For growing businesses, having data in multiple, siloed systems is a major issue. Data is spread across multiple systems making it hard to have a full 360 view of vital customer information.
It’s hard to know everything that’s going on in your business. Trying to integrate the data you need into one place can be a headache, time consuming, and an expensive endeavor. You can avoid these problems with Salesforce.
1. All your information is in one location.
Using Salesforce, you can store, manage, and track all company data from support cases to HR data to accounting information. Salesforce isn’t just for sales and marketing information.
You get a complete view of each customer along with key company information in one place. You’re able to know everything that took place with your customer as you are marketing, selling, and even implementing them. You have all the information at hand. Everything your team does is stored in one place.
Having easy access to necessary data is critical when it comes to customer interactions. For example, your support team will be able to see if a customer they’re interacting with has a contract up for renewal and they’ll be able to talk about it intelligently with real-time information.
A single platform like Salesforce also keeps the customer experience consistent. Your team will know not to blindly call a customer about a renewal if they know they’re upset about something. It gives you an information advantage, which is critical when it comes to serving and retaining customers in today’s business environment.
2. Carry out your business on one platform.
Salesforce can store all the key data you need to know and track. The data is in one place and at your fingertips. You don’t have to buy multiple, independent systems or use spreadsheets to store your data.
Salesforce can be easily customized to fit your needs – without having to engage software developers. For example, you can use Salesforce Cases for customer support processes or create custom Salesforce objects to store HR information. Options are limitless using Salesforce. You can use it for sales, marketing, and so much more.
3. Save time implementing key processes.
Since all your information is in one convenient place, there’s no need to integrate data from multiple systems. You can keep the information up to date in one place and everyone will have access to the latest data in real time. You don’t have to search around multiple places to find the information you need.
Whether you’re onboarding more employees or customers, a single system increases efficiencies as you can train people on what to do in a more simplistic manner. You are able to implement and evolve key processes quickly and effectively.
This is what Salesforce has done for our businesses over the years and what it has done for many of our clients. When you’re a growing business, you don’t need to invest in multiple systems. What you need is a platform that allows you to implement your processes quickly and that can manage all your data in one place.