Is Salesforce an operational CRM?

March 06, 2023

Tags: Technologies

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Companies usually have a common problem: the large amount of information they handle, whether it is documentation of their internal processes or the data they obtain from their client portfolio, which can be overwhelming. To bring all this information together in one place, they need a CRM solution, and one of the best is offered by Salesforce.


Salesforce is a cloud-based software company that provides customer relationship management (CRM) and enterprise resource planning (ERP) solutions for businesses. The company's products help organizations manage customer interactions, track sales opportunities, automate marketing activities, and optimize business operations. Salesforce is one of the most popular and widely used CRM platforms in the world, serving a wide range of industries and businesses of all sizes.





Benefits of using Salesforce for companies


Yes, there are many benefits to using Salesforce for Business. Here are some of the key benefits:


  • Improved Customer Relationship Management: Salesforce enables companies to manage their customer interactions more effectively, resulting in greater customer satisfaction and loyalty.
  • Increased Sales Productivity: Salesforce gives sales teams tools to manage their leads, opportunities, and customer interactions, resulting in increased sales productivity and effectiveness.
  • Streamlined Business Operations: Salesforce can automate many business processes, including sales, marketing, and customer service, resulting in streamlined operations and increased efficiency.
  • Better Data Management: Salesforce provides a centralized platform for managing customer and business data, resulting in better data quality, accuracy, and accessibility.
  • Enhanced Collaboration: Salesforce provides a collaborative platform for teams to share information and work together, resulting in improved communication and teamwork.
  • Scalability: Salesforce is a highly scalable platform, which means it can grow and adapt to the needs of companies of all sizes and industries.


Overall, Salesforce can help companies of all sizes and industries improve their operations, increase sales productivity, and improve customer satisfaction and loyalty.




Is Salesforce an operational CRM?


Yes, Salesforce is an operational CRM. Operational CRM refers to the use of CRM software to support the day-to-day operations of a business, such as sales, marketing, and customer service. Salesforce provides a range of CRM operational features and functionality, including lead and opportunity management, account and contact management, marketing automation, and customer service and support.


Operational CRM focuses on automating customer-facing processes to help companies improve their interactions with customers, increase customer satisfaction, and drive revenue growth. Salesforce CRM operational capabilities are designed to help companies streamline their operations and improve their customer service processes.




We are experts in CRM and Salesforce solutions


For several years at Rootstack we have worked hand in hand with numerous clients, who have enjoyed the benefits of a CRM solution in their companies, relying on the Salesforce platform to provide them with the best functions and benefits.


One of the most interesting projects with this technology was when we worked on the migration of CRM data from an insurance company to Salesforce. In our case study they detail “After having all the data collected from the same source, we execute the migration of all the validated data to Salesforce. Along with this migration came another challenge: keeping Salesforce constantly up to date with new information generated in the legacy systems the company's customers continued to use. It wasn't just about migrating the old data, it was about Salesforce having the new data that was being generated day after day.”


To update the data in real time in Salesforce we apply another methodology. We first identified the most relevant data for the client, prioritizing which needed to be updated quickly. After getting into the old company systems, we made a series of triggers to constantly scan that data, every 5-10 minutes or depending on the settings.


In this way, our team of experts helped this insurance company in the migration of its data to Salesforce CRM. Contact us so that we can talk about this and other success stories using this functional tool.


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