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The 11 Greatest Benefits of CRM Platforms | Salesforce Canada
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Let’s dig a little deeper into the top CRM benefits.</p>\n"},"path":"/crm/benefits-of-crm","urlLoc":"ca","curHref":"/ca/crm/benefits-of-crm/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1715379956022_vu9","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"","headline_size":"h2","description":"<p><strong>What we’ll cover:</strong></p>\n<ul>\n<li><a href=\"#wic\" target=\"_self\"><ins>What is CRM (Customer Relationship Management)</ins></a></li>\n<li><a href=\"#11boc\" target=\"_self\"><ins>11 top benefits of CRM</ins></a></li>\n</ul>\n<ol>\n<li><a href=\"#1\" target=\"_self\"><ins>More productive sales teams</ins></a></li>\n<li><a href=\"#2\" target=\"_self\"><ins>A single view of the customer</ins></a></li>\n<li><a href=\"#3\" target=\"_self\"><ins>Actionable analytics and data dashboards</ins></a></li>\n<li><a href=\"#4\" target=\"_self\"><ins>Customer-centric automation</ins></a></li>\n<li><a href=\"#5\" target=\"_self\"><ins>Proactive customer service interactions</ins></a></li>\n<li><a href=\"#6\" target=\"_self\"><ins>Simplified collaboration</ins></a></li>\n<li><a href=\"#7\" target=\"_self\"><ins>Increased productivity with AI</ins></a></li>\n<li><a href=\"#8\" target=\"_self\"><ins>Integration with your existing business apps</ins></a></li>\n<li><a href=\"#9\" target=\"_self\"><ins>Access your information from anywhere </ins></a></li>\n<li><a href=\"#10\" target=\"_self\"><ins>Scalability for growth</ins></a></li>\n<li><a href=\"#11\" target=\"_self\"><ins>Security you can trust</ins></a></li>\n</ol>\n","anchor_id":""},"path":"/crm/benefits-of-crm","urlLoc":"ca","curHref":"/ca/crm/benefits-of-crm/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1715617265356_ehk","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"What is CRM (Customer Relationship Management)?","headline_size":"h2","description":"<p><a href=\"/ca/crm/what-is-crm/\" target=\"_self\"><ins>CRM, or customer relationship management</ins></a>, is a system for managing all of your company’s interactions with current and potential customers to improve relationships to grow your business.</p>\n<p>Today’s CRM tools foster collaboration, can easily access all of your customer data from multiple sources, and use AI to boost productivity — all in one platform. The right CRM can help companies target different audiences, design smart automations based on an individual lead or customer’s activity, proactively work with contacts, and manage relationships.</p>\n<p>More importantly, every department can now deliver consistent, personalized interactions in the best interest of customers, at scales never before possible.</p>\n","anchor_id":"wic"},"path":"/crm/benefits-of-crm","urlLoc":"ca","curHref":"/ca/crm/benefits-of-crm/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1715380369670_b22","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"11 top benefits of CRM","headline_size":"h2","description":"<p>While features vary by department or industry, here are eleven CRM benefits that can help any business create customer-centric experiences.</p>\n","anchor_id":"11boc"},"path":"/crm/benefits-of-crm","urlLoc":"ca","curHref":"/ca/crm/benefits-of-crm/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1717796258154_ehs","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"1. More productive sales teams","headline_size":"h3","description":"<p>One of the most immediate CRM benefits is that it will help your <a href=\"/ca/sales/\" target=\"_self\"><ins>sales team</ins></a> get organized, gain insights, and close deals. That’s because a CRM provides a centralized, single source of truth where all customer and prospect information — from initial contact all the way through conversion — is stored and easily accessible. This means sales teams can better understand their customers, track interactions, and manage customer data effectively.</p>\n<p>When you can easily add customer contact info, call notes, next steps, and more into a central place, everyone can quickly identify and prioritize leads with the highest potential to convert. You can even use these insights to project which new leads are likely to become customers, predict future sales, and set realistic targets based on data.</p>\n","anchor_id":"1"},"path":"/crm/benefits-of-crm","urlLoc":"ca","curHref":"/ca/crm/benefits-of-crm/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1717796473733_12ue","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"2. A single view of the customer","headline_size":"h3","description":"<p>Another CRM benefit is the ability to collect and present data in a way that gives everyone in your company a single view of a customer’s interests, purchase history, and interactions — all of which can be used to create a more personalized experience.</p>\n<p><a href=\"/ca/data/\" target=\"_self\"><ins>Data is integral</ins></a> to growing your business. A common challenge around data is that it often comes in from many different sources that don’t work together on their own. A <a href=\"/ca/marketing/\" target=\"_self\"><ins>marketing team</ins></a>, for example, may pull info from social media, Google Analytics, business software, apps, CRM technology, and offline channels, each with unique reporting details and naming conventions. Once marketing does find a way to read the information, it might not be the same information other teams need to address their own needs.</p>\n<p>CRM can help by getting this data sorted, cleaned, analyzed, and consolidated into a <a href=\"/ca/resources/guides/achieve-single-view-of-customer/\" target=\"_self\"><ins>single, shared view of a customer</ins></a> that can be shared across departments—like sales, marketing, digital commerce, customer service, IT, and more. This analysis of a customer’s activity paints a picture that lets each team make decisions based on their own needs and objectives.</p>\n<p>Using CRM to create a single, unified view of the customer opens up exciting ways to use data across your business. <a href=\"/ca/artificial-intelligence/\" target=\"_self\"><ins>AI-powered</ins></a> reports can identify where your opportunities are across your entire business, how well you’re interacting with leads and customers, trends in your sales, customer service efforts, and opportunities for improvement.</p>\n<p>You can run those reports with any number of parameters across different stages in the <a href=\"https://www.salesforce.com/blog/what-is-a-sales-funnel/\" target=\"_blank\"><ins>sales</ins></a> funnel. Historically, marketing works with leads, sales works with opportunities, and <a href=\"/ca/service/\" target=\"_self\"><ins>customer service</ins></a> works with existing customers. But in today’s customer-centric organizations, there’s overlap between them — and opportunities to embrace the varying needs across all consumers.</p>\n<ul>\n<li><strong>Leads</strong> — These potential customers have filled out a form or otherwise expressed interest in your company. CRM-created reports, especially those with insights driven by AI, help marketers and sales teams know how to work with leads to convert them into opportunities.</li>\n<li><strong>Opportunities</strong> — Leads who make their way further down your sales funnel and have demonstrated that they are close to purchasing through specific actions, like asking for a quote, become opportunities. CRM reports can also help you see which ads and marketing messaging are most successful at guiding them down the funnel to opportunities, and then into sales.</li>\n<li><strong>Sales</strong> — Once a person converts and becomes a customer, you can use their data — from pre-sales behaviors to post-purchase habits — to turn them into company loyalists, and to find and nurture similar leads.</li>\n</ul>\n","anchor_id":"2"},"path":"/crm/benefits-of-crm","urlLoc":"ca","curHref":"/ca/crm/benefits-of-crm/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1720667843710_mji_86306","name":"sf/promotion","attributes":{"blade_layout":"float_image","audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"Map Your Journey to AI-Powered CRM","description":"<p>Read Forrester's survey of 700+ business leaders to see how they're using AI to serve customers better.