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If you're new to customer relationship management (CRM) software, you might be wondering what exactly Salesforce is and how it could benefit your business. Whether you're exploring the top CRM tools or considering adopting one for your organization, this guide will answer your key questions. We'll cover what Salesforce is, its common uses, and the value it can bring to companies in 2025. Let’s dive in and explore the essentials together.
Do you remember when businesses stored customer information in paper files and handled calls by phone? Their ability to manage customer relationships was limited by on-premise software, which often had high costs, was hard to scale, and lacked automation. The emergence of these challenges led to the creation of cloud-based customer relationship management solutions such as Salesforce. These tools enable companies to manage their customer interactions more effectively.
Salesforce is a strong tool that helps businesses manage their customer relationships. This blog is for business owners, sales professionals, and anyone curious about CRM (Customer Relationship Management) systems. It will explain what Salesforce is, how it works, how it has changed over time, and why it is popular. Let’s dive in!
Let’s explore this topic together.
What is Salesforce?
Salesforce is a comprehensive suite of tools designed to help marketing, sales, commerce, service, and IT teams build and maintain strong customer relationships. Originally launched as a cloud-based software company offering software-as-a-service (SaaS), Salesforce has evolved into a robust platform-as-a-service (PaaS) provider, enabling users to develop custom applications.
Organizations can easily get started with Salesforce by purchasing ready-made CRM solutions or crafting their own custom applications using the Salesforce Lightning platform. To help users master the platform, Salesforce offers Trailhead, an interactive online learning hub filled with fun, bite-sized lessons and hands-on challenges. Trailhead’s gamified system awards badges and points to learners, while a global community called Trailblazer provides expert support and networking opportunities to guide users along their journey.
What Does Salesforce Do?
Salesforce offers a range of software products to help teams across various industries, including marketing, sales, IT, commerce, and customer service, connect with their customers. By using the Salesforce Customer 360 app, teams throughout an organization can connect and share a complete view of customer data on one platform.
Salesforce CRM helps businesses truly understand their customers by analyzing data and spotting patterns in their behavior and needs. It brings together information from various departments, providing teams with a comprehensive view of every customer interaction with the brand.
Managing Data
Salesforce makes it easier for businesses to keep customer information organized—like contacts, purchase history, and past conversations—all in one place. Teams can quickly find, update, and share this data through a single, central system, making collaboration smooth and effortless.
Automating Sales
Salesforce takes care of routine sales tasks like tracking leads, sending follow-ups, and creating reports. This way, sales teams can spend less time on repetitive admin work and more time building meaningful relationships with customers.
Proactive Customer Support
Salesforce helps businesses manage customer questions and support tickets. It ensures that customers receive help quickly, which boosts their satisfaction and loyalty.
Apt Marketing Tools
With Salesforce, businesses can create focused marketing campaigns, measure their success, and study customer behavior to improve future efforts.
Next, let’s take a closer look at how the world’s #1 CRM platform has developed over time.
Why Use Salesforce?
Before we explain what Salesforce is, let's first understand CRM. In the past, employees handled data manually. They wrote down information and kept it in files. This method caused them to miss out on using all the available data effectively.
As years went by and computers became more common, companies started using Excel sheets and documents to manage their data. However, this method became slow and inefficient when dealing with large amounts of data.
Every employee in the organization needed to effectively manage and analyze large amounts of user data. "Effectively" means using methods that could help improve customer satisfaction. To address this need, the organization introduced a Customer Relationship Management (CRM) system.
At first, companies stored customer relationship management (CRM) systems on their own servers. It took much time and cost much money. These CRMs were also tricky to use.
Salesforce was created to offer affordable and easy-to-use CRM software online. It was the main idea behind it.
According to Salesforce data, companies that use Salesforce often experience a 34% increase in customer satisfaction, a 32% increase in lead conversion, and a 27% increase in sales revenue. What are the key factors that lead to success for these customers? Let's take a closer look.
Flexibility
Salesforce has earned its reputation as a top CRM platform because it keeps evolving with the times. The system is built to be intuitive, customizable, and packed with features that businesses of all sizes can tailor to their needs. Thanks to this flexibility, more than 150,000 organizations worldwide rely on Salesforce as their trusted CRM partner.
Comprehensiveness
What sets Salesforce apart is how much it brings together under one roof. From a powerful development platform and AI-driven tools to big data processing, team collaboration spaces, and a vast marketplace of apps—everything you need is in one place. On top of that, it integrates seamlessly with other third-party tools, so your business can keep running the way you prefer while still leveraging Salesforce’s strengths.
Scalability
As your company grows, your CRM shouldn’t hold you back. Salesforce expands with your business, adjusting to increasing users, larger data sets, and new needs—without disrupting the systems you already depend on.
