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7 Ways the Salesforce Platform Helps You Overcome Limitations

When managing a business, it can be difficult to anticipate and adjust to obstacles and limitations as you encounter them. With so much data, processes, and employees, the organization operates best when it can manage all of the variables fluidly as a whole. What makes the Salesforce Platform® such a powerful management tool is its proven ability to help businesses overcome limitations and streamline their entire operation.

Opportunities with the Salesforce Platform

The Salesforce Platform is the number one CRM on the market. Customer Relationship Management (CRM) environments are built around flexibility and customization. The most important feature of a CRM is its ability to adapt to your organization’s needs. 

The endless opportunities within Salesforce begin with how it allows you to consolidate all of your mission-critical information. Secondly, the platform helps you manage various tasks through its native apps. This means prospect tracking, estimating, contract management, process streamlining, and more can be managed on a single system. With a connected accounting solution, your financial data is organized and consolidated too. So, tedious data transfers and time-consuming processes become unnecessary. Every dimension of your organization can be easily run on this single platform. 

Here are seven more ways the Salesforce Platform helps you overcome challenges and improve your organization. 

 1. The Salesforce Platform lets you fully harness the Cloud

The Salesforce Platform operates on the Cloud, meaning it optimizes flexibility and how much your business can scale. It doesn’t need to be manually installed onto every new device for new employees or additional users. Having cloud-based software is particularly beneficial for smaller businesses, as it has the flexibility and potential for growth, adaptation, and change. A CRM in itself is easily customizable, and one that operates on the Cloud has even fewer limitations. Without the flexibility of an accessible software, you have limited visibility and flexibility in how, when, and where you take your business. Cloud software oversteps that hurdle. No matter where you are or what device you’re using, the Salesforce Platform is always there for you. 

2. Overcome organizational hurdles 

Whether your business is scaling for expansion or changing things up, there’s a lot to organize. Think of the last time you moved. It’s extremely hectic to keep track of possessions, and more often than not, things get misplaced or lost in their new configurations. The same goes for an organization, with an amplitude of data and processes to keep aligned and organized. Without a cohesive organization system, clients and deadlines fall through the cracks, and business is lost. In this case, Salesforce keeps everything in one place. Salesforce provides an innovative, modern way to keep track of company data so that it’s accessible and organized, acting as a customer database. This allows you to devote more time to helping your company grow instead of worrying about losing key information and missing deadlines.

3. Process streamlining and innovation 

Because the Salesforce Platform is essentially a database for your company’s data, all your data is secured in one place. Centralizing the information of all your business apps streamlines processes by consolidating data and providing ease of access. The more accessible your information is, the fewer hoops you need to jump through when completing key tasks. As an added bonus, your team can collaborate much more effectively. Instead of being restricted by siloed data in disparate solutions or departments, stakeholders can utilize Salesforce’s accessibility to follow and assist with processes in real-time. This lets you overcome issues before they can are overlooked and become significant impediments. Salesforce lets you manage the entire customer journey from prospect to sale in a single, fluid process.

4. Worry less about logistics

Consolidating your data and business apps on the Salesforce Platform frees you from the hassle of juggling extraneous IT solutions or having to manage multiple databases. All the tools you need can be found on the Salesforce AppExchange and are seamlessly connected to the platform. You can worry less about logistics and focus more on making the best decisions for your organization.

5. CRMs make it easier to grow customer relationships 

Good business centers around positive interactions with customers. This is achieved by smoothly interacting with customers and appropriately addressing their needs as efficiently as possible. Therefore, the more visibility and collaboration that’s maintained within all departments, the better the customer experience will be. These are central things that Salesforce emphasizes to boost the organization’s efficiency as a whole. As businesses grow, so does the amount of information they must handle. With so much to keep track of, it can become difficult and time-consuming to maintain customer records and information. With Salesforce, all this data is consolidated, so you can save time and energy managing these relationships while ensuring no information falls between the cracks. A single record can be accessed across the various applications on the platform. There’s no need to re-enter or duplicate information. This ensures your team won’t face any delays when reaching out to important customers.

6. Optimize your lead management and monitoring

The Salesforce Platform allows sales and marketing efforts to be more aligned. This is because both teams have immediate access to the same customer information. This means your organization can track leads more efficiently. They can also carefully execute sales for better results. Without a shared platform, businesses are usually forced to rely on separate communications between departments. Salesforce allows lead acquisition to be monitored objectively, so stakeholders can track the effectiveness of marketing or sales in real-time. Teams within departments can then cooperate uniformly on strategy because everyone is on the same page.

7. Salesforce Platform provides access to thousands of native apps 

IT integration can be one of the most costly and time-consuming processes to undergo. If you’re integrating solutions not designed to work together, you may be dealing with multiple limitations, dysfunctions, and costs even after a successful implementation. With Salesforce, everything you need to fully manage your business is on one platform. Native apps on Salesforce are designed for only a single-platform integration. This means they are stronger and more reliable than integrating with outside solutions. Since native apps are built on Salesforce, master data is shared between app and platform seamlessly. This helps you stay efficient and focused. 

For example, Accounting Seed is a native Salesforce accounting solution that allows you to manage all your accounting completely on Salesforce. How does this work? The debits and credits generated from the other apps automatically transfer into Accounting Seed. You can open an account with one application on Salesforce and close out the same account in Accounting Seed – all your tools are connected through the Salesforce infrastructure. 

Managing all your operations on a single platform gives more options in terms of how you run your business, allowing you to overcome any obstacles you encounter your way.  

See Accounting Seed in action

Get a close-up view of how accounting on Salesforce can eliminate the need for costly integrations—and silos of mismatched information—by sharing the same database as your CRM.

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