</p>\n","image":{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promo-crm-ai-crm.webp?w=1024","alt":"Einstein showcasing Forrester's AI-Powered CRM report","title":"2024/05/promo-crm-ai-crm.webp","sizes":[{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promo-crm-ai-crm.webp?resize=150,150","width":150,"height":150},{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promo-crm-ai-crm.webp?resize=300,300","width":300,"height":300},{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promo-crm-ai-crm.webp?resize=768,768","width":768,"height":768},{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promo-crm-ai-crm.webp?resize=1024,1024","width":1024,"height":1024}],"width":1024,"height":1024,"image_alignment":"right"},"link_1":{"variant":"primary","label":"Get the report","url":"https://www.salesforce.com/ca/resources/research-reports/ai-powered-crm/","ariaLabel":"","target":"_self","source":"standard-link"},"smartlingLockedAttributes":""},"path":"/crm/benefits-of-crm","urlLoc":"ca","curHref":"/ca/crm/benefits-of-crm/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1721079641743_2ss","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"3. Actionable analytics and data dashboards","headline_size":"h3","description":"<p>CRM systems can organize and analyze your customer data, compare it to historical information and provide dashboards that illustrate insights and recommendations. This means you can set up customized dashboards for every individual to see the data that’s most important to their workflows without having to dig, sift, sort, or run a report.</p>\n<p>A director of marketing can personalize their dashboard to display how many people a particular email was sent to, how many opened it, the click-through rate, and more. A director of sales can use the same CRM to personalize a dashboard with how many calls are made per hour and how many resulted in a future meeting or demo.</p>\n<p>An <a href=\"/ca/crm/crm-integration/\" target=\"_self\"><ins>integrated CRM system’s</ins></a> analytics can tell you more than where a lead came from. They can show you exactly what gets clicked in a marketing email, how often they contact your sales team, why they contact customer service, and more. Actionable data and analytics allows you to communicate with your current audience more effectively while also making it easier to reach out to those who have shown interest in the past.</p>\n","anchor_id":"3"},"path":"/crm/benefits-of-crm","urlLoc":"ca","curHref":"/ca/crm/benefits-of-crm/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1721079703591_i9a","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"4. Customer-centric automation","headline_size":"h3","description":"<p>CRMs are continually capturing data and insights about your audience, market, and industry, enabling you to create more relevant, personalized messaging and outreach. This is the advantage of dynamic content and automated messaging: the ability to instantly identify and contact people with similar behaviors who take certain steps, removing the need for a person to identify and reach out manually.</p>\n<p>Automation is a benefit of CRM that lets you set up a series of steps, such as sending emails or notifications, set into motion by specific actions. These “drip campaigns” can be used throughout the sales funnel.</p>\n<p>For example, on a tour company's website, if someone builds a custom itinerary for a trip to Thailand, you can start them on a drip campaign about travel to Southeast Asia. Automation also allows for people to be removed from a drip campaign based on their actions. So, if that person books the trip, they will be automatically removed, avoiding redundant emails and confusion.</p>\n","anchor_id":"4"},"path":"/crm/benefits-of-crm","urlLoc":"ca","curHref":"/ca/crm/benefits-of-crm/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1721079749865_gnk","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"5. Proactive customer service interactions","headline_size":"h3","description":"<p>Automation is about more than just emails. Sales teams can use them to save time logging sales data and to auto-generate quotes or proposals. For customer service, automation removes the need for time-consuming manual processes like collecting background information, which can frustrate both the customer and the employee. And through the power of AI and automation, chatbots are freeing up service agents by answering simple questions for customers and routing more nuanced ones to the right expert agents.</p>\n<p>While automation is one of the benefits of CRM for customer service teams, it’s just the start. The more you know about a customer’s history, preferences, and interests, the simpler it is to meet their needs and proactively solve problems.</p>\n<p>With relevant data available in their dashboards and within cases, there’s no need for service agents to dig for information, allowing them to get right down to what matters. Your employees can quickly find and present solutions, maintain notes, and even take on the seller role by recommending new or complementary products. Not only does this save time, but makes potential and current customers feel valued. They can see that your employees are proactive and knowledgeable — all of which can improve your bottom line through higher customer satisfaction and reduced time to resolution.</p>\n","anchor_id":"5"},"path":"/crm/benefits-of-crm","urlLoc":"ca","curHref":"/ca/crm/benefits-of-crm/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1690388179254_144q_863010","name":"sf/promotion","attributes":{"blade_layout":"float_image","audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"Just getting started on your CRM journey?","description":"<p>Learn everything you need to know about finding, winning, and keeping customers with The Beginner's Guide to CRM.</p>\n","image":{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promo-crm-beginners-guide.webp?w=1024","alt":"Getting started with The Beginners Guide to CRM","title":"2024/05/promo-crm-beginners-guide.webp","sizes":[{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promo-crm-beginners-guide.webp?resize=150,150","width":150,"height":150},{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promo-crm-beginners-guide.webp?resize=300,300","width":300,"height":300},{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promo-crm-beginners-guide.webp?resize=768,768","width":768,"height":768},{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promo-crm-beginners-guide.webp?resize=1024,1024","width":1024,"height":1024}],"width":1024,"height":1024,"image_alignment":"right"},"link_1":{"variant":"primary","url":"https://www.salesforce.com/form/small-business/beginners-guide-crm/?d=pb","label":"Get started","target":"_blank","source":"standard-link"},"smartlingLockedAttributes":"headline,description,link_1.label,link_1.url,link_1.target"},"path":"/crm/benefits-of-crm","urlLoc":"ca","curHref":"/ca/crm/benefits-of-crm/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1721079803409_13v7","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"6. Simplified collaboration","headline_size":"h3","description":"<p>Your CRM serves as a record of conversations, interactions, needs, notes, and contact information that is accessible to every teammate — an incredible advantage to building customer-centric experiences. Additionally, some CRM platforms have built-in collaboration and communication tools, <a href=\"/ca/slack/\" target=\"_self\"><ins>like </ins>Slack</a>. Collaboration tools can allow many people work on one file simultaneously or to follow the progress of a document, such as a sales quote, allowing faster response times to customer requests.</p>\n<p>Everyone with access to your CRM can work together through this shared record. So when a salesperson speaks with a customer and learns more about them, they can add notes to their record, which can then be seen throughout your organization. This makes sure the rest of the team is working with the latest details and to the best of their ability, and that marketing, sales, commerce, and customer service work together seamlessly, instead of worrying about siloed information.</p>\n","anchor_id":"6"},"path":"/crm/benefits-of-crm","urlLoc":"ca","curHref":"/ca/crm/benefits-of-crm/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1721079852636_1c11","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"7. Increased productivity with AI","headline_size":"h3","description":"<p>When <a href=\"https://www.salesforce.com/crm/ai-crm/\" target=\"_blank\"><ins>AI comes built in to your CRM</ins></a>, your teams can accomplish even more. That’s because AI can spot trends that you may not — such as which customers are most likely to buy, or what issues may arise that your service team can proactively address.