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table of contents
About Salesforce
Main uses of Salesforce
Use as a sales support system (SFA)
Use as a customer relationship management system (CRM)
Use as a marketing automation (MA) tool
What makes Salesforce attractive compared to competitors?
Highly customizable
It has a top global market share and has many implementation cases
Cloud-based and available from anywhere
Salesforce's representative services
Sales Cloud
Service Cloud
Marketing Cloud
Account Engagement (formerly Pardot)
Commerce Cloud
Customer 360
Benefits of Salesforce
Marketing and sales activities can be automated and made more efficient.
Leads to improved efficiency and quality of customer support
Easily share knowledge
Strengthen collaboration between different departments and divisions
Ability to analyze and improve results based on data
Easier to manage employees
Disadvantages and points to note when implementing Salesforce
Business flow and rules need to be adjusted
Rich functionality, high barrier to entry
Data accumulation is necessary
Companies and departments that are suitable for implementing Salesforce
Small and medium-sized businesses that want to streamline their marketing efforts
Sales departments who want to efficiently manage lead and customer information
Customer service departments who want to streamline their response to customer inquiries
Common problems and issues surrounding the implementation of Salesforce
Too many features to use
Infrequent use and poor penetration
Unable to utilize collected data
Difficult to customize
Key points for smoothly implementing Salesforce
Clarification of the purpose of introduction
Appointment of a dedicated operations staff member
A smooth, phased introduction
Expert Support
summary
About Salesforce
Salesforce is a cloud-based platform that can serve a wide range of business needs. It focuses on customer relationship management (CRM), but also offers applications for a variety of areas, including sales and marketing.
Salesforce is not a single service, but is divided job seekers phone number list into multiple services. The main function of the most representative service, " Sales Cloud ," is the centralized management of customer data. It also has data analysis and reporting functions, which can be used to implement marketing measures and improve customer service.
Other Salesforce services will be introduced in " Salesforce's Major Services " on this page.
The appeal of Salesforce is that it can be used widely regardless of field or industry by selecting the appropriate service that suits your company. There is also a service called " Customer 360 " that unifies multiple services .
Main uses of Salesforce
There are three main uses for Salesforce:
Use as a sales support system (SFA)
Use as a customer relationship management system (CRM)
Use as a marketing automation (MA) tool
Let's take a look at how to use it in each case.
Use as a sales support system (SFA)
One of the main uses of Salesforce is as a sales force automation (SFA). SFA (Sales Force Automation) is a general term for software and tools that aim to streamline, automate, and optimize sales processes. The Salesforce service that is most often introduced as an SFA is called " Sales Cloud ."
Sales Cloud allows you to centrally manage customer contact information and past transaction history, and automatically visualize which customers have the highest prospects . It automates the various chores and routine work that occur daily in sales activities, allowing sales representatives to focus on more strategic activities.
Use as a customer relationship management system (CRM)
It is also well known for its use as a customer relationship management system (CRM). CRM stands for "Customer Relationship Management" and is a system that allows companies to manage and optimize their relationships with their customers. When introduced for this purpose, " Sales Cloud " is also the most common.
Salesforce allows you to centrally manage basic customer information, transaction history, etc. The accumulated customer information can be used for a wide range of functions related to sales, marketing, and service.
Customer information stored in Salesforce is also useful in terms of customer support. By looking at Salesforce when responding to inquiries, you can immediately refer to customer information, making it easier to provide smooth service.
Use as a marketing automation (MA) tool
Salesforce can also be used as a marketing automation (MA) tool. MA tools are a general term for tools that can streamline, automate, and analyze various marketing activities such as email newsletters and advertisements. "Account Engagement (formerly Pardot)" is known as a Salesforce MA tool.
Because Salesforce is an integrated platform, it can link SFA/CRM and MA tools. For example, it is possible to create a system in which personalized e-mail newsletters are created based on customer data accumulated in SFA/CRM and automatically sent by MA tools.
