Reliable connections between customers and businesses, seamless customer experience and smooth commercial transactions enable conversions and high client loyalty. A well-thought-out CRM (customer relationship management) system is a key to success as it allows salespeople to approach customers in the most efficient way. For the 12th consecutive year, Gartner names Salesforce a leader in the Magic Quadrant for Sales Force Automation. What makes Salesforce so great? Let’s talk about it in more detail.
SaM Solutions offers a wide range of platform-based and from-scratch ecommerce development services that help you reach your digital sales objectives.
Magic Quadrant for Sales Force Automation

What Is Salesforce?
Salesforce was a pioneer in launching a CRM on the cloud. Today, the company is the world’s leading developer of CRM solutions based on cloud technologies. It has also been dominating the market in other categories, such as the CRM Customer Engagement Center and Enterprise Application Platform as a Service, for many years in a row.
The platform offers a variety of tools and services not only for relationship management but also for custom app development, targeting both small businesses and large industries. With Salesforce, you can discover insights into customers, better understand their needs and treat them as if you are personally acquainted.
The range of Salesforce products includes:
- Sales Cloud — helps find more customers, accelerate sales productivity and close deals faster.
- Service Cloud — helps support customers from anywhere and hold a seamless conversation.
- Marketing Cloud — includes tools to unite marketing and sales on one platform and to engage with clients via different channels.
- Commerce Cloud — helps create a personalized shopping experience.
- Community Cloud — builds communities for employees, partners or vendors to improve engagement.
- Quip — a collaboration platform to organize your team’s work.
- Salesforce Platform — a unified platform that allows you to customize solutions, build your own apps, add security levels, etc.
Salesforce software products are used by thousands of enterprises of all sizes, covering multiple industries and various geographic locations. The company’s key areas are financial services, healthcare, retail, manufacturing, consumer goods, communications and media, and automotive. Among the most prominent clients are Aston Martin, American Express, Canon, Puma, L’Oreal and more.
Why Use Salesforce CRM?
Your business can develop at a rapid pace with the help of Salesforce. The following benefits of this excellent CRM will make your work experience more pleasant:
- Ease of Use. You don’t have to be an IT expert to set up and manage apps — you just need to log in and start blazing trails to your customers in a completely new way. Salesforce provides a complete view of the client, so you can make decisions easier. The intuitive interface, clear navigation and collaboration options make the work process smooth and seamless.
- Rich functionality. The platform is replete with default features and templates suitable for most business and organizational needs.
- Customization. One of the main benefits of the service is the ability to configure any solution according to the company’s needs. You can integrate your own apps, make necessary alterations, delete or add functions and extend them. To perform customization, technical expertise is needed.
- Scalability. The platform is able to grow as the business expands, adapting to all new specifications and providing enough storage space.
- Analytics. Sales representatives have the possibility to track customer activities, analyze them and anticipate customer needs. The system creates reports, graphics and dashboards that help measure performance, find the critical points and improve upon them.
- AppExchange. This is a special marketplace where you can find thousands of apps for integration with Salesforce. Such practice enhances client engagement and improves performance.
- Community. Salesforce undergoes continuous improvements and takes advantage of innovations. Its dedicated team and large-scale community always take user feedback into consideration and release new features three times a year, building up a good reputation for the product.
How to Use Salesforce for Sales: 5 Tips
Now, every concerned reader should have the following reasonable question: How can Salesforce help my business? We give you five practical tips on how to use Salesforce CRM for increasing revenues, and which tools to implement in each situation. Since we live in the age of digital transformation, all of them are connected to the automation of certain processes.
1. Sales Automation

Source: Salesforce
The first thing you should do for improving sales using Salesforce is automating your sales pipeline. Sales Cloud is designated for creating frictionless eCommerce and customer experiences and includes a wide array of features.
- Account and Contact Management. These tools are able to draw a 360-degree picture of each client by tracking their activities, contacts, communications and discussions. You will also gain insights from the most popular social networks — LinkedIn, Facebook, Twitter.
- Opportunity Management. This tool helps control all of your deals, tracking products, payment, delivery terms and other details. Team members stay informed about updates in real-time mode and can help if needed.
- Lead Management. More leads can convert into actual sales if you route and assign them to the right sales reps.
- Sales Data. You can get the latest and most accurate data easily with Lighting Data and Data.com solutions. They automatically update crucial information about contacts, leads and accounts, helping you drive processes. Two free tools — Data Loader and Excel Connector — import and synchronize information from various sources.
- Mobile. You can upload Salesforce to your mobile device and work from any place as if from an actual office.
- Workflow and Approvals. Use the Visual Workflow tool to design and visualize any business process. Approve requests directly via Chatter or email without delaying deals.
- Files Sync and Share. Work with files as a team from anywhere, synchronize and share them quickly and securely, search for information, track content, publish news and correct mistakes.
- Reports and Dashboards. Detailed reports are created automatically to show the real picture of your business at a glance.
- Sales Forecasting. AI-driven algorithms make accurate forecasts on the basis of all the available information. This helps provide timely updates and necessary adjustments, set reasonable goals and track your team members’ performance.
2. Marketing Automation

