Customer relationship management leader (CRM) Salesforce needs to improve the employee experience before its clients can get the most out of it, says a new report.
The advice comes in the fourth annual State of Salesforce report, from consultancy Bluewolf, a partner agency to world’s top CRM vendor. It suggests that while customers of companies that use Salesforce feel more connected, the users of the CRM system aren’t as happy. The main complaints are inconsistent data quality and a lack of mobile options. However, the majority of the survey sample plan to ramp up their investment in the system.
Based on the feedback from 1,500 Salesforce customers worldwide, the 2015-2016 report suggests that the concerns of employees should be the next priority for Salesforce as it seeks to fine tune its CRM software.
The demand for better mobility was made by 77 per cent of salespeople surveyed. Their most time-consuming task was identified as ‘opportunity management’ which, the report concludes, could be improved by better mobile applications. The study also says that employees were twice as likely to believe that Salesforce makes their job easier if it could be accessed from a mobile device.
Bluewolf’s report suggests that Salesforce’s priorities in 2016 should be to invest more three areas: the mobile workforce, predictive analytics and improving the sales team’s experience of using apps.
In the modern obsession with customer experience, it is easily forgotten that employees create the customer success, according to Bluewolf CEO Eric Berridge. “While innovation is essential to improving employee experiences, companies must combine it with data, design and an employee culture.”
However, the report does indicate that companies are happy with Salesforce, since 64 per cent plan to increase their budget. Half, 49 per cent, have at least two Salesforce clouds and 22 per cent have at least three. A significant minority, 11 per cent, say they are planning to spend at least half as much again next year on Salesforce services.
That investment is planned because 59 per cent of Salesforce users say the CRM system is much simpler to use than it was a year ago.
Meanwhile, many companies are taking the employee matter into their own hand, says the report. One in three companies has already invested in agent productivity apps and one in five is planning to invest.