![]() However, Salesforce isn’t only capable of managing relationships as they relate to the sales cycle. Sales Cloud, the company’s flagship product, is no doubt an essential tool for sales reps looking to convert leads into opportunities and existing customers into repeat customers. Yes, this is the one you already knew, since Salesforce is technically a customer relationship management platform. Below are five core elements of business, with thoughts on how Salesforce can function as your primary tool for each. As a platform, Salesforce provides a new way to run your company.Ī bold claim, for sure, but I can back it up. When I look back on the business processes of bygone eras, I’m not sure there’s an obvious metaphor for something so comprehensive. ![]() It gives you everything you need to build and manage relationships, of course, but it can also function as your main tool for data analysis, project management, quoting and billing, communication and more. When implemented and used to its full potential, Salesforce has the ability to power the entirety of your business. Sure, it’s got all kinds of other features built in, but at its core, the platform is designed to help you and your team manage relationships. It’s a CRM, which means it’s essentially the 21st century’s take on a contact book/Rolodex/spreadsheet. Sure, these tools are far more powerful than their predecessors, but too often businesses just swap out older applications for new ones on a 1-for-1 basis instead of allowing today’s technology to transform their way of thinking. In doctors’ offices, EHR/EMR systems are today’s version of a locked filing cabinet full of paper records. PowerPoint and Google Slides have eliminated the need for slide projectors and printed presentation materials. It’s easy to think of today’s business technologies as digital substitutes for earlier, pre-Information Age processes and practices.
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