What is Salesforce CRM and Does My Business Need It?

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A business in need of bringing together their sales and marketing for a full view of their customer base will often turn to a CRM and the common one is Salesforce. While many may not know what a CRM is, Salesforce allows several teams across an organization to better engage with their customers, no matter where they are. Salesforce helps businesses sell their products efficiently while maintaining a good experience for their customers.

This brings in important data that organizations can share internally and use to increase productivity as well.

Many of us already know and use NetSuite as the core ERP solution for a business. It also offers full data visibility for businesses anywhere in the world and can be accessed remotely at any time. But what’s more, for many businesses NetSuite is often used as a  (Customer Relationship Management Tool (CRM) as well. 

This is also why Salesforce to NetSuite is a widely-used integration for many businesses.

What is a CRM?

For those businesses operating in the e-commerce space, a CRM platform is vital and many will in fact turn to Salesforce. Yet, many are unclear on what a CRM is and the benefits it can offer to their operations. Salesforce is most often used for managing a business’ customer base by bringing together sales, marketing and other service-related teams, such as IT or customer service. 

It gives a business a full view of their customers’ journey, including the various touch points they’ve had with the different members of your organization.

By following the customer throughout their experience, a sales team can gauge the tactics that worked best and use them for future sales targets. As a whole, the organization can also rely on this data visibility to ensure a positive client experience is constantly maintained.

In recent years, Salesforce CRM has become more well-known for managing and logging the actual interactions clients have not only had with a business website but also with its employees. For example, one would find the conversations a customer service team member had with a lead up until the moment they met with a sales representative - all of this useful data within their CRM and accessible by all.

In short, a CRM will help businesses streamline their processes and maintain communication both with customers and within their internal teams. By sharing the information gathered during a phone call with the lead, a customer service representative can help their colleagues in sales win an opportunity faster. Also, leads are given a better experience thanks to a team’s quick response to their needs. It’s a win-win for both parties.

Conversely, this is often a great platform for sales teams to log important sales conversations with leads and opportunities, so they can be nurtured for future potential as well. This is where their marketing colleagues come in with tactics and strategies tailored to these leads and their interests. These combined efforts could result in more sales won for your organization.

Scenarios like these lead to greater efficiency and profitability. Various internal teams are able to input data and share it across their different applications. It’s all useful information that can be used to build future strategies and meet objectives. Of course, the data sharing is done instantly and without the risk of human error. 

Ultimately, as is the case with other software integrations, organizations can now focus their resources and efforts on more important tasks.

Salesforce Integration For Your Business

For many growing businesses, the common choice for a Salesforce software integration with their ERP is Salesforce to NetSuite. These platforms are compatible for two-way integration. In essence, this integration is best known for its ability to automate the lead-to-cash process that could enhance a business’ customer experience. 

This helps them automate processes and improve collaboration among their teams, giving them one resource for any details related to their inventory, clients and sales cycle. These are important outcomes for e-commerce based businesses that operate globally.

For example, a better view of inventory management information allows organizations to make better decisions on item discounts or pricing. With this, upper management can choose to redirect their sales objectives, when necessary, and inform their sales teams straight away. With continuous and consistent data updates, they’ll know immediately when it’s time to make such changes.

Having real-time access to their inventory data is a major advantage for businesses and their sales teams. By staying on top of this information and using it to make better sales-related decisions moving forward, your organization offers a better customer experience with little hassle to your internal teams.

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