What is Salesforce Used For and What Does it Do?

Jessica B.

Seasoned technical writer giving you top Salesforce Tips.

Updated: Oct 27th, 2023

What is Salesforce?

Salesforce is the world-leading custom relationship management (CRM) platform and a cloud-based company that provides businesses with a suite of applications designed to help your organization manage customer relationships, marketing efforts, sales processes, and more. It is one of the most widely used and largest platforms.

Key Aspects of Salesforce

Salesforce offers robust CRM functionality at its core, allowing your business to track and manage leads, opportunities, customer interactions, and support cases. It operates as a cloud-based software as a service (SaaS) which means you can access your data from anywhere as long as you have an internet connection which means you don’t need an extensive on-premesis infrastructure.

The Salesforce tool is also highly customizable which means your organization can adapt the platform to suit your specific needs. This is commonly done by using custom objects, automation, and workflow rules.

If you are looking for a trusted third-party app then look no further than the Salesforce AppExchange which is an extensive marketplace where you can find and install integrations and applications to extend Salesforce’s capabilities.

Salesforce includes tools to help you manage your sales and marketing efforts. This includes generating and nurturing leads, managing opportunities, and emailing marketing material. You also get features for customer support and service such as case management, creating knowledge bases, and live chat capabilities.

Using the Salesforce analytics and reporting tools, you can gain insights into your customer data and use these insights to make data-driven strategic decisions.

Salesforce users can access their data using their mobile devices by using the mobile dedicated apps, which makes it convenient when you are on the go.

If your business is looking at building online customer portals or communities Salesforce can also help achieve this which means you can draw on your Salesforce data to create personalized and tailored experiences.

You can take advantage of the Einstein platform, which is Salesforce artificial intelligence integration, that helps to automate tasks, provide recommendations, and predict outcomes.

Salesforce can be implemented by a wide range of industries which includes finance, healthcare, manufacturing, and more.

Salesforce is known for its ability to scale from small to large enterprises. There is a vast ecosystem of developers, administrators, and consultants that can help you implement Salesforce in your business and optimize how you use this platform. This influential tool has helped businesses reshape how they manage and leverage their customer data.

What are the Benefits of Using Salesforce?

Implementing Salesforce into your business can offer a wide range of benefits no matter the industry. Here are a few of the ways this tool can benefit your business.

Salesforce can help to improve your customer relationships as you can track your customer interactions, history, and preferences which means you can engage with your customers in a more meaningful way.

You can increase your sales productivity by using the tools for managing leads, opportunities, and sales pipeline.

Take advantage of the marketing and automation capabilities to create, manage, and track your marketing campaigns.

Enhancing your customer service and support efforts can lead to faster response times, improved issue resolution, and improved customer satisfaction.

Using the collaboration tools and features you can easily share information within your organization including your customers and partners.

You can automate your routine tasks and workflows which reduces the need for manual data entry and improves overall efficiency.

The benefits this powerful platform can offer you are endless which makes it a valuable tool for you to integrate into your business.

How to Use Salesforce?

To use Salesforce effectively, you will need to take the following key steps and considerations into account.

Step 1: Sign up for a Salesforce account. Depending on your role, your administrator will set up an account on your behalf.

Step 2: Spend some time getting used to the Salesforce interface and access different modules such as leads, opportunities, accounts, and contacts.

Step 3: Start capturing your customer data into the appropriate fields, it is important to keep this data up to date to ensure that any reports you create using your data will be accurate.

Step 4: Track your marketing and sales efforts to see how effective they are and use the data to make strategic changes to your current processes.

Step 5: Customize your Salesforce to suit your specific needs, you can do this by working with an administrator to create custom objects, workflows, or fields.

Step 6: Create reports and dashboards to gain insights into your captured data and track your key performance indicators.

Step 7: Use the automation tools to automate your routine tasks and processes. This can include email responses, reminders, and notifications.

Step 8: Collaborate and share information within your organization by using Chatter, Salesforce’s dedicated collaboration tool.

Step 9: Integrate your Salesforce with other third-party apps and tools in your organization. For example, you can download Titan to create custom docs, forms, apps, e-signatures, and surveys without needing to know any code.

Step 10: Maintain your Salesforce data and ensure you stay informed on the latest Salesforce features to ensure you get the most out of this platform.

If you are new to Salesforce, consider taking training courses or asking experienced users in your organization for tips and tricks on how to use this tool effectively.

What is the Salesforce Cloud?

The Salesforce Cloud is a host of cloud-based solutions and services offered by Salesforce. Each cloud product is designed to help your business streamline operations, make data-driven decisions, and manage your customer relationships.

There is a range of cloud solutions on offer including: Sales Cloud, this flagship product is primarily used by the sales team; Service Cloud which focuses on customer support; Marketing Cloud is the solution for marketers looking to create and manage marketing campaigns; Commer Cloud for e-commerce businesses; Health Cloud is tailored for life science and life science organizations.

These are just a few of the cloud-based solutions that Salesforce has to offer. Each one is designed to address a specific need your business may have.

Where Can You Find the Salesforce App?

You can easily find Salesforce on your device’s respective app stored. The availability of the app could vary based on your region and the operating system of your device. You can check if your device is compatible with the sales app by checking the system requirements. Ensure that you download the official Salesforce app developed by Salesforce: The Customer Company, Inc.

Who Owns Salesforce?

Salesforce is a publicly traded company that is owned by shareholders. If you want to find the most up-to-date information about ownership and shareholders we recommend taking a look at the company’s annual reports or stock market information available.

How Does the Salesforce Browser Extension Work?

The Salesforce browser extension is used to enhance the user experience by offering quick access to your Salesforce records and tools directly from your browser.

In order to use this tool effectively you should have a good understanding of Salesforce development and the specific requirements of your organization.

What are some Salesforce Services?

There is a wide range of services on offer you can use to implement and optimize how your business uses Salesforce.

You can use the implementation services to help set up Salesforce for your organization to meet your specific needs and requirements.

To grow your Salesforce skills you can engage with the training and certification programs.

You can use consultant services to assess your business processes and get the best tool to help you achieve your goals.

There are support services you can use to resolve any issues you run into and ensure there is an ongoing smooth operation of your workflows.

If you require custom development with specialized functionality you can engage with a Salesforce developer to help you execute your custom changes.

These are only a few of the Salesforce services on offer for you to use throughout the stages of your Salesforce journey. The services you will require will depend on your specific organization’s needs and requirements.

The Takeaway

Salesforce can help your business reach new heights by leveraging your customer data to enhance your business relationships, create more effective and targeted marketing campaigns, generate leads, and grow your business.

We hope to see you soon! 

• Twitter
• Facebook
• YouTube
• LinkedIn

Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.