After a lot of research for your business, you finally concluded that Salesforce matches your business needs. With some crazy ideas, a lot of traffic to your website, and a better social media presence, you’ve collected adequate data for leads and converted them into customers.

However, after a month or so, your users unsubscribe their accounts because they lose interest or just the competition.

Your competitors are successful in stealing your users from under your nose. With aggressive competition and users with changing demands, you must be proactive in everything you can to retain your users.

Many businesses concentrate on using Salesforce for closing leads; this conversion process can cost money, and a lot. Customer acquisition can be more costly than retention, depending on your industry. The reason why you would like to maintain the customers you’ve got.

Salesforce can help you boost customer retention in some ways.

1. With integration, you can get all customer data in one place.

CRM Market Researcher from GetApp, Suzie Blazkiewicz says that synchronization with customer service and support apps assists smooth-running of customer interactions. Rather than manually transferring information from one app to another, any interaction that you record with a user using your customer service software can also be recorded and stored in your CRM.

An ideal example of a smooth integration can be as follow:

Suppose your marketing team uses Marketing Software, your customer services team uses Zendesk, & your sales team uses Salesforce. You can sync Hubspot Marketing & Zendesk with Salesforce, developing a transparent data channel through which your marketing, customer service, and sales teams have a complete view of every user.

This can give transparency through the entire sales channel, and this makes it simpler for marketing, customer services, and sales to be on the same page.

This means enhanced customer service. Zendesk reported that almost 52% of users shop more from a company after a positive customer service experience.

The most suitable way to ensure your user experience is outstanding is to make sure your customer service squad is well-informed about every user by syncing your customer service platform with your focal CRM.

2. Leverage customer data & personalize. 

You must have collected a lot of information about your clients during your relationship with them. Once you have integrated all this information into Salesforce, you can now manage your customer relationship and leverage the information to personalize your emails so that you can connect with your clients. Personalization can make your audience feel special.

For instance, if you shop from Amazon, they will use your search history data to know your interest. Next time, they will show you suggestions about that product and send you emails regarding that, which is a fantastic experience for a user. You will get offers and customized content as per your liking.

Therefore, Salesforce allows you to gather a handful of user data, including website activity and installs. Using this information, you can send your users personalized emails via MailChimp.

It allows you to email up to 2000 subscribers for free with a nominal up-gradation fee. MailChimp has an app developed for Salesforce that enables you to control MailChimp subscribers from Salesforce leads & contacts and transfer MailChimp subscribers as Salesforce leads.

3. Use social media platforms to reach your customers. 

It is imperative to be responsive on social media platforms. As per the study, if you fail to respond to your audience on social media platforms can risk 15% of your business. Hence, if your users are inquiring on Facebook, you must revert on Facebook.

For instance, Twitter has an option to track interactions with the Twitter Advanced Search feature. You could also use a keyword-based search and program the feed to update every 5 mins. You can answer to a message by selecting it and taping the reply tab. You can type your answer or insert an automated response as well.

You can also see customer’s social profiles within the Salesforce dashboard. This enables you to add a personal touch in interactions with your contacts. All you have to do is take a look at their social media profiles before meeting to understand their interests and research.

4. Sync Salesforce with your customer service platform.

Customer service is the most effective way to retain loyal clientele; however, many companies fail at it. This can be due to one reason: A disconnect between customer service and sales.

The CRM’s account file is not sufficiently handed over to the people who need it. Sales Reps and Accountants have done their hard work with sales components, and many of them cannot tackle effectively when problems arise.

CRMs can retain customers by extending the natural pipeline. This can get done by inserting new steps in the cycle, one that pays specific attention to helping the customers after a sale takes place.

You can eliminate the customer dissatisfaction levels by integrating Salesforce with your customer service platform. Your customer service squad will have a reach to all your user data that will help them track any pending issues and blocking them from falling through the cracks.

Service Cloud from Salesforce is one such integrated customer service platform that enables customer service squad to conveniently get an overview of all customer interactions, including phone, social media platforms, email, and connected devices.

5. Track customer interaction

There are higher possibilities that you are losing a customer if they do not shop from you in a long time or don’t hear from them. You can trace customer interaction in Salesforce by looking for data fields and arranging them by date of the last contact.

You can also automate this process to catch your attention on a weekly or a monthly basis. Then, check with your clients and make offers based on their past interactions.

Salesforce enables an effortless way to scan a report for customers whose last interaction was six months ago.

Wrapping up

In today’s times, it is crucial to maintain your existing customers. Retaining customers is the most effective way to boost your revenue.

The fierce competition has put the power in consumer court to choose from a handful of options. As a business owner, you must know how to offer customers personalized service and an enhanced experience to build a long-lasting relationship.