Salesforce is one of the largest and most popular cloud platform providers in the world. Their marketing automation, customer relationship management (CRM), and other software give them a ton of advantages over their competitors that their customers love.
But what are those advantages, exactly? Below you will discover the 3 factors that are most important.
#1. Customer information
One of the biggest advantages of using Salesforce is the information it retrieves — both the quality and the quantity. When you use Salesforce, you can look at every individual account, contact, task, event, and opportunity that’s tied to a lead, which gives your company a lot of information before approaching potential customers.
#2. Account planning
With all of the customer information you need right at your fingertips, you — and all of the reps at your company — can make plans for accounts independently. That gives you the hands-on approach that you need to really make a connection with clients, and it also lets your reps modify their plans to achieve better results. There’s even an option in Salesforce to create to-do items so you and your reps can use lists to stay organized throughout the day.
#3. Time management
With comprehensive customer information and a wealth of planning resources at your disposal, you naturally get the benefit of outstanding time management. You have all the information you need to prioritize work for your clients, and that means you can also organize tasks for different accounts according to that same criteria.