How to Deliver Connected Customer Experiences for Small Business: Webinar Insights

Today’s customers demand seamless, personalized, and connected experiences at every interaction. To meet this expectation, your systems and teams must work together to deliver tailored interactions. A customer relationship management (CRM) can help you scale your small business, and drive connected experiences.

This free webinar, brought to you by the Salesforce SMB & Growth team, explores the benefits of a unified suite that combines marketing, sales, service, and commerce in a single, user-friendly application. Discover how a unified CRM can help your small business deliver connected customer experiences with these takeaways.

What you’ll learn: 

• Get to know simplified sign-up and easy-to-follow onboarding
• Find new leads and close deals faster with case resolution
• Expand your revenue streams by setting up a storefront
• Use the built-in reports to move business forward

About your hosts

Alana Cutler, Product Management Director, Salesforce Starter

Alana Cutler has been with Salesforce for over 12 years and has watched the Salesforce Clouds grow from data to AI. She is a powerhouse of expertise on all things growth products here at Salesforce.

Zia Hasheem, Sr. Product Marketing Manager

With over a decade of experience as a marketer, Zia helps businesses of all sizes grow using tech. He’s passionate about showing companies how the right tech can unlock new opportunities. 

Get started fast with easy-to-follow onboarding

At Salesforce, we talk about the importance of a connected customer journey quite often, and how you can deliver a personalized experience no matter what size business you are. From the moment you sign up with us as your CRM partner, you’ll experience a user-friendly interface designed to make your onboarding as smooth as possible. Our simplified sign-up process requires minimal information, moving things along so you can move business forward.

Once you’re signed up, our intuitive onboarding tutorials walk you through the essential features and functionalities of Starter and Pro Suite. These tutorials are designed to be easy to follow, even for those who are new to CRM. You’ll learn how to define your sales process, import your data and begin connecting with your customers in whole new way.

Find new leads, close deals faster and keep customers happy

One of the key aspects of growing your business is finding new leads and converting them into loyal customers. Leverage Starter and Pro Suite to identify and engage with potential leads effectively. Our advanced lead generation tools will help you target the right audience and capture their interest, making sure you have a steady flow of new business coming in.

Closing deals faster is crucial for maintaining a healthy revenue stream. Sales automation features streamline your sales process, from initial contact to signing on the dotted line. With automated follow-ups, customizable sales reports and dashboards, and integrated communication tools, you’ll can manage and close deals faster.

Delighting your customers is equally important for long-term success. Our efficient case resolution tools will help you address customer inquiries and issues promptly and professionally. With features like automated ticketing and detailed case tracking, you can ensure that every customer interaction is positive and leaves them satisfied. This helps in retaining existing customers and in building strong relationships for life.

Expand your revenue streams by setting up a storefront

Diversifying your revenue streams is a smart strategy for business growth. Set up a digital storefront on Starter or Pro Suite, and sell products or services directly to your customers. Our storefront builder is designed to be user-friendly, so you can create a professional and engaging online shop without needing any technical expertise.

Add your products, set your prices, and configure payment options — as easy as 1,2,3. Then optimize your storefront for search engines, making it easier for potential customers to find and purchase from you. Additionally, we cover strategies for promoting your storefront, such as integrating it with social media and email marketing campaigns, to maximize your reach and sales.

By expanding your revenue streams with a digital storefront, you can tap into new markets and offer a wider range of products or services, ultimately boosting your business’s profitability and sustainability.

Use built-in reports to propel your business to a new level

Data-driven decision-making is the cornerstone of successful business management. We introduce you to the powerful built-in reporting and dashboards that provide real-time insights into various aspects of your business, from sales performance to customer satisfaction. 

Our dashboards are customizable, allowing you to focus on the metrics that matter most to you. You can track key performance indicators (KPIs) such as conversion rates, customer retention, and revenue growth. These insights will help you identify trends, spot areas for improvement, and make informed decisions to optimize your business operations.

Catch the webinar to discover how these features can transform your business and help you achieve your goals more effectively. And, you can get started with Starter Suite for free, today.