Written by Ayesha Gillani
Salesforce Business Analyst at Royal Cyber
Digital Marketing Technical Content Writer at Royal Cyber
Manage your data regularly
Keep your data up to date
Keep data accessible
Salesforce is arguably the most popular CRM amongst growing businesses, with more and more organizations migrating to the platform every year. (The platform is gaining strength, recently surpassing quarterly estimates.)
In this blog, we’ll show you why and how to manage your accounts with Salesforce CRM, making customer data easier to enter, track and utilize across departments.
Let’s face it. It's almost inevitable that, at some point, your account executives will cause a customer data mishap if they haven't already. All it takes is forgetting to update your CRM manually to create a chain reaction of lost data, confusing calls, and late follow-ups.
Luckily, with Salesforce Account Management, you can gather all the data related to your customer – all important communications, visit reports, meeting minutes, and service cases – in one single sphere.
We like to call this sphere your Account tab. Consider the Account Tab your team’s window to earlier customer management.
Let's discuss some practical steps to utilize the Account tab productively in Salesforce.
You can also create accounts for your Competitors and use those accounts to log leads and wins, and compare your company’s strengths and weaknesses.
Suppose you have an extensive network of resellers or channel partners. You can also control the Quote and Order Statistics with a functional consultant's services to help you design customized page layouts.
By profiling a customer, you can deliver a better-personalized customer experience to build a long-term relationship. These in-depth profiles (or 360-degree customer profiles) are made by collecting data chunks from all users and consolidating them in one view.
What are critical, decisive factors for them? (Price, functionality, commercial terms, history of orders?)
What are the competitor’s strengths and weaknesses as compared to what you are offering?
Will they recommend our services to other prospects?
Previous secured orders with the customers.
How many employees do they have?
Are my customers on-time payers?
Why the customer opts to buy?
Why do they refuse to buy?
Lost analysis to cover gaps.
Who are the competitors?
Want to learn more? Contact a certified Salesforce expert to get started.
Focus on your customer with Player Maps, build deeper insight about them with Customer360, and multiply benefits.
Reject paper data collection, errors, compromised quality, and data loss that often accompany it.
Relate Contacts, Opportunities, and Completed/On-going Cases with a particular account.
Identify even the minor details and Enable a more in-depth insight about the customer.
Prioritize your sales activities and Master your sales cycle.
Sustain and Improve productive business relationships.
Create accounts in a matter of clicks.
"If you want to see a significant increase in your KPIs, you need to do three things:
@RoyalCyberUSA #Salesforce #CRM
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