Introduction to Salesforce

What is salesforce?

Salesforce is an online solution for customer relationship management, or CRM. It gives all your departments — including marketing, sales, commerce, and service — a shared view of your customers with one integrated CRM platform.

What is CRM?

Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple:
Improve business relationships to grow your business. A CRM system helps companies stay
connected to customers, streamline processes, and improve profitability.
When people talk about CRM, they are usually referring to a CRM system, a tool that helps with contact management, sales management, agent productivity, and more. CRM tools can now be used to manage customer relationships across the entire customer lifecycle, spanning
marketing, sales, digital commerce, and customer service interactions.
A CRM solution helps you focus on your organization’s relationships with individual people —
including customers, service users, colleagues, or suppliers — throughout your lifecycle with
them, including finding new customers, winning their business, and providing support and additional services throughout the relationship.
Running a business without CRM can cost you real money.
More administration means less time for everything else. An active sales team can generate a flood of data. Reps are out on the road talking to customers, meeting prospects, and finding out valuable information — but all too often this information gets stored in handwritten notes, laptops, or inside the heads of your salespeople.
Details can get lost, meetings are not followed up on promptly, and prioritizing customers can
be a matter of guesswork rather than a rigorous exercise based on data. And it can all be compounded if a key salesperson moves on. But it's not just sales that suffers without CRM.
Your customers may be contacting you on a range of different platforms — including phone,
email, or social media — asking questions, following up on orders, or contacting you about an issue. Without a common platform for customer interactions, communications can be missed or lost in the flood of information, leading to a slow or unsatisfactory response.
Even if you do successfully collect all this data, you’re faced with the challenge of making sense
of it. It can be difficult to extract intelligence. Reports can be hard to create, and they can waste valuable selling time. Managers can lose sight of what their teams are up to, which means that they can’t offer the right support at the right time — while a lack of oversight can also result in a lack of accountability from the team.

Why Salesforce?

So you are an IT or Management professional looking at ways to specialize in a niche area for excellent career prospects. Salesforce training would be a natural choice, as more and more businesses are adopting Salesforce for their Customer Relationship Management(CRM) and marketing plans. You may also be an eCommerce practitioner or sales executive with a stagnant career path, exploring an upskilling course. Dive head-over-heels with the Salesforce platform that you have only heard of, and get hands-on with this market leader cloud offering through this article.
A Salesforce certification is a great way to gain expertise in the world’s number one CRM cloud platform that is in high demand across businesses of all sizes. What’s more, as the number of Salesforce platform end-users increase steeply, companies face a shortage of pros skilled in Salesforce knowledge. They want Salesforce proficient people who know the platform and can use its many services for business needs.

What Are the Basic Requirements for Learning Salesforce?

Salesforce job roles can vary from admin, developers, quality analysts, business analysts, to product owners. While the part of Salesforce Administrator does not need coding knowledge, that of development needs coding proficiency. As development gets done in Apex, the latter requires some essential programming experience or familiarity with Java, .net, CSS, Javascript, REST, SOAP, and HTML 5. Those with programming background will find it easier to transition to the Salesforce developer role, while someone new to programming may have a steeper learning curve.

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