Salesforce Benefits & CRM Perks Guide: How to Get Salesforce Benefits and Maximize Them

February 23, 2024
12 min

Since 1999, the Salesforce platform has become an instant hit not only in the B2B (Business-to-Business) sector but also in the B2C (Business-to-Consumer) sector. How has this tool managed to win as many as 150, 000 companies’ hearts? What Salesforce benefits make it the #1 CRM choice, and what next steps in tech innovation is Salesforce going to make to please their existing customers and to attract new ones?

Keep reading to find out.

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Prior to talking about Salesforce benefits, let’s take a short quiz about the Salesforce and CRM market to see how much you already know about them.


What is CRM? 


a) Customer relationship management

b) Customer retention management

c) Customer reference management

Find out the answer here.


What is Salesforce? 


a) SaaS (Software as a Service) company

b) PaaS (Platform as a Service) company

c) Professional Services company that serves the B2B sector

Check the answers here.


Let’s assume, you already know the answers and we can transition to our main topic: What are the main Salesforce perks, how to get Salesforce benefits, and why do so many companies have become fans of it and have used its products and services for around 20 years?


Salesforce’s Map to Success: Innovation, Integration & Diversity


For almost two decades Salesforce has been transforming from a cloud-based CRM software into a whole cloud-based infrastructure company. Its unique ecosystem makes it a separate “software world” within a tech world making Salesforce more independent and self-sufficient with each new company acquisition: Tableau, MuleSoft, Demandware, ExactTarget, Quip, ClickSoftware, and the list goes on.

We will go over the most prominent ones.




Tableau was acquired by Salesforce on Jun 10, 2019 for $15.7 B. Being regarded as a main competitor of Einstein, this analytics platform became the number one purchase on the Salesforce’s wish list. The future of Tableau within the platform is still unclear: will it complement Einstein or take it over? Well, let’s keep an eye on it.




MuleSoft was purchased on Mar  20, 2018 for $6.5B. Salesforce took over this company to simplify the development of application networks using APIs and to interrelate apps within the platform. Now, the main purpose of MuleSoft, also known as “Integration Cloud”, is to easily map and manage systems for a complete view of data, devices, and apps.




Demandware was obtained on Jun 1, 2016 for $2.8B. This acquisition was meant to fill in the missing puzzle piece: to empower the world’s leading retailers to innovate in the B2C sector and to enable a 1-to-1 shopping experience. After purchase, it was quickly merged with Commerce Cloud and to this date, it’s been providing a seamless retail experience across multiple channels.




Salesforce acquired ExactTarget on Jun 4, 2013 for $2.5B to expand the platform in the marketing direction and to execute marketing automation, especially email marketing.  Since then,  ExactTarget together with Pardot (Pardot had been previously bought by ExactTarget) has been enabling marketers to leverage email, social networking, SMS, digital advertising management, and more with the Salesforce product suite.




Quip was purchased on Aug 1, 2016 for $750M to cover the document processing gap within the Salesforce platform. Quip allows advanced document management by making them sharable and actionable. Its functionality also enables collaboration on videos, images, calendars, and more.




Salesforce bought ClickSoftware on Aug 7, 2019 for $1.35B to improve the effectiveness and efficiency of mobile workforces and field service organizations. After its purchase, ClickSoftware was transformed into a Salesforce Field Service Lightning (FSL) product that services for scheduling service appointments, tracking vehicle locations, and product stock, etc.


Besides acquired companies, Salesforce has penetrated a number of business niches and customized its solutions for industry needs in the form of full-fledged CRM software.

Just look at the ever-expanding list of clouds that Salesforce operates in:

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Commerce Cloud
  • Community Cloud
  • Nonprofit Cloud
  • Education Cloud
  • App Cloud
  • Analytics Cloud
  • IToS Cloud
  • Health Cloud


If you would like to know more about these clouds and industries Salesforce operates in, read our post: “What is Salesforce?”


