Does your sales team still use notebooks, sticky notes or loose pieces of printer paper to track sales leads, customer communication and other day-to-day tasks? If so, it’s time to make the transition to the 21st century.

Although implementing new software can be intimidating, with a little bit of training and dedication, you can master Salesforce in no time. Once you do, the benefits quickly add up, including increased sales, happier customers and a better grasp of your client relationships and data.

Still not sure if Salesforce is right for your operation? Consider the following.

1.) Lead information all in one spot. Salesforce CRM allows you to collect important client information in one location. This includes phone numbers, email addresses, position titles and past conversations. Instead of looking through mounds of paperwork, you have all of this information right at your fingertips. This allows you to answer customer questions, make contact as necessary and update your sales strategy at a moment’s notice. What’s more, all of this data uploads to the cloud. That means you can access it from anywhere: at home, in the office or on the road.

2.) Data capture made easy. Did you know that Salesforce makes it possible to capture lead information on anyone who visits your website? It’s true! When paired with a Web-to-Lead form or the Cardlasso Application, it’s possible to gather location data and contact information without any additional work on your part.

Salesforce goes a step further, too. The software uses the information you collect to track lead performance. This means you can determine those leads that result in sales and leads that don’t. With this information in hand, you can rework your strategy to improve conversion rates.

3.) Customized dashboards. Salesforce takes all of the information you gather about potential leads and converts it into a customized dashboard. This dashboard shows you graphs and charts. It also allows you to set goals. Once you establish a goal, the dashboard tracks your progress, changing color (red, yellow or green) based on your progress.

Finding prospects and converting them to customers is challenging for any business, but Salesforce CRM can make the process much easier. If you’re interested in learning more, get in touch today. (801) 245-0500