{"id":4237,"date":"2021-05-06T13:47:43","date_gmt":"2021-05-06T11:47:43","guid":{"rendered":"https:\/\/www.actonic.de\/?p=4237"},"modified":"2024-07-31T12:15:13","modified_gmt":"2024-07-31T10:15:13","slug":"is-salesforce-the-crm-system-for-you-part-1","status":"publish","type":"post","link":"https:\/\/actonic.de\/en\/is-salesforce-the-crm-system-for-you-part-1\/","title":{"rendered":"Is Salesforce the CRM system for you? Part 1"},"content":{"rendered":"

[vc_row][vc_column][heading title=”What is a CRM system?” heading=”h1″ text_align=”center” font_weight=”” el_id=”1621949188619-1809dd26-a663″][vc_row_inner][vc_column_inner width=”1\/2″][vc_column_text]”CRM” stands for ”customer relationship management”<\/span> and refers to a strategy or to the focus of a company. A CRM system is a software that is used for the structured collection and central management of customer information. All information from different departments of a company is\u00a0collected<\/span> in one system to provide a complete summary of the customer in real time.[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=”no_shadow” width=”1\/2″][vc_single_image image=”4335″ img_size=”” el_class=”no_shadow”][\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner][vc_column_text]C<\/span>ustomer-oriented employees from different sections have access to important customer-related data anytime. A CRM system provides a complete overview of the customers. That way,\u00a0<\/span>companies can address their customers directly and personally and build\u00a0a better customer relationship.<\/p>\n

A CRM system has different ways of operating:<\/strong><\/p>\n

    \n
  1. Local = the CRM system is only used on your computer, no team work possible<\/li>\n
  2. Company server = the system could be used on different devices, installation needs technical\u00a0know-how<\/span><\/li>\n
  3. Cloud-based = designed for fast and flexible usage, location independence, online connection necessary<\/li>\n<\/ol>\n

    Which way of operating is best for you depends on your individual needs.
    \nIf a CRM system is generally suitable for your company depends on your use cases. In the next section we will take a closer look at the use cases of a CRM system.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row][vc_column][heading title=”Different pain points & use cases of a CRM system” heading=”h2″ font_weight=”” el_id=”1620301960898-80c6fcd7-53c8″][vc_column_text]The purpose of a CRM system is the setup of the customer relationships in a company, but are the exact use cases\u00a0 in a system like this?<\/span>\u00a0Which pain points\u00a0are solved by a CRM system, and what are the benefits?
    \nAt first, we want to talk about the general pain points and the associated use cases and afterwards we want to give concrete examples of use cases of CRM systems in different departments.<\/p>\n

    1. Low customer engagement<\/strong>
    \nYou have\u00a0struggles with the long-term commitment of your customers?
    \nThe complete data collection using a CRM system allows you to personalize your interactions and solve your customers’ problem better. That way you have satisfied and long-term customers.<\/p>\n

     <\/p>\n

    2. Unorganized information<\/strong>
    \nSeveral employees working on different files\u00a0with different tools. As a result, they cannot work well together as a team and data can get lost.
    \nThanks to a CRM system, all employees are working with the same data on the same platform and are well\u00a0networking<\/span>\u00a0as a team.<\/p>\n

     <\/p>\n

    3. Complicated tracking & reporting<\/strong>
    \nTracking interactions with customers and creating reports for your management can often only be done manually, which is very time-consuming.
    \nWith the help of a CRM system, you can create reports with just a few clicks and easily understand customer interactions, as all contact details are captured in the system.<\/p>\n

     <\/p>\n

    4. Inconsistence tracking of leads\u00a0<\/strong>
    \nExternal customer appointments can cause the loss of important details until the employee returns to the office. Or he realized that he does not have all relevant data at hand during his appointments.
    \nWith a CRM system employees are always having mobile access to all stored data from abroad.<\/p>\n

    The mentioned<\/span>\u00a0pain points and use cases\u00a0refer<\/span>\u00a0generally to companies regardless of the industry or\u00a0size.<\/span>
    \nHowever, the individual departments also have specific use cases for CRM systems.<\/p>\n

    Here are a few examples:<\/p>\n

    Marketing:<\/strong>\u00a0possibilities to automate\u00a0campaigns\u00a0<\/span>and evaluate marketing activities<\/p>\n

    Sales:<\/strong>\u00a0leads are easier to find through sorting and prioritization, and sales-relevant data is stored centrally<\/p>\n

    Customer service:<\/strong>\u00a0better overview of support cases,\u00a0c<\/span>ustomer satisfaction and fulfilment of SLAs[\/vc_column_text][heading title=”Example of a CRM system: Salesforce” heading=”h2″ font_weight=”” el_id=”1620301993663-367fa434-49df”][vc_column_text]Salesforce is an example of a CRM system with a cloud-based way of operating and\u00a0consists of different cloud-solutions such as Sales Cloud, Marketing Cloud<\/span>\u00a0or Service Cloud.\u00a0Since Salesforce was founded in 1999, more than 150,000 companies worldwide trust the continuously evolving system.<\/p>\n

    With the different clouds and built-in tools, Salesforce can meet a wide range of needs and stands out especially through its user-friendly interface. In addition, you’re not tied to specific processes or workflows when using Salesforce, but you can work flexibly. The AppExchange offers you a variety of apps and provides you the additional ability to connect separate apps to Salesforce or develop your own software.<\/p>\n

    With these different clouds, Salesforce enables all departments of a company to work together on a single platform.
    \nTeam collaboration is made more efficient and customer relationships are strengthened. More than 150,000 companies worldwide trust Salesforce.<\/span>\u00a0Thanks to numerous integrated tool, Salesforce can also be optimally adapted to your own needs.<\/p>\n

    Five TOP reasons for Salesforce:<\/strong><\/p>\n