationships. With Mobile studio, you can personalize mobile push notifications and chat messaging. Social Studio is the perfect tool to listen to your customers on social media channels and engage with them in their space. Advertising studio helps you harness your CRM data to acquire new customers and re-engage them.

These are only a few of the tools that the Salesforce marketing cloud adds to make your marketing campaigns even better.

Salesforce Community Cloud

The Salesforce Community Cloud helps you create responsive digital spaces where your customers can interact with you.

With the help of pre-built themes, you can add in your own branding to offer a space that seems to be made just for you. Salesforce community cloud also offers industry-specific Lightning Bolts that contain templates, process flows, apps, and components built to solve every unique issue. Users can also import content and settings from their existing CMS or use the built-in CMS.

Data integration

Now, you can integrate data from any source, including legacy and third-party sources, and link it to the Community Cloud functions like leads, opportunities, cases, campaigns, etc. All of this allows you to offer personalized experiences for your customers using the integrated CRM data for a seamless experience.

Site optimization

Analytics allow you to measure, analyze and optimize the customer’s experience with personalized Lightning dashboards. It is also possible to reward most active members with customer profile badges and engage them proactively. Information on autogenerated topics can also be kept handy for future reference thereby making your site user-friendly and more accessible.

While I have only scratched the surface of the wide range of offerings from Salesforce CRM Solutions, do not hesitate to reach out to our team for any specific questions on how Salesforce can work for you.

“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.”

Parth Patel
CEO
Six Consulting, Inc.

35.7%

Salesforce CRM Market share

$17.1 b

2018 Revenue