What Are the Benefits of Salesforce?

If you’re asking yourself, “do I need Salesforce,” we’ve got a list of the platform’s benefits here to help you decide.

But what are those advantages, exactly? What sets Salesforce apart from its competitors and makes it worth getting?

There are a lot of features and benefits that come with a Salesforce subscription. If you’d prefer to learn about the benefits of Salesforce from one of our experts directly, you can contact us online or call 888-601-5359 today! Below you will discover the five factors that are most important.

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1. Customer information

One of the biggest advantages of using Salesforce is the information it retrieves — both the quality and the quantity. When you use Salesforce, you can look at every individual account, contact, task, event, and opportunity that’s tied to a lead, which gives your company a lot of information before approaching potential customers.

There are a couple reasons this is so important.

First, it lets you easily track all of the information you need to keep your customer profiles organized. You have all the information you need in one convenient location, and you can look up any lead or client you want — even if they’re assigned to other representatives! This offers a more complete, holistic approach to managing your growing business.

In addition, shared customer information also lets you and your employees enjoy your leisure time and vacation days without worrying about personally accommodating clients, leads, or prospects. Any of your reps can easily cover for another one who’s out of the office, eliminating any gaps that you could have in your customer support model.

This digital design is a direct upgrade from physical resources and even Excel sheets. Salesforce is comprehensive, responsive, and convenient to use, so you no longer have a need for manila folders or digital files full of spreadsheets.

2. Account planning

With all of the customer information you need right at your fingertips, you — and all of the reps at your company — can make plans for accounts independently. That gives you the hands-on approach that you need to really make a connection with clients, and it also lets your reps modify their plans to achieve better results. There’s even an option in Salesforce to create to-do items so you and your reps can use lists to stay organized throughout the day.

Along with that, you can also create reminders on calendars so you can tell anyone to follow up with your customers, account managers, or upper management about important duties. Essentially, you make sure nothing falls through the cracks.

In addition to the organizational tools, you can see the amount of time that you or anyone else in the company has spent on each specific account. This is especially helpful for service-based businesses with lots of clients who subscribe to different packages or plans. If you notice that you’ve spent too much time on a client for what that client spends, your company can adjust accordingly.

With these account planning options, managing clients becomes a much simpler process.

3. Time management

With comprehensive customer information and a wealth of planning resources at your disposal, you naturally get the benefit of outstanding time management. You have all the information you need to prioritize work for your clients, and that means you can also organize tasks for different accounts according to that same criteria.

Along with that, you can use the built-in calendar tools to better visualize your schedule for the day, week, month, or year. That means you can constantly stay on the ball through all of the steps in nurturing a potential lead.

4. Team collaboration

Salesforce also lets you easily communicate with the other members of your team. The “Chatter” feature lets you talk with individuals or groups about work-related information, like clients, territory, and other essential details.

Chatter also lets you add different team members to accounts or opportunities that need special attention. This, in turn, makes it easier for your team to prioritize and schedule their tasks so you can work with more leads and finalize more sales.

Basically, where the previous features all kept you focused, Chatter lets you keep your whole team focused on what they need to be doing each day. That means you get better results and productivity from your team every day.

5. Accessibility

Salesforce is a cloud product, and that means it’s available wherever you have Internet access. This also includes mobile — Salesforce has an app that you can use to stay in touch with your business and your team at all hours. This makes it a perfect match for the hands-on business owner or the marketing manager who wants to stay in constant communication with their team.

The reason this is such a huge advantage is that it means you don’t have a centralized location for your data. There’s no filing cabinet, local server, or anything else — it’s all kept safe and sound in the cloud where you can always access it.

In addition to the security advantages, your team can also use it to stay up-to-date on accounts and clients, regardless of where they are. That’s some of the best customer service that any client could want.

WebFX offers all of these benefits and more

At WebFX, we understand the advantages of marketing automation companies like Salesforce. At the same time, we know that their prices are simply too high for a lot of businesses. And that’s why we developed one of the best Salesforce alternatives.

MarketingCloudFX is our proprietary marketing automation platform that uses similar technology and interfaces to Salesforce for both B2C and B2B companies. We offer it exclusively to our clients, so they can better manage their new leads and close sales more easily, without the hassle of keeping extensive spreadsheets or files on each prospect they get. With MarketingCloudFX, you have a lot of the same benefits of Salesforce centralized in a convenient location.

Meet MarketingCloudFX:

One platform tracking countless metrics and driving stellar results.

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On top of that, you also get a dedicated representative to work with you on your goals for your company. Our team is full of experienced, knowledgeable, and talented Internet marketers who know everything from search engine optimization (SEO) to lead nurturing and even reputation management. With all of that skill and talent on your side — plus the data and features of MarketingCloudFX, and CRMs like Nutshell— you can get help your business steadily grow and bring in more revenue.

Do you want your company to grow without spending a bundle on Salesforce? Contact us today to start laying out a marketing strategy for your company!