Salesforce Explained

Today, businesses rely on positive relationships with their customers in order to build a loyal customer base. While in the past it might have been difficult to manage these relationships, companies like Salesforce make it easier to connect with the needs of customers. Salesforce is a company that provides customer relationship management or CRM services. Salesforce has a number of services that can make your company more efficient and less expensive. In this article, we’ll explain what Salesforce is, what it does, and how to use it to better the relationship between your business and its customers. 

what is salesforce used for

What Is Salesforce?

Salesforce is a customer relationship management platform that offers a wide array of products and services. It operates as a SaaS, or a Software as a Service. For a monthly fee, your company has access to Salesforce’s software. Fees can vary depending on what combination of services best suit your business’s needs. Salesforce is currently the fifth-largest software company, helping hundreds of businesses run more efficiently. 

Companies like IBM, Mercedes, Canva, and Spotify all use Salesforce to help their businesses run smoothly. Based in the Cloud, Salesforce eliminates the need for companies to host their own CRM systems. In the past, running your own CRM was a very expensive and time-consuming process. A customer relationship management system, or CRM system, is a program that manages customer information in order to improve business and keep customers satisfied with your company. Using software-based in the Cloud frees up a lot of time, space, and money for businesses that they can then focus on other things.

What Is Salesforce Used For?

Salesforce is for any business looking to enhance its relationship with its customers. It is an easy to use program that brings customers and businesses together by consolidating important tools and data in the Cloud. CRM software combines data from different departments as well as information about customers into one database that your business has access to. Using this program, your company is now able to use this information to better serve your customers by providing care that is specific to their needs. 

These programs also typically consolidate information across different departments within the same company. This way, every department has access to the same information, reducing the risk of miscommunications within the company. CRM programs also reduce the amount of effort required to run your business, since all of your information can be found within the same source. Instead of spending time tracking down specific information, employees can focus on other, more important tasks.

CRMs have many functions that all center around improving interactions between customers and businesses. For starters, just consolidating all of your customer’s information across departments can greatly enhance your business and reduce the amount of time spent on customer service. Departments no longer have to search for information or wait to hear back from another department. CRMs put all of your customers’ data in one place where employees can access things like their email information, transaction history, payments, and delivery status. Having all of this in one place eliminates possible communication issues or time delays between departments. Customers will no longer need to go to other departments, depending on their needs.

salesforce tutorial

What Does Salesforce Do?

Salesforce has different subscription services that meet different needs. As of right now, the company has 14 different products and over 3,000 third-party applications. While many of their products focus on CRM and consolidating customer information, they also offer services for more specific departments. Customer 360 is one of the many products focused on customer information. This program creates one profile for customers that contains all of their important information. Salesforce also offers Slack, a messaging app that lets employees talk to each other within your company. All of your workplace communication needs can be met in one application that provides employees with a place to communicate while staying focused and organized.

There are many other products that Salesforce offers that are worth checking out. You can combine many of them with other programs depending on the needs of your business. Some involve health and safety like Safety Cloud which can collect and streamline information regarding illnesses like Covid-19 or vaccination status. Other areas of interest for businesses have multiple products grouped by department. For example, Salesforce offers several marketing-related products like Marketing Cloud Intelligence, Marketing Cloud Account Engagement, and Marketing Cloud Customer Data Platform. You can purchase these products all together, separately, or in whatever combination best suits your business. 

Automated Marketing

One of the most useful features of Salesforce is its automated marketing. Marketing automation is when a software program takes over repetitive or monotonous tasks related to marketing so employees are free to direct their energy to more important projects. The most common form of marketing automation is automated emailing. Salesforce can send promotional emails to those on your company’s mailing list with sales, coupons, or other important information. The software can also send emails that are unique to a specific customer based on their customer profile. Salesforce’s Customer 360 can view a customer’s purchases or products that they’re interested in, and then send an email notifying them about similar items or relevant promotions. All of this is very easy since the application has all of this information in one place in the Cloud. 

what can you do with salesforce

Salesforce Tutorial

If this description of Salesforce made you interested in becoming a customer, there are many Salesforce tutorials available so you can navigate the program. Because Salesforce offers different services, you might require different tutorials based on which products you purchase. Luckily, there are plenty of resources available directly from Salesforce that can walk you through the software. You can easily find these under “Resources” on the Salesforce website. These include playlists of video demos, guides, and blog posts. If these don’t answer your questions you can even chat with an employee online or over the phone. 

If you want to become particularly familiar with the software, Salesforce has its own online training program called Trailhead. Trailhead is broken up into different modules that are grouped together by topic. The modules are broken up further into units. When a user finishes a unit, they can take a quiz on the unit. Every quiz earns you points. As you develop your skills, you can collect badges that reflect your Trailhead “rank” or skill level. In addition to these modules, Salesforce also has projects that offer step-by-step instructions. Projects can be a great way to practice using the program in a way that you might use it in the office.

Trailhead Academy is a service that connects companies to expert instructors. These instructors come directly to the company to teach employees how to use Salesforce like an expert. Salesforce’s accessibility is one of the many reasons it’s such a successful company. As the fifth-largest software company in the world, their products have to be accessible for many different people. Thousands of customers have been able to learn how to use Salesforce for their business. 

learn salesforce

Learn Salesforce

In addition to Salesforce’s own tools, there are many resources available across the internet that can help you learn how to use the software. There are books like Salesforce For Dummies if you want to browse pages of a physical instruction manual. Salesforce For Dummies also has a website with the descriptions of some tools that come with the software, although it’s not as detailed as the book. Looking for something a little more specific? There are articles all over the internet that can answer your questions in depth. 

If you learn better through collaboration, be sure to check out the online Trailblazer Community. The Trailblazer Community is an online group of Salesforce/Trailhead users who can discuss their experiences with the software in online forums. These forums are often grouped by topic and can be public, private, or unlisted. The Trailblazer forums are a great way to find answers to any questions you might have or answer questions from others. 

Summarizing Salesforce

Salesforce is a great tool for any business. As a customer relationship management platform, the company focuses on assisting businesses by helping them better understand and serve their customer base. In doing so, these businesses can build loyalty and develop repeat customers. The CRM software consolidates customer information, automates certain tasks, allows employees to communicate with each other, and more! Through their 14 different products and over 3,000 third-party applications, Salesforce can improve the efficiency of any business. Tutorials and tips are available to make using the program easier for you. You can find many of these tutorials on Salesforce’s website where they also have instructional modules, employees to chat with, and even a community of other users. With the help of these tools, you can become an expert Salesforce user in no time. 



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