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This type of system, such as <a href=\"/ca/crm/\" target=\"_self\"><ins>Salesforce CRM</ins></a>, ensures that customer data is accessible from anywhere and from any device. This software solution is also known as <a href=\"/ca/saas/\" target=\"_self\"><ins>SaaS (Software as a Service)</ins></a>.</p>\n<p>Before businesses were able to store and access their data in the cloud, there were on-premise CRMs. These systems are hosted locally on servers based on-site at an organization. Unlike a cloud-based CRM solution, on-premise CRMs require larger upfront costs and ongoing personnel management responsibilities.</p>\n","anchor_id":"what"},"path":"/crm/cloud-crm","urlLoc":"ca","curHref":"/ca/crm/cloud-crm/?bc=HA","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":"The difference between traditional on-premise CRM and cloud CRM","headline_size":"h2","description":"<p>With traditional on-premise CRM, a business hosts and operates the servers and networks that house the customer database. In addition to building the infrastructure, these businesses also need to pay for, and manage, the CRM. They require an IT staff to maintain the systems, which takes time, increases costs, and often means that they need to manually update each computer that uses the system — hurting productivity by taking employees away from their work.</p>\n<p>By contrast, using a cloud-hosted CRM provider removes the need for a business to build and maintain the CRM infrastructure. This also means that upfront costs go down and responsibilities around logistics, updates, and security management are no longer their responsibility. Employees simply access their CRM through a web-based application or dashboard.</p>\n","anchor_id":"cloudcrm"},"path":"/crm/cloud-crm","urlLoc":"ca","curHref":"/ca/crm/cloud-crm/?bc=HA","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":"Is cloud CRM a SaaS software?","headline_size":"h2","description":"<p>Yes. A cloud-hosted CRM platform is just one type of SaaS. Over time, more companies have moved their systems online, providing a wide range of business software and systems that are hosted through external providers.</p>\n<p>Cloud CRM platforms easily integrate with other systems, ensuring the free flow of all data points to provide a complete picture of the organization and its customers. This complete, 360-degree view of the customer, with data from many different sources, ensures that every part of a business is working from the most up-to-date customer information.</p>\n<p>Whether you’re a small business, large enterprise, or public sector organization, that are many benefits to using a CRM.</p>\n","anchor_id":"saas"},"path":"/crm/cloud-crm","urlLoc":"ca","curHref":"/ca/crm/cloud-crm/?bc=HA","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1720667843710_mji_86835","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/cloud-crm","urlLoc":"ca","curHref":"/ca/crm/cloud-crm/?bc=HA","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":"Benefits of cloud-based CRM","headline_size":"h2","description":"<p>Using cloud-based CRM helps businesses serve customers better, improves employees productivity, and increases profitability. Here are just a few ways the <a href=\"https://www.salesforce.com/ca/crm/benefits-of-crm/\" target=\"_self\"><ins>b</ins></a><a href=\"/ca/crm/benefits-of-crm/\" target=\"_self\"><ins>enefits of CRM</ins></a> are increased by using a SaaS-based system.</p>\n","anchor_id":"benefits"},"path":"/crm/cloud-crm","urlLoc":"ca","curHref":"/ca/crm/cloud-crm/?bc=HA","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1722230178057_itr","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"Easy installation and operation","headline_size":"h3","description":"<p>When a CRM lives in the cloud, businesses don’t need to source and maintain hardware, host servers, or manage security oversight. They simply log in and the platform is ready. 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Automations like emails that are sent after a customer takes a particular action on website, or even internal weekly reminders sent to through communications systems like <a href=\"/ca/slack/\" target=\"_self\">Slack</a>, free up teams to work on more productive tasks.</p>\n","anchor_id":""},"path":"/crm/cloud-crm","urlLoc":"ca","curHref":"/ca/crm/cloud-crm/?bc=HA","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1722230714335_i2q","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"Data management","headline_size":"h3","description":"<p>CRMs are built to store valuable customer data, which means they need to have robust security and protection in place. 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See how you can get started with <a href=\"/ca/crm/free-trial/\" target=\"_self\"><ins>Salesforce CRM today</ins></a>.</p>\n","anchor_id":""},"path":"/crm/cloud-crm","urlLoc":"ca","curHref":"/ca/crm/cloud-crm/?bc=HA","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-ca"},{"id":"1717103678898_467_868323","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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class="blade__background blade__background--custom-desktop"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/marquee-crm-generic-01-background-desktop.jpg?w=1024" class="background__image background__image--custom" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/marquee-crm-generic-01-background-desktop.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/marquee-crm-generic-01-background-desktop.jpg?resize=300,94 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/marquee-crm-generic-01-background-desktop.jpg?resize=768,240 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/marquee-crm-generic-01-background-desktop.jpg?resize=1024,320 1024w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/07/marquee-crm-generic-01-background-desktop.jpg?resize=1536,480 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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><a href="/ca/crm/what-is-crm/" target="_self"><ins>CRM (customer relationship management)</ins></a> is a technology that helps businesses organize and track customer interactions across their company by collecting and analyzing relevant customer-related data. This information lives in a centralized location, providing a single view of each customer across all teams within an organization.