The first approach to achieve a high customer retention rate is to understand the requirements of customers. The critical aspects of a successful CRM methodology are Sell, Market & Service. Being build on these three fundamental elements, CRMs are useful to reduce the churn rate.
Salesforce is a leading CRM for managing an end to end strategic plans. It offers a variety of cloud based tools for managing businesses, and the best thing about these tools is that “you’ll only pay for what you use”. With the help of these tools, you can store your business and customers’ information including sales, order, marketing data, etc., in a single place. There are multiple platforms available on the internet to learn the simplest ways to operate these tools. Moreover, you can enrol yourself in Salesforce training to acquire the practical knowledge with regards to the workings and use of CRMs in different verticals.
Tracking and Prioritising your Customers
To integrate an effective CRM strategy into your enterprise, you must design a consumer-centric network. Salesforce provides tools for collaborating your previous business data, traditional or recent over the cloud. Moreover, you can track consumers’ behaviour towards your products and services and generate leads for your sales team. A telephony service called Lightroom dialer in your dashboard provides access to know your customers before picking up there calls. You can create a log, add notes, and make calls in it.
The ‘Pardot’ feature of Salesforce is another B2B platform, which generates high-quality customer leads, builds meaningful relationships, and delivers customisation sales insight for your business.
Marketing plays a vital role in delivering exceptional services to customers through marketing campaigns which include email marketing, socialisation, webs, and advertisement. Salesforce provides the best tools for managing your marketing strategy effectively. The Salesforce Data Management platform combines, analyses and executes customers’ data effectively. You can build, share, subscribe, and schedule reports generated in the tool.
Delivery on demand
A prominent feature of Salesforce is that you can access them from anywhere and anytime. Your dashboard will have required analytics and frames which you can customise as per your ever changing requirements. Based on available reports, you will be able to make a quick decision for your future marketing strategies.
Salesforce provides their SaaS feature for e-commerce platforms. This feature allows you the ability to manage orders, create bulk order sections, control supply and distribution and integrate payment services into the management tool of the CRM.
Analytics with Salesforce
Here, the data collected from multiple sources are analysed, organised, and arranged in a valuable data set. The best part is you don’t need a data analyst to perform this task for you. Salesforce presents a cloud-based platform called Einstein Analytics, which connects to multiple data sources. It creates and arranges view for showing it on your dashboard. With the information it provides, a user can make decisions and develop strategies to deal with customers. Even you can develop your panel according to your needs and access it through smartphones. It also offers advanced feature for sharing and troubleshooting your dashboard.
If you are planning to integrate the BI feature of Einstein analytics into your app, then the APIs for the image processing and natural language processing are available to developers. A vast array of cases are analysed by implementing it in your app.
Enhancing Your Sales Productivity
Salesforce integrates third-party features of Microsoft or Google mail, calendar etc., so that you can directly use Salesforce features on these applications to get your work done accurately. It also has email templates and consistent email sending feature to turn up your business productivity. News section in your dashboard will add data of deals, notes, contacts, opportunity, managed leads of your business You can also enable the subscription for the news you need to complete your operations.
To set client-relation, following are the critical operations performed by Salesforce for you :
1). Prospect Creation
2). Track Groups
3). Create Relationship group
4). Can add households and relations.
Data Safety and Management
Salesforce keeps a replica of your record to save the life of your data. Suppose if you accidentally lose data from one server then you can restore it from another.
The third-party integration is achieved by adding their API’s of other partners or clients to work on the regional specific data, industries data, etc. Content Detective service is used to filter the spam in your emails and other data.
So we can see that the powerful tools of Salesforce follow the combined approach to manage the business data and services. By integrating such tools with your business, you can enhance a company’s culture and profit by building a great relationship between consumer and enterprise.