</p>\n<p>Generative AI can also be a game-changer for your teams. It speeds up tasks like drafting sales emails, crafting marketing messages, or writing and localizing product descriptions. With generative AI, these tasks can be done in a matter of seconds, making everyone's job easier and freeing them up to more productive work.</p>\n","anchor_id":"7"},"path":"/crm/benefits-of-crm","urlLoc":"ca","curHref":"/ca/crm/benefits-of-crm/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1721079912481_13re","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"8. Integration with your existing business apps","headline_size":"h3","description":"<p>AI can also help you make more accurate predictions, like forecasting quarterly sales targets, <a href=\"/ca/commerce/\" target=\"_self\"><ins>ecommerce</ins></a> sales, or alerting you to the best time to send a marketing email.</p>\n<p>Chances are that your business already uses many different apps. In fact, the average company uses over a thousand. Unfortunately, <a href=\"https://www.salesforce.com/news/stories/connectivity-report-2023/\" target=\"_blank\"><ins>70% of them don’t talk to each other</ins></a>. A big CRM benefit is the ability to integrate all of those apps so that you can work across them. CRMs should be able to seamlessly integrate with systems like <a href=\"https://www.salesforce.com/blog/what-is-erp/\" target=\"_blank\"><ins>ERP</ins></a>, supply chain, and more. The ability to do so will help you interact with customers better, and make sure that your internal apps make it simple for your employees, as well.</p>\n","anchor_id":"8"},"path":"/crm/benefits-of-crm","urlLoc":"ca","curHref":"/ca/crm/benefits-of-crm/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1721079974354_10jq","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"9. Access your information from anywhere","headline_size":"h3","description":"<p>When you choose a cloud-based software, the benefits of CRM get even better. An <a href=\"/ca/crm/\" target=\"_self\"><ins>online CRM</ins></a> based in the cloud gives your team the opportunity to access your information at any time, from anywhere, on any device. Whether a team member wants to update customer notes while visiting their office, check-in from home on how a marketing campaign is performing, or look up customer history on their phone - it’s all possible.</p>\n<p>Another huge plus is that when your CRM software lives in the cloud, there’s no downtime for installation and software updates. That means your IT team never has to worry about taking a team or employee offline for time-consuming downloads or to work the weekend for installations. All of your updates are automatic.</p>\n","anchor_id":"9"},"path":"/crm/benefits-of-crm","urlLoc":"ca","curHref":"/ca/crm/benefits-of-crm/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1712772577180_1caa_863015","name":"sf/promotion","attributes":{"blade_layout":"float_image","audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"Choose the right CRM for your needs","description":"<p>Answer four quick questions and we'll create a customized CRM solution for your industry and business size.</p>\n","image":{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/promotion-solution-finder-6_47d9ad.webp?w=1024","alt":"A customer and Einstein standing in front of the Customer 360 product illustration showing Sales, Service, Marketing","title":"2024/07/promotion-solution-finder-6_47d9ad.webp","sizes":[{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/promotion-solution-finder-6_47d9ad.webp?resize=150,150","width":150,"height":150},{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/promotion-solution-finder-6_47d9ad.webp?resize=300,300","width":300,"height":300},{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/promotion-solution-finder-6_47d9ad.webp?resize=768,768","width":768,"height":768},{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/promotion-solution-finder-6_47d9ad.webp?resize=1024,1024","width":1024,"height":1024}],"width":1024,"height":1024,"image_alignment":"left"},"link_1":{"variant":"primary","label":"Find your solution","source":"standard-link","url":"https://salesforcecustomer360.herokuapp.com/","target":"_blank"}},"path":"/crm/benefits-of-crm","urlLoc":"ca","curHref":"/ca/crm/benefits-of-crm/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1721080024442_14pf","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"10. Scalability for growth","headline_size":"h3","description":"<p>Using a CRM will help your business grow. A benefit of CRMs is that the right one will be able to grow along with you. Cloud-based CRMs are easily scaleable, giving you the flexibility to add or remove features and users as you need to. You can <a href=\"/ca/small-business/starter/\" target=\"_self\"><ins>start small</ins></a>. Then, as your business grows, add on without having to change or reconfigure your systems. Choosing the right CRM now, means you won’t have to find a new one later.</p>\n","anchor_id":"10"},"path":"/crm/benefits-of-crm","urlLoc":"ca","curHref":"/ca/crm/benefits-of-crm/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1721080058530_19kp","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"11. Security you can trust","headline_size":"h3","description":"<p>Trust is at the core of customer-centric businesses. In fact, at Salesforce, <a href=\"https://trust.salesforce.com/\" target=\"_blank\"><ins>trust is our #1 value</ins></a>. Customers trust businesses with their data, so it's important that their data is protected and treated with care. While CRMs make it easy to share data across teams, they also make sure that it doesn’t get shared with anyone else. The right CRMs have <a href=\"https://www.salesforce.com/products/platform/best-practices/improving-cloud-security/\" target=\"_blank\"><ins>powerful security features</ins></a> to protect data from unauthorized access.</p>\n<p>CRMs that prioritize security, such as Salesforce CRM, are built on multitenant cloud architectures. No matter which product or feature you use, the same core technical resources and security for all of our customers. Security is an ongoing responsibility, which is why it is important that updates are automatically rolled out to all customers multiple times a year, ensuring their data is kept safe without any additional action on their end.</p>\n","anchor_id":"11"},"path":"/crm/benefits-of-crm","urlLoc":"ca","curHref":"/ca/crm/benefits-of-crm/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1721080123163_yio","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"CRM benefits your entire company","headline_size":"h2","description":"<p>The are many benefits to using a CRM, but they all come from the ability to remove siloes between teams, giving everyone the ability to work together. Data organized and presented by a CRM platform leads to a better understanding of customers, which leads to better customer experiences. With CRM, you can manage customer relationships more effectively, and build a more customer-centric business.</p>\n","anchor_id":"11"},"path":"/crm/benefits-of-crm","urlLoc":"ca","curHref":"/ca/crm/benefits-of-crm/","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1717103678898_467_863019","name":"sf/nup","attributes":{"link_location":"below","audience_segment":["prospect","customer"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","card_type":"sf/resource","card_layout":"Standard","card_description_visibility":false,"card_image":true,"card_eyebrow_visibility":true,"card_link_visibility":true,"headline":"Keep up with the latest in CRM with guides, research, and insights.","description":"","link_1":{"variant":"secondary","label":"See all resources","url":"https://www.salesforce.com/ca/blog/category/customer-relationships/","ariaLabel":"See all 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768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/marquee-crm-generic-background-mobile.jpg?resize=731,1024 731w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/marquee-crm-generic-background-mobile.jpg?resize=1096,1536 1096w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/marquee-crm-generic-background-mobile.jpg?resize=1462,2048 1462w" height="100%" width="100%"/> </div> </section> </div><div data-blade-id="1715959779275_w7g" data-blade-position="2" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1715959779275_w7g" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1715959779275_w7g" data-module-name="" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> </header> <div class="blade__description"> <p>Creating customer-centric experiences continues to be a key differentiator for businesses. So how can your company make the shift?