Source: Salesforce
A specialized tool, Marketing Cloud, helps manage marketing processes and promote your company products through various channels. Its main features are:
- Journey Builder to make connections across all channels and power 1-to-1 relationships with clients.
- Email Studio to build personalized email campaigns.
- Salesforce DMP to capture and activate data from any source.
- Data Studio to acquire high-quality data and activate it for finding new audiences.
- Social Studio to engage with clients via social media channels.
- Advertising Studio to create target ads.
- Mobile Studio to facilitate mobile interactions including SMS, push notifications and group messaging.
- Interaction Studio to visualize user activities in a real-time mode on all channels and drive valuable engagement at the right moment.
- Pardot — a service to support the B2B segment, coordinating the actions of the marketing and sales departments when working with corporate clients.
3. Service Automation

Source: Salesforce
A personalized Service Cloud manages the support (technical, information, service, etc.) of customers at the after-sales stage. It focuses on solving maintenance tasks and automates the key functions of this process, optimizing cooperation with clients and increasing their satisfaction.
The customer can get assistance over the preferred digital channels (social networks, live chats, mobile messaging or in-app). AI-powered chatbots provide instant answers, eliminating the long wait.
There’s also a possibility to build self-service portals where users can find information on their own.
4. Collaboration Automation

Source: Salesforce
The Community Cloud solution provides an opportunity for companies to organize interactions between customers, partners and employees. The functionality of the service facilitates the exchange of information in a real-time mode, the transfer of any files, data or records on stationary or mobile devices.
You can use out-of-the-box templates, themes and branding to create a personalized forum or portal matching your business needs. This will help you engage the audience and streamline the communication with each member.
5. Analytics Automation

