About 40% of businesses missed their sales goals in a recent year. Hitting projections and moving forward with success requires a company to get organized.
Having access to sales and logistics software programs like Salesforce and SAP can help you manage your company and get results. Learning more about these software platforms will help you understand and use them how you need to.
Here’s what you should know about Salesforce vs SAP.
What Is Salesforce?
Salesforce is a type of cloud-based customer resource management (CRM) platform. It’s a software that gets multiple teams on the same page as they facilitate projects, communicate, and engage in their work weeks.
It’s a platform that allows transparency and thoroughness when communicating with customers. Here are some features that customers get when they use Salesforce:
- Custom data sheets and reports
- E-mail marketing software
- Artificial Intelligence (AI) to help with business decision-making
- A workflow with a graphical user interface (GUI)
- Social media integration
Companies use Salesforce on a subscription basis for several areas of their company.
Having a Salesforce guide with tips on getting the most from it will help you leverage the tools of the software. You can also build a website with Salesforce CTI that will stand the test of time. People also use Salesforce to build a strong remote team.
If you’re going to use Salesforce, customize your navigation bar so that you know where to locate all of the widgets and features. Bounce between different list views and get to know the favorites feature so you can quickly access information.
What is SAP?
SAP is a type of enterprise resource planning (ERP) platform that accomplishes much of the same as Salesforce and other CRMs. SAP places more of an emphasis on data management, and is valuable to different departments in your company.
Companies use SAP for their human resources (HR), payroll, marketing, finance, and other areas. SAP also uses a number of e-mail utilities, comes with business process support, and also includes online case management. It also comes with an offline mode, which Salesforce does not have.
As part of this SAP guide, you should also make sure to customize your software to your liking. You can change things like background colors, menus, and sound alerts.
SAP also has a favorites feature that lets you quickly access information that you’re trying to pull up.
Understanding Salesforce vs SAP
Learning Salesforce vs SAP allows you to figure out which will work best for you. These are two cloud-based software platforms that you can use to your liking. They are platforms you can use to improve the way that your company communicates, creates functional workflows, and helps you to increase your profits.
If you’re trying to get started with either or both, sign up for a free trial that will let you kick the tires on all of the features.
Are you interested in learning more about sales and operations software? Check out our other articles to learn more.