Not sure if Salesforce is the right tool for you? Here are 7 points to help you make that decision.

Who hasn’t heard of Salesforce? It’s probably THE most popular name in the CRM arena, and it stands out for its comprehensive features and capabilities. But how do you know if it's the right fit for your organization? 

Here is a list of 7 questions to help you decide. If your answer to even one of them is “yes,” then it’s worth considering setting up Salesforce.

1. Do you want to streamline your processes?

If your organization has people-reliant processes that are not tracked, having one platform that gives you visibility into all your processes and information can help you make critical decisions, regardless of the size and complexity of operations. This platform can also help generate higher revenue, tighten sales cycles, personalize customer outreach, and increase customer satisfaction while arresting revenue leakage.

Salesforce is that platform.

Salesforce can help your organization monitor and simplify processes with robust platforms like Marketing Cloud, Sales Cloud, CPQ,  Service Cloud, Experience Cloud, and more. Certified partners can tailor your Salesforce instance to enhance the efficiency of your processes. Setting up Salesforce can give you a 360-degree view of your operations and help you to make those decisions while avoiding costly errors.

Before CUBE84 streamlined their Salesforce instance, Imagine Learning Classroom felt the need for a reliable customer support system. We implemented an efficient case management channel and set up a knowledge-based public portal, which reduced the staff load and helped improve customer experience and customer retention.

2. Do you have employees in multiple locations?

In today's dynamic business landscape, mobility is a necessity. 

If your teams often find themselves on the move or working from different locations, Salesforce's mobile accessibility becomes a valuable asset. With the ability to access Salesforce via mobile and tablet devices, your teams can stay connected, update crucial information, and respond promptly to customer inquiries, irrespective of their location. 

Expert consultants can further leverage the power of Salesforce to build user-friendly branded interfaces that your team can use effectively to capture all the information.

3. Does your organization prioritize metrics?

Management guru Peter Drucker once said, “[only] what gets measured, gets managed.” If your management makes data-driven decisions, Salesforce is an excellent investment.

Salesforce can be configured to cater to high-level metrics as well as granular tracking. Consultants can create custom reports and dashboards that provide a bird's-eye view of your operations to help management make critical business decisions. They can also create function-specific reporting, such as Sales Leadership Dashboard, Sales Pipeline Dashboard, Sales Activities KPI Dashboard, Service KPI Dashboard, and Marketing Executive Dashboard for your teams to monitor regularly.

4. Are you looking for a bouquet of solutions?

If your organization is experiencing growth, you’ll need a scalable CRM. Salesforce fares better than most other CRMs in this aspect, thanks to its AppExchange platform. 

Think of the Salesforce AppExchange as Apple’s App Store or Android’s Play Store. This expansive ecosystem offers a wide range of apps and integrations developed by Salesforce partners and independent software vendors. Whether you're seeking industry-specific solutions, advanced analytics tools, marketing automation platforms, or even specialized tools for nonprofits, AppExchange has you covered. 

Consider partnering with a top-rated Salesforce consultant to help you pick the right apps from AppExchange and integrate them with your Salesforce instance.

5. Is there a disconnect between your business processes and your technology? 

Technology should be an integral part of your business to drive growth. If your organization has customer and prospect data siloed in different apps and spreadsheets, getting professionals to integrate the information into Salesforce may be a good idea. Doing so will give you a Single Source of Truth for each customer, which cross-functional teams can access with ease. 

Once again, with its vast ecosystem of partners and apps on the AppExchange, Salesforce can help you find a consultant who can understand your business processes and tailor solutions that leverage the platform. Don’t worry if you’re overwhelmed by the sheer choice of consultants! We’ve created a handy guide to help you select the right Salesforce consulting partner for your needs.

6. Does your organization use a lot of applications?

In today's interconnected world, seamless integration of multiple applications is critical. 

Collaborating with certified Salesforce consultants equips you with the expertise to quickly and efficiently integrate Salesforce with the various applications your organization already relies on. This synergy ensures that your operations remain cohesive with a 360-degree view, data flows effortlessly, and teams can work harmoniously across platforms.

7. Do you find your teams doing manual and repetitive tasks with data?

Manual and repetitive tasks can hamper productivity and hinder your team's potential. As a CRM, Salesforce is ahead of the curve when it comes to workflow automation. To truly make use of Salesforce’s automation capabilities, you can partner with a certified Salesforce consultant.

Salesforce consultants possess the know-how to identify manual and repetitive tasks, map out efficient workflows, and automate processes within the platform. From sending welcome emails to entering client information, consultants can configure Salesforce to handle these tasks automatically, freeing up your team's time to focus on the core business.

Bonus Question

Are you a Nonprofit?

Salesforce for nonprofits may seem like an oxymoron, but it’s not! Salesforce has a dedicated Nonprofit Success Pack (NPSP) that can help streamline donor management, track fundraising efforts, and enhance constituent engagement. With tailored solutions and specialized apps, Salesforce can help your nonprofit manage relationships, campaigns, and initiatives more effectively. What’s more, as a part of their Power Of Us program, Salesforce provides the first ten subscriptions for free to eligible nonprofits. 

To make the most of NPSP, partner with a Salesforce consultant with nonprofit industry expertise, like CUBE84. Having worked with over a hundred nonprofits, we have created Salesforce accelerators specific to nonprofits and can also help you implement industry best practices.

Conclusion: 

Choosing the right CRM, like Salesforce, requires a comprehensive evaluation of your organization's unique needs and goals. But if you've answered with a "yes" to any of the above questions, your organization will likely benefit from implementing Salesforce. The platform's versatility, customization potential, and the expertise of certified consultants provide a strong foundation for driving growth, efficiency, and success across your operations. 

As you embark on this transformative journey, remember that finding the right CRM is not just about today but about building a solid platform for your organization for the long term.