guide to salesforce

A Beginner’s Guide to Salesforce

Perhaps you’ve heard of their services, read positive reviews or know of brands who have utilized Salesforce with amazing results. But the question still remains: what is Salesforce? Well, Salesforce is the world’s number one Customer Relationship Management (CRM) platform which is used by hundreds of thousands of companies across the globe. One of the reasons why it is such a successful service is that it is an entirely cloud-based system with comprehensive applications for sales, customer service, and marketing. If you’re new to the world of Salesforce and are wondering how it can help your business, here is everything a beginner will benefit from knowing.

What does Salesforce offer?

From food establishments such as KFC to entertainment sites like Unibet, all businesses rely on the use of respectable business management platforms. Salesforce, in particular, provides services to assist in all aspects of running a modern business, and there is a range of different products which sit under the Salesforce umbrella. As noted in Forbes, Customer Relationship Management is vital for creating customer loyalty and retention. Thankfully, due to the cloud-based nature of Salesforce’s products, they can all be seamlessly integrated into your company systems and run alongside many different necessary business applications; for example, email, Microsoft Office, and social media.

The Sales Cloud

Sales Cloud is the perfect database to keep your sales team running efficiently and smoothly. The applications oversee every aspect of the sales process, from the inception of lead generation to following through with a sale, and generating valuable data for future sales research. The sophisticated dashboard makes it easy to visualize sales data, create custom sales forecasting reports, and track team performance.

The Service Cloud

There is a ‘spectrum of interaction’ which must be observed and accounted for when working with customers, as explained in an article by Medium. Being able to efficiently and effectively interact with customers to bring around a swift resolution to any problems or concerns is vital for the reputation of any business. Customers expect immediate solutions to be offered in the face of any difficulties; the beauty of the Service Cloud is that it facilitates the creation of self-service customer portals, enables easier interaction with customers, and allows for the tracking and responding to any mentions of your brand online. These features ensure that your business is always promoting positive engagement with customers, and the easily customizable features of this platform mean that it can be effortlessly tailored to your needs.

The Marketing Cloud

The more in-depth knowledge you have about your target market and their reactions to and with your product, the more successful your marketing campaigns will be. The Marketing Cloud by Salesforce is a simple solution to building up a picture of customer journeys with your products and services, from social media interaction to customizable marketing efforts based on the behaviors of individual customers.

Are there any system requirements for Salesforce?

Thanks to being cloud-based, there are very few restrictions on how this CRM platform can be accessed. The only compatibility restrictions are the necessity of access to the internet, and the use of one of the following browsers: Google Chrome, Mozilla Firefox, Internet Explorer, and Apple Safari. But as these are some of the most commonly used browsers to date, there should be nothing standing in the way of you beginning your Salesforce journey.

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George Meszaros is the editor and co-founder of Success Harbor where entrepreneurs learn about building successful companies. Success Harbor is dedicated to document the entrepreneurial journey through interviews, original research, and unique content. George Meszaros is also co-founder of Webene, a web design and digital marketing agency.