Exploring Industry-specific Salesforce Implementations

Salesforce has been helping organizations all over the world manage their records, streamline their processes, and build healthy customer relations for more than two decades. It allows you to record, store, track, share, and analyze valuable data regarding your customers, prospects, and employees.

There is a common misconception about the CRM platform that Salesforce customization is suitable for only for high-end enterprises handling complicated data. However, that is certainly not the case. Starting at $25/user/month, Salesforce implementation plans are for organizations operating at all scales. Whether you run a small startup or a multi-national company, services like Salesforce integration, customization, and consultation can help you leverage your business processes.

Along with multiple operational scales, Salesforce is suitable for multiple industries, too. Over time, the CRM solution has expanded to more industries, helping almost every organization and institution working with multiple records manage them using a centralized platform.

Let us explore the importance of Salesforce implementation by discussing its use in multiple industries:

Financial Services

Financial service providers deal with a plethora of valuable records on a daily basis. From banks to wealth management agencies, financial institutions need to build relationships of trust with their clients while helping them manage their finances effectively.

If you run a financial institution, Salesforce customization helps you organize all your clients’ data in dedicated fields and objects, making it easier for your team to deal with them. With all important records being a couple of clicks away, you can eliminate cumbersome paperwork while performing important financial processes, such as processing loans, generating financial statements, analyzing investments, and more.

Moreover, Salesforce helps financial service providers offer personalized services to their clients. The CRM allows users to analyze their clients’ investments, returns, financial circumstances, and several other parameters to tailor their services to their needs.

Healthcare

Two catastrophic waves of a global pandemic have made people realize the importance of healthcare organizations. Multispecialty hospitals, clinics, doctors, pharmacists, and healthcare staff deal with multiple patients and handle a host of different records every day. Salesforce implementation helps them organize this data to build healthy patient relationships.

Salesforce Health Cloud is designed to help everyone working in the healthcare sector manage their data and improve patient experiences. The CRM solution allows users to optimize electronic health records (EHRs) and upgrade from traditional paperwork. With these records, hospitals and doctors can track the journeys of all their patients and store data regarding their diagnoses, treatment procedures, symptoms, medication, transactions with the hospital, etc.

Salesforce also provides healthcare organizations with business automation features to improve healthcare deliveries. From sharing patient details with doctors before consultations to updating patient records in real-time, CRM implementation in the healthcare sector is working wonders for patients and doctors alike.

Education

Running an educational institution is no less than running a large-scale enterprise with different wings and departments. Salesforce customization helps schools and colleges manage valuable records pertaining to their students, teachers, staff members, and alumni on a centralized platform.

Salesforce allows the administrators at educational institutions to track student journeys from their day of admission until they leave the institution. These records can also be used to analyze the progress of every student in a specific or an entire class in general. Teachers can use CRM-based applications to share and grade assignments. From marking attendance to communicating with the students’ parents, Salesforce customization makes it possible for educational institutions to perform a range of different processes using a single unified solution.

The CRM solution also facilitates seamless communication between students and the administration. Instead of visiting staff rooms and offices to resolve their issues, students can reach relevant authorities and get their queries resolved digitally. Moreover, Salesforce helps schools and colleges to send personalized messages to all students, teachers, and/or alumni members in bulk.

Real Estate

Organizations operating in the real estate industry rely a lot on healthy client relations. As the conversion cycle here is fairly long, real estate developers need to stay persistent and patient while nurturing their leads.

Salesforce implementation in real estate helps developers reach their target audience and manage a plethora of records stored within their database. Real estate companies deal with multiple channel partners (brokers), clients, and third-party service providers every day. Salesforce customization lets them create a centralized repository for all these records to streamline their processes.

The CRM solution allows real estate developers to track the status of their ongoing deals in real-time. The system provides them with all relevant details about the clients involved, brokers hired, the amount paid, and contracts drawn regarding a specific deal. This makes it easier for real estate businesses to manage their daily tasks and smoothen their workflows.

Moreover, Salesforce facilitates robust lead management. It allows the sales reps of real estate companies to reach the right prospects, add them to their sales pipelines, and nurture them until a deal is closed.

Sales And Marketing

Salesforce is arguably the best CRM solution for marketing and sales agencies. From creating a target audience base and generating leads to nurturing them and offering personalized services, Salesforce customization can work wonders for your sales and marketing reps!

Salesforce Sales Cloud is dedicated to helping sales reps manage leads across multiple channels. It provides users with an automated sales pipeline for adding sales leads. It also lets your sales reps score these leads according to their responses to prioritize them and boost conversion rates.

Salesforce Marketing Cloud helps your marketing team create targeted marketing campaigns across multiple channels, including social media, email, and the web. Depending on your target audience, the CRM solution lets your marketing reps reach prospects and acquire leads. These leads are then assessed and sent to the sales reps as marketing-qualified leads (MQLs).

Retail And eCommerce

The success of a business operating in the retail sector depends a lot on its relations with the end-users/customers. Implementing a CRM solution like Salesforce helps retail stores keep a digital record of their stock and update the same in real-time as the products are sold. Moreover, these stores can save important details regarding the customers in their databases to provide them with personalized offers. This information allows retail stores and supermarkets to send personalized text messages and emails to their loyal customers, offering them exclusive benefits of shopping with them.

These benefits of Salesforce customization are further enhanced for eCommerce ventures. Online sellers can keep a record of all the activities performed by the customers and prospects visiting their eCommerce stores. This helps them know the products purchased more frequently, the time of purchases, the amount spent by every customer, and much more. All these details can be used to create personalized buying journeys for all customers visiting online stores.

Manufacturing?

Manufacturing companies often struggle while dealing with the procurement, production, and distribution of large volumes of goods. They also deal with large and complicated datasets every day which can no longer be managed using traditional methodologies.

Salesforce Manufacturing Cloud is a Salesforce offering that helps manufacturing companies streamline tasks related to planning, procurement, production, distribution, and sales. From keeping track of suppliers/vendors to creating a centralized data repository, the CRM solution helps manufacturing companies embrace digitization and upgrade their processes.

Media And Entertainment

As digital content is gaining more traction than ever, the media and entertainment industry is relying more on CRM solutions like Salesforce. Salesforce customization helps you track the number of audience members viewing your content and their individual preferences. Streaming giants also use CRM to understand their subscribers better and personalize their services for them.

Media and entertainment companies also implement CRM solutions to acquire new leads based on their content consumption needs and habits. Such data allows them to create tailor-made experiences across multiple digital platforms. When customers feel special and cared for by media giants and content creators, they tend to engage more with their services.

IT Services

IT companies worldwide need to stay constantly updated with the latest technologies while offering their services to their clients. From web development to building custom business applications, these companies rely a lot on seamless project management.

Salesforce implementation makes it easier for IT companies to manage multiple projects simultaneously. It helps them keep a record of all their clients, prospects, employees, and projects on a single cloud-based platform. With Salesforce, IT companies can keep track of their progress with regard to every ongoing project they have been working on.

Moreover, IT service providers help Salesforce users build robust applications within the Salesforce environment. These applications help companies use their Salesforce records to streamline specific processes, such as document management, payment authentication, lead management, contract management, project management, and more.

The Final Word

Salesforce is a vast CRM solution and fits like a glove for all major industries operating across the globe! No matter which sector you belong to, you can seek help from a trusted Salesforce implementation and consulting partner to take your processes up a notch. This will not only help you stay ahead of the curve but also ensure continuous business growth.