</p> <p>Modern CRMs are hosted in the cloud, providing easy access to information, faster processing speeds, and the flexibility to scale quickly to meet an organization’s changing needs.</p> <p><strong>What we’ll cover:</strong></p> <ul> <li><a href="#what" target="_self"><ins>What is cloud-based CRM software?</ins></a></li> <li><a href="#cloudcrm" target="_self"><ins>What is the difference between traditional on-premise CRM and cloud CRM?</ins></a></li> <li><a href="#saas" target="_self"><ins>Is cloud CRM a SaaS software?</ins></a></li> <li><a href="#benefits" target="_self"><ins>Benefits of cloud-based CRM</ins></a></li> <li><a href="#features" target="_self"><ins>What are features of a cloud CRM?</ins></a></li> <li><a href="#cloud" target="_self"><ins>How to choose a cloud CRM</ins></a></li> </ul> </div> </article> </div> </section> </div><div data-blade-id="1690388179254_144q_86831" data-blade-position="3" data-blade-name="sf/promotion" data-blade-variant="promotion" data-blade-source="www" data-blade-type="blade"> <section id="1690388179254_144q_86831" 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_86831" 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="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="what" 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 cloud-based CRM software?" 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 cloud-based CRM software? </h2> </header> <div class="blade__description"> <p><a href="/ca/crm/what-is-crm/software/" target="_self"><ins>CRM software</ins></a> that is hosted on the internet by a CRM provider is called a cloud-based CRM. This type of system, such as <a href="/ca/crm/" target="_self"><ins>Salesforce CRM</ins></a>, ensures that customer data is accessible from anywhere and from any device. This software solution is also known as <a href="/ca/saas/" target="_self"><ins>SaaS (Software as a Service)</ins></a>.</p> <p>Before businesses were able to store and access their data in the cloud, there were on-premise CRMs. These systems are hosted locally on servers based on-site at an organization. Unlike a cloud-based CRM solution, on-premise CRMs require larger upfront costs and ongoing personnel management responsibilities.</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="cloudcrm" 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="The difference between traditional on-premise CRM and cloud 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=" "> The difference between traditional on-premise CRM and cloud CRM </h2> </header> <div class="blade__description"> <p>With traditional on-premise CRM, a business hosts and operates the servers and networks that house the customer database. In addition to building the infrastructure, these businesses also need to pay for, and manage, the CRM. They require an IT staff to maintain the systems, which takes time, increases costs, and often means that they need to manually update each computer that uses the system — hurting productivity by taking employees away from their work.</p> <p>By contrast, using a cloud-hosted CRM provider removes the need for a business to build and maintain the CRM infrastructure. This also means that upfront costs go down and responsibilities around logistics, updates, and security management are no longer their responsibility. Employees simply access their CRM through a web-based application or dashboard.</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="saas" 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="Is cloud CRM a SaaS software?" 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=" "> Is cloud CRM a SaaS software? </h2> </header> <div class="blade__description"> <p>Yes. A cloud-hosted CRM platform is just one type of SaaS. Over time, more companies have moved their systems online, providing a wide range of business software and systems that are hosted through external providers.</p> <p>Cloud CRM platforms easily integrate with other systems, ensuring the free flow of all data points to provide a complete picture of the organization and its customers. This complete, 360-degree view of the customer, with data from many different sources, ensures that every part of a business is working from the most up-to-date customer information.</p> <p>Whether you’re a small business, large enterprise, or public sector organization, that are many benefits to using a CRM.</p> </div> </article> </div> </section> </div><div data-blade-id="1720667843710_mji_86835" data-blade-position="7" data-blade-name="sf/promotion" data-blade-variant="promotion" data-blade-source="www" data-blade-type="blade"> <section id="1720667843710_mji_86835" 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_86835" 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="1717796473733_12ue" data-blade-position="8" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="benefits" 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="Benefits of cloud-based 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=" "> Benefits of cloud-based CRM </h2> </header> <div class="blade__description"> <p>Using cloud-based CRM helps businesses serve customers better, improves employees productivity, and increases profitability. Here are just a few ways the <a href="https://www.salesforce.com/ca/crm/benefits-of-crm/" target="_self"><ins>b</ins></a><a href="/ca/crm/benefits-of-crm/" target="_self"><ins>enefits of CRM</ins></a> are increased by using a SaaS-based system.