Salesforce For Small Business: What You Really Need To Know!

Salesforce is a CRM as well as Sales Management Module that integrates all the sales information and customer data in one place so that users and the management can fetch the data from the module without any extra effort. Small businesses form a significant part of the economy of any country. Having limited resources, they need to know their customers’ needs and mostly depend on word-of-mouth for advertisement, which demands all their information to be kept in a sorted way. You might wonder, why should you use Salesforce for your small business. To address this, we’ve outlined some of Salesforce’s main advantages, as well as how Pardot can be a suitable fit for small businesses like yours.

Advantages Of Salesforce For Small Business

For various requirements of small businesses, Salesforce for a small business can be a really good option. The number of employees in a small business can range from one person to 20-50 persons. More often than not, small businesses track their requirements in notes and spreadsheets. In this scenario, the Salesforce Essentials platform can aid in automating the business process. Salesforce Essentials provides benefits like having an easy set-up, fast training, and affordability to deploy a CRM.

If you ask “Is Salesforce worth it for small businesses”, our simple answer is yes. Read on to learn the advantages of Salesforce.

• Salesforce is a perfect tool for small companies to handle current customers.
• Salesforce makes finding new customers simple by offering several tools.
• Social media marketing and online marketing can be easily managed with the Salesforce B2B marketing cloud.
• Salesforce helps small businesses to oversee sales and support customers at the same time.
• Cloud access facilitates real-time access to consumer information in Salesforce.
• It is easy to track employee activities such as tasks completed, weekly/monthly productivity, etc.
• Salesforce can run with all major browsers like Chrome, Opera, etc.
• Small businesses can leverage Pardot which is a marketing automation system driven by Salesforce CRM.

Pardot – A Great Option For SMBs

Salesforce’s No. 1 marketing automation software, Pardot, makes it easy to automate and manage your marketing campaigns. It helps marketers build marketing assets as well as automate operations by how potential leads interact with them. Some of the most typical marketing assets managed by Pardot are landing pages, marketing emails in bulk, contact forms, and other promotional materials. In short, it is a one-stop solution for everything involved in converting a prospect into a sale. Below we have mentioned some of the benefits of embracing Pardot in your small business. Here are some of the key benefits of adopting Pardot in your small business. So, let’s take a look!

• Revenue-Driven Marketing

One advantage of Salesforce CRM for small businesses is Revenue-driven marketing. Through the utilization of Pardot and Salesforce, marketers can totally align with the sales and get insights into the campaigns and the marketing efforts that can actually drive revenue. It is easy to share the dashboards with your leadership team. Also, valuable hours can be saved by leveraging the Salesforce OOTB reporting & dashboards.

Using a robust marketing tool suite, you can easily fill the funnel with good leads. You can create landing pages and surveys in a matter of minutes, run targeted email marketing campaigns, and improve the buyer’s experience. Furthermore, you can also use customizable dashboards to monitor campaign performance and gain a better understanding of which programs are operating well, how close your teams are to achieving success, and what needs to be done to boost your company’s income.

• Aligned On The Salesforce Platform

Apart from the enhanced KPIs(Key Performance Indicators), small business customers can have faster turnarounds and convert leads to sales by utilizing Salesforce Sales Cloud & Pardot together. You can shorten your sales cycle by providing sales with the information they need to win deals faster. Identifying your finest leads, tracking campaign engagement, increasing follow-up efficiency, and combining the skills of marketing and sales can transform leads into clients for life. You can also put your most typical marketing and sales processes on autopilot to eliminate human work in lead management.

• Marketing Automation

Among many benefits of Salesforce for small business owners is its ability to offer automation in marketing. Whether there is an alteration in the product lines or the market strategies have to be revamped, the most efficient marketing teams must have the requisite tools to scale and grow rapidly. Pardot offers easy-to-use marketing features such as:

• Lead scoring and gathering to aid in the analysis of top leads
• Workflow automation for your business processes
• Connected campaigns with custom objects facilitate direct connection of campaigns to sales

Automation of B2B Marketing for Your Small Business

Marketing automation has long been associated with the B2B sector. This is because B2B prospects and customers form a small defined target group that is often involved in a multistage buying process or in a long-term recurrent business relationship. As a result, B2B is a relationship-based environment where product knowledge and awareness are important. It is also a place where people do not buy things in the heat of this time. Rather, it is done with care and caution and usually involves more than one person.

