Salesforce may be thought of as being for large corporations, but it is also suitable for medium and small businesses that want to streamline their marketing initiatives.
Salesforce is highly customizable, so you can focus on using only the features you need to suit the scale of your business. For example , by using marketing services such as "Account Engagement (formerly Pardot)," you can strengthen your sales force and aim for further growth.
Sales departments who want to efficiently manage lead and customer information
Sales departments that want to efficiently manage lead and customer information can also use Salesforce. By implementing it, you can automate many steps of the sales process, such as creating quotes and preparing contracts. Sales representatives will be freed from routine work and can focus on more important sales activities.
It is especially recommended for companies that are struggling with how to manage large amounts of data, such as those that have a lot of lead and business partner information.
Customer service departments who want to streamline their response to customer inquiries
Salesforce is also suitable for CS departments that want to streamline responses to customer inquiries. Recently, we are in a transitional period of streamlining and automating customer support and customer service, such as the introduction of chatbots, and many companies are facing issues related to the above.
Using Salesforce's functions, you can automatically phone number database free accept inquiries from customers and assign them to the appropriate category and person in charge. You can also build and share frequently asked questions and solutions as a knowledge base. It is suitable for companies that want to streamline and strengthen CS operations, such as companies that receive many inquiries from customers every day.
Common problems and issues surrounding the implementation of Salesforce
The following four issues are common when implementing Salesforce:
Too many features to use
Unable to utilize collected data
Difficult to customize
Let's take a closer look at each one below.
Too many features to use
The first problem is that there are too many functions and I don't know what functions are available or how to use them . Although Salesforce is characterized by its diverse functions and high customizability, these characteristics can sometimes make it difficult for users to use.
It is difficult to master Salesforce even if you try to introduce all of its functions at once, so it is recommended to start with the basic functions and then add other functions according to your company's needs. It is also necessary to take measures such as providing training to learn how to use Salesforce.
For more information on how to use Salesforce and how to learn it, please see the following page.
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Introduction to using Salesforce! Basic functions and glossary of terms you should know
Salesforce has a wide range of functions, so you need to learn how to use it to make full use of it. However, there are many technical terms, and you may have problems such as "I don't know where to start learning."
Infrequent use and poor penetration
Many companies face the challenge of "low usage and lack of penetration within the company" when implementing Salesforce . There are various cases, such as sales representatives not inputting data into Salesforce in their daily work. If the amount of data entered is insufficient or inaccurate, it will have a negative impact on data analysis.
The reason why Salesforce is generally not widely adopted is that the people in charge do not properly understand its value. In training, you should teach not only the basic operations but also how it can be useful in daily work.
