How to Make the Most of Your Salesforce Value: What to Try to Implement

How to Make the Most of Your Salesforce Value: What to Try to Implement

Mar 11, 2024
2 minutes

Nowadays, leading a business means having to do with customer data a lot. Since Salesforce is one of the main on-cloud CRM platforms out there, and chances are that you have already used it and continue to build customer relationships through it, there is huge potential in the system. Uncovering this potential is a part of success, so get ready to collect some new tips on how to better support clients, sell, market, connect with partners, and more.

Companies and startups usually choose between Salesforce professional services and managed services, which we will look at further in this article.

So, what are Salesforce's capabilities that you might have overlooked? 

  • Artificial Intelligence (AI) assistance.

    You can launch new campaigns in a dedicated marketing cloud and systemize and manage emails, social media pages, content, data analytics, and more. Artificial Intelligence is the new spark that can give you valuable insights, make accurate forecasts, and optimize workflow.

  • Marketing automation.

    For instance, you can give it a try by integrating all the apps your team uses or achieve swift sales by allowing the AI mechanism to make sales projections and analyze customer preferences so that your team can develop products mindfully. With Salesforce, you can also automate sales and marketing. Among many components of the Salesforce Marketing Cloud, Interaction Studio will let you know your customer better. Profound customer data analysis is the key to personalizing communication with clients and creating something that actually meets their needs and desires.

    Email Studio within the same cloud grants you everything to make email marketing shine. You’ll be able to make interactive email designs, test and correct your emails, launch dynamic content, and adapt sending according to customer segments.

  • Transforming sales.

    If your sales managers and representatives carry the weight of monotonous work or wish their work was more structured and tech-driven, Sales Cloud can ease the burden and get you a higher level. The platform offers space for lead conversion, smart report management, catching up on fresh business trends, and creating a perfectly structured sales process overall.

If all of this sounds nice but still is only a theory to you, it’s high time you thought about some guidance. Even as an experienced user, you can benefit from professional help services with experts who can place the right tools into your team’s hands and reach your priority goals. Whether it is bringing up sales, helping your managers do their job without strain, or doing better marketing, having professionals navigate you through Salesforce components will be worth it.

Now, to the difference between professional and managed Salesforce services. In a nutshell, both assistance models aim to bring you closer to your business and customer relationship goals by providing skilled staff to carry out Salesforce foundation design for you personally and let you run all components smoothly. 

Still, when it comes to professional Salesforce services, they are rather wired to work at the architecture. Teams such as Avenga do the research and development, tech consulting, customized solutions, and bringing them into reality. They cover a wider area of expertise, including advisory and training, compared to managed Salesforce services, which are focused on support and administration, carrying out management, and continuous optimization and performance maintenance.

Wrap Up

Above we unveiled just a small part of what Salesforce can mean for a business. With a reliable team by your side or choosing a hybrid approach, i.e., with both professional and managed services, you will be able to get the most out of the Salesforce tool, get unique solutions, and ease day-to-day work.