Customer Retention with Salesforce

Utilizing Salesforce for Customer Retention

Salesforce software offers many benefits for companies to boost conversion, close deals, and monitor customer data, but there are also many aspects of Salesforce that can help with customer retention.

Discover how to most effectively utilize Salesforce services like Salesforce Sales Cloud and Salesforce Marketing Cloud to retain existing customers and boost your business. 

How To Optimize Salesforce

“Loyal customers, they don’t just come back, they don’t simply recommend you, they insist that their friends do business with you.”

– Chip Bell

Did you know that a 5% increase in customer retention has more than a 25% increase in profit?

Retaining existing customers can help your business save money, increase profits, boost customer loyalty, and offer more insightful data.

Optimizing Integrations

With so many integrations, it can be easy for different departments to separate themselves and chop customer data into segments. Making sure your marketing, sales, and customer service teams are all connected by fully syncing your integrations with Salesforce ensures a transparent customer funnel. From Salesforce Sales Cloud to Salesforce Marketing Cloud and even Salesforce CPQ, having everything in one place allows each team to better engage with customers and prevent any issues from falling through the cracks.

Additionally, implementing customer-specific integrations like MailChimp to segment inactive email subscribers and re-engage them with promotions, special offers, or discounts can be a beneficial way to optimize existing retention efforts.

Utilize Customer Data

With all of the interactions your business has with customers, your CRM has gathered a significant amount of data. But is it properly integrated with Salesforce? And how do you use this data?

There is a wealth of data right at your fingertips, so use it. Personalize interactions, tailor exclusive offers, and create interactions that make your customers feel special.

Boost Quality Customer Interactions

While your software is serving up quality data, if you’re not using it to boost customer interactions, then it’s just falling flat. Are your customers reaching out and asking questions on social media? Not only is this a great opportunity to share information and make another sale, but simply responding and interacting with your customers on other platforms, you are pushing them further down the retention funnel and into the “loyal customer” category.

Did you know that Salesforce is also tracking customer intersections? You can use this information to monitor customer relationships and have your software notify you when it’s been a while since the last time they connected. Maybe it’s time to reach out to the customer who was interacting and interested a few months ago to give them an exclusive offer.

Get the Salesforce help your business needs by bringing a qualified, experienced Salesforce Consultant onto your team to optimize services and boost quality integrations.

Connect with us today.


Local World Inc.
5670 Wilshire Blvd., Suite 1370
Los Angeles, CA 90036
+1 424 278 4653


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