Last Updated on January 20, 2024 by Ali Hamza
One of the most common misconceptions about Salesforce is the fact that it is restricted to high-end enterprises. Salesforce has often been considered as a CRM platform suited for organizations operating at a high scale.
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However, that is not the case.
Despite all the assumptions, Salesforce is a CRM platform that can be used by high-end enterprises as well as new and growing businesses. If you own a small business enterprise or have launched a startup, you can implement Salesforce to optimize your customer database and personalize your services to suit the needs of your customers.
In fact, Salesforce has launched a dedicated edition to help new and growing businesses to manage their database and cater to their customers in a personalized manner – Salesforce Essentials.
What Is Salesforce Essentials?
Salesforce Essentials is a platform that provides you with automated tools and features to record, store, assess, and track the records stored within your customer database. It provides Salesforce users with features from both Sales Cloud and Service Cloud at a fundamental level to ensure that they are able to provide the best services to their customers.
Starting from $25/user/month (billed annually), Salesforce Essentials allows you to manage your leads well and provide automated support to your customers. The Sales Cloud portion of the edition is dedicated to helping you cater to your prospects in the best way possible and provide them with personalized services. The Service Cloud portion of the edition allows you to provide personalized and proactive support to all your customers, irrespective of the channel they use for interacting with you and the location you are operating from.
Benefits Of Implementing Salesforce Essentials
If you are willing to hire Salesforce developer to implement Salesforce essentials, here are some of the key benefits that you are likely to encounter on implementing the platform:
One of the biggest benefits of implementing Salesforce Essentials is the fact that it goes easy on your pockets! Starting at $25/month/user, you can fund the CRM needs of your startup and/or a small-scale business by implementing Salesforce Essentials. The platform allows you to avail of all the basic Salesforce features without having to spend a fortune behind the same.
Streamlined Management Of Contacts And Accounts
Sales force Essentials allows you to manage all your contacts and accounts in the best way possible. Whether you are dealing with individual contacts or business accounts, the CRM platform helps you in keeping a track of all the transactions taking place with specific individuals and providing them with personalized services. Salesforce Essentials makes sure that you are able to approach every contact and account in your database with utmost precision and a holistic approach.
Tracking Your Sales
If you hire Salesforce developer to implement Salesforce Essentials, you can rest assured that the platform would help you in keeping a track of all your sales. It allows you to nurture the relationship you share with each of your customers and ensures that you tailor your services based on their needs and preferences.
The core belief behind Salesforce Essentials is the fact that when you undertake a transaction, you are not simply generating revenue. You are entering into a relationship with the concerned individual. The CRM platform allows you to nurture this relationship by breaking it down into dedicated stages (sales funnel stages) and handling every stage with utmost precision. This way, you can understand the specific needs and preferences of all the customers you are in touch with.
Providing Seamless Customer Support
Salesforce Essentials makes sure that you provide seamless and automated support to all your customers. Whenever your customers are confused and in need of support, the CRM platform helps you route all the cases to a suitable support agent and provide your customers with personalized support. Salesforce Essentials makes sure that all the cases are routed to the suitable agents who would look into the concerned matter and resolve the issues in the best way possible.
With Salesforce Essentials, you can optimize the knowledge base of your organization to provide proactive and personalized help to every question asked and issue raised by your customers.
Moreover, Salesforce Essentials makes sure that your customers are able to reach you out across multiple platforms, including web, mobile, email, and social media.
Seamless Mobile Customization
Salesforce Essentials is highly compatible with all mobile devices to allow users to manage their customer database from a range of digital devices. The CRM platform allows you and your team to work from any location and ensure that everyone is on the same page. With Salesforce Essentials, you can have all your employees log in from any location and undertake their processes as far as they have a stable internet connection!
The CRM edition is built for businesses with non-technical users and users having to work on the go. It allows you and your team members to continue with the work even if you do not have the resources to do so in a conventional manner.
Reports And Dashboards
Salesforce Essentials allows your management to make sense of the processes undertaken by your team members via automated reports and dashboards. This helps you make important business decisions and ensure that you are moving in the right direction.
Right from analyzing the quality of sales made during a specific period of time to assessing the ROI achieved, Salesforce Essentials helps you analyze the quality of your business processes with the help of customizable reports and dashboards.
Undertaking Seamless Integrations
You can leverage the functionality of Salesforce Essentials by integrating it with a suitable application. Third-party integrations help you and your team operate on a single unified platform instead of switching between different platforms for carrying out specific functions.
The Final Word
The myth of Salesforce being limited to high-end enterprises is busted by Salesforce Essentials. The edition provides users with an ideal blend of features pertaining to Sales Cloud and Service Cloud to manage their customer databases and provide personalized services to all their customers.