Marketing automation software is excellent for the B2B setting because of features including a long marketing-to-sales evolution and customer research that creates a variety of data points for analysis. Also, B2B purchasing takes time with the process taking weeks, months, or even years from start to finish. In general, B2B lead nurturing takes longer than B2C lead nurturing. And B2B prospects conduct extensive research before engaging with a salesperson, much alone making a purchase.

Conclusion

There is no ending to the advantages offered by the platform. You just need the right Salesforce professional services to help you leverage most of the configurations and adaptations of Salesforce. With so many advantages, Salesforce is the best option to grow the organization while maintaining an efficient customer relationship. Ksolves is a certified Salesforce developer company that offers free Salesforce CRM demos for small businesses as well as big guns in the market. All you need to do is just visit the website.

Frequently Asked Questions 

What Is Business-To-Business Marketing Analytics Or B2B Marketing Analytics?

B2B Marketing Analytics is an Einstein analytics app useful in segmenting and visualizing marketing and sales data. Marketers can develop B2B Marketing Analytics dashboards in Tableau CRM Analytics Studio after assigning user rights. In addition, the B2B Marketing Analytics app design has three dashboards with charts and tables to investigate. You can also develop a Multi-Touch Attribution dashboard, an Einstein Behavior Scoring dashboard, or an Account-Based Marketing dashboard. Each dashboard is based on predefined datasets and filters, or lenses, that assist you in extracting insights from your marketing data.

What Is Pardot B2B Marketing Analytics And How Does It Work?

Pardot is a B2B marketing platform that helps marketers generate more leads, build more pipelines and enable sales to complete more transactions. Pardot B2B marketing analytics makes a marketer’s life simpler by focusing his attention on essential data and the effectiveness of marketing collaterals. When combined with Salesforce’s reporting and customization features, it becomes a powerful tool for increasing your marketing ROI. Salesforce’s customer relationship management software is strongly connected with Pardot. Pardot provides a set of B2B marketing analytics in addition to automating marketing operations. With built-in dashboards and customizations, it also offers tailored analytics experiences.

Is Salesforce A Platform For Account-Based Marketing?

Yes, it is the best platform for performing account-based marketing. A B2B marketing approach that focuses on particular customers or accounts is known as account-based marketing (ABM). It caters to each individual as a one-to-one market, providing highly tailored experiences and information. Any B2B organization can implement this successful ABM strategy if they have the necessary people, tools, and procedures in place. ABM can assist you in identifying new, high-value consumers based on your current top accounts. It can also help you improve your existing client connections by providing better service and possibilities for upselling and cross-selling. However, ABM does not take the place of broad-based marketing strategies and approaches. In reality, when used in combination with planned broad-based marketing to reach top accounts, it performs best.

Is Salesforce Suitable For Marketing Automation?

Undoubtedly, it’s yes. Salesforce is perfect in every way. Salesforce Marketing Cloud’s marketing automation features are useful in building each engagement based on customer information. You can also create memorable customer journeys at every point of the conversation. A well-thought-out marketing automation strategy saves both time and money. Thus, it allows you to focus on other elements of your business that increase revenue and customer retention.

What Is The Purpose Of Using Pardot?

Salesforce’s Pardot is a software as a service (SaaS) marketing automation platform that provides B2B sales and marketing enterprises with email automation, lead management, and targeted email campaigns. Pardot can be used for a number of reasons, depending on the type of business, and they are:

• Engagement History
• Segmentation
• Social Media Marketing
• Email Marketing
• Multi-Channel Marketing
• Forms
• Scoring
• Grading
• Prospects Nurturing
• Search Marketing
• Marketing Analytics, & more

How To Leverage Salesforce Marketing Cloud For B2B?

The capabilities of Pardot, a marketing automation platform, can be used to utilize the Salesforce B2B marketing cloud. It can help you generate more leads, improve sales, increase productivity, and revolutionize your company.