“Is it time to invest in CRM?” – if this is something you’ve been asking yourself lately, then you’re in the right place. As an organisation looking to make strategic investments and prioritize growth, investing in a Customer Relationship Management (CRM) system like Salesforce is a great move.

Salesforce CRM can help take your business to the next level, improving customer service and optimising sales operations for better performance. In this article, we’ll look at how investing in Salesforce CRM from Smplicity can bring tangible returns on your organization’s investment with the ultimate goal of boosting profitability.

We’ll cover topics such as why Salesforce CRM can be beneficial for CEOs, marketing teams, sales teams, finance teams, and IT professionals. Let’s get started!

What Is Salesforce CRM and Why It Is Important

You’ve heard a lot of talks recently about Salesforce CRM and why it’s an important investment—but maybe you’re not sure what it is or why you should invest in it. Let us break it down for you.

Salesforce CRM (customer relations management) is essentially a platform that helps you manage all aspects of your business. It gives everyone on your team complete visibility into customer data, contacts, analytics, and more, giving you the opportunity to make faster, more informed decisions. It also allows your team to work from anywhere, with all the data they need to be stored in one place.

At its core, Salesforce CRM is about improving customer relationships and providing better service—which ultimately translates into increased sales and better bottom-line results. It’s an invaluable resource for any organisation that is looking to grow efficiently and sustainably—in other words, a smart investment!

Benefits of Using Salesforce CRM

You know that a Customer Relationship Management (CRM) system is the right thing to do—but you’re debating whether now is the right time. Investing in Salesforce CRM could be one of the smartest moves you make. From streamlining customer data collection to making sales teams more productive, here are just a few of the advantages you will get from investing in this powerful CRM tool.

Marketing Team

For marketing teams, Salesforce CRM provides real-time insights into customer behaviour and preferences, helping teams target and engage with customers more effectively. It also integrates with many marketing automation tools to help deliver personalised messages at scale and track ROI with ease.

Sales Team

For your sales team, Salesforce CRM lets them access customer data quickly and easily to identify new leads and opportunities, while streamlining communications between sales and support teams. This makes it easier for reps to close deals faster and grow the business.

Finance & IT

From a finance perspective, Salesforce’s built-in analytics platform makes it easy to gain visibility into spending patterns and customer trends. And for your IT team, Salesforce can help reduce costs on hardware since it is cloud-based. Plus, its user-friendly UI also makes it easy for employees to learn how to use the system without taking up too much time or budget on training.

As you can see from these examples, investing in Salesforce CRM now will bring great rewards long into the future—providing benefits across all departments of your business.

How Salesforce CRM Streamlines Operations and Drives Sales

Salesforce CRM gives you the tools to streamline operations and increase sales. From instantly accessing prospects’ contact info to automating mundane tasks and managing deals, Salesforce unleashes the full potential of your sales team.

With Salesforce CRM, you can:

  • Automate repetitive tasks like sending out emails, generating reports, and entering data into your system.
  • Monitor key sales metrics in real-time (e.g. average deal size, close rate).
  • Access customer data quickly with just a few clicks, giving you more time to focus on closing deals.
  • Measure the ROI of campaigns and track customer and prospect engagement in one place.
  • Track leads from social media channels, like LinkedIn and Twitter.
  • Create custom pipelines tailored to your specific business needs.
  • Create a unified view of all customer data by connecting multiple systems into one platform.

As a result of these powerful features, your team will be able to increase their efficiency and accuracy – all while driving powerful insights that can help you identify new opportunities for growth. With Salesforce CRM, you will have greater visibility into customer relationships across the business — so that you can make informed decisions about marketing strategies, sales processes, and product offerings across departments.

Features of Salesforce CRM That Optimise Customer Service

Investing in a Salesforce CRM gives you and your team access to features that will help you better serve your customers and prospects. Here are several features that make investing in Salesforce CRM a smart move for optimizing customer service:


Salesforce CRM provides automation features to help streamline common operations and processes. This reduces the time spent by your customer service teams on tedious tasks, allowing them to focus on delivering outstanding customer experiences. Automating specific customer service operations helps ensure they are done correctly, quickly, and consistently, further improving the experiences of your customers.


Salesforce CRM allows you to customise the experience for each of your customers, depending on their needs or preferences. For example, you can set up different levels of access depending on their importance to you as a company, while ensuring that customers have access to the right resources no matter which department they contact. This speeds up problem resolution times and helps make sure that each customer feels valued and appreciated by your team.

