Salesforce, More Than Just a CRM

For over a decade, Salesforce has gained a reputation for being one of the most dynamic and reliable CRM systems in business. While many may know the standard functionalities of this platform, some may wonder, how does Salesforce work? What features help this tool stay current with technological trends cycling through business today? Consultant Bradley Murray guides us through a brief history of Salesforce, how it works, and the functionalities that keep this dynamic platform thriving.

A Glimpse into the History of Salesforce

Salesforce was first conceived in 1999 as a CRM SaaS. The idea was to eliminate the need to download software and interface over the internet, which back in 1999, was a difficult concept to help users understand. This was just the beginning for Salesforce. Since their founding, they have done an excellent job keeping up with various technology trends, and expanding their platform beyond a CRM system. Looking at the model below, we can clearly see there is more than meets the eye regarding Salesforce’s CRM based offerings.

Achieve more with Salesforce

Dive into the various features that help extend Salesforce functionality.

Salesforce Features That Extend Functionality
How Does salesforce work?
Picture courtesy of zdnet.com.

At the forefront, Salesforce is and always will be a CRM platform. However, there is ultimately more to the integrations that drive this tool. Salesforce serves to be a cornerstone in your digital transformation journey. Here is what the Salesforce team says about their digital transformation initiatives:

Digital transformation is the process by which organizations modernize themselves to incorporate new digital technologies throughout their entire business, which is becoming absolutely essential. Today’s businesses are discovering that new standards are reshaping what it means to be “up to date”.

Stated in: A Digital Transformation Framework for Success

How does Salesforce Work? A Look into Use Cases

There are many use cases that demonstrate how Salesforce works, and the characteristics that make it more than just a CRM system. With the amount of offerings Salesforce has, providing use cases or details for everything would make this article a bit long winded. Here are four general characteristics of Salesforce:

  • Sales Cloud – Customizable CRM designed to support sales, marketing, and customer support.

  • Service Cloud – Customer service and support provider. 

  • Marketing Cloud – Coordinating marketing relationships and campaigns with customers.

  • Community Cloud – Establish communication between employees, customers and partners.

  • App Cloud – Collection of development tools that enable developers to create custom applications for Salesforce.

  • IoT Cloud – Storing and processing of IoT type data.

  • Pardot – Marketing automation solution in support of B2B organizations.

  • CPQ – Configure, Price, and Quote solution for sales teams.

Salesforce Custom Applications

Salesforce is a PaaS, which means that developers or even non-developers can create custom applications on top of the Salesforce framework. This is a big deal, because it allows developers to focus on business logic without worrying about other complexities associated with development. In fact, Salesforce development partners have built ERP systems on the Salesforce platform itself. These are available on the Salesforce AppExchange.

Einstein Analytics

In this day and age, data is everything. Salesforce has created an easy way to get the most out of the data stored in their cloud system, using a business software called Einstein Analytics. This tool has kept up with the most recent technology trends, and has big goals in store for the future. Here are a few popular characteristics that explain the properties of the software:

Heroku

This is just one of the many tools Salesforce can be integrate with. With Heroku, you can utilize its PaaS to host external Salesforce applications with a reliable connection. This means that data can be sent back and forth to either platform with minimal manual setup. This is very useful when applications need to interface with each other in a programmatic or database fashion.

A Bright Future for Salesforce

In conclusion, you can see how the case can be made that Salesforce is more than simply a CRM system. Salesforce has been leading technology trends since their founding in 1999, and plan to continue that pace for years to come. For companies starting their digital transformation journey, Salesforce provides a way to stay ahead of technology trends, and provide the best solution possible for the user.

Dive into Salesforce

As a valued partner of Salesforce, we want to work with you in kick-starting your digital transformation journey. Contact us to learn more about how to get started using Salesforce.

Contact Smartbridge
By |2018-11-09T09:17:25+00:00November 9, 2018|Categories: Strategy, Digital Transformation|

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