Do you ever feel that Salesforce doesn’t quite fit your needs for customer relationship management? Perhaps it’s not set up properly for you to use its full potential.

When you configure Salesforce to the unique way your company works, you can increase efficiencies, automate time-consuming manual processes, and ramp up your return on marketing and sales investments.

From Fast and Easy to Deep and Detailed Salesforce Adaptations

The easiest way to tailor Salesforce to your needs is to work with what’s already in its toolbox. Simply review your processes, find what you need to get the job done, and organize these tools for easy use.

For example, you can modify Salesforce so the:

• Windows, icons, menus, and buttons are intuitive to use; and
• The data fields and information captured are tailored to your business’ needs.

While a little point-and-click can make this happen, you may need some guidance to find the right tools and understand what each one can do. With this knowledge, you can use Salesforce’s full capabilities to grow your customer base and build stronger client relationships.

If, however, your needs are more complex, there’s absolutely no reason to compromise. Salesforce can be configured to enable sophisticated and powerful upgrades.

3 Salesforce Upgrades that Drive Results

The following enhancements are boosting return on marketing and sales investment for many of our clients.

• Tailor Salesforce to Your Sales Cycle

  
  

  Salesforce empowers you to automate your sales-process and create an efficient sales funnel to convert leads to sales. But since you handle your sales cycle differently than the company down the street, you need to configure Salesforce so leads flow through it without a hitch.

  First, you have to define your sales process. For best results you should work with experts who understand how to streamline the Salesforce tool-set; along with the processes they enable, experts are able to guide you to set up the software so you can work smarter, not harder.




• Put the Sales and Marketing Puzzle Pieces Together

  
  

  Do you want to assemble all the puzzle pieces about your leads, prospects, and customers to create a clear picture? If you use Salesforce for customer relationship management (CRM) and Constant Contact for marketing campaigns, you likely have a problem. Half the puzzle pieces are in the Salesforce box and half are the Constant Contact container. So no matter how hard you try to assemble the puzzle on either side, you end up with holes in the picture and a less than optimal solution.

  What if you could put all the puzzle pieces together? You’d be able to build a much sharper picture of each lead, prospect, and customer. In fact, you would have the benefits of a complete marketing automation system.

  There are solutions to bring all your puzzle pieces together in Salesforce. This enables insights on customer and prospect engagement levels and interests so you can approach them at the right time with the right message, stepping up your chances of wrapping up the sale.

  And if you don’t find all the pieces you need in Salesforce and Constant Contact, you can even enhance your data further by pulling information from third-party applications such as LinkedIn.




• Score Your Leads And Work the Hottest One's First

  
  

  If there were a system to score stocks from 1-10 where a 10 told you a stock was highly likely to trend upward, would you be interested? Probably…. it could skyrocket your return on investment.

  You can develop a similar system for your business that scores your leads, identifying which ones are about ready to buy, so you know where to invest your valuable sales time. And just like on the stock market, knowing where to invest and when can transform your results.

  To create a lead score you establish which leads are most promising by assessing their interest level and demographic information. Are they opening your emails? Are they spending time on your website? Then you match interest level with the demographics to calculate a score. For instance, you may find businesses of a certain size or industry are more likely to buy from your business than others.

  Imagine how you could boost your return on investment simply by being able to predict which prospects just need a little help from your salespeople to push the ‘buy now’ button or sign on the dotted line.

How AllianceTek Can Help You

AllianceTek can help you with all Salesforce configurations. We walk step by step with you through your sales and marketing processes. Once we understand and delineate your requirements, we can revamp your lead-to-sales conversion path from a meandering back road to a super highway.

And our team never assumes Salesforce is the right CRM solution for you. We guide you to the software that’s right for your needs whether it’s Salesforce, Microsoft Dynamics or something else.

Call us at 484-892-5713 or Contact Us today to schedule your free consultation, and discover how you can leverage Salesforce CRM for business prosperity.