January 16, 2023
As depicted by the word Salesforce, sales is always at the core of its functioning. Whether it is about acquiring the details of any potential lead or assisting the sales team in personalizing interaction with customers, Salesforce is the way to do it right. Especially at a professional services firm, hiring experts to benefit from Salesforce development is becoming a common approach.
This popularity of considering Salesforce development is to provide the sales head and the team with the right tool to manage the sales pipeline and simplify the tasks. From providing an intuitive user interface to many out-of-the-box features to improve sales, Salesforce has everything a sales head at a professional services firm would be looking for.
In this article, we’ll be more specific about why Salesforce development is getting so much popularity among the Sales Heads at professional services businesses.
The importance of Salesforce for professional services firms can be better realized by how efficiently sales heads can use it to boost the business. In this article, we cut down the clutter and have brought just the right reasons why Salesforce development is becoming so popular among sales heads.
For any marketing or sales initiation, managing an account is always among the core activities for the team. By accessing Sales Cloud, the sales team can easily work on account management. The product will allow them to efficiently maintain a record of every detail about the company, investors, customers, and competitors, assembling all the information of an account in one place.
This feature of Salesforce enables the sales team to store and manage all the account details centrally. Along with this, Salesforce also shows the prioritized list of your accounts so that the necessary focus can be given to each.
As your sales team keeps chasing numerous leads to crack more deals and generate revenue, it can become difficult for them to maintain track of everything. Salesforce development enables you to work with a customized app to maintain track of the interaction with your leads, showing the record through a timeline.
It allows them to efficiently plan the next move when they know about the services or products in which their leads are interested. This helps in increasing the chances of getting closer.
The sales team could access data like customers’ product interests, touchpoints, channels, devices, points of interaction, and campaigns, which they can analyze and use for building accurate dashboards and reports. This will give them a 360-degree view of all data, enabling them to analyze it and make better decisions easily.
Such elaborated reports and dashboards would enable the sales head to analyze the sales team’s productivity. It enables the team to forecast sales with all the insights in front of them.
Salesforce also enables the sales team to run trigger and target-based campaigns, which are better and more productive than traditional campaign programs, making it easier for them to close more deals.
This approach of running and managing campaigns enables the team to identify which campaign works for the business. The Campaign Management feature helps them find engaging accounts, the interaction details for each contact, and understand how different salespeople perform.
As a sales head, you surely focus on making your team efficient enough to meet the expected targets. To make this possible, the first course of action is to provide them with tools or methods that will help them improve productivity. Your way here is to benefit from Salesforce development by hiring an experienced team of developers.
It’s time to make your move as a sales head and aim at improving sales at the core. Contact us to discuss your requirements to get a customized Salesforce app centered around your business.