Salesforce: What’s it all about?

New to me, but not necessarily new to business, is a platform called Salesforce. This is a cloud-based software company that allows businesses to keep close relations with customers and help to aid in decision-making and overall better performance. Salesforce is a CRM, now what is a CRM? Well, CRM stands for “Customer Relationship Management.” This type of software allows companies to analyze data quicker and aid the needs of the customer more efficiently. Within Salesforce, there are dynamic dashboards. Dynamic dashboards allow for multiple people to have access to information and data that was once previously accessed by one person. Dynamic dashboards are useful because they give updated data to wide access of people within the business which would once again, allow the business to operate efficiently and make better-informed decisions. I began a new teller job recently, and have been introduced to the basics of Salesforce. The benefits of using Salesforce already shine through. It has allowed me to easily set up referrals to my platform employees while allowing me to easily update the customer’s information and stay on top of products that interest them and what products are no longer a fit for their needs. Salesforce allows our work to flow smoothly and allows us to continue to be the better bank for our customers.