Whether you are a startup or an SME, you know more than anyone the importance of a good CRM. This customer relations tool brings together all commercial data on a single platform and is an essential solution for developing your business and making it prosper year after year. But a good CRM can bring you much more, provided you know how to choose it and take advantage of it.
Today, Salesforce shares best practices from five companies that have understood the importance of good CRM. In its new free downloadable white paperSalesforce highlights 5 SMEs who have chosen scalable CRM adapted to their needs and provides you with valuable advice. Discover a brief overview of this essential guide to growing your business.
How to choose a complete and flexible CRM?
A good CRM should be quick and easy to use. It’s obvious. But we too often forget that the key to the success of this tool also lies in its ability to evolve. Indeed, Salesforce emphasizes that it is possible to think about the present moment without neglecting long-term perspectives. Depending on your needs, you will not choose the same solution. Here is feedback and advice from five companies who have found a CRM that is up to the task, combining speed and scalability.
If, like microbiome research company Nucliq, you want to get started quickly with a ready-to-use suite of tools for marketing, customer service, and sales, Salesforce Pro Suite is the ideal solution. This comprehensive suite addresses an immediate need to streamline sales and immediately begin connecting customer data into a single source of information that tracks transactions.
For its part, the Thnks platform needed to obtain actionable insights with dashboards and reports. By opting for Sales Cloud, the company was able to grow its customer base and better understand what was working (or not) to continue improving the customer experience. In this sense, Sales Cloud provided advanced and customizable reports, including details for the upcoming month, quarter and year. By automating information entry, teams saved time and were able to focus on what was really important. As for the company Decimal, it also chose Sales Cloud. But not for the same reasons! Indeed, it needed a flexible solution, capable of evolving along with its activities. She found what she was looking for with Sales Cloud, which supports companies at every stage of their development.
For companies looking to improve the productivity of their sales teams by integrating artificial intelligence into their strategy, you can do like BACA Systems and rely on Einstein, Salesforce’s native AI platform. It allows salespeople to speed up the sales process by writing personalized emails for them.
Finally, AppExchange is the solution for those who want to easily integrate customer data with third-party and industry applications to solve challenges as they arise. This is the choice of KCH Transportation.
Ultimately, it all depends on your needs and goals. Salesforce offers many solutions that can adapt perfectly to your expectations. Download the free Salesforce whitepaper now to discover the full feedback and advice from these five SMEs.
In partnership with Salesforce
