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salesforce for small business

Salesforce for Small Business: 5 Awesome Benefits of This Popular Platform

Is your company in need of a new customer relations management (CRM) software? Are you looking for ways to set your small business up for success? If so, then you need to consider Salesforce, one of the best CRM programs out there!

It allows all of its customers the same benefits while offering customizability for your small business’s operations. Using Salesforce is easy and it’s accessible from almost anywhere. In fact, you can unlock all the benefits by hiring a Salesforce consultant.

See below for the many benefits of Salesforce for small business. Be sure to consider how your company can benefit from all of these perks.

1. Accessibility for Your Staff

Imagine the horror of paying for a CRM software for your business, then only having access to it when you’re in the office or using a company desktop. Not only is that inefficient, but it can also put quite a damper on your staff’s daily operations.

Think of your sales reps, for example. In the office, they need access to different sales campaigns in order to cold call and prospect B2B sales. However, they might also need to pull up the CRM before an out of office meeting with a client to go over talk points.

Thanks to Salesforce, your small business’s CRM is only a login away. Salesforce is a cloud-based service, meaning you can access it from any device, anywhere in the world. All you need is the login credentials for your company’s specific page.

No matter whether you’re traveling for a business convention or going door to door to generate more leads, Salesforce will be at your beckoned call.

2. Ability to Integrate With Major Apps

Think of the setback that your small business would have from the get-go if you invest in a CRM software that can’t integrate helpful apps. You and your team would have to use each app individually, which can be a huge time waster.

Fortunately, Salesforce can integrate with many different well-known apps that can help your company in its daily operations.

Apps such as WordPress, Marketo, DocuSign, and MailChimp are just a few of the apps that can streamline your operations. Now your lead generation, sales conversions, and call/email campaigns can all be tracked from one source.

Salesforce allows you to integrate the apps you desire so that you aren’t paying for certain aspects of the CRM software that your company has no need for.

If you want to learn all the capabilities that Salesforce has for your small business, then be sure to reach out to a Salesforce consultant to learn more. They can point you in the right direction of apps you might consider integrating into Salesforce to achieve your company’s goals.

3. Customer Management Made Easy

As the name (CRM) would imply, Salesforce’s main task is to help you organize, control, and nurture all of the contacts that you get your hands on. That could be B2B prospects, returning customers, business partnerships, leads from events, and so on.

It offers you different tools to keep track of your touchpoints, make notes of the conversations that you’ve had, set appointments, and streamline your customer service.

You can build many separate call campaigns, divide leads for your sales staff, and receive highly-informative analytics on performance. For managers, it can also help you keep track of your team’s daily output with calls, emails, meetings, and so on.

All of this equates to better customer experience. By organizing your customers in one central hub, you’ll find it easier to nurture each contact.

If they call, you can pull up their account in a matter of seconds. If you’re on your way to a meeting with them, you can pull up notes from previous conversations to pitch new products without sounding like a broken record.

4. Customizable With Your Preferences

Ask 10 small business owners how they prefer to organize their leads, and you may very well receive 10 different answers. Everyone has their own ways of organizing contacts and projects within their company’s walls.

Salesforce allows you the chance to organize all your contacts in one central hub for every department. However, it doesn’t force you to use certain layouts, you can customize it however you so choose.

Your company can edit things such as the layouts of each page, processes for documenting activity, and only integrating the apps that you find valuable.

5. Customer Service For Your Company

If your company is going to spend money and pay for CRM software, you want to know that the provider has your back.

You might run into an issue with login credentials, managing workflow, installing new applications, or learning more about a particular portion of the CRM.

Salesforce’s customer service is well-regarded as one of the best in the industry. They offer 24/7 customer support with a well-trained staff that can troubleshoot your problems.

Of course, you’ll find those calls unnecessary if you’re well-trained in the art of Salesforce for yourself. By simply hiring a Salesforce consultant, you can unlock all its potential and learn how to read the analytics that is provided to you.

