One of the biggest names in the CRM industry, Salesforce is one of the largest and most popular cloud platform providers in the world, and with good reason. Customer relationship management, marketing automation, and collaborative tools have made their customers not only fans but advocates.

Why is everybody making such a big deal about Salesforce? Because it’s transforming businesses. And customers are the most important part of a business, no matter what industry, product or services you offer, not only from a sales standpoint but also from a feedback perspective. Below we’ll talk about what Salesforce can do to elevate your business to the next level.

Understanding your customers

Technology has changed the way customers interact with companies, and while a customer can now order a pizza without having any in-person communication, the relationships you cultivate with your customers still determine your level of success. Today’s business is a data-driven; the biggest challenge is not collecting data on their customers…it’s what’s done with it after it’s been collected. It’s critical to keep accurate and accessible records of customer transactions, preferences, needs, and concerns can easily mean the difference between a relationship that profits both parties and one that leaves everyone feeling unfulfilled.

The Benefits of Salesforce

Information Organization = Enhanced Communication

Knowledge is power, right? Having the right information about your customers will allow you to provide the best possible experience and creates a “win-win” scenario. Salesforce allows you to identify, document and record document your customer’s interactions, and makes this information available across departments, and above all, makes information easily accessible. Even if your customers have a single point of contact within your organization, should their contact be out on vacation, the customer may have to work with someone new. Working with someone unfamiliar with their circumstance can be a little unnerving for a customer. Salesforce can remedy this situation, making detailed customer information communicable to whoever needs it.

Improves Your Customer Service

Time is valuable, to both you and your customers.  Should your customer have an issue, they expect to get it taken care of quickly.  With Salesforce, when customers reach out with an issue, your team members will be able to retrieve all available activity pertinent to that customer to help find a solution.


Your sales rep brought in a sale…yay! But the work is now just begun. Now hundreds of smaller tasks must be completed for everything to function properly, including filling out forms and generating reports. Salesforce is designed to take the burden of these tasks off the hands of your team members with automation. This leads to your sales team spending more time on what they do best – selling.

What to look for when selecting a CRM System

We sat down with Kenneth Sims, our VP of Business Systems, and asked him what organizations should look at when selecting a CRM system,  and below are the key points he gave us.

    • What processes need automation? The group should analyze your organization’s processes from several viewpoints to evaluate how they affect both the business and its customers. This helps to identify what’s working and what’s not and to prepare for shopping around for an application that best suits your business. During this review, remain open to suggestions the team may make for streamlining some processes.
    • How many leads, contacts, or opportunities do you have now and how quickly and to what extent will this number grow?
    • What platform will the CRM application operate on – Cloud, Microsoft Windows, Mac or Linux?
    • Does your staff need remote access via mobile phones or tablets?
    • Does your company have sufficient IT staff to cope with the demands of a CRM system? If not you may want to consider a cloud-based CRM application.
    • How extensive a system can your company afford and can a CRM system be installed gradually over time? Keep in mind that the expenses involve not only licensing or subscription fees but also the costs of support, training, installation, and integration with current systems.

To learn more about Salesforce and how it can transform your business, click here now to contact LBMC Technology Solutions.