We are motivated by sharing information with our network, and as such this is NOT a paid or sponsored blog. Salesforce also offers things like an email studio so you can send gorgeous and relevant mailers – as well as mobile, social, and advertising studios – and a journey builder so you can guide customers through the steps, channels, and departments as needed. For example, you can capture a client’s personal contact preferences, storing knowledge on the best way to start a conversation on their preferred medium. The kind of data that goes into a CRM can give your marketing and communications the edge. Venturebeat says “ERI can help sales reps close deals faster by acting as a virtual agent for salespeople in all industries, scanning news articles, social media, collaboration apps, email, and other online sources to uncover and deliver account and contact information”. This tool makes use of artificial intelligence (AI) research to gather meaningful insights on your relationships with companies, customers and prospective clients. In June 2021, Salesforce also announced the launch of their Einstein Relationship Insights (ERI) tool. It is all viewable and linked in one place. No more wondering if your colleague followed up or what the last status of your discussion was. It gives a single, smart view of all interactions with an individual.įor both clients and customers, this is a powerful tool. What is our 1 most important goal Without a doubt, the most important question you need to ask before choosing a CRM is what you’re actually trying to accomplish with a CRM. And a CRM system like this brings together all customer touchpoints (email, website, phone, social, and more). Here are the seven questions you absolutely must ask yourself (and your team) before deciding on a CRM for your company: 1. A CRM strategy pinpoints how you manage your stakeholder engagements. Real estate is an industry with high customer touch and low tech – especially on the residential side. If you need to communicate with customers and manage your customer base, automate processes, or manage events, Salesforce can handle it all. Cloud-based, making it accessible to your whole team, wherever they may be located.Streamlines sales and marketing functions in order to promote goods, services and more sales.What is Salesforce?įirst off, the basics: Salesforce – the company – is listed on the New York Stock Exchange, and Salesforce – the platform – is a customer relationship management (CRM) tool. Here, we explore the uses of Salesforce and cover why they make our top tech list.
Affinity crm series#
We’re on a mission to share best practices and our favorite commercial real estate (CRE)-related technology tools in a series of blogs: ‘Top Tech’.
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