5 Strategic Steps for Ensuring Success with Salesforce

5 Strategic Steps for Ensuring
Success with Salesforce®

Agenda
1 Introduction
Steps for optimized used of Salesforce
Wrapping Up
2
3

Introduction
Businesses today are challenged to keep pace with the
change in customer behavior. The rise of the digital, social,
search engines, and mobile technologies has resulted in the
emergence of a well-informed consumer. With rising
customer acquisition costs, businesses need to modify their
business model and capabilities to retain their clients.
Fortunately, there are cloud-based technology products like
Salesforce CRM (Customer Relationship Management)
dedicated to helping companies manage those critical
customer relationships.
Salesforce CRM software(s) have created a lot of buzz in the
business world. A CRM is an all-encompassing management
tool that manages varied business processes; from
marketing, sales, customer support to feedback, vendors,
and various data and information. It takes care of the
overall business horizon, simplifies things and saves efforts
and time of the company.
Copyright©2020 Damco Group. All Rights Reserved.

Here we will provide insights on the five strategic management steps
for the proper use of Salesforce CRM and how it will lead to solid, lasting
and profitable customer relationships.
Developing
a Sales
Methodology
CRM
Metrics
Solution
Selling
On-Demand CRM
Solution
Sales
Process
Automation

Developing a Sales Methodology
Developing a sales methodology is a
planned strategic move that provides
guidance and action-items that can
eventually be used in any sales process.
Every organization must develop a
unique sales methodology based on its
market, vertical, products, and industry
position, as there is no one-size-fits-all
sales methodology.

Sales Process Automation
Even after developing a robust sales methodology,
the process can still run into significant trouble and
expense due to a number of reasons—inefficient
process, inadequate qualification, uncoordinated
team etc. However, there are solutions and steps
that can iron out the inadequacies. Automating the
sales methodology within a CRM software
application can be a good first step to begin with.
In today’s customer centric organization, CRMs are
becoming a standard business practice and the
advantages of Sales Process Automation in a CRM
are numerous.

On-Demand CRM Solution
The on-demand CRM systems provide
deeper and customized CRM capabilities
such as –industry-specific functionality,
scalability, easy-to-use features and more.
It allows businesses to work effectively
with partners throughout the sales
lifecycle and enables sales representatives
to better position opportunity pricing and
accurate sales forecasting.

Solution Selling
Thanks to digitization, today’s buyer is more
knowledgeable and well-researched than ever before.
As a result, the businesses had to shift the focus on
the customer requirements rather than stressing
product benefits and feature, and this has paved the
way for Solution Selling.
If Solution Selling is your business motto, then an
automated CRM system with Project Management
Tools would enhance your efforts greatly. Moving
ahead with Solution Selling and Automated Sales
Processes within your organization will have
consequences, for instance, uptake issues from
inefficient and complicated tools and interfaces.

CRM Metrics
If today’s business mantras are
performance, improvement, and
accountability, metrics are the means to
achieving them. Irrespective of company
size or product, measuring customer
satisfaction and loyalty, sales performance,
including increasing sales revenues and
sales effectiveness, and market share are
crucial. Salesforce CRM puts many key
metrics at your fingertips: Sales Metrics,
Marketing Metrics, Service Metrics, etc.

Wrapping Up
As a Salesforce Silver partner with over
a decade of Salesforce experience and
a strong pool of Salesforce certified
resources, Damco helps organizations
increase their agility through increased
social interaction with customers,
collaborative relationships with
partners, and flexible and user-friendly
enterprise applications.

5 Strategic Steps for Ensuring Success with Salesforce

Recommended

Recommended

More Related Content

Recently uploaded

Recently uploaded (20)

Featured

Featured (20)

5 Strategic Steps for Ensuring Success with Salesforce

Editor's Notes