Salesforce: Beginner’s Guide

No matter what industry you work in, it’s unlikely that you haven’t heard of Salesforce. But you may also be wondering “what is Salesforce CRM?”.

Headquartered in San Francisco, Salesforce is a cloud computing company founded in 1999 by Marc Benioff, the company’s president and CEO. Salesforce arguably created the modern software-as-a-service (SaaS) market with its customer relationship management (CRM) offering.

What is Salesforce for?

Salesforce is a multi-solution platform designed to help businesses in almost any area. As the official Salesforce website states, Salesforce aims to “bring businesses and customers closer together.” Whether you’re promoting a service, selling a product, or organizing a community, Salesforce helps you keep track of all your customer information and interactions, so you don’t miss anything. For example, it can be used to help further engage with current and past customers by sending targeted, personalized messages.

The functions of Salesforce are as follows

• Managing your contacts
• Track tracking
• Generate reports
• Setting up and personalizing email marketing campaigns
• Manage social commitments
• Manage e-commerce
• Keep records of customer interactions
• Integration with third-party software

For those working with Salesforce, a typical day varies depending on the specific tasks and job title. For example, a Salesforce developer creates new products and features in a sandbox environment. A Salesforce administrator is an expert in deploying and managing the platform. Responsibilities may include cleaning up old data, user maintenance, and supporting other team members.

What are the advantages of Salesforce?

For businesses that want to get rid of the messy mix of multiple legacy applications and systems, Salesforce is a great solution to migrate to. The platform allows businesses to consolidate mission-critical applications and systems into a single, easy-to-use platform. For example, many companies today offer multiple types of customer support through live chat, phone, email, and social media. All of these services require different back-end technologies, which can quickly become unmanageable. Using Salesforce APIs, the disparate management of these services can be unified into a single management console. This simplifies customer service and improves response times. Businesses can also use Salesforce APIs to integrate with existing, business-critical systems, such as ERPs and other databases.

Another significant advantage is that Salesforce automates mundane tasks that administrators used to spend a lot of time on. This helps increase productivity and boost sales. It also allows IT talent to work on more strategic products.

Salesforce also has many features to secure critical data for businesses of all sizes. Additionally, vertical-specific offerings enable companies in highly regulated industries to comply with government regulations.

How does Salesforce work?

Depending on the business needs, Salesforce offers a wide range of products. If you’re looking to get better at selling, Salesforce offers Sales Cloud, Essentials, CPQ, Billing, Pardot, and Partner Communities. Want to advance e-commerce? Salesforce offers B2C Commerce, B2B Commerce and Order Management. Are you interested in analysis? Einstein Predictions and Einstein Analytics Plus are Salesforce’s tools for this. There are many others. You can also combine different products to get a more complete business solution. In summary, Salesforce has something to offer everyone.

How to make the most of Salesforce Commerce Claud in SEO?

Salesforce and SEO

• Carry out a technical and competitive SEO audit : this will allow you to gather and study the levers that you have already activated and to identify SEO positions at the appropriate time, in order to seize the opportunities that arise.
• Take stock of the keywords on which the pages of your website are positioned : this exercise aims to evaluate your positioning on search engines and seek to improve it.
• Check that there is a reporting of Catalog data : this growth movement specific to Salesforce Commerce Claud is essential for good SEO optimization.
• Add precise SEO specifications to the Core Model : this must be carried out by an SEO consultant, expert in optimization on Salesforce Commerce Claude SEO.
• Choose URL rules and generate them.
• Reduce page loading time

To set up an effective SEO strategy, you need in-depth knowledge of Salesforce Commerce Claud, hence the need to entrust this task to a professional.