Accessibility
In today’s mobile-first world, business doesn’t stop when you’re away from your desk. With the Salesforce Mobile App, you can manage leads, close deals, or update customer records straight from your phone or tablet—getting the same whole experience you’d have on your desktop.
Popularity
Another significant advantage of Salesforce is its thriving community. Because so many businesses use it, there’s already a rich marketplace of tools and add-ons ready to go. Plus, you’ll never struggle to find experts who can configure, customize, or optimize your system, since so many certified Salesforce professionals are out there ready to help.
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Salesforce offers many benefits, and every user can find something that suits their needs. Just look at what our clients say about the positive changes in their work processes after we helped them implement Salesforce solutions.
The Top 7 Benefits of Salesforce
1. Better Time Management
Salesforce helps businesses manage their time better, which is crucial for growth. It offers complete customer information and useful planning tools all in one place. You won’t waste time searching through logs and files for important information anymore.
You can use customer data to focus on what matters most for your clients. Streamlining the sales process enables you to convert leads into customers more efficiently.
Salesforce has a calendar feature that helps you plan projects, meetings, phone calls, and more. You can easily see what is coming up and when.
2. Ultimate Accessibility
Salesforce is cloud software, which means you can access it from anywhere you have Internet. You can use it on your desktop, laptop, or smartphone thanks to its app. It is vital for business owners and team members who frequently travel, whether to another city, country, or a nearby location.
Being able to access your CRM tool through the secure cloud makes it easier to find important files and keep up with your clients. Sensitive information is safer in the cloud than in a file cabinet or on a local server.
3. Increased Revenue
Running a business today without Salesforce can cost you money. Your team generates many data every day that needs to be stored. If you don’t use Salesforce, you will likely spend time sorting through this data manually. It means more time on administrative tasks and less time building relationships with your customers.
When you have a lot on your plate, you have less time to grow your business and make meaningful connections. This tool can handle administrative tasks and more, freeing up your time. With more time to focus on your business, you can increase your profits in the long run.
4. Greater Customer Satisfaction
When a business understands customer needs and relationship status through a CRM tool, customer satisfaction likely increases, just like revenue. If you spend less time on administrative tasks, you can focus more on serving your customers using a single platform.
You can serve your customers better because our management system helps you access their information quickly. It includes their accounts, purchase history, and preferences.
Using Salesforce helps you build better relationships with your customers, and it can also attract new ones. Happy customers are more likely to recommend you to their friends.
5. Simple Account Planning
Salesforce makes it easy to create plans for accounts. You can quickly access all the customer information you need. It helps you put the right information into the correct accounts and develop effective plans for those accounts to achieve the best results for the customer.
Customers receive products or services that fit their needs. You stay organized and manage your time well for each client. As you create these accounts, you build stronger connections with your clients by meeting their needs, solving their problems, and tracking trends.
6. Trusted Reporting
With much data coming into your business, it can be hard to keep track. Salesforce helps you organize essential data and understand new information through reliable reports.
Keep track of all the information your business collects from social media, website analytics, app data, and business software. Reporting takes this large amount of information, organizes it, analyzes it, and makes it usable. With the accuracy of Salesforce technology, you can trust that the numbers are correct and the results are reliable.
7. Improved Team Collaboration
Salesforce helps teams work together effectively. The “Chatter” feature lets you connect and communicate with team members from anywhere. You can chat with individuals or whole groups about clients and their information, as well as other work-related topics like territory and product or service details.
When the team works together, your business runs smoothly and meets deadlines more easily. It helps you finalize more sales.
Salesforce Use Cases
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Automating Sales Processes: Salesforce makes life easier for sales teams by automating routine tasks such as lead qualification, customer segmentation, and contact management. With less time spent on admin work, teams can focus on engaging customers, strengthening relationships, and ultimately closing more deals.
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Lead Tracking and Scoring: Salesforce enables organizations to track customer journeys and accurately record customer interactions. It also assists sales teams in scoring leads based on customer profiles and behaviors.
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Customer Relationship Management: Salesforce helps organizations manage their relationships with customers. It gives sales teams insights into customer behavior and needs. This information allows them to understand customer trends and engage customers more effectively at every stage of the sales process.
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Reporting and Analytics: Salesforce gives sales teams real-time insights and reports about customer behavior and sales performance. It helps teams understand customer trends and make smart decisions in their sales process.
Key Steps to Salesforce Implementation
Implementing Salesforce helps centralize essential business activities, making operations, analysis, and collaboration easier in one place. It can increase productivity by up to 44%. Start by defining your business goals, analyzing your clients’ needs, and looking at what competitors and customers are doing.
