WHY DO BUSINESSES NEED A CRM TOOL?

Publish date:

• 9th October, 2023

Mantra for businesses: Know your market, its segmentation, and your position in it! Constantly ensure you know your customers' wants and needs with Salesforce consultancy. Use market research & salesforce consulting to understand your customers' buying habits. Promote the benefits of your offer, not just the features.

Businesses in the 21st century are heavily reliant on a tech stack that includes dozens of tech tools. And as we move up the ladder to enterprise-scale companies, the number of tech tools runs into hundreds. The one tool many companies, especially small & medium ones, tend to overlook is the one they need the most. Which tech tool am I referring to? It’s a Customer Relationship Management (CRM) tool, and who do I suggest?  Salesforce CRM is the tool of choice for Fortune 500 companies.  Let’s understand why companies, whether based in Montana, Arizona, Texas, or Washington, must invest in a great CRM tool and Salesforce consultancy, especially one that is a homegrown company such as Salesforce, Inc.

Below is a list of reasons why businesses need a CRM tool, as per a Salesforce consultancy:

• Personalize relationships with clients: With the help of data flowing into the CRM from different sources, information on clients and leads is available in large volume. This data can be used by the business to be proactive in its approach. The information is great for delivering personalised marketing campaigns—a sure-fire strategy that never fails to work. Humans crave the personal touch. And now they demand it from their brands of choice. No more cookie-cutter approaches. Build a meaningful relationship.

• Get a 360-degree view of each client - With the reams of data filling your CRM, businesses get more insights into leads & clients. This leads to the creation of accurate profiles. Businesses gain knowledge about their spending habits and get predictions about what they might buy next. This information can be used by businesses to cajole or influence clients to buy.

• Automate mundane workflows and processes for departments -  Be the epitome of efficiency and productivity. How? Keep staff happy. How? One solution for both issues adopting a robust and powerful CRM tool. What does it do? It automates boring, mundane, and repetitive tasks and workflows. It frees up the human team to focus on important and high-value tasks. This can be used for sales, marketing, and service teams. Keep them happy and engaged. This leads to high satisfaction and less attrition among confirmed salesforce consultancy firms.

• Reduce the chances of errors and omissions. Human entry of data is never perfect. Errors, typos, omissions, etc. are expected. It is great to have automation that removes the silly mistakes that may cost you clients, sales, and revenue. Isn’t that the best reason to ditch the guilt and opt for a CRM tool for your tech stack, as well as salesforce consultancy?

So whether you are a beauty product startup, a clothing retail chain, or a maker of yoga mats, it’s time to contact Codleo Salesforce Consulting for a virtual discussion & demo session to take your business to the next level.

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About the Author

Arun Jangra

Arun is a 5x Salesforce certified Developer with an overall work experience of 9 years. He is very organised and uses his skill set & knowledge to deliver out-of-box solutions.