Regardless of the business vertical, Salesforce offers the following platforms at your service:

  • (or Lightning platform) is admins and developers’ “playground” for designing custom Lightning Components and the creation of custom applications.
  • Salesforce1 is the platform for application development and exchanging data via Application Programming Interface (APIs) and prebuilt programming code components.
  • AppExchange is an online app marketplace where you can purchase Salesforce-based apps and Lightning components from third-party vendors.
  • Chatter is a Salesforce collaboration platform that helps to connect your team wherever they are, share important information on customers, prospects, competitors, and partners, and helps resolve customer service issues quickly. See a Chatter in action.
  • Salesforce Einstein is an artificial intelligence (AI) technology that enables you to forecast upcoming opportunities, personalize experiences and to be proactive in resolving cases, create predictive customer journeys, and create smarter apps for employees and customers.
  • Pardot is a B2B marketing tool for businesses wherein sales processes are highly influenced by sales representatives and managed through Salesforce Opportunities to execute email marketing automation. Pardot aligns well with sales, lead management, automated actions as well as marketing campaigns.
  • Heroku is a platform that allows companies to build, monitor, and scale apps using their preferred programming languages and tools.

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Salesforce Benefits: What Makes This Platform Stand Out in the CRM Market


As you can guess from the above-mentioned facts and what strikes at the first glance is that Salesforce is a self-supporting universe rotating around its core product – CRM software.

Along with the standard kit of general cloud-based CRM features like a centralized database of never-lost, structured, and organized data, with no necessity to purchase additional hardware, there are some peculiar features that are made out of CRM software — Salesforce.

So, let’s skip the guessing game and talk quickly about Salesforce benefits:


  • Agility and Customizability
  • Enterprise-Level Security
  • Third-Party Extensibility
  • 360-Degree Customer View
  • Mobility and Accessibility
  • Reliable Reporting
  • Improved Collaboration
  • Automated Workflows
  • Visual Data Representation
  • Analytics Powered by Artificial Intelligence
  • Digitalized Time Management
  • File Sync and Share
  • Hassle-Free Contact Management
  • Comprehensive Sales Forecasting
  • Provisioning of the Best Practices
  • Supporting Resources
  • Frequent Platforms Updates


#1 Agility and Customizability 


Salesforce’s greatest strength is that it’s a highly customizable platform due to its open infrastructure.  Salesforce ensures your software scalability without worrying about the uptime and recovery process.

By being a unique blend of PaaS tools, platform, SaaS CRM industry, and AppExchange lead, Salesforce empowers its users with a simpler customization process without tons of custom coding and long development life cycles.

The Salesforce platform uses a single code base that makes it possible for you to customize your CRM solution with tools that work on the metadata layer. Multiple development tools and prebuilt apps offer limitless possibilities in personalizing the features of your CRM like customization of search & filtering, reporting, or the client’s portal.

Also, you can customize various personal display options, page layouts, validation rules, fields, or objects to create a seamless user experience with extended Salesforce functionality.

In addition, greater accessibility to the applications increases the efficiency of the project in terms of interacting with the environment and provisioning builds from the environment to the environment.

 #2 Enterprise-Level Security


One more unquestionable Salesforce benefit is its high security standard. Salesforce offers a top-notch level of data security and privacy protection and enables users to work both safely and efficiently. Many layers of Salesforce’s security protect your data from unauthorized access from outside sources as well as from inappropriate use by your company users.

This is achieved by applying unique identifiers that are associated with each user’s session and by deploying an advanced technology called Transport Layer Security (TLS) that safeguards your information with server authentication and classic encryption.


Data Protection by Salesforce

Data Protection by Salesforce


Moreover, Salesforce is hosted in secure server environments, requires multiple kinds of authentication, and is constantly upgrading its security protection approaches to guarantee the complete protection of your sensitive data from the technology side. To ensure total security, Salesforce also provides educational materials on an org’s data protection for employees in its resource platform Trailhead.