</p> <p>To be truly customer-centric, you have to understand the preferences of your customers and the context in which they engage with your organization. The benefits of <a href="/ca/crm/what-is-crm/software/" target="_self"><ins>CRM software</ins></a> are clear: It keeps all historical data in one place, making it easy to manage customer relationships, gain insights, and unite your teams around a singular view of the customer. Let’s dig a little deeper into the top CRM benefits.</p> </div> </article> </div> </section> </div><div data-blade-id="1715379956022_vu9" data-blade-position="3" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1715379956022_vu9" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1715379956022_vu9" data-module-name="" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> </header> <div class="blade__description"> <p><strong>What we’ll cover:</strong></p> <ul> <li><a href="#wic" target="_self"><ins>What is CRM (Customer Relationship Management)</ins></a></li> <li><a href="#11boc" target="_self"><ins>11 top benefits of CRM</ins></a></li> </ul> <ol> <li><a href="#1" target="_self"><ins>More productive sales teams</ins></a></li> <li><a href="#2" target="_self"><ins>A single view of the customer</ins></a></li> <li><a href="#3" target="_self"><ins>Actionable analytics and data dashboards</ins></a></li> <li><a href="#4" target="_self"><ins>Customer-centric automation</ins></a></li> <li><a href="#5" target="_self"><ins>Proactive customer service interactions</ins></a></li> <li><a href="#6" target="_self"><ins>Simplified collaboration</ins></a></li> <li><a href="#7" target="_self"><ins>Increased productivity with AI</ins></a></li> <li><a href="#8" target="_self"><ins>Integration with your existing business apps</ins></a></li> <li><a href="#9" target="_self"><ins>Access your information from anywhere </ins></a></li> <li><a href="#10" target="_self"><ins>Scalability for growth</ins></a></li> <li><a href="#11" target="_self"><ins>Security you can trust</ins></a></li> </ol> </div> </article> </div> </section> </div><div data-blade-id="1715617265356_ehk" data-blade-position="4" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="wic" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1715617265356_ehk" data-module-name="What is CRM (Customer Relationship Management)?" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h2 class="headline text__headline--large" style=" "> What is CRM (Customer Relationship Management)? </h2> </header> <div class="blade__description"> <p><a href="/ca/crm/what-is-crm/" target="_self"><ins>CRM, or customer relationship management</ins></a>, is a system for managing all of your company’s interactions with current and potential customers to improve relationships to grow your business.</p> <p>Today’s CRM tools foster collaboration, can easily access all of your customer data from multiple sources, and use AI to boost productivity — all in one platform. The right CRM can help companies target different audiences, design smart automations based on an individual lead or customer’s activity, proactively work with contacts, and manage relationships.</p> <p>More importantly, every department can now deliver consistent, personalized interactions in the best interest of customers, at scales never before possible.</p> </div> </article> </div> </section> </div><div data-blade-id="1715380369670_b22" data-blade-position="5" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="11boc" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1715380369670_b22" data-module-name="11 top benefits of CRM" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h2 class="headline text__headline--large" style=" "> 11 top benefits of CRM </h2> </header> <div class="blade__description"> <p>While features vary by department or industry, here are eleven CRM benefits that can help any business create customer-centric experiences.</p> </div> </article> </div> </section> </div><div data-blade-id="1717796258154_ehs" data-blade-position="6" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1717796258154_ehs" data-module-name="1. More productive sales teams" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h3 class="headline text__headline--medium" style=" "> 1. More productive sales teams </h3> </header> <div class="blade__description"> <p>One of the most immediate CRM benefits is that it will help your <a href="/ca/sales/" target="_self"><ins>sales team</ins></a> get organized, gain insights, and close deals. That’s because a CRM provides a centralized, single source of truth where all customer and prospect information — from initial contact all the way through conversion — is stored and easily accessible. This means sales teams can better understand their customers, track interactions, and manage customer data effectively.</p> <p>When you can easily add customer contact info, call notes, next steps, and more into a central place, everyone can quickly identify and prioritize leads with the highest potential to convert. You can even use these insights to project which new leads are likely to become customers, predict future sales, and set realistic targets based on data.</p> </div> </article> </div> </section> </div><div data-blade-id="1717796473733_12ue" data-blade-position="7" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="2" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1717796473733_12ue" data-module-name="2. A single view of the customer" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h3 class="headline text__headline--medium" style=" "> 2. A single view of the customer </h3> </header> <div class="blade__description"> <p>Another CRM benefit is the ability to collect and present data in a way that gives everyone in your company a single view of a customer’s interests, purchase history, and interactions — all of which can be used to create a more personalized experience.</p> <p><a href="/ca/data/" target="_self"><ins>Data is integral</ins></a> to growing your business. A common challenge around data is that it often comes in from many different sources that don’t work together on their own. A <a href="/ca/marketing/" target="_self"><ins>marketing team</ins></a>, for example, may pull info from social media, Google Analytics, business software, apps, CRM technology, and offline channels, each with unique reporting details and naming conventions. Once marketing does find a way to read the information, it might not be the same information other teams need to address their own needs.</p> <p>CRM can help by getting this data sorted, cleaned, analyzed, and consolidated into a <a href="/ca/resources/guides/achieve-single-view-of-customer/" target="_self"><ins>single, shared view of a customer</ins></a> that can be shared across departments—like sales, marketing, digital commerce, customer service, IT, and more. This analysis of a customer’s activity paints a picture that lets each team make decisions based on their own needs and objectives.</p> <p>Using CRM to create a single, unified view of the customer opens up exciting ways to use data across your business. <a href="/ca/artificial-intelligence/" target="_self"><ins>AI-powered</ins></a> reports can identify where your opportunities are across your entire business, how well you’re interacting with leads and customers, trends in your sales, customer service efforts, and opportunities for improvement.</p> <p>You can run those reports with any number of parameters across different stages in the <a href="https://www.salesforce.com/blog/what-is-a-sales-funnel/" target="_blank" class="link__new-tab"><ins>sales</ins><img class="link__new-tab-icon" alt="Opens in a new window"></a> funnel. Historically, marketing works with leads, sales works with opportunities, and <a href="/ca/service/" target="_self"><ins>customer service</ins></a> works with existing customers. But in today’s customer-centric organizations, there’s overlap between them — and opportunities to embrace the varying needs across all consumers.</p> <ul> <li><strong>Leads</strong> — These potential customers have filled out a form or otherwise expressed interest in your company. CRM-created reports, especially those with insights driven by AI, help marketers and sales teams know how to work with leads to convert them into opportunities.