</p> </div> </article> </div> </section> </div><div data-blade-id="1722230178057_itr" data-blade-position="9" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1722230178057_itr" 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="1722230178057_itr" data-module-name="Easy installation and operation" 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=" "> Easy installation and operation </h3> </header> <div class="blade__description"> <p>When a CRM lives in the cloud, businesses don’t need to source and maintain hardware, host servers, or manage security oversight. They simply log in and the platform is ready. This frees up time, employees, and budget to focus on customer experiences rather than technical infrastructure.</p> </div> </article> </div> </section> </div><div data-blade-id="1722230207041_1ctf" data-blade-position="10" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1722230207041_1ctf" 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="1722230207041_1ctf" data-module-name="Simple 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=" "> Simple collaboration </h3> </header> <div class="blade__description"> <p>Every member of a business can access relevant customer information when they need it. This means that if one team member is working from a laptop in the office, another checks their tablet from home, while a third is on their phone from the field — they can all access the latest customer information. This helps an organization be more responsive to changing customer needs and behaviors as they arise.</p> </div> </article> </div> </section> </div><div data-blade-id="1722230227098_1ayj" data-blade-position="11" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1722230227098_1ayj" 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="1722230227098_1ayj" data-module-name="Flexibility" 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=" "> Flexibility </h3> </header> <div class="blade__description"> <p>A cloud-based CRM provides the ability to scale up or down as businesses develop and needs change. Individual employee seats can be added or removed, and new tools can be added easily. This means that companies only pay for the users and features they need.</p> </div> </article> </div> </section> </div><div data-blade-id="1722230245750_10up" data-blade-position="12" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1722230245750_10up" 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="1722230245750_10up" data-module-name="Enhanced security" 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=" "> Enhanced security </h3> </header> <div class="blade__description"> <p>Security is an essential part of any software system. This is especially true when you’re handling sensitive customer data. In addition to your company’s responsibility to keep their information safe, there could be financial or even legal ramifications if there are security breaches. There are many <a href="https://www.salesforce.com/products/platform/best-practices/improving-cloud-security/" target="_blank" class="link__new-tab"><ins>security benefits</ins><img class="link__new-tab-icon" alt="Opens in a new window"></a> to using cloud CRM, such as automatic backups, ongoing monitoring, and automatic updates that protect against threats.</p> </div> </article> </div> </section> </div><div data-blade-id="1722230292703_i4e" data-blade-position="13" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="features" 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="1722230292703_i4e" data-module-name="What are features of a cloud 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=" "> What are features of a cloud CRM? </h2> </header> <div class="blade__description"> <p>A CRM is only as effective as <a href="/ca/crm/features/" target="_self"><ins>its features</ins></a>. When it comes to assessing cloud-based systems that help manage customer engagement, here are some important features to consider.</p> </div> </article> </div> </section> </div><div data-blade-id="1722230318224_ja2" data-blade-position="14" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1722230318224_ja2" 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="1722230318224_ja2" data-module-name="Contact management" 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=" "> Contact management </h3> </header> <div class="blade__description"> <p>First, a CRM should easily organize and update all of your customer information in a way that is accessible to every team that needs it. This is the first step to creating a single view of the customer that helps your company provide great customer experiences.</p> </div> </article> </div> </section> </div><div data-blade-id="1722230356036_3wk" data-blade-position="15" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1722230356036_3wk" 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="1722230356036_3wk" data-module-name="Sales funnel management" 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=" "> Sales funnel management </h3> </header> <div class="blade__description"> <p>Managing the customer experience means keeping track of interactions from the first contact with a prospect, all the way through to onboarding and customer service inquiries. CRMs can track leads through the pipeline as well as manage conversions, and even analyze forecasts to provide insights that go beyond individual customers.</p> </div> </article> </div> </section> </div><div data-blade-id="1722230370939_19ej" data-blade-position="16" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1722230370939_19ej" 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="1722230370939_19ej" data-module-name="Platform integrations" 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=" "> Platform integrations </h3> </header> <div class="blade__description"> <p>CRMs unite customer data in one place. That’s why it’s essential that they <a href="/ca/crm/crm-integration/" target="_self"><ins>integrate with external data sources</ins></a> and connect with business tools such as email and website hosting systems. By connecting all of your data, you’re able to create a true single source of truth around your customers.