For B2B enterprises, there is a constant need to evolve their sales and marketing strategies for maximum ROI. To achieve this objective, Salesforce, the customer relationship management (CRM) market leader, created two separate tools for its customers: Sales Cloud and Pardot. Together, these tools make a stupendous concoction that can supercharge any enterprise of any size.
This blog will peruse the various ways these tools help companies speed up their operations and achieve excellence. Read on:
Customization is one of the most powerful features that Salesforce Pardot offers by allowing you to target prospective customers with relevant content using personalized email, web forms and landing pages. This creates a more tailored relationship, which ultimately shows prospects that you're interested in their problems and willing to provide solutions. It builds trust, and the message is sent directly to the right people at the right time via sales channels they prefer means they'll be more likely to open it - vital for ROI!
If you have multiple products or services available, for example, customizing your messages helps qualify prospects into different lead stages based on what they are currently viewing on your website. You can then tailor emails according to their lead stage and needs from one central location.
With Salesforce Sales Cloud, you'll be able to make better decisions by having reliable, real-time insight into your sales, marketing, and customer service data to create a 360-degree view of every deal that's happening at your company. This allows you to quickly spot trends, such as opportunities slipping through the cracks due to lack of attention or expedite deals requiring immediate attention.
You can also precisely measure your team's performance with actionable dashboards and manage their allocation accordingly. It means more time can be invested in developing opportunities instead of just monitoring them!
With Salesforce Pardot, you can measure marketing success with over 50 built-in out-of-the-box reports that help track your activities and performance in one place - creating better marketing strategies in terms of what works best for your customers, sales team and business. You'll be able to identify trends within various channels (such as social or events), allowing you to make smarter decisions on how to spend your budget.
Maximizing productivity is critical when dealing with multiple demands from different people inside and outside the company, particularly relevant to a particular deal or opportunity. With Salesforce Sales Cloud, you can create custom workflow rules triggered when your team reaches specific milestones. An example would be if a chance is due to close soon and the sales rep needs to update his CRM status, so everyone's aware of where it's at in terms of progression, i.e. "Pipeline" - this helps avoid confusion over what stage each opportunity is at or who's currently handling it. You can also set up alerts for important dates/times, which means staff won't have to keep checking their inbox every 5 minutes!
Salesforce Sales Cloud makes collaborating easier between staff members by securely sharing vital information across the business wherever they are, whether within different departments or on the other side of the world. You can assign tasks to specific people, which allows them to track what they need to do on their task list and get updates when milestones are achieved/the deal is closed. This makes it easy for your team to collaborate with customers by sharing essential documents such as contracts or proposals in one central place - Salesforce.
Sales Cloud offers you the opportunity to create robust customer profiles based on relevant data via automatically imported CRM fields - this delivers a more detailed understanding of your customer base without manually inputting their information into an external system, which saves both time & money. It's also helpful for identifying new opportunities that may arise from current deals you're in with your customers and enables you to identify commonalities (such as customer type, gender, industry, etc.) to make the most of these in the future.
Salesforce Pardot allows you to automate activities such as drip email campaigns, nurture flows, and lead scoring, ensuring only genuinely interested people receive messages from you and discouraging those who aren't engaging with your business. It also helps remove "noise" from your marketing channel(s) by identifying different behaviours or patterns so unengaged leads can be paused or removed altogether.
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