5 Salesforce benefits to help your business level up

When you’re walking around in a crowded city, you have to be aware of your surroundings. Cars are whizzing by, bikers are making turns, and fellow pedestrians are all around you.

Business is no different. Operating efficiently means taking constant inventory of your company and exploring all the different avenues and resources available to give you and your team a leg up.

Salesforce is one of the best resources to ensure your business’s efficiency. With Salesforce, you can communicate easily, store company data, and create a centralized system for your company to grow — and that’s just the start. Here’s how you can use the many benefits of Salesforce to maximize performance in all aspects of your business.

Communication and collaboration made easy

Just as you might use social media to connect with friends, you can use Salesforce’s Chatter software, which has similar features, for your work interface. Chatter enables conversations with members of your team about clients and upcoming tasks you want to prioritize, making sure everyone is on the same page.

Plus, with individual customer records easily archived on Salesforce, chats with your coworkers won’t get bogged down in the search for a specific piece of information. Everyone on your team will have access to the same shared records and customer information that they can then use to touch base with clients and guide future business.

Generate new business

Bringing in new clients is exciting. It means that other people like what you’re doing with your business and want to be a part of it. It also means more revenue for you and your company. But to attract these clients, you have to be organized and understand what works best for you.

Think of Salesforce as a guide for potential future business. You can use the information you have on your current clients to get a sense of what works and apply this knowledge in your pursuit of new ones.

Salesforce also has logs that demonstrate how much time you’re spending on each of your clients. This is valuable information — it provides a clear picture of your day-to-day workflow that you can use to make operational decisions.

This information also helps with attracting new business, as you can present these stats in meetings. For example, if you’re talking to a steel mill company, you can give them direct breakdowns of a similar client that illustrate exactly how you’d work on their behalf.

Take stock of your workflow

When it comes to the big picture, you can use Salesforce as a gauge for how your company is performing and where it’s using its resources. Salesforce’s information storage is also a great tool for you to see how you’re spending your company’s time and money. If you don’t see great returns on a certain aspect of your operations, but notice you’re spending a lot of time there, you can adjust accordingly.

Salesforce has a lot of automation functions, which eliminate manual data input. This way, you can spend more time developing campaigns to keep and attract business. And, with different cloud services like Salesforce Sales Cloud, Salesforce Marketing Cloud, and Salesforce Service Cloud, you can be specific about the types of data you’re looking at and eventually acting on.

Setting goals

It’s nice to have goals, but they won’t mean much if you don’t have a place to track how your progress toward accomplishing them. Because Salesforce stores so much of your business information — clients, communication, financial figures, upcoming projects — it gives you a bird’s-eye view of your business operations and progress.

Say you want to track how far along you are in meeting a new business goal. Salesforce can organize your new clients and store information on how you might be able to get more similar clients to reach these goals. Plus, because Salesforce breaks down your company’s information into such detail,  it’s easy to tell whether or not you’re reaching your benchmarks, and if not, how you can adjust for the future.

Presenting your information

The way you and your business store and analyze your information is unique to you — it’s even different from others in your field. There will be certain aspects of your organization that you want to focus on. Salesforce allows for this type of personalization. If a few clients contribute to the bulk of your sales, you’ll want to make sure you can easily break down all of the data you have on them. Salesforce’s systems allow you to get specific with each of your customers and formulate action plans around this data.

Even better, Salesforce integrates with other platforms and applications. With its Jotform integration, you can implement, sync, and search Jotform’s different templates to classify your sales and operations. You can also increase efficiency by getting rid of some of the manual work of transferring this information between systems. Think of Jotform and Salesforce as a one-two punch, working together to make sure your information is presentable and consistent.

Saving time with Salesforce

Salesforce can help you cut out some time-consuming, manual work. Its databases grow along with your business and coordinate with different applications to make your record-keeping and client information secure and easy to read. With Salesforce at your side, you’ll be more than ready for your next big sale.

Jotform is now on Salesforce AppExchange!

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This article is originally published on Dec 31, 2020, and updated on Sep 04, 2023.

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