What is Salesforce? Look at its benefits

What is Salesforce? Look at its benefits

Salesforce is one of the most efficient and demanded CRM platforms by companies today since it allows managing customer relationships in an agile, easy, and secure way. In addition, it integrates all the customer information used by the different departments of the company, unifying the work of the sales, marketing, commerce, and services team. Salesforce not only boosts sales, but it also improves the user experience for customers.


Increase your sales with this platform with a clean, modern, and friendly design. It stores call logs, deal conversations, and even hosts shared files. You can configure this CRM to create task lists, and schedule call alerts, among other features that will make your business flow more efficiently.


Top Benefits of Salesforce

Through Salesforce, companies will be able to build longer and deeper relationships with their customers, by better understanding their needs and identifying new opportunities to help them solve them. This platform completely revolutionizes customer service.


  • With Salesforce, you can get more leads and close deals faster.
  • Improves customer satisfaction, increasing loyalty and retention.
  • Connect with customers on social media and mobile devices.
  • It allows for anticipating the needs and desires of customers by evaluating their recent behavior.
  • You can manage sales anywhere and at any time.


For one of the most prestigious insurance companies in Latin America, with a presence in several countries, the Rootstack team presented a plan to help them automate and modernize all their processes, thus achieving better customer service.


The company needed to update its systems, unifying its databases in a single platform in order to better track each of its clients and contacts.


Then, Rootstack's team of experienced software engineers executed the migration of all the company's data to Salesforce, the CRM with which they decided to start managing the entire relationship with their customers in this stage of modernizing their company.

What are services provided by Salesforce CRM?

Sales Cloud, which allows you to automate processes and integrates your sales funnel. It makes possible the effective management of contacts, opportunities and offers.


Service Cloud, which allows all chat, social media, email and communication channels in general to be concentrated on a single platform. It makes it possible to improve communication with customers.


Marketing Cloud automates a large part of the routine marketing tasks, such as sending emails, campaign segmentation. All this allows to nurture the sales funnel.


Integrations with other applications can be made to power the Salesforce CRM platform.

What is Salesforce Sales Cloud and its features?

Salesforce Sales Cloud is a sales platform tailored to the needs of companies, which allows you to track contacts and create reports in real-time.


In focuses on:


  • Management of contacts and opportunities.
  • Oversees company revenue growth.
  • Automate daily and routine processes.
  • Provides a mobile application to manage the CRM from any place or device.
  • You will be able to obtain automatic and digitized reports.
  • Increase sales productivity.
Is Salesforce SaaS or PaaS?

It is a SaaS platform, as they explain on their website: “Salesforce is the leading provider of SaaS with its flagship CRM platform, available exclusively online, as well as its SaaS platforms for marketing, service, and Internet of Things. All of these platforms can be packaged and sold as traditional software.”