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Is Salesforce a CRM Tool?

Updated: Nov 9, 2018

Whether small or large, the business puts extensive efforts and implements effective technological systems to get increased sales and turnover, profits and attain enhanced customer satisfaction. Among the Customer Relationship Management (CRM) is one among the many technical supports which aims in improving the relations with customers and thereby enhancing their business standards. Salesforce is a CRM tool – however, it is a cloud-based CRM. Successful businesses are possible with appropriate utilization of Salesforce CRM. Let’s know how Salesforce can be a better CRM tool.


Salesforce CRM


What is a CRM?


CRM – Customer Relationship Management

It is a software used by businesses to store the contact information (names, phone numbers, and addresses) of customers. Also, the history of customer activity like phone calls, website visits, email and other such things are tracked which can be useful at any point of time for any reason.

It is necessary for businesses to maintain this software which would otherwise be struggling for salespeople. Any activity with respect to one particular deal can be used, managed and reviewed easily by the sales and other respective teams. It also helps to maintain long-lasting relationships with the customers. This is, obviously, set to improve your brand and reputation in the industry.


What Does a CRM Do?


CRM is a potential tool for gathering the required information that is essential for sales and customer service processes. It is not only intended to automate these processes but also engaged in analyzing the data. Though traditionally, the CRM was utilized from a single system, it was later used as a software maintained on servers and many can use it. Now, it has been tuned to cloud – the internet. Cloud CRM systems are prevalent today which are efficient and more productive. Here are a few tasks of a CRM.


· Tracking and management of customer information

· Capturing emails related to customers

· Interconnection of the teams through any device

· Helps in extension and customization and business growth

· Simplification of repetitive tasks

· Enabling concentration on leads

· Efficiently delivering instant insights and recommendations


With these outstanding tasks, the CRM systems help in finding more leads, close more deals, retain more customers and help in growing your business. It reduces the manual efforts so that the employees can focus on new insights and innovations.


How Does Salesforce Work as a CRM Tool?


As known, Salesforce works as a better CRM tool – it enables to connect your customers in a new way. While cloud services are its spectacular features, with advanced technologies, it is even promoting the businesses and CRM to conduct through simple apps on any device. So, the sales people and other team members can simply log in to the Salesforce.com platform and complete their deals from anywhere even through their mobile.


The features of the Sales Cloud product of Salesforce helps in winning more deals and stimulate rapid growth. The customer information data is all set at a single place - Salesforce helps in combining the living documents, checklists, spreadsheets, chat and live Salesforce data into one place – it enables to close the deals faster - this avoids the need of emails as every user can have a glance on what is happening in the business.


The CRM features of Salesforce boost the productivity by improved sales processes. Reports and dashboards of Salesforce CRM keep track of sales pipeline, reps performance and important deals. Salesforce also saves a lot of time – day-to-day tasks, email alerts are automated.


Salesforce provides a Customer Service CRM Help Desk through Desk.com and Service Cloud product to effectively understand the needs of the customers and work for increased customer satisfaction. It also helps in building loyalty. Customized mobile CRM apps of Salesforce make the business processes faster.


Confirmit Inc., an independent third party, had conducted a survey randomly on more than 5200 customers of Salesforce.com in 2013. As per this survey, with the Salesforce CRM,

· sales revenue was 37% more

· customer satisfaction was 45% higher

· marketing ROI was 43% better


This shows the significance of Salesforce as the best CRM tool.


Therefore, the aims of a CRM system are easily obtained at a faster pace from Salesforce. It is, obviously, the best choice of CRM for companies over the world. ( Check out here Best Resource to Learn Salesforce CRM Training)




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