The Best CRM Software of 2024- business.com
Salesforce gives businesses the ability to create the customized workflows and automation they need to become more efficient and perform at their best. When you factor in the sheer number of features, third-party integrations and add-on options available to you in the app marketplace, the CRM is ideal for businesses with diverse and evolving needs. That’s why it is our choice as the best CRM for customization.
At its core, Salesforce is a competent, easy-to-use and powerful CRM tool that will scale with your business. There’s so much you can do with it. For example, marketing teams can send out 5,000 emails a day with the marketing tool, or they can use the platform to coordinate telemarketing and online advertising campaigns. They can then analyze each campaign individually and in-depth to see which ones were the most successful. We like how Salesforce can handle workloads for sales and customer success teams better and more effectively because the system presents them with the information they need to close a sale or get a one-call resolution to an issue. But these examples only scratches the surface of what’s possible with Salesforce.
For a while, and with some justification, Salesforce had a reputation for being difficult to use and customize. We are impressed at how much easier the company has made it now. Instead of getting under the hood to make minor changes, you can customize many automations, reports and more using drag-and-drop functionality and prebuilt scripts. You can add thousands of apps to your system that improve a range of functions such as project management or supply chain coordination. The company’s ongoing integration of high-level AI is impressive. Einstein GPT, a generative AI developed specifically for Salesforce, and Genie, a data optimization tool, set the standard for the sector.
Salesforce recently introduced several new tools within its Commerce Cloud and Marketing Cloud platforms, powered by the Einstein 1 Platform, to enhance the shopping experience. These tools leverage generative AI and consumer data to provide real-time insights into customer behavior and preferences, improving employee productivity as well as customer interactions and loyalty. Key releases include the Einstein Copilot for Shoppers, which offers personalized product recommendations to consumers, and Page Designer, which simplifies e-commerce site customization.
Other new features like the Data Cloud Related Lists and Data Cloud Triggered Flows allow businesses to see real-time customer data directly on Salesforce records and send automatic alerts to salespeople, simplifying data integration within Salesforce’s CRM. Features like the new Model Builder offer a flexible approach to building AI models with varying coding requirements, and Service Intelligence leverages AI to offer insights into service performance.
By some distance, Salesforce offers the best CRM system for companies that want complete customization across their sales, marketing and customer service teams.