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Role of Salesforce in Digital Transformation

Salesforce in Digital Transformation
Who remembers those clunky flip phones, and boxy PCs, when today we can instantly connect over smart touch phones? All the applications that we have on our phones are not even supported on those old devices. You are outcasted from this world if you don’t have a smartphone. Similarly, as a business, whether you are a startup or a well-oiled enterprise, you will lose your space if you haven’t adopted all the revolutionizing technology. Staying stagnant is not an option. As you plan to upscale and gain a competitive edge you need to transform your business digitally. But where do you begin? The core of digital transformation is adopting solutions for operations, efficiency, and customer-centricity to drive businesses forward. There are various digital transformation solutions for these objectives. You can begin by considering an application that streamlines your operations, empowers teams with data-driven insights, and fosters exceptional customer experiences all the while enhancing operational efficiency. This is Salesforce digital transformation in action! Salesforce is a cloud-based customer relationship management software that plays a role in digital transformation by gathering customer data from every touch point. With these insights, customer-facing teams can make intelligent decisions. With the addition of AI into salesforce in the form of Einstein GPT, teams can also generate emails based on client communication summaries and key points to consider while finalizing deals making it one of the best digital transformation tools to improve customer engagement.

Salesforce Digital Transformation:

Digital transformation is not just your business moving from technology to technology. It involves rethinking business processes, driving customer centricity, and adding technologies to drive business growth. This is not it, it can also be an effective way to enable your teams to perform better. Software like Salesforce plays an important role in digital transformation as they knock the department silos and share your data with other teams in a unified dashboard view. This gives teams new ways to better serve their customers in marketing campaigns, sales pitch meetings, and customer interactions.  The following are ways Salesforce as the leading CRM platform can play a crucial role in your business’s customer-centric digital transformation strategy:

Meeting Customer Expectations

Yes, as more and more customers go online, and express themselves on social media, the more they expect you as a business to truly understand and meet their expectations. Your business will get caught up when your competitor does this better and faster than you.  CRMs are an amazing way to keep track of your customer’s sentiments and preferences. The data gathered across various platforms on customer interactions will help you personalize your interactions, telling customers that they are heard and you know them.

Easy Digital Transformation Tools Management

To transform your business digitally you’ll be investing in lots of tools to streamline your business operations. The downside though is that your team will get overwhelmed with switching tabs. It will give quite the opposite effect of what you want to achieve here. The save is an all-in-one tool.  Salesforce offers a unified dashboard view where the data is neatly summarized and presented for your whole organization to view. The data is there for everyone to use, so no more asking the sales team about leads generated via your marketing material. Ahead of that, you can also get detailed stats and various insights to improve your email campaigns. Not only does Salesforce offer its clouds like Sales, marketing, commerce, support, etc. but you can further have third-party integrations via the app exchange. With this, your teams can integrate all the necessary tools like emails, social media profiles, spreadsheets, ERP, etc in one platform.

Boosts productivity with AI automation

What’s the point of digital transformation if your tools are not up to date with the newest technology? Don’t forget digital transformation is the journey of organizations that began from pen-paper to spreadsheets to digital files. Now it’s blockchain, cloud, and finally AI, and moving forward it will be Virtual and augmented reality. Salesforce is ahead in innovation, adopting advanced technologies. It is full of features like automation, auto-fill-in, smart summaries, and generative and predictive AI. For instance, in Salesforce for marketing automation you can send automated, personalized emails to your customers about upcoming sales or new collections based on their buying behavior patterns. Yeah, we know this because our CRM knows that the client visits our store weekly or monthly and makes a purchase or is saving something in their wishlist. Amazing, that’s what you wanted to call it right? Wait, save it, cause with this automation you can go way ahead in the sales cloud and automate your entire sales process! Yup set it once and let all the leads turn into your customers without lifting a finger. The more you use these cutting-edge technologies the better it becomes.

Einstein GPT is all you need!

When we said Salesforce has AI, we didn’t only mean automation. It’s more. Salesforce has a dedicated built-in AI-powered chatbot that can generate smart summaries from client email threads, to live transcriptions of sales calls. It can then generate replies for your sales rep to impress the customer. Furthermore, it can help sales reps prepare for all sales meetings and based on past interactions can highlight up-selling or cross-selling opportunities. You can put this conversational AI to use for any department. This will free up your team’s time for more important work such as strategies. Similarly, your customer service teams can ask AI to bring up customer information from the database, resolving customer queries in real-time.

Informed decision making

Decision-making is not as difficult when it is backed by data and insights. CRM is capable of predictive analytics by driving insights from customer data that assist in effective decision-making. Make your decisions with confidence when you have Salesforce reports and analytics. Not only this but they can also show you suggestions to further improve your customer experience and operational efficiency. 

Conclusion:

Salesforce plays a crucial role in digital transformation by providing high-end technologies like AI-powered chatbots, and predictive and generative AI capabilities. Digital transformation is about transforming your business digitally to enhance operational efficiency, which is the core reason businesses opt for digital transformation in the first place. CRMs assist in digital transformation by serving clients better by sharing data among the organizations. Thinking of adopting Salesforce CRM to drive digital transformation accurately, hire our Salesforce developers who have decades of experience. Check out how Salesforce Cloud revolutionizes businesses. 
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