Salesforce – What it is and who needs it?
Salesforce (Customer Relationship Management) is an approach that helps business owners nurture their existing client relationships and gain more business faster. It is an all-in-one software system that brings together sales processes, marketing campaigns, customer support activities, and other business processes. Without an effective salesforce tool in place, business owners find it hard to develop a system that records, tracks and analyze calls, emails, meeting, and any other customer-related tasks that not only improve customer service but also drives sales and increases revenue.
Why Use Salesforce?
Salesforce is the number 1 tool required for any business because it helps keeps track of customer behavior and improve productivity in the workplace. A Salesforce software integration can collect and analyze data based on each customer’s interaction with the business and use that information to forecast future behavior and create a strategic approach to gain potential clients. Having essential customer behavior stored in one platform also helps the sales and marketing teams to keep track of each customer interaction and collaborate. But to get the most out of your salesforce system, it is important to have an Optimized Sales Process.
Align Sales Process with Salesforce
A sales process is a cycle of activities created to turn leads into customers. It acts as a road map or a guide through Salesforce, aimed at generating potential sales and nurturing leads for the business. The idea behind an optimized sales process is to efficiently streamline the work processes of your customer service team to increase the rate of deal closures. Having an efficient salesforce is directly impacted by the strategies and tools put in place to optimize the roles of Sales and Marketing in your Customer Service team and build valuable relationships with your customers in real-time.
Reasons to Optimize Sales Process
Drives adoption of Salesforce by Sales Team:
One of the reasons why salesforce implementation fails is because most sales and marketing reps are people-oriented and not software-oriented. Many sales reps would rely on human interactions and regard a salesforce system as a waste of time. Creating a sales process that evolves around salesforce adoption not only communicates the extensive benefits of salesforce to the business process, but also provides adequate training on how to communicate business information to potentials and customers through valid, up-to-date, and true information.
Increase Forecast Accuracy:
As a business owner, sales forecasting is very important because it predicts how much revenue you are going to generate at a certain period. In other to get an accurate prediction, the sales team would have to make use of statistical analysis, historic data, strategy evaluation, and more, which can be tiresome and very complex. But using salesforce for sales forecasting simplifies your sales process and provides a more accurate prediction based on data analysis. This helps sales managers to make more informed decisions about the future.
Meet sales quota and de-risk financials:
Setting up a sales quota for your team makes your business more productive and profitable. It motivates your sales team to perform their best and produce results which in turn de-risks your business financials. With a salesforce integration in place, you can provide your sales team with everything they need to meet up their quota. You on the other hand can set benchmarks, track and monitor each sales rep’s performance. With the metrics you get, you can identify what sales technique works best for your team and in turn drive more sales.
Conclusion
Salesforce is the number one, all-in-one, tool required for all businesses. It restructures all your work process together in other to give the best customer experience to potential buyers and return customers. But in other to get the best out of your salesforce, you need to optimize your sales process around your salesforce software for easy adaptation, increase sales forecast accuracy and efficiently meet sales quota in other to foster revenue.
If you’re looking for the best salesforce that fits your sales processes, DGC can provide a platform that will help your team sell more. With your team in mind, we can provide a system that includes features and functionalities that align with your team’s needs and solve their most pressing problems in other to make their work process easier, while producing the best results.
