3 Ways Salesforce Helps Small Businesses

November 26, 2021
General Blog

Salesforce is a cloud-based customer relationship management (CRM) platform which transforms the way businesses interact with customers. The world-class platform is just as accessible and suitable for small businesses as it is for large businesses. Salesforce started small too, in a small San Francisco apartment. Their commitment to serving the needs of small companies was the springboard for their success, and now Salesforce has over 150,000 customers – many of whom are still small businesses! Salesforce helps small businesses and large businesses alike, making it the ideal CRM solution.

It is a common misconception that CRM is only needed in large, corporate environments with ever-expanding sales teams. However, the truth is that you don’t have to be big to benefit from CRM.

So, how can Salesforce help small businesses?

1. Effective customer management

The key to success in startup companies is strong customer relationships. Not only will your existing customers bring in steady business, but there are also prospects around every corner waiting to be turned into customers. Therefore for small businesses, nourishing your customer relationships will have a huge, long-term payoff – turning your startup into a thriving, vibrant and expanding the business.

Salesforce helps small businesses by enabling true, effective customer management. Not only will you have a platform to store all contact information with space for notes, but you’ll also be able to easily contact your customers from the same platform making it easier than ever to conduct business. Service Cloud is designed to let you provide high-quality customer service and this effective customer management system will make handling customers an efficient process, enhancing the likelihood of retaining customers.

2. Effective sales

Of course, making sales is crucial for turning small businesses into thriving ones. The Sales Cloud platform is designed to help you shorten sales cycles by engaging and managing your sales effectively, enhancing every prospect and customer on their preferred channel, like phone and email, at just the right time.

Salesforce helps small businesses by displaying all customers in one view, with all contacts for each customer laid out intuitively. Not only this, small businesses will have access to Einstein AI; a feature providing accurate, real-time updates about the accounts stored on your system. Knowing that an account is expanding, for example, can guide the way you next approach this customer, allowing you to maximise opportunities and increase the likelihood of making a sale.

Of course, not every prospect will result in a sale. But using an effective CRM system such as Salesforce helps small businesses to learn from their interactions with customers which in turn will guide future sales strategies. This is essential for small businesses who are looking to refine and streamline their processes.

3. A future-proof, scalable and customisable solution

A key way that Salesforce helps small business is through its flexibility and adaptability.  Your business will require different tools and systems at different stages of growth, and Salesforce takes this into account. The system has a series of extra apps and features which can be bolted onto your package in order to support the growth of your business in exactly the way you need it.

In addition to having add-ons, Salesforce also runs best in the Cloud! This is great news for small businesses as it means your data can be accessed anywhere by anyone in your business. If you have to relocate or update existing systems, you can be confident that your data will be kept safe in the Cloud, minimising disruption to your business.

Salesforce is completely customisable giving you the ability to personalise your experience depending on your exact requirements. The ability to customise lists, dashboards and reports for your business is huge for small businesses, especially when you are looking for a system that works best for you. Salesforce is fully adaptable, meaning you are able to continue exploring how to best systemise your business knowing that your CRM platform can easily meet your needs.

These are just some of the ways that Salesforce helps small businesses, highlighting the benefits of an effective CRM system. As the world’s most trusted solution and #1 CRM, we are committed to helping you achieve your top priorities, so get in touch if you want to know more about how we can help you succeed in your business.

Contact a specialist today.

By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.