However, if you need extra data protection and compliance, the company offers Salesforce Shield, a package of add-on security features like app and data use monitoring,  security policies automation, sensitive data encryption, and compliance audits. Watch a detailed demo of its functionality:



#3 Third-Party Extensibility


By far, Salesforce has the most advanced and expensive eco-system for third-party applications. Salesforce’s infrastructure and existing technology stack make system integrations a simpler process. Moreover, Salesforce APIs even enable the integration of legacy applications that are not a part of the platform.

If you have a concept of a Salesforce-based app that will make the work process more agile and efficient, Ascendix’s AppExchange app development team will map it to the reality and suggest the best strategies for marketing your solution on AppExchange.

#4 360-Degree Customer View


Salesforce is a holistic ecosystem whose goal is to enable businesses to deliver exceptional service to their customers. All its features are aimed at a deeper analysis and understanding of the customer’s purchase behavior to increase the customer satisfaction rate and company sales revenue. Thanks to the 360-degree view you can have a comprehensive portrait of your customer and their buying journey.

#5 Mobility and Accessibility


The Salesforce Mobile App enables you to access your product at any time and anywhere and to manage your data and events from mobile devices as easily as you can do it from your desktop.

Likewise, their apps help to improve collaboration and communication with your team by file-sharing that you can access from any place with an Internet connection.

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We will teach you how to use CRM software to the fullest without overpaying for unnecessary functionality


#6 Reliable Reporting


Manageable reporting is an inevitable part of any business process by taking into account all the channels you have to consider when analyzing your company performance. One of the undoubtful Salesforce benefits is an actionable and trustworthy reporting tool that enables you to clean, collate, organize, and tabulate your data to interpret it fast and easy.

This feature allows you to track who interacts with your organization and tell how well they do it. Additionally, you can run reports with any parameters and categorize your customers according to various stages of your sales funnel: leads, opportunities, and sales.

Let’s explain what these stages mean.

Leads are consumers that have in any way expressed interest in your business, for example, by filling out a form on your website. Salesforce algorithms of reports help you to build a customer journey and know how to convert leads into opportunities.

Opportunities are consumers that are close to purchasing and requesting a product demo. Thanks to the reporting feature, you can see the person’s location in your sales funnel and the source of its acquiring like ads or marketing campaigns.

Sales are your Opportunities converted into a customer. Reports will help you to track and analyze their habits after purchase and understand your customer buying behavior better.

To scale this Salesforce benefit, we’ve built an advanced search and reporting tool, — Ascendix Search, that combines robust filtration and the search functionality with an enhanced report generation feature on top of the Salesforce platform.

#7 Improved Collaboration


Salesforce allows you to centralize all internal and external communication in one place and keep the most critical discussions, records, contact information, and projects in a social feed. This is a critical feature for tracking the progress of a certain interaction and making informed decisions based on the new details.

Our Salesforce-friendly product MarketSpace offers a centralized and secure collaboration space for the safe storage of documents, contracts, and file sharing. Our portal is a one-stop shop for brokers that seek to have a property listing portal, a brochure and report generation tool, Deal and Collaboration rooms, and a centralized document management hub under one hood.


How easy is it to implement Salesforce? How long does it take?  What are the main reasons Salesforce implementation may fail? Check the answers from our certified Salesforce experts: Wes Snow, Chris Petersen, and Marissa Mills.

#8 Automated Workflows


Automation is one of the key in how to get Salesforce benefits because it can significantly reduce the time for nurturing leads and customer issue resolution. Therefore, you will have more free time for analyzing data and prospecting. Salesforce can create tasks for you automatically based on a certain trigger.

For instance, once getting a new lead, Salesforce can assign this lead to a certain Salesperson based on territory, size of the lead or other factors. Then the system can create a sequence of tasks to connect with this lead.

