Salesforce is the industry leading CRM (Customer Relationship Management) system on the market today. It’s used to gather customer data and record interactions so that businesses can learn more about their customers to provide them future products and services. Properly utilizing Salesforce can help you and your company close more deals, get more leads on future opportunities, accelerate productivity and gain more insight into emerging business trends. Let’s go over a few features that will help Salesforce administrators get the most out of their client’s data.
User Account Management
Before you begin collecting data on your customers, you need to load the users that will be allowed to work in Salesforce. This can be done manually by adding users one at a time or users can be imported in a bulk format from an outside data source. After your users are trained on how to use Salesforce, you can automatically send out notifications on how to create their passwords and set up their user profiles.
You can augment your community template with custom pages that contain customized record details that are specific to customers – providing valuable data about your customers at a glance. Several formats and pre-configured templates are available so that you don’t have to create your own pages from scratch, although you have the option to create unique pages if you’re unable to locate a template that fits your needs. In addition to adding objects such as account details, lists of different accounts and even blogs, you can also easily provide links for support and error handling.
Contacts can be imported directly or from mobile apps and other sources. Information such as name, phone number, title and other data can be recorded about the contact which you can then organize alphabetically, by region, by campaign or by any other method of group organization. Notes and information about the contact that might help with future business opportunities can also be saved within the contacts section.
After you have developed your marketing strategy, you can create a campaign that will help you track your strategy’s effectiveness. You can easily build lists of prospective customers from the previous data that you’ve collected which will allow you to target the customers that might have the most interest in obtaining new products and services.
You can then perform activities within your customer list such as sending out vendor emails, planning and hosting conferences, executing print or radio advertisements and hosting webinars about new products. Once you wrap up your campaign, you can compile and record your results to determine the effectiveness of each method on specific types of customers.
Data Manager is included in Salesforce to help you collect meaningful information for your team, management or partners. Recipes and data flows can be created that help to display the data in a meaningful way to any intended audience. The data collected in Salesforce can also be monitored for changes that might reflect a potential opportunity or denote a trend in customer behavior. These insights could help you drive more sales or uncover a new sales opportunities.
Salesforce is a powerful business tool because it provides data about clients that can be analyzed to increase sales. As everyone knows, if you can’t sell your products and services, then your business’s longevity will be greatly limited. To leverage the most value from Salesforce, you can obtain Salesforce administration training from ONLC. We provide several different ways for you to get the valuable training to keep you and your team up to date on the most current Salesforce knowledge. Contact us today to find out how you can get started.