Reporting & Analytics

Salesforce CRM also provides reporting and analytics capabilities so you can understand how well customer service is performing. With this information, you can make decisions that drive better outcomes for both your team and your customers. You can also gain visibility into what processes or initiatives require improvement or optimisation, thereby helping you provide successful experiences for each customer interaction.

Checklist for Executives Considering Investing in Salesforce CRM

As a CEO, CFO, COO, or other executives, you need to take many factors into consideration when deciding whether to invest in Salesforce CRM. Here’s a quick checklist of questions to ask yourself:


How much are you willing to spend? Does the cost fit in your budget and timeline? Does your organisation have the resources to implement and manage Salesforce CRM? It could be worthwhile to consult with a professional services partner with experience implementing Salesforce.

Alignment with Business Goals

Do the features of Salesforce CRM align with your short- and long-term business goals? Is this a solution that will help you get from point A to point B faster and more efficiently? Do the features offered to meet your current needs? Will it be able to adapt if those needs change over time?

Integration Capabilities

Does Salesforce integrate with any of your existing systems or applications? How difficult is it going to be to migrate data into Salesforce CRM? Will there be any downtime associated with the transition period while integrating? Are there any legal implications that need to be considered when switching platforms?


Does your team have the technical chops needed for the proper implementation and use of Salesforce CRM? Are they up for the challenge or do they need additional support and assistance? Have you considered involving a consultant who has experience helping similar organisations implement Salesforce CRM?

These are all important questions that every executive should consider before investing in any new platform like Salesforce CRM. Taking the time now will save headaches later on.

FAQs on Investing in Salesforce CRM

You may be wondering about investing in Salesforce CRM, so let’s dive into some of the frequently asked questions.

Is Salesforce CRM secure?

Yes, absolutely. As with all Salesforce products, security is a top priority. The company makes sure that its systems are protected with layers of encryption, as well as other security protocols such as two-factor authentication and single sign-on. Plus, you also have the option to add additional layers of security to your CRM platform if needed.

What Does Salesforce Offer in Terms of Support?

Salesforce offers several different levels of support with their software, including self-service options like online tutorials and comprehensive documentation, as well as paid packages that provide access to dedicated customer service reps and more specialised help. No matter what support level you choose, you can be sure that your system will be set up correctly and maintained properly over time.

What Kinds of Integrations Does Salesforce Offer?

Salesforce integrates with many popular tools such as Google Drive, LinkedIn Sales Navigator, and more. This means that you can easily sync data between your various platforms and ensure that your team is working from the same place when accessing customer information or running reports.

There’s no doubt that investing in Salesforce CRM is a smart move for any business looking to maximise its efficiency and optimise customer engagement—from customer support to marketing automation and more.


At the end of the day, investing in Salesforce CRM is a smart move for any business looking to succeed in the modern market. Not only will it help you manage customer relationships more efficiently, but it will also enable you to better track your sales data and make better decisions when it comes to meeting customer needs.

It will also allow you to increase profitability by giving you more control over your sales process, customer service, and marketing. And with the most integrated cloud platform in the market, you can have confidence that you have access to the solutions you need when you need them. Investing in Salesforce CRM is sure to position your organisation for success.

So, why should you invest in Salesforce CRM?

One great benefit of investing in Salesforce CRM is that you’ll have access to the latest technology. With Salesforce’s vast library of applications and services, you’ll be able to take advantage of the innovative features they offer in order to stay current and competitive.

Salesforce CRM also provides personalised customer service. You can customise triggers and notifications to ensure customers get the right information at the right time. The platform also allows you to track customer interactions and view customer profiles in order to understand their needs better and provide better service.

You’ll also be able to glean insights from your customer data. Salesforce CRM makes use of intelligent analytics to give you insights into your customer data. You can use these insights to make data-driven decisions that lead to more successful campaigns.

Finally, investing in Salesforce CRM allows you to streamline your sales process. You can automate manual tasks and quickly close deals with customers. You can also track deals more easily, identify any bottlenecks, and assess the ROI of each deal.

Investing in Salesforce CRM is a smart move that can help businesses succeed in today’s rapidly changing market. It’s an easy, cost-effective way to manage customer relationships, track sales data, and increase profitability. With the most integrated cloud platform in the market, you can have confidence that you have access to the solutions you need when you need them. Investing in Salesforce CRM is sure to position your organisation for success.

Smplicity specialises in Digital Transformation and Change Management. Implementations and customisations include Salesforce Sales CloudSalesforce Marketing Cloud Account EngagementSalesforce Experience CloudSalesforce CPQ, and Salesforce Nonprofit Cloud.

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