What is Salesforce: A Beginner’s Guide

Customers are the lifeblood of any business, so it only makes sense to find the best way to manage and serve them. 

Headquartered in San Francisco, Salesforce is a cloud computing company that was founded in 1999 by Marc Benioff, the company’s chairman, and CEO. Salesforce makes that task easier by providing a streamlined, automated way to connect with your customers, prospects, and business partners. A cloud computing software as a software (SaaS), Salesforce provides the CRM tools you need to keep your business running smoothly.

Gain hands-on expertise in managing and developing apps for one of the most popular CRM products with the Salesforce Admin & App Builder Course.

What Is Salesforce Used For?

Salesforce is a multi-solution platform that is designed to help businesses with just about anything. As the official Salesforce website puts it, Salesforce works to “bring companies and customers together.” Whether you’re promoting a service, selling a product, or organizing a community, Salesforce helps keep track of all customer and client information and interactions, ensuring that nothing falls through the cracks. For instance, it can be used to help engage more with current and past customers by sending targeted and personalized messages.

Things Salesforce enables include:

  • Managing your contacts
  • Keeping track of leads
  • Generating reports
  • Setting up and personalizing email marketing campaigns
  • Managing social engagements
  • Managing eCommerce
  • Maintaining records of interactions with customers
  • Integrating with third-party software

For those working with Salesforce, a typical day-in-the-life varies based on your specific duties and job title. For example, a Salesforce developer creates new products and features in a sandboxed environment. A Salesforce administrator is an expert at deploying and managing the platform. Responsibilities may include cleaning up old data, user maintenance, and providing support to other team members.

Salesforce Admin and App Builder View Course Banner

The Top 7 Benefits of Salesforce 

1. Better Time Management 

Time management is a huge benefit of Salesforce and one of the best ways to allow a business to grow and thrive. Thanks to comprehensive customer information and useful planning resources, you have everything you need in one place. No more time wasted searching through logs and files for important info. 

With so much pertinent customer data, you can easily prioritize work for (and with) your clients by streamlining the sales funnel so that leads are quickly transformed into customers. 

Salesforce also has a calendar feature that makes it easy to plan projects, meetings, phone calls, and more in one place. You’ll know what’s coming up and when. 

2. Ultimate Accessibility 

Since Salesforce is cloud software, it’s accessible anywhere and everywhere you have access to the Internet. Whether you use your desktop, laptop, or smartphone, Salesforce can be reached thanks to its app. This is important because many business owners and team members travel frequently, be it nationally, internationally, or even between cities. 

Being able to reach your CRM tool through the protected cloud no matter where you are makes it easier to access important files and stay updated on clients. Sensitive information is more secure than it would be in a file cabinet or on a local server. 

3. Increased Revenue 

Without Salesforce, running a business in today’s world can cost you money. On any given day, your team might produce a ton of data that has to be stored. Without Salesforce, you’re most likely sorting through this data manually, and this is more time spent on administrative work as opposed to building customer relationships. 

When your time is tied up, it means you have less time to improve business, make connections, and grow profits. Since the tool takes over these administrative duties and more, you’ll have more time to devote to the business, which means more money in the long run.

4. Greater Customer Satisfaction

Similar to increased revenue, it’s safe to assume customers are more satisfied when they interact with a business that knows their needs and the state of their relationship with you (thanks to your CRM tool). Spend less time on administrative duties and you’ll have more time to spend catering to your customers through a common platform. 

Thanks to a highly efficient management system, you can serve your customers better by having quicker access to their information, accounts, purchase history, and preferences. 

This Salesforce benefit not only improves your relationship with your customers – it sets you up for new customers too. When your current customers are happy with you, they’re more likely to be an ambassador for you and tell their friends. 

5. Simple Account Planning 

Salesforce makes it simple to create plans for accounts. With all the customer information you need readily accessible, you’ll have an easier time placing that info into the correct accounts, and then making plans for those accounts for optimal results for the customer. 

Customers get products or services perfectly tailored to their needs, you stay organized, and you adjust your time effectively for each client. As these accounts are created, stronger connections are made with your clients by best meeting their needs, solving their problems, and keeping track of trends.

6. Trusted Reporting

With so much data pouring into your business, it’s easy to become lost. Salesforce keeps pertinent data organized and it helps you make sense of new data thanks to trustworthy reporting. 

Keep track of all the data your business collects from social media, website analytics, app information, business software, and more. Reporting takes this mountain of information and sorts it, analyzes it, and makes it actionable. With the accuracy of Salesforce tech, you know the numbers are right and the readings can be trusted. 

7. Improved Team Collaboration 

Lastly, team collaboration is a major benefit of Salesforce. The software allows you to connect and communicate with team members from anywhere thanks to the “Chatter” feature. This lets you connect with individual team members or full groups and chat about everything from your clients and their information to other work-related topics such as territory and product/service details. 

When the team is on the same page, your business is more cohesive and operates more efficiently so that deadlines are met and sales are finalized.

Evaluate your skills in Salesforce with the Salesforce Admin & App Builder Practice Test. Try it now!

How Does Salesforce Work?

Depending on the needs of the business, Salesforce has a wide range of products to choose from. If you’re looking to upskill in sales, Salesforce offers Sales Cloud, Essentials, CPQ, Billing, Pardot, and Partner Communities. Want to advance eCommerce? They have B2C Commerce, B2B Commerce, and Order Management. Is Analytics your thing? Einstein Predictions and Einstein Analytics Plus are Salesforce's tools for that. There are many more, too. You can also mix and match different products for a more comprehensive business solution. The point is, Salesforce does something for everyone.

Check out the following video to learn about Salesforce -

Get Certified in Salesforce By Enrolling in Our Course

Salesforce holds nearly 20 percent of the global CRM market, which means there are plenty of exciting opportunities to upskill in either Salesforce development or administration or both, there is the Salesforce Platform Developer I Certification Training and the Salesforce Administrator Certification Training Course. If you’re interested in the latter, Simplilearn’s Salesforce Administrator & App Builder Certification Training can provide you with the training and related credentials you need to thrive in any company. 

A course that offers hands-on training with Salesforce’s latest platform version, Lightning, students learn everything they need to master the development of Salesforce apps and administration. With 64 hours of blended learning and 30 hours of hands-on practice, students learn core administrative features of the platform. Students learn the fundamentals of Lightning Components, including the capabilities of Lightning Components, how to install Lightning Components, and how Lightning Components compares to Visualforce. Our course also allows students to work on four different projects with 28 case studies. 

The program also prepares students for both Salesforce certification exams through practice tests and quizzes at the end of each course chapter. What also makes our course unique is that we offer different solution options. For example, you can enroll in our online Flexi-Pass program that includes a blend of both self-paced learning and instructor-led live virtual classrooms. If you’re only looking for something that’s not quite as structured, we also offer a self-paced learning option. If you have an entire team that is going to be using Salesforce and you want to ensure they’re getting the most out of the platform, we also offer corporate training solutions. 

Need a refresher on something? Even after the course is completed, students will receive lifetime access to class recordings and self-paced learning.

Get started with your Salesforce training and prepare for your certification by enrolling today!

About the Author

SimplilearnSimplilearn

Simplilearn is one of the world’s leading providers of online training for Digital Marketing, Cloud Computing, Project Management, Data Science, IT, Software Development, and many other emerging technologies.

View More
  • Disclaimer
  • PMP, PMI, PMBOK, CAPM, PgMP, PfMP, ACP, PBA, RMP, SP, and OPM3 are registered marks of the Project Management Institute, Inc.