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How Can Salesforce Magic Transform Digital Customer Experience?

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Businesses are in a constant struggle to improve agility and reduce costs. Organizations are looking to unlock the power of data for better customer management and great customer experiences to improve efficiency and increase productivity.

Companies that are reluctant to put the customer first will surely strive for relevance in an increasingly competitive market. Moreover, they will also be threatened by the growing number of businesses that are leveraging customer experience to drive loyalty and adoption of their products.

Needless to say, organizations must reinvent the power of customer experience in the era of the connected customer and need to embrace the customer-obsessed culture and create a single view of their customer. They should be able to understand their customers, resolve their queries, and anticipate their future need and understand the paramount value of following their customer’s point of view.

However, for an organization to gather information on its customers in order to facilitate better a working relationship can be a daunting task.

Salesforce makes it easier for businesses to sell more and grow.

Benefits of CRM

A CRM solution helps you focus on your organization’s relationships with individual people — including customers, service users, colleagues, or suppliers — throughout your lifecycle with them, including finding new customers, winning their business, and providing support and additional services throughout the relationship.

Here’s how a CRM system can help your business today.

Make direct improvement to the bottom line

Adding a CRM platform to the business has demonstrated real results – including direct improvements to the bottom line.

CRM applications have a proven track record of boosting:

  1. Sales by up to 37%
  2. Sales Productivity by up to 44%
  3. Forecast accuracy by 48%


Recognize and classify leads

A CRM system can enable you to identify, add new leads quickly, efficiently and categorize them accurately. By focusing on the right leads, sales teams can formulate the opportunities that will close deals, and marketing can classify leads that require more nurturing and prepare them to become quality leads.

Boost high-quality referrals from your existing customers

Understand your customers better and drive cross-selling and upselling opportunities and win new business from existing customers.

Provide Better Customer Support

Customers expect real-time responses and interactions at every level. A CRM system helps you to offer the superior quality service that customers are searching.

Improve Product & Services

An efficient CRM system gathers information from multiple sources across your business and beyond. It gives you unprecedented insights into how your customers feel and what they are speaking about your organization — so you can revamp what you offer, recognize issues early, and identify gaps.

Tavant will be showcasing Tavant Warranty On-Demand and FinLeads at the Dreamforce 18. 

FinLeads is the mortgage industry’s first customer engagement and acquisition platform. It drives and automates a streamlined prospect funnel management process that helps engage prospects, educates them, qualifies them, and accelerates their transition from lead to customer. It integrates the omnichannel engagement across digital assets owned, third-party sources, call centers, and field operations. It brings together the best sources of industry data and leverages an intelligent algorithm to inform how the acquisition journey should be personalized for customers and recommends and automates next best engagement actions.  It supports multiple lines of business (Wholesale and Retail).

TWOD– Tavant Warranty On-Demand, our enterprise warranty solution offered on the Salesforce Cloud, combines our warranty solution expertise with industry best practices. Tavant has experience of over a decade of working with leading customers to develop and implement enterprise-class warranty solutions. The On-Demand solution offers end-to-end warranty lifecycle management and is the only solution of its kind on Force.com platform. If you are looking to implement a world-class warranty solution without investing heavily in infrastructure or the resources required to deploy & maintain the solution at your own premises; our on-demand solution is tailor-made for you.

Want to explore more?

Meet our Tavant experts at Dreamforce 18 to learn how to unlock your sales and revenue potential, just say [email protected] to schedule a meeting.

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