As far as cloud platform providers are concerned, Salesforce is one of the biggest and most popular in the world. Salesforce’s amazing features such as customer relationship management (CRM), marketing automation and other softwares help make it very popular among customers. In this post, we will take a look at all the benefits of Salesforce. Let’s get started:

Salesforce Benefits: All You Need to Know 

Customer information

One of the most distinct advantages of Salesforce is the quality and quantity of information received by its users. While using Salesforce, you have the option to observe every individual account, contact, task, event, and opportunity that’s tied to a lead. This provides a lot of information before you start approaching potential customers. There are a few reasons why this is so important. First of all, you will be able to track all the important information from one convenient location itself. You can easily keep all the profiles of your customers organized. This offers a more complete, holistic approach to managing your growing business.

In addition, shared customer information also lets you and your employees enjoy your leisure time and vacation days without worrying about personally accommodating clients, leads, or prospects. Any of your reps can easily cover for another one who’s out of the office, eliminating any gaps that you could have in your customer support model.

This particular design is a nice upgrade from physical resources and Excel sheets. When you use Salesforce, you won’t have any more need for hoarding stacks of manila folders or digital files packed with spreadsheets. It’s extremely comprehensive, responsive and convenient for use.

Account planning

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. This provides a hands-on approach that is critical for you to make meaningful connections with your clients. Even your reps can modify their plans in order to improve their results. Salesforce also has an option which allows you to create a to-do list of items which can be used by your reps and yourself 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. 

Aside from organizational tools, you and your reps can also track the amount of time spent on each account. This works wonders for service-based businesses with a large number of clients subscribed to different packages or plans. In case there is any discrepancy in the amount of time spent on a client when compared to the time spent by the client on your company , you can adjust it accordingly. Client management becomes a lot easier with all of these account planning options.

Time management

When you use Salesforce, you have comprehensive customer information and a wealth of planning resources at your disposal. It helps you enjoy the benefits of great time management. You have all the information you need to prioritize work for your clients, and that means you can also organize tasks for different accounts according to that same criteria.

Along with that, you can use the built-in calendar tools to better visualize your schedule for the day, week, month, or year. This helps you stay on time throughout the process of nurturing a potential lead.

Team collaboration

Another great benefit of Salesforce is how easily it allows you to communicate with your team members. Salesforce has the “Chatter” feature which allows you to speak with people/groups about work related info. These things can range from clients, territory, to other essential details.

Chatter also allows you to assign different team members to accounts or opportunities that require some special attention. This, in turn, makes it easier for your team to prioritize and schedule its tasks so you can work with more leads and finalize more sales.

Basically, where the previous features all kept you focused, Chatter lets you keep your whole team focused on what they need to be doing each day. That means you get better results and productivity from your team every day. 


Since Salesforce is a cloud based product, you can access it from anywhere as long as you have a working internet connection. This isn’t limited to just the desktop versions as Salesforce also has an app which allows you to maintain contact with your business and team at any given time through your cell phone. This makes it a perfect match for the hands-on business owner or the marketing manager who wants to stay in constant communication with his/her team.

The reason this is such a huge advantage is because it means you don’t have a centralized location for your data. There’s no filing cabinet, local server, or anything else. It’s all kept safe and sound in the cloud where you can always access it.

Aside from the security benefits of Salesforce, your team can also utilize it to stay updated on the accounts and clients, regardless of where they are. This helps provide very good customer service for clients.

Those were the benefits of Salesforce. Hopefully, you have a better idea of the tool and it will help make you a decision about using it.