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The Power of Standard Salesforce Functionality: Deploying Account for Success

Effective customer relationship management (“CRM”) is central to lessors’ ability to make informed decisions about aircraft placement and achieve continued commercial success, both in terms of cultivating long-term airline customer relationships and optimizing fleet decisions.

LeaseWorks is built on the leading Salesforce.com CRM platform that offers a comprehensive suite of standard Salesforce functions, providing critical tools and features to streamline sales, marketing, and customer relations activities. Among them is the all-important Account functionality–an essential tool for optimizing marketing strategies. In this article, we will delve into the key reasons to use standard Salesforce objects, particularly focusing on Account.

Improved Data Consistency and Integrity
Using Account enables all users to adhere to a uniform data structure, ensuring consistency that is critical for maintaining data integrity and making accurate data-driven decisions. By using Account, lessors can manage and access key customer information faster, thus enabling sales representatives to work more efficiently.

Seamless Integration
Account is designed to work seamlessly with all other features and modules, allowing for effortless data-sharing between various Salesforce tools, such as Activities, Tasks, Customer Portal and integration frameworks. Additionally, Salesforce has been investing in many out of the box solutions around Mobile, Artificial Intelligence and analytics that Account would be able to support with little customization.

Time and Cost Savings
Customizing Salesforce can be time-consuming and expensive, particularly when it comes to developing, testing, and maintaining custom objects. By utilizing Account, lessors can avoid these costs and focus on more strategic initiatives.

Streamlined Reporting and Analytics
Account facilitates comprehensive reporting and analytics, enabling lessors to track key performance indicators (“KPIs”) and make data-driven decisions. Account can also be used to monitor customer trends, sales performance, and other critical business metrics.

Easier Upgrades and Maintenance
Salesforce is constantly evolving, and new features are regularly added to improve the platform. Account, along with other Standard Salesforce functionalities, is automatically updated and maintained, ensuring lessors have access to the latest enhancements.

Account is a vital component of an efficient and effective CRM strategy, resulting in improved data consistency, seamless integration with other Salesforce features, time and cost savings, streamlined reporting and analytics, as well as easier upgrades and maintenance. By embracing standard Salesforce functions, businesses can unlock the full potential of the Salesforce platform and drive success in their commercial endeavors.

Angela Balzano

Customer Success Manager