</p> </div> </article> </div> </section> </div><div data-blade-id="1722230412850_hkc" data-blade-position="17" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1722230412850_hkc" 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="1722230412850_hkc" data-module-name="Customized 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=" "> Customized Dashboards </h3> </header> <div class="blade__description"> <p>Cloud CRM pulls together a huge amount of customer data. Dashboards help make sense of that information, pulling together the metrics and data points that are most relevant to each team that uses it.</p> </div> </article> </div> </section> </div><div data-blade-id="1722230440437_10ov" data-blade-position="18" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1722230440437_10ov" 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="1722230440437_10ov" data-module-name="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=" "> Automation </h3> </header> <div class="blade__description"> <p>Modern CRMs are built to remove the burden of repetitive manual tasks by <a href="https://www.salesforce.com/ca/crm/automation/" target="_self"><ins>e</ins></a><a href="/ca/crm/automation/" target="_self"><ins>nabling automation</ins></a> that boosts efficiency and improves customer engagement. Automations like emails that are sent after a customer takes a particular action on website, or even internal weekly reminders sent to through communications systems like <a href="/ca/slack/" target="_self">Slack</a>, free up teams to work on more productive tasks.</p> </div> </article> </div> </section> </div><div data-blade-id="1722230714335_i2q" data-blade-position="19" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1722230714335_i2q" 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="1722230714335_i2q" data-module-name="Data management" 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=" "> Data management </h3> </header> <div class="blade__description"> <p>CRMs are built to store valuable customer data, which means they need to have robust security and protection in place. The best CRMs include data backup provisions and security protocols to protect sensitive customer and organizational data.</p> </div> </article> </div> </section> </div><div data-blade-id="1712772577180_1caa_868318" data-blade-position="20" data-blade-name="sf/promotion" data-blade-variant="promotion" data-blade-source="www" data-blade-type="blade"> <section id="1712772577180_1caa_868318" 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_868318" 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="1722230737706_787" data-blade-position="21" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="cloud" 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="1722230737706_787" data-module-name="How to choose a cloud 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=" "> How to choose a cloud CRM </h2> </header> <div class="blade__description"> <p>A lot of planning and thought should go into <a href="/ca/crm/best-crm/" target="_self"><ins>choosing the best CRM</ins></a> for your business. Here are a few steps to consider.</p> </div> </article> </div> </section> </div><div data-blade-id="1722230763154_bus" data-blade-position="22" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1722230763154_bus" 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="1722230763154_bus" data-module-name="Identify the requirements" 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=" "> Identify the requirements </h3> </header> <div class="blade__description"> <p>What are your organizational needs and goals? These should be clearly defined so that they can be used as criteria when comparing different CRM options.</p> </div> </article> </div> </section> </div><div data-blade-id="1722230783434_10u" data-blade-position="23" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1722230783434_10u" 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="1722230783434_10u" data-module-name="Setting a budget" 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=" "> Setting a budget </h3> </header> <div class="blade__description"> <p>Having a sense of your budget will help determine what your team can afford, and which tier of cloud CRM you should be researching. Many CRMs, including Salesforce, offer <a href="/ca/editions-pricing/overview/" target="_self"><ins>tiered and flexible pricing</ins></a> based on which features you choose.</p> </div> </article> </div> </section> </div><div data-blade-id="1722230891485_qv4" data-blade-position="24" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1722230891485_qv4" 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="1722230891485_qv4" data-module-name="Understand the features and benefits" 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=" "> Understand the features and benefits </h3> </header> <div class="blade__description"> <p>Of course, everyone wants the best CRM features, but make sure that you’re only paying for what you need. Choosing a CRM you can customize so that you’re only paying for the features and number of users you need — with the option to scale as you grow —will help you make the right decision.</p> <p>Salesforce isn’t just a cloud CRM. It’s the world’s # AI CRM. Our portfolio unites your <a href="/ca/marketing/" target="_self"><ins>marketing</ins></a>, <a href="/ca/sales/" target="_self"><ins>sales</ins></a>, <a href="/ca/commerce/" target="_self"><ins>commerce</ins></a>, <a href="/ca/service/" target="_self"><ins>service</ins></a>, and <a href="/ca/solutions/by-role/salesforce-for-it/" target="_self"><ins>IT teams</ins></a>, and gives them the ability to work together from anywhere. See how you can get started with <a href="/ca/crm/free-trial/" target="_self"><ins>Salesforce CRM today</ins></a>.</p> </div> </article> </div> </section> </div><div data-blade-id="1717103678898_467_868323" data-blade-position="25" data-blade-name="sf/nup" data-blade-variant="nup" data-blade-source="www" data-blade-type="blade"> <section id="1717103678898_467_868323" 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_868324" data-blade-position="26" data-blade-name="sf/contactus" data-blade-variant="contactus" data-blade-source="www" data-blade-type="blade"> <section id="1668731671593_17ln_868324" 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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