Tag: automation


How Salesforce adoption is helping Business in Turbulent times

Do you want to know how Salesforce adoption can help your business in the turbulent times? 

Due to the unplanned incident, the business definition has changed drastically with the latest tools & technology. We all are moving towards a new world today with lots of changes happening around us. Due to economic down or unplanned shutdowns, businesses have suffered huge losses, and people have lost their jobs too, which no one was prepared for.

Despite these challenging situations, some businesses continued the operation and brought changes in their work culture. These companies were technologically driven and believed the solutions provided by their business partners to run business in turbulent times.

Here, we will talk about one of the business partners of fortune 500 companies, which is Salesforce. Today more than lakhs of small to big companies are growing with the help of Salesforce CRM.

Here are some of the reasons how Salesforce can help you to run business in turbulent times.


Over the past few months, the traditional office working culture has changed to virtual office culture.

Meetings are conducted online, and homes are our new offices, and technology has become our need for everyone.

Hence, digitalization is a need of an hour. Salesforce is an online CRM, which helps to connect all departments at one platform.

Also, all the business processes can be performed at a few clicks only and on a real-time basis.

Salesforce helps companies go paper-free and complete all operations online without many hurdles and challenges because all departments are integrated at one platform.

Increase in Productivity:

The main challenge and area of concern for all organizations today is employee productivity while working from home.

Salesforce doesn’t focus on capturing employee’s activity but believes in driving results by making tasks more manageable for them to complete on time.

Due to internal department Integration, data, and all tools available in one place. It’s easy for employees to complete all the given tasks in a given period.

Salesforce provides all tools to increase the productivity and outcome of employees to achieve the organizational goals.

Automation Features:

The Right process and things will work because people fail, whereas systems do not.

To get more and more work efficiency, avoid human errors, and set up a process of following up tasks on time, automation is a need of an hour.

Salesforce provides many automation features related to different departments like sales, marketing, operational, execution, etc.

This automation process helps businesses focus more on employee productivity and saves their time on unproductive tasks.

The system works automatically on recurring tasks, reports, daily routines, follow-ups, and work tracking.

So all these built-in features of automation in Salesforce can improvise the systems.

Business Insights:

Knowing business insights from time to time helps management take on-time decisions in this challenging market today.

Salesforce reporting tools can help you with lots of business insights and customized reports for each organization’s department.

Management can generate reports from the system for sales, marketing, execution, operations, and other departments at one click.

You can also create a dashboard for various tasks and reports, which can help you to be always on top of your business work and schedule.

Smooth Business Functioning:

Salesforce CRM integration with all the departments helps you function smoothly across all departments.

The different features, tools, and integration with other tools can help you get on-time work done and deliver it without delay and errors.

It also keeps the team engaged in some or other activity as data flows on a real-time basis.

Besides these, Salesforce CRM can help you manage data, and customer relationships well, resulting in reference sales and new business opportunities.

Let us Conclude:

Having the right system to support the business and people is a need of an hour to address any unplanned situations. 

A right CRM tool like Salesforce can help you drive your business smoothly in these times and its feature support, integration, and ease of use.

If you are planning to bring that transformation to the business in these turbulent times, then it is the right time to decide and build a strong business base with Salesforce.

CEPTES, as a Certified Salesforce Silver consulting partner with over a decade of technical expertise, provides the service starting from the initial build to test and deploy with an accelerated development cycle. 

If you have any queries or need help, then please consult now.

ALSO READ: 5 Reliable Ways To Retain Customers Using Salesforce

COVID-19, Small Business

Boost your productivity and sales post-COVID: The ultimate guide for any small business

While most businesses are struggling to re-establish themselves post-pandemic, only a handful of them have the digital capacity to achieve it in time. Today, an uptick in the sales graph is the question of survival for many businesses, but a speedy recovery is only possible through the digitalization of business processes. Being dependent on conventional calls, sticky notes, and exchanging emails to update your team at every stage of a deal is too slow.

Today, the billion-dollar question is: How can small businesses develop a crisis and recovery strategy that ensures a boost in sales, post COVID-19? This is where cloud offerings come into the picture.

Thankfully, there are infinite possibilities on what we can achieve, once we head in the right direction. Here are a couple of tips that can ensure an exponential boost in productivity and make you ready for a post-pandemic scenario : 


Accepting the situation is key. To get an edge over the COVID-aftermath, make sure to review business models, revenue models and lead generation tactics. Chart out fresh plans to boost sales productivity and recovery strategies. 


Small businesses must cope with the fact that a business model or a sales team that relies heavily on offline structures, must transition to digital platforms for a higher success rate. Relying on traditional methods alone might not provide the best results in these turbulent times, but add to it a competent sales process automation platform, and voila! Witness a boost in sales productivity like never before. 

Sales Partner

Needless to say, sales is one such field wherein time is of the essence. Most small businesses follow the traditional style of maintaining hand-written logs, manually setting up appointments, using sticky notes to scribble useful information, and so on. Such a format might work in conventional situations, however, it also causes delays- something small businesses can’t afford in a post-COVID scenario.

Investing in a technology partner to inculcate sales automation strategies, is bound to be profitable. 

Customer Retention

Post-pandemic is bound to present an unprecedented situation for SMEs (Small and Medium Enterprises). Not only will they be striving to stay afloat, but competing to gain an edge over each other. Information gaps, lack of active feedback measures and delayed grievance redressal might result in poor communication with customers, thus putting a dent on customer satisfaction.

Thankfully, you can pipeline all your data, address queries and grievances much faster and turn cold leads into potential customers leveraging a powerful  CRM.

Digital Transformation

A digital transformation would entail tracking real-time data to make important decisions. The reason why a Salesforce CRM is an exemplary choice for small businesses is because of its striking features tailored for small businesses, intuitive automation, robust analytics tools that help spot trends in the data, realise touch points required to close a sale, flag any delayed or overdue opportunities, scale the difference between actual and predicted sales and increase customer retention.

CRM will empower and assist your teams to work remotely and engage customers. For small businesses to survive, nay, thrive post-COVID, they’d need to undergo a digital transformation, implement a Salesforce CRM and make way for automation

CEPTES, a Salesforce partner, has been focusing on helping MSMEs boost their productivity and accelerate their business for over a decade. Take on the post-pandemic challenge head-on, and get success with CEPTES. To know more, please get in touch.