The implementation of Customer Relationship Management (CRM) is vital because it helps businesses track their interactions with clients from calls, to emails sent, meetings, and so much more. Without a CRM in effect businesses can suffer from loss of clients because details were misplaced, meetings were missed, calls were not returned or emails were not answered.
In today’s data and technology driven world, there are CRM software that help you manage your business. Of these, Salesforce has undoubtedly become the buzzword and gold standard when it comes to the CRM software industry. Let’s find out why…
The good stuff
It’s pervasive because of its broad user base that is why it’s the number one choice of many reputable organizations. Salesforce is highly scalable in that it has lots of room for customisation. For instance, you can create your dashboards, fields, reports, and even formulas. It allows you to customise your Projects, Milestones, Tasks and others based on what you need.
This degree of customisation has given birth to third party apps that integrate with Salesforce. For example, with any number of free or paid apps, you can create proposals and invoices that you can use on your clients, accounts, and projects. There are apps that you can use to manage your finances, organise your team, and allow you to create structured marketing activities, and more.
Salesforce has a ring to that that makes small to medium scale enterprises look and sound like they’re in the big league. However, it’s not just an ordinary CRM because this platform is easily linked with other business systems even those used by large organisations such as Marketo.
The not so good stuff
What makes Salesforce great can also be its downfall. It’s loaded with possibilities that there will be times when you can get bogged down by all the information in front of you. This is evident in businesses where there’s a small team, few clients, and the CRM needs are not that complicated.
In some companies there Salesforce works great with their marketing and sales departments but may not work that well with the technical team that use it basically for project management and time tracking when they’re left with many input fields that are left unused and have to dig through to the bottom of a project to find the correct information.
Advice to those thinking of getting Salesforce
Choosing a cloud provider can be a huge challenge. It can also be expensive but you do get what you pay for. Whether you’re a small or large business don’t just jump in, take the time to fully understand if Salesforce will fit your business goals. Spend your time doing research. If you eventually get Salesforce, start small and try to avoid over customisation in the first instance. As you become accustomed to it, you can then use it as an opportunity to change your company’s processes and mechanisms. Strategic implementation is the key here. This way you will avoid all the unnecessary cost and long implementation.