Salesforce for Small Business: It’s a No-Brainer

Now that you’ve seen all the different benefits of Salesforce for small business, it’s time for you to unlock the perks for your company today.

Be sure to read this article for more information on the Salesforce1 mobile app and all of its capabilities, as well as how it benefits your company.

For more inquiries, please be sure to reach out via our contact us page and we will be happy to assist you further!

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Take Salesforce with you via Salesforce1 Mobile App

Take a look around you on the underground, bus or train, and you’ll notice that the majority of people are on their phones. Some may be listening to music or messaging friends, but many will be processing or completing work-related tasks. The days of being confined to an office to make decisions, undertake work or manage projects are long gone. Thanks to advances like the introduction of apps and 4G technology, it’s possible to run a business on the go.

If you’re familiar with the benefits of Salesforce, one of the world’s leading CRM software solutions, you may be keen to learn more about taking it with you. Whether you work from home, you’re on your commute, or you’re out and about, you can take advantage of the countless advantages of Salesforce with the Salesforce1 mobile app. If you haven’t visited the app store yet, this guide will provide you with useful information that could help propel your business to the next level wherever you are in the world.

Introducing the Salesforce1 app

The Salesforce1 mobile app has been developed and designed to enable businesses to benefit from the features of Salesforce on the go. It’s well-documented that going to work no longer means sitting at a desk for nine hours a day. The working day frequently involves travelling around, commuting, and working remotely, and the Salesforce1 app makes life easier when you and your team aren’t rooted to the spot. The app is available free of charge for anyone who has a Salesforce license, and it’s compatible with both Android and iOS systems. Once you’ve downloaded it, you’re ready to go.

There are countless benefits of using the Salesforce1 app. One factor you may be worrying about is accessibility. If you’re working on a project or you’ve got employees trying to access CRM data on the move, the last thing you want is to lose connectivity when you hit a signal black spot, or you find yourself in a subterranean meeting room. The app will continue to function even when you’re offline, so you will have access at all times.

The Salesforce1 app is not just your average app. As well as enabling you to access data in real time, it also acts as a platform, which is entirely customizable. You can adapt and tailor your platform for your business, choosing everything from the page layout to the way you display data lists. Desktop programs may not always work on a mobile or a tablet, especially when there is a large volume of data involved. With the Salesforce1 app, you don’t have to worry about waiting for pages to load or being unable to see information displayed properly. The features are adapted specifically for mobile use, so you can take advantage of rapid mobile navigation, a compact layout that is practical and functional, and swift processes.

Boosting efficiency with the Salesforce1 app

The Salesforce1 app gives you the freedom and flexibility to work wherever you may be. Using this app, you can access up to date data, customer accounts and records no matter whether you’re at the office, you’re on a bus, or you’re on your way to meet a client. If you’ve got a field sales team, for example, imagine the difference a streamlined, bespoke mobile app could make to the way you operate on a daily basis. There’s no hanging around when it comes to accessing records and accounts, your team can update data on the go, and every member will go into meetings with the information they need to get the most out of that appointment. The Salesforce1 app can also help you improve the experience you provide for customers. The app enables you to process on-site sales, and you can also adapt and configure individual quotes and fees on the go. This affords the client a more interactive experience, and it also helps to ensure that you can respond to questions and queries quickly. Often, people decide against making purchases or placing orders because they don’t have all the information they need, so this capability could prove to be a game-changer.

If you’re considering embracing the benefits of Salesforce on the go and downloading the Salesforce1 app, hopefully, this guide has given you food for thought and provided you with information to benefit your business going forward. Having the Salesforce1 app at your fingertips gives you and your team flexibility and freedom, but it will also enhance customer service, boost efficiency, and hopefully, help you drive sales.

10 Salesforce Tips For Small Business

Salesforce is one of the world’s most popular CRM systems. If you own a small business, and you’re keen to maximize sales, increase efficiency and boost productivity, you may be considering joining millions of businesses worldwide and investing in CRM software. The capabilities of Salesforce are far-reaching, but to profit, you need to ensure that you’re taking advantage of its many features. Having the software there will provide instant benefits, but to really make a difference, it’s worth delving deeper to ensure you make the most of this innovative solution. If you’re new to Salesforce or you’re hoping to discover new depths, here are 10 tips for your small business.

