Salesforce becomes a single platform for the vision, management and knowledge of the customer in the organization ( single platform ). Here comes the first great advantage of using Salesforce: it allows us to centralize customer knowledge to optimize our ability to relate to them. It thus becomes an ecosystem (platform) that optimizes the focus on our clients, and that is the support for business growth, since it provides our teams with the tools and information necessary to achieve that goal.
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Salesforce is, as we have seen, a new way of connecting that changes everything (that is why we have talked about disruption). But it is important to emphasize from the beginning that a Salesforce project is not just a project to implement a technological solution (a tool). In fact, it is a project that goes beyond technology, that touches the soul of the business; And that’s why it’s so powerful.
These are the main impacts that a Salesforce project generates in an organization:
The benefits of implementing a solution like Salesforce are clear:
Companies that adopt Salesforce driven by the advantages that we have listed have important challenges ahead, since a revolution requires a change in the way of working , in the culture of customer relations and management. It also requires the technological, business and talent capabilities necessary to successfully carry out a transformation project.
We have already seen that the challenge is worth it, and that the data shows that companies that use Salesforce solutions (and transform their vision of the customer relationship) consistently improve their results. In addition, this improvement occurs in all the key metrics: more opportunities ( leads ), more sales, better conversion rates, more income… And a more collaborative way of working of the teams around the client (more and better knowledge of the client, collaboration between multidisciplinary teams, greater efficiency in Marketing actions..).
We have already discovered that a Salesforce project “changes you as a company”. In fact, it puts you in the obligation to anticipate technological and strategic needs. That implies that a company starting this project needs to understand:
This implies that the company needs to work well with the following vectors:
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