</li> <li><strong>Opportunities</strong> — Leads who make their way further down your sales funnel and have demonstrated that they are close to purchasing through specific actions, like asking for a quote, become opportunities. CRM reports can also help you see which ads and marketing messaging are most successful at guiding them down the funnel to opportunities, and then into sales.</li> <li><strong>Sales</strong> — Once a person converts and becomes a customer, you can use their data — from pre-sales behaviors to post-purchase habits — to turn them into company loyalists, and to find and nurture similar leads.</li> </ul> </div> </article> </div> </section> </div><div data-blade-id="1720667843710_mji_86306" data-blade-position="8" data-blade-name="sf/promotion" data-blade-variant="promotion" data-blade-source="www" data-blade-type="blade"> <section id="1720667843710_mji_86306" class="relative promotion--blade promotion--right-image" > <div class="container pb-shadow pb-large-corner container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main promotion_layout--float_image" data-module-id="1720667843710_mji_86306" data-module-name="Map Your Journey to AI-Powered CRM" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <div class="image__wrapper mobile-pt-0 pb-64 pt-64 mobile-pb-40 mobile-ml-32 mobile-mr-32 promotion_layout--float_image-image_wrapper " > <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promo-crm-ai-crm.webp?w=1024" class="image__asset" alt="Einstein showcasing Forrester's AI-Powered CRM report" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promo-crm-ai-crm.webp?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promo-crm-ai-crm.webp?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promo-crm-ai-crm.webp?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promo-crm-ai-crm.webp?resize=1024,1024 1024w" height="1024" width="1024"/> </div> <div class="content__wrapper pt-64 mobile-pb-8 mobile-pt-40 mobile-ml-32 mobile-mr-32 pb-64 promotion_layout---image-content_wrapper"> <header class="promotion__blade-heading"> <h2 class="pbc-g-text-display-4 mt-0 mb-24 mobile-mb-16" style=" "> Map Your Journey to AI-Powered CRM </h2> <div class="blade__description pbc-g-text-body-1-2 mb-48 mobile-mb-32"> <p>Read Forrester's survey of 700+ business leaders to see how they're using AI to serve customers better.</p> </div> </header> <div class="cta_container flex flex--float_image ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Get the report" data-link-url="https://www.salesforce.com/ca/resources/research-reports/ai-powered-crm/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="primary" data-stacking="default" aria-label="Get the report: Map Your Journey to AI-Powered CRM" href="https://www.salesforce.com/ca/resources/research-reports/ai-powered-crm/" target="_self" rel="noopener" > Get the report </a> </pbc-button> </div> </div> </article> </div> </section> </div><div data-blade-id="1721079641743_2ss" data-blade-position="9" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="3" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1721079641743_2ss" data-module-name="3. Actionable analytics and data dashboards" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h3 class="headline text__headline--medium" style=" "> 3. Actionable analytics and data dashboards </h3> </header> <div class="blade__description"> <p>CRM systems can organize and analyze your customer data, compare it to historical information and provide dashboards that illustrate insights and recommendations. This means you can set up customized dashboards for every individual to see the data that’s most important to their workflows without having to dig, sift, sort, or run a report.</p> <p>A director of marketing can personalize their dashboard to display how many people a particular email was sent to, how many opened it, the click-through rate, and more. A director of sales can use the same CRM to personalize a dashboard with how many calls are made per hour and how many resulted in a future meeting or demo.</p> <p>An <a href="/ca/crm/crm-integration/" target="_self"><ins>integrated CRM system’s</ins></a> analytics can tell you more than where a lead came from. They can show you exactly what gets clicked in a marketing email, how often they contact your sales team, why they contact customer service, and more. Actionable data and analytics allows you to communicate with your current audience more effectively while also making it easier to reach out to those who have shown interest in the past.</p> </div> </article> </div> </section> </div><div data-blade-id="1721079703591_i9a" data-blade-position="10" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="4" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1721079703591_i9a" data-module-name="4. Customer-centric automation" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h3 class="headline text__headline--medium" style=" "> 4. Customer-centric automation </h3> </header> <div class="blade__description"> <p>CRMs are continually capturing data and insights about your audience, market, and industry, enabling you to create more relevant, personalized messaging and outreach. This is the advantage of dynamic content and automated messaging: the ability to instantly identify and contact people with similar behaviors who take certain steps, removing the need for a person to identify and reach out manually.</p> <p>Automation is a benefit of CRM that lets you set up a series of steps, such as sending emails or notifications, set into motion by specific actions. These “drip campaigns” can be used throughout the sales funnel.</p> <p>For example, on a tour company's website, if someone builds a custom itinerary for a trip to Thailand, you can start them on a drip campaign about travel to Southeast Asia. Automation also allows for people to be removed from a drip campaign based on their actions. So, if that person books the trip, they will be automatically removed, avoiding redundant emails and confusion.</p> </div> </article> </div> </section> </div><div data-blade-id="1721079749865_gnk" data-blade-position="11" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="5" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1721079749865_gnk" data-module-name="5. Proactive customer service interactions" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h3 class="headline text__headline--medium" style=" "> 5. Proactive customer service interactions </h3> </header> <div class="blade__description"> <p>Automation is about more than just emails. Sales teams can use them to save time logging sales data and to auto-generate quotes or proposals. For customer service, automation removes the need for time-consuming manual processes like collecting background information, which can frustrate both the customer and the employee. And through the power of AI and automation, chatbots are freeing up service agents by answering simple questions for customers and routing more nuanced ones to the right expert agents.</p> <p>While automation is one of the benefits of CRM for customer service teams, it’s just the start. The more you know about a customer’s history, preferences, and interests, the simpler it is to meet their needs and proactively solve problems.</p> <p>With relevant data available in their dashboards and within cases, there’s no need for service agents to dig for information, allowing them to get right down to what matters. Your employees can quickly find and present solutions, maintain notes, and even take on the seller role by recommending new or complementary products. Not only does this save time, but makes potential and current customers feel valued. They can see that your employees are proactive and knowledgeable — all of which can improve your bottom line through higher customer satisfaction and reduced time to resolution.</p> </div> </article> </div> </section> </div><div data-blade-id="1690388179254_144q_863010" data-blade-position="12" data-blade-name="sf/promotion" data-blade-variant="promotion" data-blade-source="www" data-blade-type="blade"> <section id="1690388179254_144q_863010" class="relative promotion--blade promotion--right-image" > <div class="container pb-shadow pb-large-corner container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main promotion_layout--float_image" data-module-id="1690388179254_144q_863010" data-module-name="Just getting started on your CRM journey?" