Are You New to CRM?
Do you know how CRM helps business?
Today, CRM is largely managed by software. A CRM platform assists customer service agents, helps marketers predict trends, and guides sales teams to successfully close deals. It acts as the singular source for your company’s customer data and information, and lets anyone quickly research whatever information they need, from the overall big picture to a single customer’s unique quirks and history with your company.
A CRM solution helps companies treat each customer with personalized, timely care — a tenet of a successful relationship.
Now, AI makes CRM even more personalized.
Salesforce’s Intelligent Customer Success Platform, for example, is the World’s Smartest CRM. Powered by Einstein, artificial intelligence is baked right into Salesforce, so companies don’t have to think about it and they can discover insights to make smarter decisions, predict outcomes to focus where it matters, recommend next actions to increase efficiency and automate tasks to do more with less.
This is how a CRM system can help an organization grow: It saves your company time so each employee, from the front desk manager to the CEO, can spend more time with customers, clients, and contacts.
We’ve assembled a library of resources to help improve your CRM knowledge. These resources explain the benefits of a CRM, how cloud computing works, and why companies of all sizes — and in all industries — use CRM platforms to succeed.
How a CRM Solution Benefits Your Company
Benefits of a CRM:
CRM for Sales, Marketing, and Customer Service
How does CRM help sales?
A CRM platform helps sales teams manage:
Contacts and their preferences
Their sales funnel and customer journey
Mobile work
This is how CRM helps in marketing.
A CRM platform helps marketers manage:
Email marketing
Marketing automation
Social media
This is how CRM helps in customer retention and customer service.
A CRM platform helps customer service departments manage:
Inquiries, needs, and ongoing cases
General customer service care assisted by artificial intelligence
Internal help desks
Instant communication with customers via live chat
Additional Resources
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-Holistic%20Approach%20%20to%20CRM.jpg)
Holistic Approach to CRM
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-Your%20Sales%20Team%20and%20a%20CRM%20Solution.jpg)
Your Sales Team and a CRM Solution
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-Your%20Complete%20CRM%20Handbook.jpg)
Your Complete CRM Handbook
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-Why%20Canadian%20Entrepreneurs%20Need%20CRM%20.jpg)
Why Canadian Entrepreneurs Need CRM
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-Why%20CRM%20and%20Cloud%20Computing%20are%20Critical%20.jpg)
Why CRM and Cloud Computing are Critical
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-CRM%20Helps%20Your%20Business%20Grow.jpg)
CRM Helps Your Business Grow
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-ai-to-crm.jpg)
AI for CRM
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-5%20Ways%20to%20Make%20Service%20Easy%20for%20TodayÔÇÖs%20Customers.jpg)
5 Ways to Make Service Easy for Today's Customers
CRM for Small Business
How CRM helps small businesses:
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-CRM%20for%20Small%20Business%20.jpg)
CRM for Small Business
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-SMBs%20Can%20Make%20The%20Leap%20To%20CRM.jpg)
SMBs Can Make the Leap to CRM
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-Boost%20Returns%20from%20Your%20CRM%20Investment.jpg)
Boost Returns from Your CRM Investment
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-Why%20Do%20I%20Need%20CRM_.jpg)
Why Do I Need CRM?
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/startups/startup-resource-canada-startup.png)
The Startup Scene in Canada Is Strong — and Growing
Understand Cloud Computing
Additional Resources
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-Jumpstart%20Your%20Journey%20to%20the%20Cloud.jpg)
Jumpstart Your Journey to the Cloud
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-Software%20as%20a%20Service%20(SaaS)%20.jpg)
Software as a Service (SaaS)
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-8%20Core%20Services%20of%20PaaS.jpg)
8 Core Services of PaaS
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-What%20is%20Platform%20as%20a%20Service%20(PaaS)_.jpg)
What Is Platform as a Service (PaaS)?
Create Your App
Additional Resources
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-Salesforce%20App%20Cloud.jpg)
Salesforce Platform
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-App%20Cloud%20Products.jpg)
Salesforce Platform Products
Find the Right CRM for Your Company
While some companies can rely on spreadsheets and filing cabinets, the overwhelming majority of businesses must take advantage of the power of a platform created specifically for managing customer relationships. Without it, you’ll fall behind.
Your company must invest in a CRM that’s cloud-based, scalable, and mobile. Learn more in these articles.
Additional Resources
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-Choose%20the%20Right%20CRM%20for%20Your%20Business.jpg)
Choose the Right CRM for Your Business
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-Why%20Canadian%20Companies%20Choose%20Salesforce.jpg)
Why Canadian Companies Choose Salesforce
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-5%20Fantastic%20Ways%20To%20Imagine%20The%20Future%20of%20CRM.jpg)
5 Fantastic Ways to Imagine the Future of CRM
CRM Training
Additional Resources
![](http://www.salesforce.com/content/dam/web/en_ca/www/images/seo/new-to-crm/new-to-crm-image-Salesforce%20University.jpg)
Salesforce University
Get Started with CRM
Whether you’re ready to invest in a CRM platform or want to learn more about the technology behind a cloud-based CRM system, we would love to help get you started on your journey.
Chat with a Salesforce representative, check out one of our ebooks, blog posts, or this overview demo on all our solutions.