When a medium-sized company has a good CRM tool at its disposal, its growth and the range of possibilities for improving its processes are notable. After all, the set of practices and strategies available for Customer Relationship Management put the customer at the center, as the focus.
With this, it is possible to understand in detail not only the behavior, but also the characteristics and practices of your target audience, thus allowing actions to be taken to boost results.
And by using Salesforce, you have a series of alternatives available to improve your CRM and get even closer to your customer. Want to understand more? Just keep reading and check it out!
Depending on your company's specific needs and interests, practices for optimizing your CRM in Salesforce may vary. But we have brought down below some common options that can be used:
Simplifying repetitive tasks allows you to improve your team's efficiency. And process automation at Salesforce makes this possible.
Using Salesforce Flow, you can reduce the number of manual, repetitive processes and streamline order entries, tasks, customer tasks, customer contracts, contract payments, daily reports, tours, and users.
This process automation improves productivity, reduces costs and allows your team to focus on the most important and complex daily tasks.
Salesforce allows customer segmentation. Based on data stored by the platform, it is possible to personalize communication, making your brand speak directly with more precision and assertiveness.
It is possible to segment geographically, demographically, behaviorally, psychographically, by level of use and by perceived values.
This possibility of subdividing your audience within Salesforce means you speak to each distinct profile in a more appropriate, closer manner and with greater chances of sales by not treating them in a generic way.
Salesforce CRM also offers data analysis through advanced reports, capable of providing detailed insights so you understand which strategies are successful for your company.
In the “settings” field, you can search and find the item “reports” and then “report and panel settings”.
There it is! Now a variety of resources are available for you and your team, and your company can look at the data that interests it the most and create detailed reports on customer behavior on your digital media.
Tools like Lead Scoring and Pipeline Management help you optimize the sales process.
Using data analytics and machine learning, these tools allow you to show you which leads to prioritize based on past lead behavior.
Furthermore, this lead management work also allows the improvement of the texts used in communication with each lead category in question. Isn't it an excellent optimization of your work, generating even more sales opportunities?
Leaving your CRM improved with the many possibilities offered by Salesforce helps your company go further, with more results and possibilities for growth.
And when you have someone who deeply understands the subject, it’s even better! At able.digital, our professionals have more than 15 years of experience in the best Salesforce can offer.
Book a meeting with us and let’s chat!
