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, it 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, schedule call alerts, among other features that will make your business flow more efficient.
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.
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.
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.
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.
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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.”