7 Best Salesforce Features that Will Improve Your Customer Experience

Being the most powerful and popular CRM software, Salesforce is already ruling the market in today’s time. Not only the users, experts or corporate world but that is the evidence of success that is marked from everywhere. It has a maximum share in the market of CRM software in comparison to other CRMs as it has 16% of total market share, SAP has 13% and 10% is of Oracle.

What is the importance of customer experience?

Customer experience is an essential factor to grow and dominate the market. You can do it by presenting CRM apps to get in touch with your customers. Some AppExchange tools such as Apttus CPQ and DocuSign are prominently used by many sales teams to have the easy management of electronically signed contracts and quote to cash process. However, AppExchange has many popular tools that can boost your customer experience but it will be extremely good if you optimize some amazing features of Salesforce that are way too helpful for providing best customer experience.

Admin, developers, and consultants are the vital part of Salesforce implementation of any organization. They keep ticking over and explore the best possibilities and more standard functionalities to harness extreme level results for work bodies.

Here we are going to highlight some key features that are highly beneficial to improve your customer experience on effective Salesforce Customization. Also, these features will scrub up your knowledge if you are a beginner as well. So without much ado, let’s begin it – 

1. Email to Salesforce

This is an ultimately best suited to busy, sales team who is maximally email oriented. An active sales team can optimize this awesome feature to automatically associate emails with leads, contacts, and opportunities. This can be achieved by sending a specific email address in ‘b, c field’ when creating, forwarding or replying to any email in the corporate application used for email (e.g. Gmail, webmail etc). It will give you the more organized way to maintain existing customers and adding new prospects.

2. Salesforce Mobile

Smartphones and tablets are part of our daily life. Mobile apps are something we can’t imagine life without it and so is our work. We do multiple things with the help of mobile apps. The benefits of mobile apps are here too in Salesforce, you just have to understand and use that.

With the help of Salesforce mobile app, you can securely access your information, create records, update it in real time and use it when you are not at your desk. For example, if you are a support executive, you can check for any problem via the app and from outside you can move to the office of the client to fix it up. You can update your meeting schedules and people who require meeting with you can check the status and ask you via the app.

Salesforce has just announced a new user interface built in HTML5 touch.Salesforce.com and it is easier to use and access your records from anywhere at any time. It is available for Android and iOS users.

3. Branded Email Templates

Time is a precious thing and every business thinks to save it for extra efficient tasks. Sending promotional emails in business is a part of today’s work culture. Some businesses send emails on daily basis to increase sales and to deliver necessary information to existing customers. Creating email templates may become time consuming, but this amazing feature of Salesforce allow you to use its branded email templates for business purpose. According to different situations, there are different types of templates:

• Introduction to new service
• Thank you emails
• Proposals
• Emails with attached docs (Terms & Conditions, Product Slicks, Tax ID, etc)
• Special offers and promotions
• Newsletter etc

All these are good to go with email marketing to create opportunities by emails. If you are using poor quality templates and not so effective content in emails, you will be losing a large number of customers. This peril will affect your all efforts badly. So have these amazing templates provided by Salesforce.

4. Web-to-Case

There is another case of gathering support queries directly from your website and generate thousands of new cases a day. Doing this regularly increases your support quality and work productivity of a service team. You can now estimate how satisfied will be the customers with you. In this, customers are allowed to submit their queries or required information directly to the specified fields and automation begins right away from workflows and auto-response rules.

5. Free tutorials and Training

Whenever Salesforce launches anything, it provides training and tutorials to help beginners and developers to learn it completely. These tutorials are posted regularly on developer-oriented sites. Developers take full advantage of learning any new technology or feature from the ground to grip on it.

6. Salesforce for Outlook

It is well known that users would spend their maximum time at working and more likely use their email account to communicate with coworkers and clients. On the basis of this factor, Salesforce created the CRM that allows syncing your emails to get important information to required users.

7. Chatter

For small and medium-sized business, chatter is a solution to make direct conversation in a flow. It is a sort of instant messenger system which is available on the site and pops up whenever the page is visited. It is a bit of a Swiss knife as it combines various social tools to find, attach files on platforms like Facebook, Google+, and Twitter etc. It allows your users to become more familiar with you, share experiences and expertise inside your CRM.

Wrapping up

Salesforce is providing various tools and functionalities to the enterprises in order to scale the peak of the global customer relationship management software industry. It is expanding day by day to provide cloud solutions for industry verticals. Many small to large sized businesses are taking the taste of success by Salesforce Industry solutions because of its extraordinary possibilities.

Hope you have enjoyed this piece of knowledge. Do share your views in the comment section. Also, you can mention your favorite feature which is missed by us and you think that it should be on the list.