These are the Best Benefits of Salesforce CRM Platforms.

These are the 6 Best Benefits of CRM Platforms.

This year, customer-centric experiences will continue to be the defining characteristic of every moment in business. But what is rarely talked about is how brands can make this shift. You must understand your customers’ preferences and how they interact with you in order to be truly customer-centric. The benefits of CRM software is clear. It stores all historical data and makes it easier to manage customer relations. The benefits of CRM are multiplied, allowing multiple departments to work together and empowering more connected teams with the same data.


This is what fuels customer-centric experiences.

The integrations available in today’s CRM tools allow for collaboration and easy access to data. Companies need to be able to target different audiences and create smart automations based upon a customer’s activity. Moreover, each department can now provide consistent, personal interactions that are in the customers’ best interests.


Although features may vary by industry or department, there are six benefits to CRM platforms that allow customers-centric experiences.

  1. One view of the customer, cross-functional insight and reporting.
  2. Dashboards that visually display data in action.
  3. Customer-centric automation.
  4. Service proactive
  5. Processes optimized.
  6. Simplified collaboration.


1. Reporting and insights that cross-functionally.

Data is essential for growing a business in a digital-first environment. It can be accessed from many resources, including social media, Google Analytics and business software. However, it isn’t useful until it’s sorted and cleaned up, analyzed and made actionable by multiple teams. They all have a single shared view of a customer as well as all their information.


Companies of all sizes use social networks and depend on the metrics provided by these platforms. Google Analytics is a valuable tool that many business owners use to monitor their website traffic. You’ll soon discover that Excel files are not enough to provide recommendations. Marketing analytics are often not translated across departments.


A CRM system allows you to consolidate an extensive analysis of customers’ online and sometimes offline activity in order to create a complete picture of their needs. If your company has a CRM platform, it can be used to collect, tabulate, customize and create reports for specific department needs. All reporting is centered around customer needs. This allows your teams to make informed decisions and keep them at the forefront of their minds.


A CRM system can empower teams by giving them a single view of customers. This is one of the greatest benefits. Reports can be run to determine where opportunities exist, how well your interactions with customers and leads are going, trends in sales and customer service, and other information. This information informs everything you offer to customers, from your email marketing to the online features that you make available.


These reports can be run with any number parameters. It is common to classify the customers in your CRM according to their stage in the sales funnel. These stages are leads, opportunities, and sales. Although there has been overlap, historically, marketing deals with leads and sales with opportunities. Customer service deals with sales. Customers-centric organizations need to work with departments to understand and accept the different needs of all customers.


  • Leads — These consumers have completed a form or expressed an interest in your company. These may be potential customers of high quality, but they won’t let you know until they move on to the next step in their customer journey. Analytics driven by artificial intelligence help CRM users, such as marketers and sales personnel, to understand how to work with leads in order to convert them into opportunities.
  • Opportunities — Leads that move up your sales funnel and get close to purchasing are considered opportunities. Perhaps they reached out to your sales team for a quote or placed an item in their cart on your website. Google Analytics and social media platforms cannot show you the location of a person in your sales funnel. However, reports from your CRM platform will. These reports can help you determine which marketing messages and ads are most effective in guiding leads down the sales funnel to opportunities.
  • Sales — After a person converts into a customer, it doesn’t mean that you stop collecting and analysing data. You will be able to understand your customers and continue to serve them with the data you have collected before they buy.

Integrated CRM Systems can more than just tell you where a lead is from. You can see exactly what someone clicks when you send an email marketing message to them, how many times they open emails, how frequently they converse with your sales team, and what they need when they contact Customer Service.

A CRM platform’s greatest asset is its ability to provide comprehensive reports, especially when it incorporates AI. You can communicate more effectively with your existing audience and reach out to people who are interested in your products. These reports are invaluable and can help you make informed decisions. Your company will need data visualizations to keep tabs on the most current statistics so that it can make daily or minute-by-minute decisions. Dashboards are another benefit of CRM.


Updated: December 25, 2022 — 11:29 am

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