Back to Blog

Here’s How to Thrive on the Salesforce CRM

Root of the Article

Whether you’re considering using the Salesforce Customer Relationship Management (CRM) for the first time or are a seasoned user, there are more and more ways to thrive on Salesforce. Much of this comes from how you utilize Salesforce’s native tools and new functionalities.

To explore this, we’ll discuss all things CRM and examine a few big-shot companies and how they thrive on the Salesforce CRM.

What is Customer Relationship Management?

The overall goal for companies using CRM is to improve relationships with current and potential clients to grow and enhance the business. Salesforce is a CRM solution that brings companies and customers together. To be precise, the Salesforce CRM primarily focuses on customer retention, making sure clients are happy by helping them nurture and grow relationships through data. One major way CRMs help companies is the use of data analysis to understand the customer’s history with the company and see how the relationship can be improved.

The Benefits of the Salesforce CRM:

Are you aware what CRM can do for your company? These are just a few ways the Salesforce CRM can enhance your business:

  • Enhanced efficiency
  • Improved customer retention
  • Greater customer satisfaction
  • Increased sales productivity
  • Better forecasting & reporting
  • Better organization of customer data and interactions
  • Easy access to insights
  • Native, single platform integrations
  • Superior data control through analytics, forecasting, & data-handling tools
  • Improved communications
  • Platform-cased tools and features
  • Robust system security features
  • Cloud-based
  • Works well on mobile devices

Several companies have had major success with Salesforce and continue to see growth within their company. Let’s look at a few examples.

How Adidas Thrives with Salesforce CRM Customer-Focused Components

Harnessing the Salesforce CRM, top sportswear manufacturer, Adidas, succeeded in revolutionizing how they could sell their product. Salesforce gave Adidas the flexibility and insight that enabled them to treat consumers as individuals. With Salesforce, users can use different cloud components to help with certain sectors of your business.

Adidas used the Commerce Cloud to gain knowledge of individual consumers and their preferences. The Commerce Cloud helps build those relationships with their worldwide clients so they could better their shopping experience. They also used Service Cloud, which allows for more efficient customer service. By having this Service Cloud, Adidas was able to provide faster, smarter service. The customer could choose how they wanted to connect: phone, email, web, or social.

TOMS Thrives on the Salesforce Service Cloud

TOMS mission is to give back to the community. For each product the company sells, they give one product to a person in need. TOMS started to use Salesforce as a way for the company to continue growing and improving current customer relationships while increasing its customer prospects. The company took advantage of Service Cloud by helping call centers in the United States and Europe manage inquiries. Since TOMS works with numerous partners and organizations, they plan to add their partners to their Salesforce implementation process to bring their business together as a whole. By doing so, TOMS is building a stronger bond with their partners and customers, all with the help of Salesforce.

How NVIS Thrives with Salesforce CRM and Native Accounting

Marc Foglia, president of NVIS, Inc., an immersive computer display developer, has used Salesforce for years and with great success. However, to keep up with new business demands, NVIS needed a streamlined accounting solution to eliminate tedious work and data errors – especially with orders and inventory management.

A major way to thrive on Salesforce is to take advantage of native solutions on the platform. Foglia discovered Accounting Seed on the AppExchange and saw an instant opportunity to scale NVIS’ accounting. As a native accounting solution built on Salesforce, Accounting Seed bears the same flexibility and inherent connection as their other tools on the CRM. Foglia stated he initially chose Accounting Seed because of its native connection on Salesforce. Accounting Seed’s less is more approach is consistent with Salesforce’s approach to the CRM world. Another feature that especially improved NVIS’ financial management was Accounting Seed’s automation functions. For example, NVIS can enter amortize expenses and income instantly with just the click of a button.

So, Salesforce CRM provides so many different ways to improve your business. With all the benefits a CRM offers, you’ll see an increase in overall growth in no time. Free resources like Salesforce Trailhead and Technology Advice’s  Beginner’s Guide to CRM can help you secure these benefits in no time. Get on board with Salesforce and native applications today—and watch the magic start to happen!


 

A native Salesforce accounting app, Accounting Seed, provides a full 360-degree view of your business’ performance to help you and your accounting team make the best decisions possible. Not on Salesforce? Our software can be customized to work with any system you have through a reliable connection.

Schedule a free demo today to explore how Accounting Seed helps you manage finances 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.

Schedule my demo

Continue Exploring

construction manager using accounting seed

Blog

How Construction Accounting Software Enhances Project Management and Profitability

read more

Blog

Don’t waste another minute on manual accounting

read more
Outside of Salesforce Building

Blog

Top 5 Reasons to Attend a Salesforce World Tour

read more