What is Salesforce

Paco Cervantes

What is Salesforce

Every year companies of all sizes are discovering the benefits of using customer relationship management (CRM) software to maintain long-lasting relationships with its customers. With the huge shift to remote work, many companies need to use cloud-based software over on-premise software.

Every business that believes in keeping its customers happy should use ‌a powerful CRM system. To be successful, you need an efficient way of gathering your leads, so you can convert them into sales and, ultimately, loyal customers. We’ve conducted research and analysis on the various CRM software available, and here are some reasons ‌‌Salesforce is the best CRM software in the market.

What is Salesforce used for?

Salesforce is one of the most famous cloud-based CRM tools for support, sales, and marketing teams worldwide. Salesforce works under a Software-as-a-Service (SaaS) licensing and distribution model. This means they deliver their software application over the Internet. Users will typically access their applications on a subscription basis, making SaaS ideal for business software such as email, instant messaging and CRM.

A CRM platform like Salesforce allows businesses like yours to engage their customers with relevant digital marketing, sell smarter and grow faster from anywhere in the world.

Businesses around the world use Salesforce to dig deeper into their metrics and data, set up dashboards that showcase their data visually, and have personalized outreach with automation. Another significant use of Salesforce is that as a CRM platform, it can also improve your business’s customer service’s ability to help your customers or sales team’s outreach efforts.

Below we’ve highlighted some of Salesforce’s cloud services:

Salesforce cloud services

Sales Cloud

One of the most important & valuable products Salesforce has on offer. This tool allows your sales team to follow all your customers during the sales process from one place. It gives you an overview of each customer, so your team can focus on growing your business and less time on administration.

Marketing Cloud

Marketing Cloud helps you speak to your customers in the right way, in the right place, at the right time. With this tool, you can run campaigns, messages, and social media, manage emails, content management, and data analytics with the help of a tracking system. Manage campaigns quickly, collaborate with your team via mobile apps and ‌keep your customers engaged – from anywhere in the world. For more information, read our Whitepaper On Salesforce & E-commerce Marketing.

Analytics Cloud

Find answers, decide, and take action even quicker with Salesforce’s Tableau CRM. Create visually appealing dashboards and gain an in-depth understanding of your business data. Find data-driven insights and take action right within Salesforce.

Internet of Things (IoT) Cloud

The Salesforce IoT Cloud is a platform that stores and processes IoT data. It uses the Thunder engine for scalable, real-time event processing. Lighting collects components and powers their applications. Salesforce IoT Cloud gathers data from devices, websites, applications, customers, and partners to trigger actions for real-time responses. Salesforce entered this space because of the need to remain competitive in the coming era. Analytics are enhanced by the IoT cloud as it adds to its reach and depth.

Salesforce App Cloud

Salesforce App Cloud are a collection of development tools. The App Cloud allow developers to quickly create applications that will run on the Salesforce platform. Develop custom apps with this service that run on the Salesforce platform.

Salesforce Service Cloud

Salesforce Service Cloud is a CRM platform for customer service and support. This is a service platform for your organization’s support team. It provides features like case tracking and social networking plug-in.

Why use Salesforce CRM?

Salesforce will be at the top of many best app lists—for CRMs, marketing automation, sales analytics, and more. And there are reasons for that. It comes with all that and progressive features designed to help you sell more, develop and track pipelines, and forecast future sales. All while delivering the best customer service possible.

Sounds like a dream, but why should you choose Salesforce? After using the tool across many projects, we’re going to help you determine why Salesforce is right for your business.

Salesforce offers a large suite of customer service solutions. It also helps in the management of your customer relationships by keeping your customer data, contact data, and marketing data in one place. Salesforce customers can seamlessly integrate the platform with other systems.

Salesforce’s digital experience enables you to create a one-of-a-kind solution tailored to your individual company requirements. It offers a pay-as-you-go model, making it an excellent option and appealing option for many enterprises. With Salesforce’s increased focus on the customer, it’s more important than ever to nurture and expand your customer relationships, and Salesforce makes it a lot easier.

Salesforce’s CRM and reporting are better than some of its competitors. Massive corporations prefer Salesforce because of its more advanced reporting capabilities. Salesforce dashboards show your pipeline and estimate potential revenue. You can even get a look at precisely how many sales are in your pipeline, their estimated value, and the value of the sales that ultimately didn’t turn into a customer.

When analysing current leads, you can set the expected end date, the stage of their, their history, the value that you plan on closing on, and the chances of closing.

With a well-trained sales team, Salesforce’s lead scoring tools (which look at different customer fit criteria to assess a lead’s quality) are fairly accurate when estimating the probability of conversion.

Salesforce also has an edge for advanced features and customisation. Salesforce is a winner for tailoring your experience. Not only can you add specific new features with standalone apps, allowing you to combine your additional tools, but you also have custom coding access to customise basically anything you want. This can have a tremendous impact when you’re trying to work with a tool on a large scale.

Benefits of Salesforce

Better time management

Create the experience employees need to sell faster and get more done with our Lightning platform. Proven in driving efficiency and growth. This suite of market-leading products both increases revenues and decreases costs.

Ultimate accessibility

Salesforce is committed to providing on-demand enterprise applications accessible to all individuals, including users working with assistive devices, such as speech recognition software and screen readers.

Increased revenue

Help employees move faster and are more productive with the Salesforce1 Mobile App. Close deals, service customers, track marketing, and even collaborate and share files on any device — all from a single, integrated mobile app.

Greater customer satisfaction

One of the best customer service solutions is Salesforce Desk. Desk.com is an out-of-the-box customer service app that works together with other Salesforce solutions to provide a 360-degree view of each of your customers. Increase the number of issues you resolve at the first contact with customer service in real-time from one system. 

Simple account planning

Sales Account Planning is one of the most critical sales tasks that is mostly executed outside of CRM. The difficulty increases because there are a lot of third-party integrations. To optimise this, your sales team must be empowered with key account management software to execute account planning inside the CRM.

Trusted reporting

CRM reporting make it possible for business visionaries and other decision-makers to quickly and easily access the data they need, exactly when they need it. Salesforce has redefined what CRM means for enterprises and in doing so, has also redefined what it means to provide better CRM reporting services. Salesforce CRM reporting tools offer whole and effective reporting solutions out of the box. Combine these features with the most reliable customer tracking available in the CRM industry, and you have a CRM report solution that will always give you the data you need, no matter where or when you might need it.

Salesforce FAQs

What is Salesforce in simple terms?

Salesforce is a popular CRM tool for support, sales, and marketing teams worldwide. Salesforce services allow businesses to use cloud technology to better connect with partners, customers, and potential customers.

Why is Salesforce so popular?

One reason ‌Salesforce is so popular is that they packed it full of features like no other CRM software. These features include contact management, workflow creation, task management, opportunity tracking, collaboration tools, customer engagement tools, analytics and an intuitive, mobile-ready dashboard giving Salesforce an edge over its competition.

How do I learn about Salesforce?

Tetrad IT offers a full, consulting-led suite of services related to Salesforce. These include business consulting on customer experience strategy, roadmaps, cloud strategy, implementation services, technology advisory services, managed services, platform optimisation, and support.

We have over 13 years of CRM, CX, data quality, master data, and integration experience across platforms in companies ranging from SMEs to large enterprise organisations in several African countries.

Our excellently trained experts are standing by, ready to unlock the power of Salesforce and take your business to the next level of success! If you have questions about our products, implementation, or integration, get in touch. 

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