Solutions

With all of the customer information you need right at your fingertips, you — and all of the reps at your company — can make plans for accounts independently. That gives you the hands-on approach that you need to really make a connection with clients, and it also lets your reps modify their plans to achieve better results. There’s even an option in Salesforce to create to-do items so you and your reps can use lists to stay organized throughout the day.

Along with that, you can also create reminders on calendars so you can tell anyone to follow up with your customers, account managers, or upper management about important duties. Essentially, you make sure nothing falls through the cracks. In addition to the organizational tools, you can see the amount of time that you or anyone else in the company has spent on each specific account. This is especially helpful for service-based businesses with lots of clients who subscribe to different packages or plans. If you notice that you’ve spent too much time on a client for what that client spends, your company can adjust accordingly. With these account planning options, managing clients becomes a much simpler process.

Salesforce is a cloud product, and that means it’s available wherever you have Internet access. This also includes mobile — Salesforce has an app that you can use to stay in touch with your business and your team at all hours. This makes it a perfect match for the hands-on business owner or the marketing manager who wants to stay in constant communication with their team.