Today we are going to discuss a well-known CRM accepted widely in the market which is called as Salesforce CRM.
Here, we are discussing the world's best CRM, Salesforce. You might have heard about it!
Salesforce CRM is a popular name for clients in the digital market world. It's an age-old CRM software, and 70℅ of the CRM world is dominated by Salesforce CRM.
So, it is the best CRM.
SALESFORCE is a company which started in 1999. Now let us talk about the problems SALESFORCE can solve. Assume you are starting a business, and do you think of investing a lot of money at the very beginning in the business or the CRM? No, we don't.
Initially, they use Excel, Spreadsheet, Google sheet, etc., to capture the data. To some extent, it is good, but the moment you grow, scale up your business, the above-mentioned tools are not going to help you.
Let us assume, there is a starter company that is selling some products, goods, and services in the market. As they start up, they are using Excel which is good but Excel or Spreadsheet has few drawbacks. Suppose there are many sales executives working worldwide. For example, there are thousands of sales executives working from different countries, and they are onboarding new customers into the business, and they are putting the customer data into Excel. But when you have a lot of users in the same Sheet, it might collapse.
Secondly, if you are onboarding all your customer data into one spreadsheet and all your sales executives will have a particular column where you will store some sensitive data in Excel. You want it to hide from a few of the sales executives, but if you hide the column, then it will be invisible for all other users as well. The problem is you cannot customize the template or the excel or the spreadsheet for a few of your users.
The more automation you do using software, the quicker your business scales up. Another drawback of Excel or spreadsheet will be, so let say there is automation. Suppose, whenever a new customer is boarded into an Excel file, the zone manager should get a notification, do you think Excel can help you do such automation? Or let’s say you are using excel to onboard the customer data and want to transfer the data into an Order Management System. It is not possible to do it through*Excel*.
The one huge disadvantage of using an excel file is that you don't have the data of what is changed by the sales executive. Or which user changed which data. For a business to grow data is important. It is where Salesforce comes into the picture.
You can think of Salesforce as the extended version of excel. Salesforce can do the same thing that an Excel can do with a lot of other automations. For any business, in order to sell any product or services the very first job is marketing, and Salesforce has a product called marketing cloud which takes care of your entire marketing journey. Then once the marketing is taken care of, the next is sales. It is also a journey. Till a business reaches a customer until the customer turns into a prospective permanent customer, it is a long journey. After many processes, a customer turns into an actual customer. Salesforce has another product called Sales cloud and is pretty good. It helps the customer with minimum configuration to organize their sales data.
Next is your service and Salesforce comes up with Service Cloud as a product. It helps in managing tickets raised by customers and all the other customer service automations. Salesforce CRM keeps all these Marketing Sales and service data under a single umbrella.
Salesforce is widely accepted software in the market for two reasons- firstly, it gives you a lot of indebting and standard features.
Secondly, it provides a powerful platform called the force.com platform. With the help of this platform, things cannot be done through a drag and drop approach that can be customized. Sometimes a project can easily be configured with Salesforce admin features where we use 90 % drag and drop approach and something for a few complex projects, 90 % is customization with Force.com platform and 10 % hardly we use the standard feature. It all depends on customer demand and requirements.
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