THINK TANK THOUGHTS

The Salesforce Experience: Explained

Three defining characteristics of the Salesforce experience and why they've been a leader in the CRM space.

a bunch of jumbled up puzzle pieces

Feb 11, 2022 | BY LookThink Team , Problem Solvers

Sure, you’ve heard of Salesforce. There’s no doubt you’ve seen Astro (the little boy in the bear suit) in advertisements on the metro or the city bus with the little blue cloud in the panel's corner. Maybe you have friends who chat about Salesforce, throwing around words like “optimization”, “customization”, or “trailhead”. You consider a simple question:

“Why is everyone so crazy about Astro, Cody, and the rest of the Salesforce gang?”

Or:

“Why does a CRM company have so many mascots? Seriously, why is a bear teaming up with Einstein to talk about analytics with me?”

We can’t answer that for you — that’s a question for the Salesforce Creative Design Team. However, we can speak to why Salesforce has been the leader in the CRM arena for years. Our Salesforce Experience offering covers many of these reasons, but here, we’ll talk about the top three. 

 

customize

1. Flexibility and Customizability

Salesforce is flexible enough to meet your business needs, no matter the industry. Because it is fully customizable, you can add countless features to create a robust, fully scalable CRM experience. There are so many ways to begin customizing this incredibly flexible platform: Do you start from scratch or do you modify an existing layout/theme? How do I want to store my data? Do I need Salesforce Lightning? The level of customization is fully up to you. Of course, this is easier said than done. You can limit complications around configuration by making a coherent plan.

Maybe you want to add a new form to your site, or maybe you want a complete redesign of the way your company manages and collects data from its users. All of that is Salesforce customization. Nothing good ever comes easy, and Salesforce is no different. Sure you can add a simple customization or configuration to your current Salesforce system, no problem. But when you’re changing everything, you want to plan ahead. Luckily, we’ve got a handy guide to walk you through that process here.

Of course, not every business is ready for these Salesforce features. You must make sure your current system is ready for the transition before you make changes. Even if you’re not ready, Salesforce can still support you in any capacity. 

 

maintenance

2. Access and Maintenance

Since Salesforce is a cloud-based CRM, you only need a web browser and internet connection to use it. Updates happen conveniently and take little time — ensuring a seamless transition between versions. The platform also lets users customize record organization, giving them the most out of their individual experience. Prioritize reports to increase customer retention rates while working on scalable CRM improvements.

Salesforce provides easy access to data through a single, centralized platform. There are also analytic tools for easy navigation and trend spotting. There’s also (another) mascot, Einstein, with built-in AI that finds elusive trends. You can connect to third-party apps, or apps of your choice, to migrate data into other programs or vice versa.  

 

learn

3. Learning and Development

These customizable features sound hard to understand and execute, that’s why Salesforce has Trailhead! Trailhead is the Salesforce online learning platform — free to any user. You can learn anything from creating customized fields to adding music to VisualForce emails. These lessons give you a place to test functions before implementing them on your website.

Trailhead is a fun way to learn anything about Salesforce usability. As you complete lessons, you earn badges that show off your newfound knowledge. You can also add badges to your resume to show how much you know.  

Salesforce is the world’s largest CRM platform — it’s easy to see why. It is accessible, flexible, and provides fun learning opportunities. Any business can customize the Salesforce experience that serves them best. Deciding to switch to Salesforce is easy, but the implementation can be tough. Make the most of your Salesforce implementation using this by following these best practices.

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