Salesforce Review (2023): Features, Pricing and User Experiences Reviewed
One major competitive advantage of Salesforce is its ability to integrate with multiple external systems such as accounting software and applications. This provides a much needed flexibility for small business owners to adapt to shifting environments and business needs.
Today’s environment requires businesses to be efficient and nimble. An effective CRM is needed for businesses to master the fundamentals of day-to-day operations, as well as identifying and developing the fundamentals for tomorrow’s environment of accelerated changes to technology and market/consumer behaviors. For example, a small accounting firm can use a CRM to track customer engagement to identify trends that facilitate proactive communications that directly reduce the number of customer complaints during the annual tax season.
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