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How Salesforce Optimizes Your Business Operations

October 29, 2021 in

If you want to upgrade your customer relationship management (CRM) system, Salesforce might be the right solution for your business. This powerful cloud-native CRM tool centralizes your organization’s relationship management workloads and provides several enterprise applications to support customer service, marketing automation, data analytics, and more. 

Salesforce can provide value for many organizations, but it is especially beneficial for businesses that want to simplify complex processes and enhance visibility across its activities. To know whether Salesforce is right for your business, it is important to take inventory of your organization’s needs.

You’re Tired of On-Premises Solutions

If you’re running an on-premises CRM system, you understand the issues that can arise. Outages are frequent, updates are difficult to install, and access to real-time information can be difficult to obtain. Scaling your CRM to support business growth also requires significant technology investments, and employees need to be in the office to connect to the system.

Salesforce operates on the cloud using a software-as-a-service (SaaS) framework. This means that you can get new updates and features as soon as Salesforce releases them, helping you implement more advanced solutions without the manual effort. Employees can access Salesforce at any location via its web service, and because it is in the cloud, you don’t have to worry about managing or procuring servers to scale.

You Want Greater Operational Visibility

Having multiple siloed systems for different business workflows can lead to lots of complications, inconsistencies, and bottlenecks. Teams need to be able to access the same information at the same time without needing to wait days or weeks to hear back from the relevant parties.

Salesforce integrates all your CRM processes in one location and provides users with varying levels of visibility into employee workloads. Managers can view data on their teams at a glance and provide guidance when needed. Stakeholders can leverage insights and analytics to execute value-generating decisions.  

You Want to Maintain Consistency Across Workloads

If you have multiple teams using incompatible processes, Salesforce can help you streamline your organization. When protocol is updated, it can be difficult to spread the word across your organization. Within Salesforce, you can implement workflow rules and configure them as needed, helping maintain consistency across processes and workloads. 

You Want to Understand Your Clients Better

Salesforce includes many advanced features, but its primary offering concerns the people who matter most to your business: your clients and customers. When teams begin using Salesforce, you have access to valuable customer data in one location, helping you visualize the entire journey from contact to conversion. If you want to gain deeper insights into your customer and client behavior and strategize solutions to meet their needs, Salesforce can provide you with the data that you need.

Speak to the Salesforce Implementation Specialists at HigherEchelon

If you are interested in migrating your CRM system to Salesforce, HigherEchelon, Inc. can help. Our Salesforce implementation specialists can evaluate your business needs, walk you through the different functions and features of the platform, and configure and install Salesforce to meet your organizational requirements. Contact us today to schedule a consultation and learn more about our Salesforce implementation services.