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Using Salesforce for account management


If your company has been on the market for more than a couple of years, the chances are high that you have a large business network. With a plethora of business contacts, you’ve probably noticed how difficult it’s become to track and manage all your accounts and customer communications.

Fortunately, with Salesforce account and contact management, you can gather all the data about your customers, as well as store all important interactions and customer-service cases, in one place. This way, you can lift your dialogue with customers to a new level and significantly ease your sales process.

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What is an account in Salesforce?

In Salesforce, an account is a company that you are, or were, doing business with. Salesforce account types allow you to store data, not only about your customers and partners, but also about competitors, investors, resellers, and all other parties you may interact with in your work process.

Salesforce account object allows you to store the following data points:

  • Company name
  • Industry
  • Size (the number of employees)
  • Company billing and shipping address
  • Phone number
  • Website
  • Account Owner

Each Salesforce account record is also supported by information from other tabs (contacts, opportunities, cases, activities, etc.) so you can not only take a quick view from the top, but easily drill down into the details. Collectively, all these data sets give you a complete view of your customer, or any other account type you’ve created, in Salesforce.

If you deal with large companies, you’ll likely need to organize data about their numerous divisions, business units, and subsidiaries in a hierarchical way. Using a parent account in Salesforce, you can identify the company with the most influence or control and link it together with its multiple “child” offices.

This way, you can better understand your overall relationship with the whole business group, gain a wider perspective on the relationships within the unit, and use collective monitoring to find new sales opportunities.

Summarizing Salesforce account benefits

With Salesforce, your account management will become significantly more convenient. You’ll be able to:

  • Consolidate all target accounts in one place.
  • Eliminate paper-based account management.
  • Quickly create new accounts.
  • Maintain account consistency.
  • Easily describe a company’s hierarchy and relationships with its subsidiaries.
  • Assign an account owner and account teams for more effective business communication.
  • Track top accounts to prioritize sales and marketing activities for them, etc.

We hope that with this information you will improve your Salesforce account management and facilitate more meaningful communication with your customers.

Your business deserves the best, and as a leading Salesforce development company in the USA, CloudQ can help you get there.

Why break the bank with more expensive options that give you the same results?

Contact us for a consultation with our Salesforce experts today

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Saddam Hussain

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