Salesforce for Startups
Increase efficiency and productivity while reducing costs
About 80% of newly launched businesses survive the first year and only 50% make it to the fifth.
To set up your startup to succeed, you need to find tech solutions that will help you raise capital, scale quickly and maintain efficiency.
Salesforce helps your startup increase productivity, strengthen customer relationships, and improve your bottom line — all at the same time.Salesforce helps you manage your customer data and provides easy-to-use tools that help you take action.
That can include tools for sales, service, marketing, commerce, and even industry-specific areas like financial services and healthcare.
As a startup, your teams are always multitasking and trying to maximise their time.
Salesforce augments the way you work, making your jobs easier and your business better.Whether you’re backed by venture capital, crowdfunding, grants or angel investments, as a startup founder, you need to lay the foundation for growth.
Here are 10 ways Salesforce can help your startup grow.
1. Increase revenue
Revenue is the number one metric for startups.
Salesforce has the tools you need to engage buyers effectively, improve productivity, close deals faster, and grow revenue on a single platform.
1- Gain complete visibility into sales pipeline and performance
2- Set up outreach sequences and automated actions
3- See how prospects are interacting with digital mediums, like your website and emails
4- Get in-depth reporting and insights
2. Optimise your sales process
1- Speed up the sales cycle by automating lead
management and follow-up emails.
This helps reps focus on high-priority leads and makes outreach quick and easy.
2- Create more efficient marketing campaigns with personalised and automated emails that keep leads moving through the sales funnel
3- Accelerate the payment process by generating invoices, collecting payments, and embedding payment links directly into your quotes
4- Improve lead-to-cash with predictive sales and service data analytics
3. Enhance customer interactions
With Salesforce you can build stronger relationships with customers by personalising every interaction.
If you want to see a customer’s lifetime value, what they’re most likely to buy next, or when they visited your website, you have that info right in their customer profile.
Plus, you can ensure seamless transitions between your teams. For instance, when marketing gets a lead, they can smoothly transition it over to sales.
That’s how you keep customers happy — and as we all know, happy customers turn into repeat customers who share their experiences with others.
4. Boost team productivity
Salesforce can significantly increase runway, help you manage working capital, and decrease burn rate, which are all crucial, especially in the early stages of your startup.
Plus, you can improve operational efficiency and lower your costs to serve customers with automated workflows. These workflows help minimise manual tasks, optimise resource allocation and provide better customer experiences all while reducing costs.
5. Scale fast with the right tools in place
Salesforce has automation tools that help startups handle a larger volume of sales, customer service requests, and marketing campaigns, all with an interface that’s intuitive, easy to use, and fast to set up.
Starter and Pro Suites are two Salesforce solutions that were specifically designed for startups. They’re affordable CRM suites that come with marketing, sales, service and commerce tools on one platform.
Starter has tools that help you get up and running with CRM quickly, and Pro offers everything in Starter, including customization, automation, and advanced features.
6. Increase efficiency with automation and AI
Salesforce has automated workflows and AI capabilities, which take tedious and time-consuming tasks off your plate.
That way, you can spend less time entering data manually and more time working on complex tasks.
For instance, you can use AI to log and transcribe your sales calls and automatically sync your contacts, events, and emails to your CRM.
7. Build lifelong loyalty
According to the 2024 Salesforce Customer Success Metrics Global Highlights, small businesses that implemented Salesforce saw a 42% increase in customer satisfaction and a 41% increase in customer retention.
To get those results, you need to stay on top of customer needs and proactively address issues before they happen with features like:
1- Seamless self-service
2- Timelines of interactions across any channel 3- Personalised, data-driven automation
8. Create a data-driven culture
Data silos are collections of information that aren’t accessible to other parts of your business.
Imagine your marketing team sends out an email offer, but your sales team can’t see who’s interested in that offer because the data is stuck in different apps.
As your team and tech grow, these silos can lead to issues with resource allocation, and duplicated efforts. Plus, 81% of IT leaders say data silos are hindering digital transformation efforts.
Salesforce eliminates data silos by bringing your data together in one place, so every team has complete visibility into all that data.
9. Analytics
The analytics features enable you to quickly analyse data, make decisions and improve performance.
For example, let’s say you notice revenue is up, but new customer conversions are down.
That could be a sign that your current customers are buying more, but your marketing isn’t reaching new prospects, which would prompt a change in strategy.
10. Build a successful future in AI
AI can help you quickly discover trends in customer data, find new ways to connect with prospects, generate content and personalise marketing experiences.
64% of SMB desk workers believe generative AI could help their businesses operate more efficiently and 62% think it could help them serve customers better.