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Customers are the lifeblood of any business, no matter what sector you are in or what services you offer.

With the cost of acquiring a new customer up to five times more than retaining a current one, keeping your customers happy is a good business strategy. To do this, you must understand everything you can about your customers’ wants, behaviors, and motivators- this is where CRM comes in. Choosing the right CRM technology is critical to its success, so here are four factors to consider when optimizing your Salesforce CRM.


1. Integrations

System and data integration must be part of every CRM strategy.

You must integrate your platforms and software to ensure that everyone on your team has access to the same customer information. Your Salesforce CRM software has to get data from a variety of sources. Without switching back and forth between screens, no one has a complete picture of the client if your marketing efforts are isolated from the rest of the data or if partial data gets imported into the CRM system.

Utilizing Salesforce CRM integrations to optimize your workflows and streamline processes can help you fully leverage your solutions.


2. Leveraging Consultants

The modern economy is a fast-paced, networked marketplace where qualified professionals collaborate on several projects across various teams and companies. Salesforce Business Consultants play an important role in keeping firms lean, efficient, and competitive in every industry.

In the end, you may be able to put in place the correct CRM strategy from a business standpoint by working with a Salesforce business consultant.


3. Configuring Salesforce to Work With Your Unique Business

You should expect your CRM to get used by a wide range of people and departments in your company. Your sales team will want to know about leads and possibilities, while your support staff will want to know about client tickets and how they are progressing.

To get the most out of Salesforce CRM, customize your Salesforce CRM environment to make the software perfectly fit the needs of each department in your organization.


4. Automation

Automating common daily tasks saves time, boosts efficiency, standardizes quality, and lowers expenses. In addition, you may use a tool like Salesforce process builder to construct processes that automatically update records and data across various systems.

In this regard, a Salesforce business consultant can take a high-level look at your business operations to find automation opportunities within your Salesforce CRM environment.



Investing in a high-quality CRM solution enables you to work smarter, not harder, which ultimately results in more success for your company.

Use Salesforce CRM to optimize your business processes. You will not only save time and resources but also be able to provide outstanding customer service, which will keep your customers coming back for more of your alternative lending offerings.

Anytime you need help with Salesforce CRM or other Salesforce products, CloudMyBiz is here to help your business leverage Salesforce to its fullest potential.