The Great Connector – A Salesforce CRM Overview Presentation

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Simply put, Salesforce connects your company. It’s the notion of connection and engagement that brings new business and one that spurs new opportunities with existing business. Leverage the powerful tool of Salesforce for Customer Relationship Management (CRM).

How Salesforce Connects Your Company

Organizations need the flexibility to connect to its customers and vendors, ‘Desk to Desk’ and ‘Office to Office’. Salesforce gives that seamless communication in one place. It allows private and collaborative management in various relationship forms: Salesperson to Salesperson, Sales Team to Management, and Management to C-Level. Most importantly, your company to your customer.

When developing and executing marketing campaigns, it is crucial to analyze these efforts both offline and online to ultimately increase overall Return On Investment (ROI). Conversions matter. Conversions happen because of thoughtful engagement and relationship management.

Did you Know?

  • Acquiring customers can cost as much as 5 – 8 times more than retaining customers.
  • Customer profitability tends to increase over the life of the customer.
  • a 2% increase in customer retention has the same effect as decreasing costs by 10%.

Features for Success

Efficiencies are paramount to any group. Salesforce harnesses the most current technology in mobile, cloud computing, software as a service and secure platforms for a nimble and efficient workflow.

  • Collaboration tool, Group questions = group answers.
  • Share leads / opportunities / referrals
  • Effortless and quick file sharing
  • Share links, articles, resources

Grouping customers into unique profiles not only helps targeting but it equips your team with the ability to leverage the data to distribute relevant messaging to those profiles.

  • Serve as a central database
  • Store the interaction history
  • Unique data about each customer
  • Unique data about each customer

Strike while the iron’s hot. With Salesforce you can manage the opportunity lifecycle funnel(s) from fresh leads, to tracking current ones, managing wins and losses, and closing sales with your team. Having a single place for customer complaints, customer concerns, customer needs, and service requests allows for timely engagement with customers so you can win more business instead of losing it to a competitor.

  • Real-time dashboard of reports
  • Find strengths, weakness, opportunities, and threats.
  • Track everything.

Integrations: Invoicing software, Outlook, Email Marketing Platforms, LinkedIn, Web leads, Web Analytics

Take your online and offline marketing efforts to the next level with an improved workflow and marketing automation.

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