Understand Salesforce for Small Business

Learning Objectives

After completing this unit, you’ll be able to:

  • Define CRM.
  • Meet Sales Cloud Essentials.
  • Describe why Sales Cloud Essentials rocks for small businesses.

Life Before CRM

Right now, you may be tracking your latest sales on a spreadsheet, your important calls on sticky notes, and your meetings on a paper calendar. Your inbox as usual, is piled high with unanswered emails. With your customer data spread farther than a country mile, you spend more time searching for your contacts than actually calling them.

The good news is, there’s a solution for small business owners just like you. It’s called Sales Cloud Essentials. It keeps track of all of your customer data so that you can focus on doing what you do best, taking care of your customers.

What’s a CRM?

CRM stands for customer relationship management. CRM technology allows you to keep track of everything you’re doing with your customers in a single place. It helps teams collaborate, stay organized and on task, track progress toward your business goals, and communicate with your customers.

What Is Sales Cloud Essentials?

Sales Cloud Essentials, or Essentials for short, is a CRM built for small-but-mighty businesses to keep up with all of their customers’ demands. With access to your customer data and a complete picture of your business, you can grow lightning fast.

Why Essentials Rocks for Small Businesses

And we know some of you are thinking:

  • “But my business is all about personalization. There’s no way I can give my customers the same service.”
  • “I’m not interested in something that looks complex.”
  • “I don’t know even know where to get started.”

Don’t worry. Essentials is a simple and straightforward way to manage the logistics of your business. It has guided walkthroughs and a helpful setup assistant to get you on track and keep you moving forward. And most importantly, it allows you to spend more quality time with your customers and maintain the personal touch that makes your business, yours.

Let’s follow the story of Dreamscape Flowers, a new florist shop in Brooklyn, NY, to see how Essentials helped their business flourish.

A Flower Grows in Brooklyn

Tracey Tiris opened Dreamscape Flowers three years ago in a small corner of Brooklyn with one goal in mind—bring beautiful flowers to her neighborhood. With the business growing like a weed, Tracey and her salesperson Jay are struggling to stay on top of the calls, requests, and emails. After tracking their numbers on notes and in spreadsheets, Tracey finds herself often throwing things away by accident or starting new documents when she can’t remember what she named them. Yikes!

Tracey and Jay in a small office space throwing away sticky notes

When she hears about Essentials, a place where she can manage her business and securely store her customer's data, she’s definitely intrigued. Through this module, and the Sales Cloud Essentials Features we follow Tracey and Jay as they explore Essentials and learn how it can transform their small business.


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