Often, business representatives think about improving their business and those points that can increase efficiency. However, you need a special service that can increase efficiency. Going to noltic.com, you can see the key to success – the Salesforce service.
Why should you pay attention to this platform?
Indeed, you need something different from other competitors, and the service has advantages.
Working with contacts
The management system is quite reliable and much more functional than a traditional address book. In addition to the generally accepted data – phone numbers, addresses, name, CRM also contains other useful information that reflects data on any customers.
Also, the CRM has a built-in function for autofilling accounts and contacts with social networks (Twitter, Youtube, LinkedIn, Facebook), which makes it possible to quickly communicate and solve problems online.
Lead Generation
The system has significant advantages over similar solutions – it provides the tools necessary for analytics that can turn forecasting into real sales.
Firstly, the module provides a general vision of any transaction, which allows you to trace its entire path, including for social networks. This way you can see where marketing is paying off and where it is being used in vain. Secondly, CRM stores all the latest data and contacts for all transactions, providing them with indexes automatically so that you can track any part of the path.
Working with Opportunities
Salesforce provides convenient and functional opportunity management, allowing you to close sales quickly thanks to the citation module, which is part of the scoring system. Reports can be generated in PDF format, including all the required information in them – data on cost, terms of sale, customers, etc. Such reports can be sent to the customer directly from the interface of the platform itself.
The built-in CRM software is able to display the volume of sales for any transaction, its active stage, and also allows you to keep track of accounts – it is possible to send notifications for each account, so you will be aware of what stage the transaction is at.
Forecasting
This function is supported by the system online. Sales agents can quickly and without any difficulty generate sales forecasts, which include a wide variety of information monthly and periodic quotas, profits, values, client information on contracts. After that, any responsible employee can view and change the forecasts, this is also done online. Thus, Salesforce allows you to achieve the intended results faster.
Reports
Working with reports is also easy. The built-in software has extensive capabilities for generating and analysing reporting data, including the smallest nuances. Reports are visible on the navigation panel, so that they will be in front of your eyes immediately after authorization in the system.
Cooperation
CRM has serious functionality for working with social networks that help employees and sales agents to sell products or services more efficiently. The system allows open discussion.
In addition, there is the possibility of file sharing, you can offer your ideas, share links and much more:
- Work Automation. Through a high level of automation, sales managers can perform high-quality forecasting and make informed decisions at any stage of the transaction, being in any place where there is online access to the system. There is a function of auto-tasks, tips, there is also support for responding to requests (say, for discount programs, expenses, ordering, etc.), which makes the final processing faster and better;
- Mobility. Using a special version of the client – Salesforce Mobile App, you can access the system at any time. The application has all the advantages of the desktop version and allows you to work with the navigation bar, information on social networks, contacts, loyalty programs, files, sales data, etc. In addition, the mobile version supports group work, so you can count on help in any place where there is internet.
The system has, in fact, infinite potential, since its basic functionality can be expanded without limit. This feature is implemented using the Salesforce App Exchange module, which is deeply integrated into CRM.
Support
Customer service with Salesforce is one of the most advanced today. An online chat function is available on the company’s resource, with which you can quickly contact both the sales department of the system and the sales agent. In addition, the service provides extensive online reference materials.
Restrictions
The system is highly scalable so it grows with the business. For small business owners, however, the main hurdle with using Salesforce is that there will be an associated cost to implement add-ons that go beyond the standard functionality. So, modules created by third parties need to be licensed additionally, as well as some accounts that are not included in the basic license.
Platform for work
As such, both the web interface and the popular mobile operating systems iOS and Android can act. Of course, Windows support is also present. Salesforce can be deployed both in the cloud and server-based.