SalesForce, a customer relationship management (CRM) platform, is helping over 150,000 businesses grow by bringing companies and customers together. SalesForce gives all business departments – sales, marketing, commerce, IT, and service – a single, shared view of every customer. Sales teams can increase productivity, cultivate better leads, and close more deals while customer service reps can deliver outstanding service with the call center software and self-service portals. Marketing professionals can send automated emails, post to social media, create digital advertisements, and manage lead data. There’s even an eCommerce platform to create better customer experiences.
Because SalesForce produces actionable insights, improves forecasting, and allows businesses to deliver the service their customers expect, it involves a lot of data – data you’ll need to move between SalesForce and an accounting system or enterprise resource planning (ERP) solution. That’s where things can get complicated. Transforming the data requires workflows, time, and manpower, and mistakes are costly.