1. Understand when simplicity is the best option

There are many companies that will automatically start adding tools and features to their CRM system before they’ve even had a chance to take a look around and work out how the software is actually going to benefit them. Before you add anything, get to grips with the basic layout and workflow, and use tools that are suited to your company. You may find that the simplest version is actually ideal for your small business. In some cases, all the bells and whistles are great, but they can also be counter-productive. If people don’t know how to use the newfangled system because you’re adding to it all the time, you’re not going to achieve the goals you set out to fulfill when you first invested in Salesforce.

2. Streamlining your system

The main aim of a CRM system is to improve productivity. To do this, you want to ensure that your team can achieve everything they want to with minimal hassle and stress. By streamlining the system, you can make sure that the features and tools they actually need are within easy reach and avoid providing unwelcome distractions. The aim should be to focus on what’s essential and provide your employees with everything they need to maximize sales.

3. Modify your list views

You may be perfectly happy with the standard lists provided by Salesforce, but have you looked at the custom options? If you’re looking at lists all day, every day, it’s worth using templates or custom views to tailor the platform to suit your company and your employees. You may find that people respond better to a broad view or a series of lists they can jump between. Try different options and take advantage of the flexibility to make your system bespoke.

4. Personalize your email templates

Email templates can save you time and effort, and they don’t have to be cold and clinical. You can use Salesforce to design your own custom templates, which promote your brand in a positive way.

5. Set up notifications

If you’ve got multiple users, notifications can be hugely beneficial. You can send out a message when new data is entered, or new leads are generated, ensuring that everyone is familiar with any changes and that each team member is up to date. Real-time access to data gives you the ability to prepare for sales meetings properly, and hopefully, it should stand you in good stead to convert leads. It’s very easy to send out email alerts, and you can customize the system to determine where notifications are sent and who they are sent to.

6. Make use of reports

If you’ve never used Salesforce before, you may look at a report and wonder where on earth to start. There may be a lot of information, and at first, it can be overwhelming. Reports may be difficult to digest if you’re unfamiliar with them, but they can also be incredibly useful. You can decide when to create and use reports, and they can help you in a number of different ways. A report may highlight issues that are taking a long time to resolve or enable you to learn more about your strengths and weaknesses when it comes to generating and converting leads, for example. If reports do highlight the same problems over and over again, you can then take action to try and eliminate further issues, for example, providing training in specific areas.

7. Controlling access

As a business owner or project manager, you may work with large numbers of people. You may want some features to be accessible to all, but you might also find that there are settings or files to which you want to restrict access. You can do this by customizing your settings and ensuring that the right people have access to the right information.

8. Make use of automation

The primary aims of CRM software are to save time and effort at the same time as propelling your business forward. Automation is so useful when it comes to repetitive tasks. If you’re used to entering data manually during or after meetings or assigning leads or jobs to members of your sales team, consider the impact of switching to automated settings.

9. Listen to your sales team

If you’ve got a team of people using Salesforce on a daily basis, it pays to listen to them and find out what’s working and what could be improved. This is a programme that has endless possibilities and capabilities, and adjusting your settings in line with feedback from those use it most can make a real difference. Take ideas on board and explore opportunities to fine-tune the system to get it just right.

10. Go mobile

You don’t have to try and survive without your CRM system if you need to leave the office. Today, more and more businesses operate remotely. If you have a sales team out in the field, it’s worth exploring the benefits of accessing Salesforce on the go. With the Salesforce1 app, you can enjoy all the advantages of Salesforce regardless of where you are. Your team can update data on the move, and the app will ensure that they are always in the loop.

If you run a small business, productivity and efficiency are words that are probably etched on your brain. Using CRM software offers a host of benefits, but you need to make sure that you’re familiar with the inner workings of the system to get the best out of it. Hopefully, this guide will help you use Salesforce to take your business to the next level.

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