#9 Visual Data Representation

Spreadsheets limit you in terms of graphical presentation of your data. Salesforce, on the contrary, allows you to forget about manual putting and importing of your data and allows you to identify what’s important. By clicking on your report you can display all the necessary metrics in dashboards, graphs, charts, or tables without having to dig into silos of files.

With an idea of a perfect and easy data representation in mind, we, at Ascendix, created Composer – a  Salesforce-based tool for branded brochures, property tour books, availability, leases, and activity reports generation. Just in a few clicks, your textual report can be transformed into a visually attractive report with your brand logo on it.

#10 Digitized Time Management 


By having all the information at your fingertips, you can easily prioritize tasks and organize them accordingly. Moreover, due to integration with calendars, you can easily visualize your schedule for the day, week, month, etc.

#11 File Sync and Share


Salesforce enables you to share documents from any device at any time and thereby simplifies commenting and versioning files in your organization. It ensures that all the information is updated and correct and you can get access to files as fast as you need it and be sure that it is up-to-date.


#12 Hassle-Free Contact Management


Salesforce allows you to get critical data of your interaction history with customers and build relevant engage-enhancement strategies to improve the sales cycle.

Our Salesforce consultants will help to streamline your contact management and make your data work for you by providing the best ideas for data deduplication and optimization. Check for more Salesforce help services we can provide.


#13 Comprehensive Sales Forecasting


The forecasting capabilities of Salesforce greatly facilitate sales analysis and allow you to accurately predict future sales revenue and adjust your business strategies accordingly. Also, this feature helps to identify top performers on a real-time leaderboard.


#14 Provisioning of the Best Practices


The environments like sandboxes for UAT that can ensure successful performance are included in Salesforce subscription-based solutions or they’re available at a nominal cost to set up additionally if needed.


#15 Supporting Resources


Salesforce offers tons of supporting documents and guides for the platform on Developers’ Community, Trailblazer Community, and provides free online trainings on the Trailhead platform. See what Trailblazers have to say about this learning channel:



Moreover, you can seek help and exchange ideas with fellow Salesforce users and experts, learn about coming events and expose known issues on Trailblazer.


#16 Frequent Platforms Updates


The cherry on top of the cake is that Salesforce is constantly upgrading its platforms and has 3 major releases per year: Spring, Summer, and Winter.

And the amount of documentation, lead time, and preparation material is second to none in the market which makes it simpler to accommodate updates on the Salesforce solution.

What’s Next?


According to the latest news, Salesforce has just completed the acquisition of Mobify that will enrich Commerce Cloud with its digital storefront solution.

And, even though, according to Business Insider, Marc Benioff will try to avoid major purchases at the nearest time, the company continues to surprise the tech world with its unexpected partnership strategy.

Having already partnered with business moguls like Facebook and Apple, Salesforce has started cooperating with Microsoft, the closest competitor, on its Microsoft Teams integration for Sales and Service Clouds.

Also, based on the current company’s news feed, Salesforce is busy with the adoption of their most expensive purchase, — Tableau within their platform and its syndication with the Einstein Analytics product to deliver a better analytics experience.

So, to sum up, all that the Salesforce fans and users have to do is to keep an eye on coming news of new platform capabilities and leverage current Salesforce benefits and CRM perks.

However, if you don’t want to wait for new Salesforce features to appear, you can start enjoying current Salesforce benefits by customizing them to your special needs. Our team of  Salesforce consultants will gladly help you maximize current CRM capabilities and advise you on the best practices of app integration to boost its standard functionality.


On top of that, we, at Ascendix provide a broad spectrum of Salesforce-related services including Salesforce implementation, integration, customization, administration, support, and AppExchange app development.

Since Ascendix’s inception, we have led more than 200 projects of different complexities to the technology success. Sounds convincing? Then just request free consultancy with our Salesforce-savvy team!


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