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <div class="image__wrapper mobile-pt-0 pb-64 pt-64 mobile-pb-40 mobile-ml-32 mobile-mr-32 promotion_layout--float_image-image_wrapper " > <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promo-crm-beginners-guide.webp?w=1024" class="image__asset" alt="Getting started with The Beginners Guide to CRM" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promo-crm-beginners-guide.webp?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promo-crm-beginners-guide.webp?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promo-crm-beginners-guide.webp?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promo-crm-beginners-guide.webp?resize=1024,1024 1024w" height="1024" width="1024"/> </div> <div class="content__wrapper pt-64 mobile-pb-8 mobile-pt-40 mobile-ml-32 mobile-mr-32 pb-64 promotion_layout---image-content_wrapper"> <header class="promotion__blade-heading"> <h2 class="pbc-g-text-display-4 mt-0 mb-24 mobile-mb-16" style=" "> Just getting started on your CRM journey? </h2> <div class="blade__description pbc-g-text-body-1-2 mb-48 mobile-mb-32"> <p>Learn everything you need to know about finding, winning, and keeping customers with The Beginner's Guide to CRM.</p> </div> </header> <div class="cta_container flex flex--float_image ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Get started" data-link-url="https://www.salesforce.com/form/small-business/beginners-guide-crm/?d=pb" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="primary" data-stacking="default" aria-label="Get started: Just getting started on your CRM journey?" href="https://www.salesforce.com/form/small-business/beginners-guide-crm/?d=pb" target="_blank" rel="noopener" > Get started </a> </pbc-button> </div> </div> </article> </div> </section> </div><div data-blade-id="1721079803409_13v7" data-blade-position="13" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="6" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1721079803409_13v7" data-module-name="6. Simplified collaboration" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h3 class="headline text__headline--medium" style=" "> 6. Simplified collaboration </h3> </header> <div class="blade__description"> <p>Your CRM serves as a record of conversations, interactions, needs, notes, and contact information that is accessible to every teammate — an incredible advantage to building customer-centric experiences. Additionally, some CRM platforms have built-in collaboration and communication tools, <a href="/ca/slack/" target="_self"><ins>like </ins>Slack</a>. Collaboration tools can allow many people work on one file simultaneously or to follow the progress of a document, such as a sales quote, allowing faster response times to customer requests.</p> <p>Everyone with access to your CRM can work together through this shared record. So when a salesperson speaks with a customer and learns more about them, they can add notes to their record, which can then be seen throughout your organization. This makes sure the rest of the team is working with the latest details and to the best of their ability, and that marketing, sales, commerce, and customer service work together seamlessly, instead of worrying about siloed information.</p> </div> </article> </div> </section> </div><div data-blade-id="1721079852636_1c11" data-blade-position="14" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="7" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1721079852636_1c11" data-module-name="7. Increased productivity with AI" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h3 class="headline text__headline--medium" style=" "> 7. Increased productivity with AI </h3> </header> <div class="blade__description"> <p>When <a href="https://www.salesforce.com/crm/ai-crm/" target="_blank" class="link__new-tab"><ins>AI comes built in to your CRM</ins><img class="link__new-tab-icon" alt="Opens in a new window"></a>, your teams can accomplish even more. That’s because AI can spot trends that you may not — such as which customers are most likely to buy, or what issues may arise that your service team can proactively address.</p> <p>Generative AI can also be a game-changer for your teams. It speeds up tasks like drafting sales emails, crafting marketing messages, or writing and localizing product descriptions. With generative AI, these tasks can be done in a matter of seconds, making everyone's job easier and freeing them up to more productive work.</p> </div> </article> </div> </section> </div><div data-blade-id="1721079912481_13re" data-blade-position="15" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="8" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1721079912481_13re" data-module-name="8. Integration with your existing business apps" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h3 class="headline text__headline--medium" style=" "> 8. Integration with your existing business apps </h3> </header> <div class="blade__description"> <p>AI can also help you make more accurate predictions, like forecasting quarterly sales targets, <a href="/ca/commerce/" target="_self"><ins>ecommerce</ins></a> sales, or alerting you to the best time to send a marketing email.</p> <p>Chances are that your business already uses many different apps. In fact, the average company uses over a thousand. Unfortunately, <a href="https://www.salesforce.com/news/stories/connectivity-report-2023/" target="_blank" class="link__new-tab"><ins>70% of them don’t talk to each other</ins><img class="link__new-tab-icon" alt="Opens in a new window"></a>. A big CRM benefit is the ability to integrate all of those apps so that you can work across them. CRMs should be able to seamlessly integrate with systems like <a href="https://www.salesforce.com/blog/what-is-erp/" target="_blank" class="link__new-tab"><ins>ERP</ins><img class="link__new-tab-icon" alt="Opens in a new window"></a>, supply chain, and more. The ability to do so will help you interact with customers better, and make sure that your internal apps make it simple for your employees, as well.</p> </div> </article> </div> </section> </div><div data-blade-id="1721079974354_10jq" data-blade-position="16" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="9" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1721079974354_10jq" data-module-name="9. Access your information from anywhere" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h3 class="headline text__headline--medium" style=" "> 9. Access your information from anywhere </h3> </header> <div class="blade__description"> <p>When you choose a cloud-based software, the benefits of CRM get even better. An <a href="/ca/crm/" target="_self"><ins>online CRM</ins></a> based in the cloud gives your team the opportunity to access your information at any time, from anywhere, on any device. Whether a team member wants to update customer notes while visiting their office, check-in from home on how a marketing campaign is performing, or look up customer history on their phone - it’s all possible.</p> <p>Another huge plus is that when your CRM software lives in the cloud, there’s no downtime for installation and software updates. That means your IT team never has to worry about taking a team or employee offline for time-consuming downloads or to work the weekend for installations. All of your updates are automatic.</p> </div> </article> </div> </section> </div><div data-blade-id="1712772577180_1caa_863015" data-blade-position="17" data-blade-name="sf/promotion" data-blade-variant="promotion" data-blade-source="www" data-blade-type="blade"> <section id="1712772577180_1caa_863015" class="relative promotion--blade promotion--left-image" > <div class="container pb-shadow pb-large-corner container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main promotion_layout--float_image" data-module-id="1712772577180_1caa_863015" data-module-name="Choose the right CRM for your needs" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <div class="image__wrapper mobile-pt-0 pb-64 pt-64 mobile-pb-40 mobile-ml-32 mobile-mr-32 promotion_layout--float_image-image_wrapper " > <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/promotion-solution-finder-6_47d9ad.webp?w=1024" class="image__asset" alt="A customer and Einstein standing in front of the Customer 360 product illustration showing Sales, Service, Marketing" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/promotion-solution-finder-6_47d9ad.webp?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/promotion-solution-finder-6_47d9ad.webp?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/promotion-solution-finder-6_47d9ad.webp?