Driving profit for your business isn’t just about increasing sales. If you truly want to increase your business’s profit and secure a more stable future for your organization, you need to identify ways to improve efficiency, maximize productivity, and minimize oversight—all while keeping the big picture of your company’s mission and goals in mind. This is a daunting task for any busy professional, but it isn’t so daunting if you have the right systems in place. Salesforce is a customer success platform that helps businesses manage sales, marketing, customer support, commerce, and analytics. It can streamline your processes and simplify the way you manage your business, driving profit and increasing efficiency.
How much of your day is spent doing repetitive tasks like sending drip emails, checking on sales reps, and looking at spreadsheets? With Salesforce, you can set up processes to take these tasks off your plate. Do everything from sending emails to prospects and notifying sales reps of hot opportunities to updating related records and much more.
Automating these processes improves efficiency and increases productivity in the areas that are most impactful for your business. You and your employees won’t have to worry about monotonous busy work. Instead, you can focus on securing new business and providing excellent service to your clients. What will you do with the time you save by automating your processes?
Reporting and Analytics
With Salesforce’s advanced reporting and analytics, you can track active accounts, sales activity, support requests, opportunities, invoicing, and virtually any other metric you want to monitor. These reports can be customized based on what insight you are trying to gain and can be compiled into dashboards so you can see how all the moving parts of your business are working together.
Using the Dashboards and Reports tabs, you can quickly identify important trends such as sales revenue over time, profit from certain projects and sales, open proposals, and overdue invoices. Anything you want to track, Salesforce can do the work for you.
Instead of having to pore over Excel spreadsheets to understand where your business is, let Salesforce analyze the data and present it to you in a way that is easy to understand and act on.
Your business and its processes are completely unique to you. So it doesn’t make sense to try to fit your business into a system that isn’t 100% customizable. Salesforce allows you to create a completely custom environment that complements your existing processes instead of forcing you to recreate them. This flexibility allows you to use Salesforce for virtually any business function.
Whether it be HR, accounting, sales, marketing, or management, Salesforce is flexible enough to have a solution for every corner of your office. And if something changes down the road, Salesforce can change with you.
Few other systems can grow over time as your business develops and new needs arise. No matter what direction your business goes, Salesforce can evolve with you and accommodate your growth. Don’t let inflexible software keep your business in a box and hold back your growth.
Human error is inevitable and can cause major issues for your business’s profit, whether it be a misplaced invoice, an incorrectly set up account, or a forgotten service request. Salesforce can prevent or completely eradicate these errors for your business.
Salesforce gives you complete control over what your users can see, create, and update in your system. You can set requirements for users so that they must follow certain processes and update certain records. You can also set up fail-safes that catch forgotten or incorrectly maintained records. You can even customize approval processes for everything from new contract submissions to employee changes so that you can ensure quality and accuracy in everything that your business does.
Salesforce can be your saving grace and ensure that nothing falls through the cracks.
Most businesses use multiple platforms, sites, and types of software to manage and maintain their operations. From accounting software to email marketing platforms, it can be a productivity and profit killer to have your business information isolated in different systems.
With Salesforce’s extensive integration options, you can bring these platforms and data under one system. Instead of having to manage and keep track of your vital business data under multiple systems and logins, just log in to Salesforce and find everything you need in one place.
Salesforce is one of the most widely integrated CRMs in the world, so no matter what special systems you use, there is sure to be a Salesforce integration option for you. This can become your one-stop shop for all of your important business systems, streamlining your operations and thus increasing your profit.
Salesforce is the most holistic tool for growing businesses to manage and streamline their operations. The possibilities for automation, customization, and reporting are almost endless. So why isn’t every business using this tool? The reality for most businesses is that they do not have the time or expertise to set up and maintain a CRM themselves, and it is very expensive to recruit and hire a full-time in-house admin. That is where a Salesforce Consultant comes in.
It is not your job to be a Salesforce expert. Instead of the stress of having to spend the time learning how to configure your Salesforce system, let a certified Salesforce Consultant learn about your business and make strategic decisions that will drive profit for you. With years of experience in multiple salesforce environments, an expert consultant can anticipate challenges, provide expert advice, and find solutions to complex business problems—all for less than the cost of one full-time employee.
If you are interested in learning more about what Salesforce can do for your business, reach out to us to schedule a meeting. We specialize in building Salesforce environments that drive profit and increase productivity for businesses around the United States and Canada. Our expert team who will learn about your business from the inside out to customize and maintain a system that works for your specific needs. With the right expertise, you can leverage Salesforce to its full potential and grow your business quickly and efficiently.