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Salesforce Benefits for Medium Sized Businesses

Your business is growing. But what can you do to take it to the next level? Many business owners are turning to Salesforce to help facilitate the processes necessary for sustained growth. Why Salesforce?   


Track Performance 

Small and medium business owners tend to be immersed in every aspect of their organization and are usually keenly aware of what is going on in the Sales Department.  However, as your business grows, it becomes increasingly difficult to be intimately involved with each prospecting opportunity.  

Salesforce can provides the insight you need to track the performance of your sales team.  It can provide you with details such as sales activities, leads, opportunities, and account conversions. The insights gained through these metrics can help you strategically plan your marketing efforts and evolve your sales strategy as the size of your customer base increases. 


Pipeline Management 

What visibility do you have into your company’s pipeline? How do you currently view that pipeline? These are questions I ask business executives all the time. The answer I get is almost always: “My sales team logs all of their prospecting efforts in an excel file that gets passed around weekly/monthly, is reviewed and then emailed to upper management.” I then ask whether or not the sales team updates the spreadsheet consistently and the answer is almost always “No” or “Only on the day it’s due.”  

Pipeline Management is crucial for an emerging medium size business.  With Salesforce, you are able to standardize your sales processes and get real-time reporting on data from your sales team. With better data and improved efficiency, you are able to effectively manage your growing sales department, ensuring stronger results from them and more closed-won opportunities. 



Mobilizing your staff with the Salesforce app is a tremendous benefit of the platform for a growing business taking that next step. Salesforce has made it simple to download the free application onto a smartphone or tablet. With the app, you have the full capabilities of the platform in the palm of your hand.  You have the ability to view all the information about a prospect or customer without having to open a laptop, connect to wifi, write meeting notes on paper (sure to be lost shortly there after), or commit it to memory. The Salesforce mobile app gives medium size companies a competitive advantage because users have a simple way to view and input data wherever they are, giving them and you a 360 view of that prospect/customer in realtime. The advantage to you as a business owner is a well informed team, department and company. Your staff can confidently walk into a meeting with all the data that they need, what was talked about in previous meetings, what the customer needs are, and what products or services to cross-sell.   


Competitive Advantage 

Salesforce has been consistently viewed as the world’s number one CRM, leading the industry over Microsoft Dynamics, Oracle, SAP, and SugarCRM. The platform is updated 3 times each year with cutting edge improvements that will keep your company up to date with the latest technology. In addition to the updates, Salesforce has a well-established support system and partner channel to help you through your implementation, optimization and beyond. Salesforce also has a policy they call “Clicks over Code”, meaning that the cost of implementation should be lower than most other CRMs because custom development is not always needed to implement the system that your company needs.  


The world’s number one CRM, Salesforce, helps medium businesses grow and prosper. With Salesforce, you have a 360-degree view into prospects and customers. That full picture is a single pane of glass into customer data and the institutional knowledge your staff possesses. The ability for a company to collaborate between multiple departments through the Salesforce platform is the key to the success of any medium size company.  


Revolution Group has been helping customers get the most out of Salesforce for over 10 years. If you’d like to learn more about how you can leverage Salesforce in your business, give us a call at 614-212-1101.