Salesforce is a powerful business tool that allows you to connect every aspect of your organization. The entire platform has various features that allow you to better connect with customers, increase employee productivity and push forward with your digital transformation journey with ease.
As 2020 began, most companies had already embarked on a digital transformation journey, commonly known by a defined set of technologies to support their business in the cloud. These journeys are ever-changing with internal factors like employee fluctuations, systems updates and enhanced company processes.
External factors also drive the need for changes like customer engagement, supply chain disruption, rapid changes in commerce and the sudden need to support employee remote work and remote customer interactions — like we faced with the pandemic.
No industry is immune to these factors. The change we saw enforced the reality that companies, and their digital transformation journeys, must support the ability to rapidly change to support lean and agile cultures. This is no simple task and it means having a clear understanding of business processes, employee workflows, and customer interactions and how you support these with your CRM and Cloud ecosystem. Your digital transformation journey will have many milestones and objectives but ultimately, its primary objective will be to bring you closer to your customers.
At its core, the Salesforce platform allows you to deepen the relationship with your customers while increasing your employees’ productivity, from anywhere. An innovator of cloud computing, Salesforce comes standard with data trust and security measures in place so that digital computing remains frictionless and human-centered. Let’s take a look at five of the ways Salesforce improves your journey.
Sales Cloud is the premier customer relationship management solution in the cloud. This platform enables companies with sales teams to close deals faster through deep account, contact and opportunity management. The connectivity between these, and the ability to view leads and activities like email interactions, phone calls and allows your organization to see a full view of their customer and what motivates them to buy. Sales Cloud enables you to manage lead generation through campaigns and channels so that at any time, management can see a forecast of sales opportunities and understand the health of your business.
Service Cloud provides you with the tools to rapidly respond to your customers’ needs, on any channel and at any time. Let’s face it, the connected customer is actively engaged in email, text or social sites. They are accustomed to having the information they want at their fingertips or ordering food and having it delivered “wicked fast.” Your Customer Service team must respond with the speed and in the way your customers are requesting for help. Service Cloud enables service teams to work faster and support customers while delivering trust and efficient service.
Marketing Cloud provides a world-class digital marketing platform where you can unify your data content, personalize messages on every channel and engage with customers in any stage of your relationship. Companies are constantly managing their brands across tangible products, marketplace identity, and even association with social issues. Speaking to customers with the right message, at the right time, is crucial for your success. If you optimizing business spending based upon campaign success, it helps you to remain agile and pivot your supporting marketing efforts to yield the highest results.
Financial Services Cloud
Salesforce based their Financial Services Cloud on the Salesforce Sales and Service Cloud data models. It supports banking, mortgage and lending, wealth management and insurance companies as they build trusted relationships with the families they serve. By unifying the customer experience across channels and different lines of business, you can increase employee productivity and deepen customer relationships. This platform helps you visualize key relationships with your customers, process financial applications seamlessly and set up templated flows for empowering agents. You can use Financial Services Cloud to manage investment portfolios, to serve as trusted insurance advisors or to broker commercial loans with your customers.
Nonprofit Cloud is a cloud solution designed to connect constituents with nonprofit organizations. Donor management, volunteer and client engagement, and program management and delivery are core processes that drive an organization’s mission. Out of the box, this solution provides a way to manage relationships, fundraising and programs through a single source of truth while providing a 360-degree view of your constituents.
It doesn’t matter if you’re in sales or nonprofit work, multiple Salesforce solutions can help you navigate what’s next. The goal is to connect each element of your organization to drive results as you progress on your digital transformation journey.