How Do Non Sales Teams Leverage Salesforce
How Do Non Sales Teams Leverage Salesforce
Salesforce, while primarily known as a powerful tool for sales teams, offers a wide array of features that can be beneficial to various other departments within an organization. While there are several ways non-sales teams can leverage Salesforce, there are some key reasons, Salesforce becomes a great software platform for companies to leverage across the entire organization.
1. Real-Time Information Access Across Teams:
- Salesforce provides access to up-to-the-minute data, ensuring that reports reflect the latest information across teams. This real-time visibility enables more accurate and timely decision-making for executives giving them an edge over the competition.
2. Instant Reports and Dashboards:
- Users can create tailored reports and dashboards to meet specific business needs. The drag-and-drop interface allows for easy customization, enabling users to filter, group, and summarize data without needing extensive technical skills. Sales, Service, Finance, Operations and C-Level teams can all benefit from Salesforce as a reporting tool.
3. Simple User Experience Enable Better Team Collaboration :
- Salesforce is a simple-to-use software application designed with an intuitive interface and easy navigation, making it accessible to users with varying levels of technical expertise. It minimizes the learning curve by providing clear instructions, logical workflows, and helpful support features. This usability ensures that users can quickly and efficiently accomplish their tasks without extensive training or frustration.
4. Powerful Workflow Automation Capabilities Lower Business Risks
- Salesforce offers robust tools like Process Builder, Flow Builder, and Workflow Rules that allow users to automate a wide range of business processes with point and click. This helps managing work across teams simpler and less complicated while these tools help streamline operations and reduce business and financial risks.
5. Real Time Alerts and Notifications Improve Customer Satisfaction
- Real time alerts and notifications ensure that users can respond to changes or issues as soon as they occur. This improves service quality, customer satisfaction, and overall operational agility leading to a higher customer satisfaction score and hence increasing customer retention.
Here are some Salesforce products that are beneficial to Non Sales teams.
a. SERVICE CLOUD : Used by customer service teams and field teams to service customers and handle trouble tickets.
b. MARKETING CLOUD : Used by marketing teams to manage digital and non digital campaigns.
c. ANALYTICS CLOUD : Used to report and analyze complex data and to help with trending and forecasting.
d. APP CLOUD : Provides capabilities to develop custom solutions and apps for teams.
About Forsyth Software
Forsyth Software is a trusted Salesforce.com consulting partner that assists high-growth companies with business automation needs. If you are a high-growth company looking to understand more about the Salesforce.com platform, or are looking for software solutions to improve operational efficiency, Forsyth Software can help. Contact us today at (866) 876-0227 or send us an email at [email protected] for more information.
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At Forsyth Software, we specialize in Salesforce.com CRM services, mobile apps development and data integration services. We recognize that every customer has unique business challenges and we work hand in hand to overcome those challenges with them. We provide services in the following areas –
General Software Support : We work with IT and Operational teams to support, maintain and enhance IT applications like Salesforce, Monday.com, Zoho, Workday, ERP System as well as custom applications developed using PHP, DotNet, Java and a host of other technologies.
Salesforce Implementations : Forsyth Software can set up and implement various Salesforce.com Clouds like the Sales Cloud, Service Cloud, Marketing Cloud, CPQ, Analytics, Tableau for your sales and support teams. Call us today to get a demonstration of Salesforce to see if it fits your needs.
Mobile Apps Development : We provide support, maintenance and enhancement services for Android and iOS mobile Apps as well as mobile web apps.
Data Integration Services: Our team can help integrate software systems using point to point or centralized data connectors, using tools like Mulesoft, Dell Boomi, JitterBit and SSIS. If you would like to connect and transact data between systems then contact us to get an analysis done.
Contact Forsyth Software at (866) 876 0227 or [email protected] to discuss your specific needs and get a free estimate.
Success Stories
The Business Challenge: TelPlus a managed services company based out of Atlanta was looking for a new vendor to take over it’s Salesforce.com CRM and help improve it’s performance. The original implementation of Salesforce.com were not completely successful, TelPlus was looking for a trusted partner to work collaboratively on improving the performance, usability and adoption of both Salesforce applications within their call center.
Our Approach: The Forsyth Software Services team worked with the internal IT and business groups, shadowing call center agents and back office users or Salesforce.com. They Proposed a three step approach to improving usability and increasing adoption through simplification of the call center applications. would become and integral part of their operations infrastructure
The Outcome: The solution implementation resulted in a three-fold increase in adoption of Salesforce.com along with improved customer retention and customer satisfaction scores for TelPlus.
The Business Challenge: The original purpose for DAIKIN needing the services of Forsyth Software Services was to help with a Salesforce.com training seminar. With time this transformed into management providing insights into the challenges faced with professional services project management tracking and project accounting.
Our Approach: Forsyth Software Services identified and implemented the AgilePMO salesforce.com based PSA solution which includes all aspects of project tracking like task tracking, project team member tracking, scheduling, time tracking and project accounting.
The Outcome: The solution implementation resulted in a three-fold increase in adoption of Salesforce.com an overall increase in revenue tracking and project billing since a lot of the tasks that were previously accomplished via complex excel were automated within Salesforce.com.