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/promotion-solution-finder-6_47d9ad.webp?resize=1024,1024 1024w" height="1024" width="1024"/> </div> <div class="content__wrapper pt-64 mobile-pb-8 mobile-pt-40 mobile-ml-32 mobile-mr-32 pb-64 promotion_layout---image-content_wrapper"> <header class="promotion__blade-heading"> <h2 class="pbc-g-text-display-4 mt-0 mb-24 mobile-mb-16" style=" "> Choose the right CRM for your needs </h2> <div class="blade__description pbc-g-text-body-1-2 mb-48 mobile-mb-32"> <p>Answer four quick questions and we'll create a customized CRM solution for your industry and business size.</p> </div> </header> <div class="cta_container flex flex--float_image ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Find your solution" data-link-url="https://salesforcecustomer360.herokuapp.com/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="primary" data-stacking="default" aria-label="Find your solution: Choose the right CRM for your needs" href="https://salesforcecustomer360.herokuapp.com/" target="_blank" rel="noopener" > Find your solution <svg width="18" height="18" viewBox="0 0 18 18" xmlns="http://www.w3.org/2000/svg" fill="currentColor"> <path fill-rule="evenodd" clip-rule="evenodd" d="M10.0977 2.16345H14.5237L6.8804 9.80671C6.69002 9.99709 6.69002 10.3058 6.8804 10.4961L7.34002 10.9558C7.5304 11.1461 7.83906 11.1461 8.02945 10.9558L15.6717 3.31348V7.73848C15.6717 8.00772 15.89 8.22598 16.1592 8.22598H16.8092C17.0785 8.22598 17.2967 8.00772 17.2967 7.73848V1.47595C17.2967 0.958186 16.877 0.538452 16.3592 0.538452H10.0977C9.82847 0.538452 9.61021 0.756713 9.61021 1.02595V1.67595C9.61021 1.94519 9.82847 2.16345 10.0977 2.16345ZM2.97559 4.03905C1.62939 4.03905 0.538086 5.13036 0.538086 6.47655V14.8516C0.538086 16.1977 1.62939 17.2891 2.97559 17.2891H11.3506C12.6968 17.2891 13.7881 16.1977 13.7881 14.8516L13.7881 8.88513C13.7881 8.59574 13.4383 8.45066 13.2335 8.65509L12.4493 9.43768C12.2661 9.62059 12.1631 9.86888 12.1631 10.1278V14.8516C12.1631 15.3003 11.7993 15.6641 11.3506 15.6641H2.97559C2.52686 15.6641 2.16309 15.3003 2.16309 14.8516V6.47655C2.16309 6.02782 2.52685 5.66405 2.97559 5.66405H7.79909C8.07127 5.66405 8.33106 5.55029 8.51564 5.35026L9.2223 4.58446C9.41442 4.37626 9.26675 4.03905 8.98345 4.03905H2.97559Z"/> </svg> </a> </pbc-button> </div> </div> </article> </div> </section> </div><div data-blade-id="1721080024442_14pf" data-blade-position="18" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="10" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1721080024442_14pf" data-module-name="10. Scalability for growth" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h3 class="headline text__headline--medium" style=" "> 10. Scalability for growth </h3> </header> <div class="blade__description"> <p>Using a CRM will help your business grow. A benefit of CRMs is that the right one will be able to grow along with you. Cloud-based CRMs are easily scaleable, giving you the flexibility to add or remove features and users as you need to. You can <a href="/ca/small-business/starter/" target="_self"><ins>start small</ins></a>. Then, as your business grows, add on without having to change or reconfigure your systems. Choosing the right CRM now, means you won’t have to find a new one later.</p> </div> </article> </div> </section> </div><div data-blade-id="1721080058530_19kp" data-blade-position="19" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="11" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1721080058530_19kp" data-module-name="11. Security you can trust" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h3 class="headline text__headline--medium" style=" "> 11. Security you can trust </h3> </header> <div class="blade__description"> <p>Trust is at the core of customer-centric businesses. In fact, at Salesforce, <a href="https://trust.salesforce.com/" target="_blank" class="link__new-tab"><ins>trust is our #1 value</ins><img class="link__new-tab-icon" alt="Opens in a new window"></a>. Customers trust businesses with their data, so it's important that their data is protected and treated with care. While CRMs make it easy to share data across teams, they also make sure that it doesn’t get shared with anyone else. The right CRMs have <a href="https://www.salesforce.com/products/platform/best-practices/improving-cloud-security/" target="_blank" class="link__new-tab"><ins>powerful security features</ins><img class="link__new-tab-icon" alt="Opens in a new window"></a> to protect data from unauthorized access.</p> <p>CRMs that prioritize security, such as Salesforce CRM, are built on multitenant cloud architectures. No matter which product or feature you use, the same core technical resources and security for all of our customers. Security is an ongoing responsibility, which is why it is important that updates are automatically rolled out to all customers multiple times a year, ensuring their data is kept safe without any additional action on their end.</p> </div> </article> </div> </section> </div><div data-blade-id="1721080123163_yio" data-blade-position="20" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="11" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1721080123163_yio" data-module-name="CRM benefits your entire company" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h2 class="headline text__headline--large" style=" "> CRM benefits your entire company </h2> </header> <div class="blade__description"> <p>The are many benefits to using a CRM, but they all come from the ability to remove siloes between teams, giving everyone the ability to work together. Data organized and presented by a CRM platform leads to a better understanding of customers, which leads to better customer experiences. With CRM, you can manage customer relationships more effectively, and build a more customer-centric business.</p> </div> </article> </div> </section> </div><div data-blade-id="1717103678898_467_863019" data-blade-position="21" data-blade-name="sf/nup" data-blade-variant="nup" data-blade-source="www" data-blade-type="blade"> <section id="1717103678898_467_863019" class="relative nup--blade nup--link_below layout--4 nup--card_resource" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <div class="grid grid_main nup nup__4 nup__gridFour"> <header class="nup__blade-heading text--center"> <h2 class="headline" style=" "> Keep up with the latest in CRM with guides, research, and insights. </h2> </header> <div class="cards"> <article class="card card__1 card__wrapper " data-module-track-impressions="" data-module-id="1717103678825_1651" data-module-name="Learn how CRM brings teams together to build a 360-degree view of your customer." data-module-position="1" data-module-type="card_resource" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/ca/crm/what-is-crm/" tabindex="-1" aria-label="Learn how CRM brings teams together to build a 360-degree view of your customer." data-link-url="https://www.salesforce.com/ca/crm/what-is-crm/" data-link-type="image" target=""> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/n-up-resource-crm-bring-teams-together.jpg?w=1024" class="card__image" alt="Experience the future of work with AI and automation in Slack article" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/n-up-resource-crm-bring-teams-together.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/n-up-resource-crm-bring-teams-together.jpg?resize=300,169 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/n-up-resource-crm-bring-teams-together.jpg?resize=768,432 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/n-up-resource-crm-bring-teams-together.jpg?resize=1024,576 1024w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <span class="badge blue95 pl-12 pr-12">CRM</span> <h3 class="card__headline mb-16" style=" "> <a href="https://www.salesforce.com/ca/crm/what-is-crm/" data-link-text="Learn how CRM brings teams together to build a 360-degree view of your customer." data-link-url="https://www.salesforce.com/ca/crm/what-is-crm/" data-link-type="header" target=""> Learn how CRM brings teams together to build a 360-degree view of your customer. </a> </h3> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="See more" data-link-url="https://www.salesforce.com/ca/crm/what-is-crm/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="wideM" aria-label="Read more about CRM" href="https://www.salesforce.com/ca/crm/what-is-crm/" > See more </a> </pbc-button> </div> </div> </div> </article> <article class="card card__2 card__wrapper " data-module-track-impressions="" data-module-id="1668667491762_lzs" data-module-name="See how to turn your CRM information into innovation with the Data Strategy Guide." data-module-position="2" data-module-type="card_resource" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/ca/blog/playbook/data-strategy-guide/" tabindex="-1" aria-label="See how to turn your CRM information into innovation with the Data Strategy Guide." data-link-url="https://www.salesforce.com/ca/blog/playbook/data-strategy-guide/" data-link-type="image" target="_self"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/n-up-resource-data-strategy-guide.webp?w=1024" class="card__image" alt="See how 9 businesses boosted efficiency and productivity with Slack guide" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/n-up-resource-data-strategy-guide.webp?