Salesforce là gì? Tại sao doanh nghiệp nên sử dụng Salesforce?

Salesforce is renowned as one of the top solutions and is widely trusted by businesses around the globe. With its combination of flexibility, diverse features, and high customization capabilities, Salesforce is not merely a customer information management tool but a comprehensive platform that helps businesses build, maintain, and enhance customer relationships effectively.

1. What is Salesforce?

Salesforce is a cloud-based Customer Relationship Management (CRM) software. This software helps businesses of all sizes, from small and medium to large enterprises, manage all customer information, including contact details, purchase history, interactions, sales processes, marketing, and customer service.

It is one of the most powerful and flexible CRM systems available. Founded in 1999, Salesforce has become a leading technology company, offering advanced CRM solutions for organizations and businesses.

2. Why Should Businesses Use Salesforce?

Salesforce is a suitable solution for organizations of all sizes. Some specific reasons include:

Ease of Use
Salesforce is as user-friendly as the websites you use daily. You can log in from anywhere, view and update customer data, and collaborate with your colleagues anytime you wish.

Comprehensive Features
With Salesforce, you can manage your business operations from anywhere, at any time, on any device. You can track and achieve your growth targets with real-time dashboards. You can maintain a single, unified customer record across the company, ensuring that you are viewing the same up-to-date contact information for service and marketing.

Salesforce provides a 360-degree view of the customer lifecycle, optimized workflows, data management on a single cloud platform, and real-time customer analytics.

Salesforce offers a wide range of solutions, from CRM software and sales and marketing management options to advanced analytics. Among its most well-known products is Salesforce Cloud, which includes: Sales Cloud, Marketing Cloud, Service Cloud, Experience Cloud, Commerce Cloud, and Analytics Cloud.

Other Salesforce products address specific applications and industries such as: Financial Services Cloud, Health Cloud, Integration Cloud, Manufacturing Cloud, Education Cloud, and more.

3. Key Features of Salesforce

Interaction and Information Sharing (Chatter Module)
Chatter is a feature of Salesforce that allows employees to quickly and easily update and share information with customers, internal departments, and stakeholders. This enables teams within the company to stay informed and collaborate effectively to achieve work goals.

For customers, quick sharing and support of information by employees can help create a positive impression and build strong relationships. This is crucial for customer care and retention.

CRM System and Customer Management
Businesses can centrally manage and store all customer information such as emails, phone numbers, transaction history, etc., accurately and comprehensively. Additionally, Salesforce provides features to categorize customers based on various criteria such as geographic location, monthly income, age, etc. With this important information, businesses can analyze, plan, and develop marketing strategies tailored to different target customer groups.

Partner and Supplier Relationship Management
Salesforce helps businesses manage supplier information and track partner activities, including business metrics and stages of collaboration. This aids in building and maintaining sustainable partnerships, increasing sales, and driving business growth.

Workflow Setup and Management
Salesforce includes features for creating and managing workflows that help automate tasks, improve efficiency, and minimize common errors. By setting up workflows and job descriptions, organizations can monitor employee processes and outcomes. Salesforce also allows for automated approvals and sales process automation.

Reporting and Business Forecasting
Salesforce provides data analysis tools to help businesses gain deeper insights into their operations. Through charts, administrators can better analyze and estimate product demand and revenue, leading to more informed business decisions.

Marketing Campaign Effectiveness Evaluation
Managing marketing campaigns is a key feature of Salesforce that helps businesses create effective marketing strategies and optimize budgets. The application provides a visual campaign builder to facilitate easy management. Salesforce also supports campaign management, progress tracking, data analysis, and marketing reporting.

Access Control and Data Security
Data security is crucial in CRM systems to protect customer data and important business information. Salesforce's CRM system includes access control features to manage user permissions and access to data and functions within the organization.

Optimization for Mobile and Desktop
Salesforce applications are available for smartphones and tablets, with access to over 2,000 apps. The software integrates with various platforms from iOS, Android to Windows, and MacOS, providing a user-friendly mobile experience that enhances customer interaction. Additionally, mobile optimization creates a positive customer experience and boosts their loyalty.

In the context of today’s constantly evolving business environment and increasing competition, understanding and maximizing CRM tools like Salesforce is crucial. Not only does it help businesses save time and resources, but it also enhances customer insights, leading to better service and the development of a loyal customer community.