Running a small business isn’t simple. It all comes down to boosting sales. But it’s not as easy as just selling to potential and current customers anymore. The most successful organizations today, have a systematized approach that supports client growth. They use tools efficiently to gather leads, convert them into sales and win them as faithful customers.
One of the major challenges small businesses identify with is timing! While finding new customers is always the prime concern–knowing which prospects they should connect with first is the top priority if they desire fast business growth.
This is where Salesforce can help small businesses.
As a leading CRM (customer relationship management) software solution, Salesforce can be used to find leads, follow up regularly with prospects and sustain them through the sales funnel. The unique data on each customer – like their demographic details or the purchases made by them, can likewise be used to maintain customer loyalty by personalizing their experience and providing them with excellent customer support.
Salesforce small business automation solution is an all-in-one CRM software for a wide range of businesses. It offers everything you need to find and keep customers, close deals and help grow your business.
1. It is easy to use:
On signing in, you will find a wide range of reporting widgets on the dashboard. These widgets give you a complete snapshot of how your business is functioning with real-time performance numbers and customer information. You can track business analytics and customize the dashboard to access everything from quantities and pipelines to key opportunities, summary reports of teams or departments among other information.
On the navigation bar at the top of the window, you will find separate tabs arranged under different categories, namely Home, Contacts, Accounts, Leads, Campaigns, Opportunities, Forecasts Files and more. This design makes it very easy to navigate, even with little training.
2. It helps you engage the right prospects, at the right time:
For a small business owner, Salesforce automation of the following features will work to a threefold advantage:
- Plan, track and collaborate on client deliverables using project management tools on Salesforce. You will find delivering on your promises and commitments is pretty easy.
- Using data from Salesforce, you can design effective email campaigns to reach and interact with your prospects or proactively chat with your website visitors and convert them into qualified leads for your sales team.
- You can also create, schedule and deliver your social media content when your audience is most likely to engage, thus tapping into a new customer base.
3. It helps you retain and delight customers:
If you have been running your business for some time now, you would agree that it is easier to retain an existing customer than to acquire a new one. The advanced customer support system with Salesforce helps you increase customer retention. Reach out to your customers across multiple channels (phone, email, chat or social media), languages and time zones.
With the help of online networking tools on Salesforce, similar to Facebook, you can easily share updates, post links and transfer files easily.
4. Your business on mobile:
The advantage of having a business in the cloud is that you can access it anytime, anywhere! Salesforce gives you one better – It lets you run your business from mobile with the full-featured Salesforce Mobile App. Just like the desktop version of Salesforce, the mobile app gives you access to your Salesforce dashboard; contacts and social profiles; sales and lead-generation tools; files; and more. The app also includes collaboration capabilities, so you can update your team on deal statuses and get help on the go.
5. It helps you measure & improve:
With Salesforce you can easily measure the impact your marketing activities have on customer acquisition and business growth. Sharing this information can thus empower your marketing team with better visibility into how ad spends relates to revenue.
It is integrated with Advanced CRM Analytics and Google AdWords allowing you to drill down your PPC (Pay Per Click) campaigns and improve conversion rates, gain data-driven insights on your sales performance and KPIs; and gather opinions, analyze results and discover better ways to exceed customer expectations- all in one place!
A good CRM software will provide you with tools to make faster deals easily by helping you stay organized, keep track of activities and provide you insights to enable you to make informed business decisions, throughout the customer purchase cycle. It should also contribute to more efficiency by as much automation as possible, so you spend less time micromanaging and more time engaging with customers and planning for long-term business success.
Today Salesforce is the only unified software offering that allows companies to become truly customer-centric.
Optional: To try Salesforce yourself before purchasing it, sign up for a free trial here.
Salesforce Consultant | Solution Engineering Head
An experienced Salesforce.com professional with 7+ years of experience in consulting on and delivering Salesforce projects for mid size, large and very large customers.