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Salesforce, a top class Single System Data Management and more

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In this article, we will talk about the benefits of Salesforce, as a single platform to manage data throughout your company’s Sales, Marketing, Service and even Operations cycles.

What is Salesforce?

Salesforce is not just standard CRM solution, but rather a customer success platform designed to help you sell, service, market, analyse, connect and interact with your clients. You can utilise standard applications and features, offered by Salesforce platform, which should cover most of your CRM needs, and beyond that, code free customisation will allow you to easily build any business specific process and automation, personalised customer journeys and user experience.

In one word, Salesforce is an ideal platform to manage all your company processes from single point and because data is stored in the world’s most secure clouds, you can access your data anytime, anywhere, and from any device.

Managing data from a single platform

While we do discovery sessions with our existing and potential clients the most common gap we identify is that data is stored in a very fragmented manner, using excel spreadsheets, various isolated databases, ERP solutions and accounting legacy systems, or simply dusted in an email threads.

This prevents management and business owners to see big picture, understand how well their business is performing, what are the exact client expectations and how to address them.

Salesforce allows you to input and structure your data using simple and intuitive Lightning Design user interface and helps you with the followings:

Manage your contacts

Create multiple lists, hierarchies and diverse grouping with all your contacts and account (customers, suppliers, partners, etc.) to organise your business more intelligently.
You can also benefit from different Contact and Account data models, which Salesforce offers considering different industry verticals, such as financial & banking, health, retail, education and more.

Nurture potential clients

Organise your business strategies with each potential client to convert them into clients. This is an efficient lead generation tool to help you boost sales.

Manage and Automate Tasks

Share relevant data with respective users, across teams and different departments of your organisation. Efficiently administer and automate internal and external tasks and activities.

Centralised your Data

Manage all your data sources in one place to gain visibility and better business performance.

Personalised reports & Analytics

Easily create reports and dashboards (set of charts) using drag and drop functionality and benefit from in-depth analytics capable to show any dimension of your business.

Easy API integrations

Having static data is not enough in most cases. Assure seamless data exchange using Salesforce APIs. Integrate any platform or 3rd party application with Salesforce in an easy and fast way.

Once all the data is in one place – Salesforce, you don’t have to worry about any data loss. You no longer need to keep your boss informed about your work, instead he will be able to watch everything in real time from his dashboard.

With Salesforce, you can get a 360-degree view of your customers and add value to your business with this information.

If you run your business through different systems, this means that your customer data is collected in different places. Your data is dusted in emails, excel spreadsheets, different databases, or between papers. Doing the same thing on different systems is an obstacle to understanding the data and seeing an overview of customer relationships. By concentrating your data in the Salesforce system, you will be able to get accurate and detailed information from a single resource.

Salesforce has changed the rules of the game since its inception. You have the ability to create, track and improve customer data from anywhere, from any device and from a single point.

We are ready to consider Salesforce, now what?

Salesforce is a complex ecosystem to understand if you are a fresh starter. The best advise we can give you is look for professional official partners in your market and start discussing your challenges to understand what Salesforce product is the best match for your business. Good news is when you identified the right Salesforce product, you do not need to install any software. All you need is an internet, a web browser and the support of an official Salesforce Partner to help you get started.

In Nubessom we have more than 10 years helping companies around the world achieve their Salesforce, CRM and business automation needs.

We are expert in boosting business performance with Cloud Applications. We are Salesforce consulting partner you were looking for, please reach us by clicking here or check our website www.nubessom.com for more details. (edited) 

About the Author
Kanan Gafarov, CEO @ Nubessom

Kanan Gafarov, CEO @ Nubessom

Kanan is an active member in the Salesforce Community for more than 10 years. One of his many passions is helping companies around the world boost their performance with cloud CRM solutions. Together with Nubessom, they are Salesforce ISV Official Partners since 2013.

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