Why Salesforce?

Jenna Trott

5 min read | April 28th

1. Customizable

One thing that Salesforce understands well: one size does not fit all. Salesforce makes it easy to personalize the system in a way that best suits your unique needs. This customization extends to emails, fields, workflows and processes to create a platform that is tailored made for industry requirements and your overall goals.

2. Security

Mostly everyone is concerned with data security these days (have you cleared your cookies recently?) but with Salesforce, having premier levels of security are paramount. Salesforce has taken care to pre-install several security measures to protect users from opportunistic hackers. This is a quality that is highly favored and appreciated by those working in the financial services industry. Best practices include having restrictive permissions, multi-factor authentications, health checks, Shield Platform Encryption, Event Monitoring, and much more.

3. Streamlined Reporting

For once the statement “have that report ready by noon,” doesn’t fill you with immediate dread. Report generation with Salesforce is as easy as pressing a button — seriously. With endlessly customizable report parameters, data analysis is easy, intuitive and accurate.

4. Integration Capabilities

Salesforce’s capacity to support other third-party applications, such as accounting systems, marketing systems, order systems, etc., makes it easy to add value to your existing Salesforce system. And with the right specialist, integrations are often seamless, making your system a unified and cohesive structure.

5. Mobile Friendly

Work from any device, any time and anywhere. Salesforce was one of the leading organizations to promote remote and mobile capabilities that actually worked and worked well. This was particularly of value when COVID-19 hit and businesses were forced to adapt to a remote model. Salesforce also promotes crisis-plans for working models that are easily accessible regardless of the situation or obstacle.

6. Upgrades

The best is never enough. Salesforce works tirelessly to provide valuable upgrades to the existing software in order to curate a better experience to its users. However, no matter how drastic the change, any customizations you’ve created will remain functional which is a critical asset.

7. Easy to Use

Arguably the worst thing about any platform is that it’s clunky and not user-friendly. With intuitive UX/UI, Salesforce offers their users a lot without overcomplicating or overwhelming them. Setup is easy and employee training is effortless.

8. Collaboration

Salesforce knows that a lot of people work hard behind the scenes to create a thriving business, and now it’s easier than ever to stay connected. Salesforce’s CRM is a limitless ecosystem of employees, developers, managers, clients, partners and more, and Salesforce makes it simple to quickly exchange data and information.

9. No Coding Necessary!

Let me say that again, no coding is necessary with Salesforce making it a highly desirable platform for anyone! However, if you wish to add your own personal touches to a tool, coding capabilities are always available…just not required.

10. Ready for Tomorrow, Today

Salesforce has come to expect the unexpected and to anticipate future trends, making them an organization that’s always ready for what may come next. As a result of their preparedness, Salesforce users are able to stay on top of their game.

There’s a lot of reasons why Salesforce is great, but thanks to its reliability, regular updates, ease of use, and elimination of complex coding; Salesforce continues to be one of the most popular CRM tools for people of all industries.

Did you know?
Sales Cloud is responsible for 41% of Salesforce’s total revenue? Flexible plans are available for whatever your business needs are – making Salesforce the obvious CRM choice. To learn more about how you can get started, reach out to one of our Platinum Partner experts!