This familiar platform forms the backbone of many companies' customer relationship management solutions. It allows for enhanced connection and communication to customers — and chances are, if you aren't using this platform to help manage your customer relationships, your clients are. By integrating with Salesforce, you show your awareness of the platforms that are most important to your clients. Your teams can also experience:
Easy workflow automation, including the integration of contract management solutions.
Salesforce can help keep up with all of those important client connections. This is essential for tracking when it's time to renew a contract, what you need to do about a problem when it arises, and which customers might be falling away. Not only that, it provides automated notifications to both you and your clients: for example, when it's time to renew a contract, you can automatically send the right customer contact a message that has them thinking about what they want to do next.
Easy views of each customer managed by your team.
Salesforce focuses on making it easy for every member of the team to see information about their clients at the press of a button. Individual clients matter. If you're using this platform yourself, you'll benefit from the ability to see how new, current, and future contracts impact your clients. You can also see how communication has flowed with the client with regards to your contracts. When your clients use this platform, they will experience the same benefits.
Connection of multiple ecommerce channels.
Salesforce helps keep track of all of those important channels used by both your business and your clients, so no channel — and no customer — falls through the cracks.