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Salesforce at a glance

Salesforce is the world's leading cloud-based Customer Relationship Management (CRM) platform. It is a single, unified system that helps businesses of all sizes connect with their customers, manage sales and service, and power their entire operation with a 360-degree view of every customer relationship.

What is Salesforce?

Salesforce is a cloud-based customer relationship management (CRM)  platform founded in 1999 by Marc Benioff. The platform is used by over 150,000 companies to help them connect and serve partners, customers, and potential customers. Their software and applications focus on customer service, sales, analytics, marketing solutions, and application development. They also host an annual global software conference called Dreamforce. Salesforce is now headquartered in San Fransisco, California.

Benefits of Salesforce

Salesforce has been one of the world’s leading customer relationship management platforms since its launch. They are at the forefront of new, innovative technologies  and your company can be too. Their platform is versatile, scalable, and easily customizable as they have more than 4,000 applications on their app exchange. You decide what fits best for your organization. Salesforces also has an integrated mobile app your company can utilize to collaborate with your team and connect with your customers. You can rest assured that your data and upgrades are  too.

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What is Salesforce used for?

The main purpose of Salesforce is to help businesses grow by putting the customer at the center of everything they do. By consolidating data and automating processes, Salesforce empowers companies to work smarter and more efficiently. Salesforce is used to:

• Manage Customer Relationships: It centralizes all customer and prospect data, including contacts, activities, and communication history, into one place for easy access and a complete view.
• Automate Sales Processes: Sales teams use it to track leads, manage opportunities, forecast revenue, and automate repetitive tasks, allowing them to focus on closing deals.
• Deliver Exceptional Service: Service teams can manage customer cases, provide omnichannel support (phone, email, chat), and empower customers with self-service options, leading to faster resolutions and higher satisfaction.
• Create Personalized Marketing: Marketing professionals leverage Salesforce to create and manage automated, multi-channel campaigns that deliver personalized content and engage customers at every stage of their journey.
• Drive Data-Driven Decisions: The platform’s powerful analytics and reporting tools provide a clear view of business performance, helping leaders identify trends, measure ROI, and make informed strategic decisions.

Key Salesforce Clouds

Salesforce organizes its offerings into several key product suites, or "Clouds," each designed to address specific business needs.

• Sales Cloud: The foundational CRM product for sales automation, helping teams find leads, manage their pipeline, and close deals faster.
• Service Cloud: A complete customer service platform that provides a single, unified console for agents to resolve cases and deliver seamless support.
• Marketing Cloud: A powerful suite for digital marketing automation, enabling personalized customer journeys across email, social, mobile, and web.
• Commerce Cloud: A platform for B2C and B2B digital commerce, providing the tools to create engaging and personalized online shopping experiences.
• Data Cloud: A solution for unifying and activating customer data from every source, creating a single source of truth to power personalized experiences and AI.
• Einstein AI: A suite of AI technologies embedded across the platform that provides predictive insights, intelligent automation, and personalized recommendations.

Need professional Salesforce help?

Implementing Salesforce and harnessing its full potential requires a strategic approach and a partner who understands the platform inside and out. Whether you’re ready for your first implementation, need to optimize existing workflows, or want to integrate new AI capabilities, our experts are here to guide you.

At STAND 8, we specialize in helping businesses leverage the full power of the Salesforce ecosystem. With our 15 years of experience, a 99% client retention rate, and a global team of over 350 experts, we are the trusted partner you need to achieve your business goals.

Contact STAND 8 today to start a conversation about your needs and discover how our tailored Salesforce solutions can help you connect with your customers and drive lasting success.