How to Deal with Databases in Salesforce
Some companies run their sales-and-marketing activities with Excel because it is simple to use and it is well known by employees. However, to be in control and use data efficiently, other B2B companies use relational-based CRM (Customer Relationship Management). A CRM has a database and user interfaces with which you can easily create, update, manage, process, share, and summarize data.
By contrast, a CRM presents a full image of marketing, sales, and customer service information. When a CRM is used, there is no place to hide from the sales department and no reasons for service reps not having the account manager or CEO informed. Everybody gets and stays on the same side with how the business is maintaining relationships with customers, sales influencers, prospects, and even vendors. By providing one data repository, a CRM solution is changing the ownership of information which will no longer be in the hands of a particular individual. No longer is client or prospect relationship information in the hands of a particular business or individual; the consumer information – the core of your business – is now an asset of your business.
Normal (Excel based) Database versus Relational (Salesforce.com) Database
If you’re using Excel, think of Salesforce as many, many spreadsheets, all related to each other in specific ways, and all collected on the Internet. Salesforce is like an enormous database in the cloud, and we usually link to the different “elements” of Salesforce as objects (contacts, household accounts, donation occasions, and more). You can see it as the tabs across the top of your Salesforce organization.
Using the Salesforce platform at its full capacity requires a thorough understanding of the database’s system. Not only the “design” part but the mechanism behind. Salesforce comes with a standard set of objects, fields, and relations and every company have to customize it for its purposes. Understanding how Salesforce “brain” works help businesses to decide when the requirements are accomplished. In Excel based systems it may lead to having duplicate information for several times.
While in the Relational database the information is instances only once but can be referred by multiple fields. Besides, creating a report out of Excel is tedious while salesforce.com comes with many predefined reports and report parameters.
Maintaining a Salesforce database supports your company to digitize and reach the sales objectives.
That act alone gives many advantages:
- Low risks
- Improve organization – The team can easily collaborate by immediately sharing information between the colleagues, and they get support from their managers in closing deals.
- Better customer service
- The platform is built from the ground up to power a new generation of enterprise applications that are cloud, mobile and social
- Salesforce’ solution is open – for use with any language, platform, and device
- The platform empowers developers to concentrate on creating great apps, instead of running and maintaining databases and hardware.
A great business is all about finding, serving, and keeping satisfied, loyal customers. These customer relationships are managed across the entire company among sales, marketing, and customer service. And, yes, your Excel data can quickly be imported into Salesforce.
To learn more about upgrading from Excel to Salesforce and getting a competitive advantage, contact us here. Salesflow Control can be your partner and guide you in using Salesforce databases.
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