Source: Salesforce
Analyze data faster, reveal hidden insights and opportunities and turn data into revenues with the business tool Einstein Analytics. The AI-driven tool is able to consolidate data from all sources, analyze all possible combinations, make predictions and give recommendations.
As a result, you’ll be able to make business decisions much faster. You can integrate the tool into existing apps or build your own applications for data analysis with the help of Einstein Analytics Platform.
To Sum Up
This was a brief introduction on how to use Salesforce for simplifying sales operations. The main conclusion that can be made is that the implementation of a cloud-based CRM is a good investment that promises to increase revenues, improve internal communications and customer satisfaction, and create a more profitable organization. Salesforce is a tool with multiple benefits that can greatly improve your business performance. Hence, it must be considered when choosing a CRM for your company.
Nevertheless, you should remember that even the best digital systems can’t completely replace people in the retail industry. The human touch plays a crucial role in closing deals, while automation just simplifies the procedure.
SaM Solutions is an experienced player in the IT market. We provide various software development services for multiple industries and have experience in creating projects using different technologies, Salesforce included.
Ask your questions by filling out the contact form on our website. Let’s build the best solutions together!
Thanks for sharing this one. A must read article!
Useful info. Lucky me I discovered your web site accidentally, and I’m shocked why this twist of fate did not took place in advance!
I bookmarked it.
Hi! Someone in my group shared this site with us so I came to take a look.
I’m definitely loving the information. I’m bookmarking and will be tweeting this to my followers! Outstanding blog and fantastic design and style.
I’ve been surfing online greater than 3 hours today, yet I never discovered any attention-grabbing article like yours.
It is pretty worth enough for me. Personally, if all website owners made good content as you, the internet can be a lot more helpful than ever before.
I just could not leave your site before suggesting that I actually enjoyed the information a person provide in your visitors? Is going to be back steadily to check up on new posts!
Good post however , I was wondering if you could write a little more on this subject? I’d be very grateful if you could elaborate a little bit more. Thanks!
I quite like reading through a post that will make men and women think. Also, many thanks for permitting me to comment!
Everything is very open with a very clear explanation of the challenges. It was really informative. Your site is very useful.
Thank you for sharing!
It’s hard to find experienced people on this topic, however, you sound like you know what you’re talking about!
Thanks
I’m really enjoying the design and layout of your website.
It’s a very easy on the eyes which makes it much more enjoyable for me to come here and visit more often.
Superb work!
If you are going for finest contents like myself, simply pay a visit this site all the time since it offers feature contents, thanks
I’ve been surfing online more than 4 hours today, yet I never found any interesting article like yours. It’s pretty worth enough for me. Personally, if all site owners and bloggers made good content as you did, the internet will be much more useful than ever before.
Every weekend i used to visit this web page, for the reason that i want enjoyment, for the reason that this this site contains in fact pleasant funny stuff too.
This project has great upside potential due to its first mover advantage in a very strategic location.
I am sure this post has touched all the internet users, its really really good piece of writing on building up new web site.
Great blog and I look forward to seeing it expand over time.
Valuable info. Fortunate me I found your site unintentionally, and I am surprised why this twist of fate did not took place earlier!
I bookmarked it.
Hey there I am so delighted I found your weblog, I really found you by mistake, while I was browsing on Digg for something else, Anyhow I am here now and would just like to say many thanks for a incredible post and a all round exciting blog (I also love thee theme/design), I don’t have time to read it all at the minute but I have bookmarked it and also added your RSS feeds, so when I have time I will be back to read much more, Please do keep up the excellent job.
You made blogging look easy. The full glance of your web site is magnificent, let alone the content material!
Very good article. I am going through a few of these issues as well..
Greate article. Keep writing such kind of info on your site. I’m really impressed by your blog.
You have done an incredible job. I will certainly dig it and personally recommend to
my friends. I am confident they will be benefited from this website.
This is a very good tip particularly to those new to the blogosphere.
Short but very precise information… Many thanks for sharing this one.
A must read article!
Amazing! This blog looks just like my old one! It’s on a completely different topic but it has pretty much the same page layout and design. Great choice of colors!
Thanks for sharing such a nice opinion, article is fastidious, that’s why i have read it fully.
This excellent website definitely has all the info I needed about this subject and didn’t know who to ask.
Sweet blog! I found it while browsing on Yahoo News. Do you have any tips on how to get listed in Yahoo News?
I’ve been trying for a while but I never seem to get there!
Many thanks
Hi, this weekend is nice in favor of me, as this point in time I am reading this enormous informative post here at my house.
Hi there, I found your website via Google at the same time as searching for a similar subject, your site came up, it seems great. I’ve bookmarked it in my google bookmarks.
Pretty! This was an incredibly wonderful article. Thank you for supplying this info.
Howdy! Would you mind if I share your blog with my twitter group? There’s a lot of folks that I think would really appreciate your content. Please let me know.
Many thanks
Thanks for the good write up. It in truth used to be a leisure account it.
Glance complicate to more delivered agreeable from you!
I like what you guys tend to be up too. Such clever work and reporting!
Keep up the good works guys I’ve added you guys to our blogroll.
Very good article. I am going through a few of these issues as well..
If some one wishes to be updated with latest technologies
then he must be pay a quick visit this website and be up
to date daily.
You’re so interesting! I don’t suppose I’ve truly read through
anything like this before. So great to discover someone with unique
thoughts on this subject matter. Seriously.. many thanks for starting this up.
This site is something that’s needed on the web, someone with a little originality!
continuously i used to read smaller articles
or reviews that as well clear their motive, and that is also happening with this article which
I am reading at this time.
I’ve been browsing online more than three hours today, yet
I never found any interesting article like yours.
It is pretty worth enough for me. Personally, if all webmasters and bloggers made good content as you did, the internet will be much
more useful than ever before.
Greate article. Keep writing such kind of information on your site.
Im really impressed by your blog.
Hello there, You have done an incredible job.
I will certainly digg it and personally recommend to my friends.
I’m sure they will be benefited from this website.
Very good information. Lucky me I recently found your site by accident (stumbleupon).
I have saved as a favorite for later!
It’s really a nice and helpful piece of information. I
am happy that you simply shared this helpful information with
us. Please keep us up to date like this. Thank you for sharing.