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How Salesforce CRM Can Help Your Small Business?

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  • November 20th, 2020
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Salesforce is a CRM that provides a 360-degree view of your customers and insights into your own business.  CRM software acts as a tool for transforming a small business into a growing business. CRM is not just beneficial for a big enterprise with a team sales team. But selecting a CRM is not an easy task.

However, when you need to choose the right CRM for small business you ought to know the benefits of adopting the CRM software to cater to the needs of the organization. 

Salesforce is a customer success platform, designed to sell, analyze, market and connect with customers. Salesforce enables you to run your business from anywhere, anytime. The standard products and features of Salesforce help in understanding customers and prospects, collaborating and engaging with employees and partners, and store data securely in the cloud. 

Here are the ways the CRM can be chosen to help your small business. 

Ways to help your Small Business with Salesforce CRM


Scalable Customer Management 


The prospects for the business can be converted to customers alongside existing customers that gives you a steady stream of business. The prospects come in the form of business cards with a list of names and phone numbers.

CRM helps to manage customer management. It enables businesses with the much-required speed and scalability that is needed in any enterprise. A CRM acts as a map for a small business that understands where you are with the customers and the direction that can make them happy. 

Provide IT Infrastructure 


With a growing organization, you need to collaborate with the sales initiatives, share your CRM data with colleagues, and access information while on the move from a smartphone or mobile devices. 

Mobile apps can be developed and take advantage of micro-moments of productivity throughout the day. Companies can save by apps that can target specific tasks or approving a custom quote on a smartphone device. 

Increase in Sales

Small Business Sales

CRM imparts a comprehensive view of the customers and the previous interactions with the customers. It helps in rendering the status of the orders and pending invoices as well as the transaction history.

A CRM not only helps in storing the contact information as well as qualifying the leads for directing the efforts in an effective way. 

Customer Service


Cloud-based services for small businesses allow connecting your CRM with other cloud-based services for a comprehensive view of customers. The insights obtained from Salesforce CRM help small businesses to predict the trends and patterns for finding solutions beforehand by anticipating the questions well in advance before they can become issues for customer service. 

Offer Flexible Growth 


CRM platform is scalable and extensible and provides the tools as you need to grow and CRM runs based on Cloud. This means that CRM offers current information about customers and deals. Sales Cloud gives you multiple platforms for your company’s growth. 



Your business needs a CRM that suits the specific needs of the customers. A CRM software that scales your need and must ensure the growth of your business. 

It becomes important to understand the number of unique logins a company can have that answers before deciding a software. 

Intuitive Reporting 


CRM allows you to pull data as per your preference. Dashboard feature shows the information to make it easy to understand. The Sales Managers of your organization needs to know the performance data of salespeople and the progress of the department. The best CRMs offer valuable insights with personalized, automated reports. The reports must be created quickly and easily. 

Integration with Other Platform 

Salesforce Integration with other apps

The CRM that suits your objective must integrate seamlessly. The retailers need to have e-commerce integration while using CRM. The best CRM for a small business needs an e-commerce solution. 

Learn: The Ultimate Guide to Salesforce Integration

Use Reviews


While researching the user reviews you can get insights on reviews of customers. The review of the users offers a pulse on what the previous and current customers feel about the platform. A CRM can provide your users for a helpful, unbiased conversation. 

Increase Employee Productivity 


As per the Harvard Business Review, “fifty-two percent of performing salespeople identified themselves as power users who takes advantage of the company’s CRM technology.” 

When your business adopts the right technology then the can perform the process-heavy tasks and leaves enough time to connect with the customers. With automation, the valuable time of the employees can be saved so that they can devote more time in successfully driving the business. The time saved is then utilized in meaningful activities such as conversing with customers and building relationships with the existing customers for taking your business to a new level. 

Improve Customer Retention 


As per Harvard Business Review “5 % reduction in customer defection rate can increase profits by 25-85 %. “ 

CRM offers to build transparency with customer histories, cases or campaigns that can enable the businesses can render efficient purchase or service experiences.  


Salesforce is a customer relationship management platform that allows managing the customers and prospects and track data related to all customer interactions. It helps in team collaboration, internally and externally, gathering insights from social media. 

It is imperative to understand the customers better by driving sales and business growth which helps in driving the frequency and importance of customer interactions. Moreover, CRM software offers event tracking to gather insights on visitors on the website. 

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