Setting up Salesforce can be challenging and requires a thorough understanding of the system. Hiring an experienced Salesforce consultant can help ensure successful implementation, data migration, optimization, and customization.
We also need to consider the budget. Implementing a complex system like Salesforce can be expensive, but it is worth the investment. The costs of Salesforce implementation can vary. However, by doing some research and calculations, you can estimate the expenses involved.
After all that, a knowledgeable Salesforce implementation partner will do the rest for you:
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Configuration and Setup
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Data Migration and Integration
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Customization and Development
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Testing and Quality Assurance
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Deployment and User Training
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Post-Implementation Support and Maintenance
Salesforce AI
Salesforce has three types of AI: predictive, generative, and conversational. For example, Salesforce predictive AI is found in Sales AI. It utilizes machine learning to analyze data and forecast future trends, customer behaviors, and potential opportunities. Now, let's explore the features of Salesforce AI Cloud.
Salesforce AI has gathered a few helpful solutions under its umbrella:
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Sales AI helps automate everyday sales tasks. It handles data entry, sends follow-up emails, and scores leads. It also creates personalized sales pitches and responds to customer questions.
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Service AI helps chatbots answer customer questions and solve problems. It automates everyday service tasks and offers customized support.
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Marketing AI creates high-quality, customized content quickly. It automates the process of optimizing content, helping to improve customer targeting and segmentation.
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Commerce AI helps businesses by creating product descriptions, making recommendations, and generating reviews. It also organizes products automatically and improves search and filtering with innovative suggestions.
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Slack AI helps create chatbots that automatically respond to common questions.
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Tableau AI creates automated data stories and visualizations. It facilitates data analysis and exploration, and automates report generation and data summarization using AI-driven insights.
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Flow AI creates computerized workflows and business processes using simple trigger-action commands in everyday language. For example, you can say, “When an opportunity is won (trigger), send an email to the group (action).”
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Apex AI automatically creates Apex code for custom business needs and integrations. It boosts developer productivity and makes testing and debugging easier.
What is Agentforce?
Agentforce is the leading product for Salesforce AI. It is an improvement over Einstein Copilot, an AI chatbot that assisted users. Agentforce merges Einstein Copilot with Einstein Copilot Studio. This studio is a low-code development environment that enables developers to build, deploy, and manage AI models without requiring in-depth knowledge of machine learning.
Salesforce users can now add more team members directly in Salesforce. You can create agents as sales coaches, customer service consultants, or marketing advisors—whoever you need—agentforce costs 2 USD for each interaction.
You can use more than just Agentforce to implement AI in Salesforce. The team at Codleo can help you pick the best options that suit your workflows and budget or create custom AI solutions for Salesforce.
Another critical aspect of Salesforce AI is the Trust Layer, which works like a protection shield for your data. The Einstein Trust Layer, part of Agentforce, aims to handle data security concerns related to AI.
If you have been using CRM software and find it missing some key features, our team can help you with a CRM system audit and move to Salesforce. If you need help with implementing Salesforce, contact us. We will assist you in setting up Salesforce in your organization, training your team, and ensuring they adopt it.
The Bottom Line
Our Salesforce consulting services are perfect if you plan to use Salesforce CRM in your company and prefer simplicity.
Our consultants will simplify complex processes for you. At Codleo, we are ready to tackle any Salesforce challenges and help you overcome them.
We offer a wide range of Salesforce services and have over 10 years of experience in various industries. Our many satisfied clients show our dedication. To get started, contact us and share your project ideas or challenges. We are happy to offer our expertise to help you.
We specialize in the implementation, optimization, and customization of Salesforce products like:
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Salesforce Service Cloud
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Experience (Community) Cloud.
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FAQ
Salesforce is a cloud-based platform that helps businesses manage their customer relationships. It makes customer management more efficient and organized.
Salesforce helps businesses improve their customer relationships. It provides an efficient and organized way to manage data. Automating various processes also allows companies to save time and money.
Salesforce helps businesses manage customer data, automate tasks, and improve customer relationships. By using Salesforce, companies can save time and money while enhancing their connections with customers.
Salesforce provides cloud-based tools for managing customer relationships. Their applications help with sales, customer service, marketing automation, analytics, and application development. These tools aim to enhance business processes and foster stronger customer relationships.
Salesforce helps businesses manage customers and automate sales. It enables tracking leads, managing contacts, sending email marketing campaigns, and scoring leads to enhance operations.
Salesforce helps businesses by keeping customer information in one place, improving sales processes, managing marketing campaigns, and providing valuable analytics. It enhances customer relationships and streamlines sales processes.
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