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/n-up-resource-data-strategy-guide.webp?resize=300,169 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/n-up-resource-data-strategy-guide.webp?resize=768,432 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/n-up-resource-data-strategy-guide.webp?resize=1024,576 1024w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <span class="badge blue95 pl-12 pr-12">Guide</span> <h3 class="card__headline mb-16" style=" "> <a href="https://www.salesforce.com/ca/blog/playbook/data-strategy-guide/" data-link-text="See how to turn your CRM information into innovation with the Data Strategy Guide." data-link-url="https://www.salesforce.com/ca/blog/playbook/data-strategy-guide/" data-link-type="header" target="_self"> See how to turn your CRM information into innovation with the Data Strategy Guide. </a> </h3> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Get the guide" data-link-url="https://www.salesforce.com/ca/blog/playbook/data-strategy-guide/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="wideM" aria-label="Read more about the Data Strategy Guide" href="https://www.salesforce.com/ca/blog/playbook/data-strategy-guide/" target="_self" rel="noopener" > Get the guide </a> </pbc-button> </div> </div> </div> </article> <article class="card card__3 card__wrapper " data-module-track-impressions="" data-module-id="1726515629320_gvx" data-module-name="Williams-Sonoma, Inc., builds lifelong customer journeys with data." data-module-position="3" data-module-type="card_resource" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/ca/resources/customer-stories/williams-sonoma-ai-data-customer-engagement/" tabindex="-1" aria-label="Williams-Sonoma, Inc., builds lifelong customer journeys with data." data-link-url="https://www.salesforce.com/ca/resources/customer-stories/williams-sonoma-ai-data-customer-engagement/" data-link-type="image" target="_self"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-ca/wp-content/uploads/sites/8/2024/08/production-resource-card-wsi-1200x675-illustration.jpg?w=1024" class="card__image" alt="Williams Sonoma Inc" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-ca/wp-content/uploads/sites/8/2024/08/production-resource-card-wsi-1200x675-illustration.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-ca/wp-content/uploads/sites/8/2024/08/production-resource-card-wsi-1200x675-illustration.jpg?resize=300,169 300w,https://wp.sfdcdigital.com/en-ca/wp-content/uploads/sites/8/2024/08/production-resource-card-wsi-1200x675-illustration.jpg?resize=768,433 768w,https://wp.sfdcdigital.com/en-ca/wp-content/uploads/sites/8/2024/08/production-resource-card-wsi-1200x675-illustration.jpg?resize=1024,578 1024w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <span class="badge blue95 pl-12 pr-12">Customer Story</span> <h3 class="card__headline mb-16" style=" "> <a href="https://www.salesforce.com/ca/resources/customer-stories/williams-sonoma-ai-data-customer-engagement/" data-link-text="Williams-Sonoma, Inc., builds lifelong customer journeys with data." data-link-url="https://www.salesforce.com/ca/resources/customer-stories/williams-sonoma-ai-data-customer-engagement/" data-link-type="header" target="_self"> Williams-Sonoma, Inc., builds lifelong customer journeys with data. </a> </h3> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/ca/resources/customer-stories/williams-sonoma-ai-data-customer-engagement/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="wideM" aria-label="Read more about Williams-Sonoma, Inc." href="https://www.salesforce.com/ca/resources/customer-stories/williams-sonoma-ai-data-customer-engagement/" target="_self" rel="noopener" > Learn more </a> </pbc-button> </div> </div> </div> </article> <article class="card card__4 card__wrapper " data-module-track-impressions="" data-module-id="1670625781948_gt3" data-module-name="How to prepare, strategize, and embrace the new possibilities of CRM + AI." data-module-position="4" data-module-type="card_resource" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/ca/artificial-intelligence/ai-strategy-guide/" tabindex="-1" aria-label="How to prepare, strategize, and embrace the new possibilities of CRM + AI." data-link-url="https://www.salesforce.com/ca/artificial-intelligence/ai-strategy-guide/" data-link-type="image" target="_self"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/n-up-ai-playbook-guide.jpg?w=1024" class="card__image" alt="Engaged users are happier and more productive resource" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/n-up-ai-playbook-guide.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/n-up-ai-playbook-guide.jpg?resize=300,169 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/n-up-ai-playbook-guide.jpg?resize=768,432 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/n-up-ai-playbook-guide.jpg?resize=1024,576 1024w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <span class="badge blue95 pl-12 pr-12">Guide</span> <h3 class="card__headline mb-16" style=" "> <a href="https://www.salesforce.com/ca/artificial-intelligence/ai-strategy-guide/" data-link-text="How to prepare, strategize, and embrace the new possibilities of CRM + AI." data-link-url="https://www.salesforce.com/ca/artificial-intelligence/ai-strategy-guide/" data-link-type="header" target="_self"> How to prepare, strategize, and embrace the new possibilities of CRM + AI. </a> </h3> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/ca/artificial-intelligence/ai-strategy-guide/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="wideM" aria-label="Read more about the CRM + AI Blog" href="https://www.salesforce.com/ca/artificial-intelligence/ai-strategy-guide/" target="_self" rel="noopener" > Learn more </a> </pbc-button> </div> </div> </div> </article> </div> <div class="nup_cta" data-module-name="Keep up with the latest in CRM with guides, research, and insights." data-module-position="5" data-module-id="0" data-module-type="cta"> <div class="cta_container flex flex--center ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="See all resources" data-link-url="https://www.salesforce.com/ca/blog/category/customer-relationships/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="secondary" data-stacking="default" aria-label="See all resources" href="https://www.salesforce.com/ca/blog/category/customer-relationships/" > See all resources </a> </pbc-button> </div> </div> </div> </div> </section> </div><div data-blade-id="1668731671593_17ln_863020" data-blade-position="22" data-blade-name="sf/contactus" data-blade-variant="contactus" data-blade-source="www" data-blade-type="blade"> <section id="1668731671593_17ln_863020" class="relative contactus--blade contactus--link_below layout--3 contactus--card_contactus" > <div class="container container--min-spacing-bottom container--min-spacing-top background__present"> <div class="grid grid_main contactus contactus__3 contactus__gridThree"> <header class="contactus__blade-heading text--center"> <h2 class="headline" style=" "> Take the next step with the world's #1 AI CRM. </h2> </header> <div class="cards"> <article class="card card__1 card__wrapper" data-module-id="1670344843552_5tw" data-module-type="card_contactus" data-module-name="Start your trial." data-module-position="1" data-module-track-impressions="" > <div class="card--card_contactus pbc-g-elevation-2 flex border-rad-16"> <div class="card__image__wrapper"> <div class="card__icon__wrapper"> <img class="card__brand__image" src="https://wp.salesforce.com/en-us/wp-content/uploads/sites/4/2024/08/screen.svg" loading="lazy" aria-hidden="true" aria-label="" /> </div> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline mt-8 mb-8 mobile-mt-8 mobile-mb-8 pbc-g-text-display-6" style=" "> Start your trial. </h3> <div class="card__description pbc-g-text-body-2 mobile-mb-20 mb-32 mt-8"> <p>Try Salesforce CRM free for 30 days. 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