Is your team losing clients due to lack of follow-up? Is all your sales information stored in Excel and no one really knows what's going on with each case? Salesforce Colombia might be the solution you're looking for.

In this article, you'll discover how to better manage your client relationships, automate processes, and take control of your sales from one single place.

What is Salesforce and How to Use It to Manage Clients?

What is Salesforce?

Salesforce is the local representation of one of the most globally recognized CRM platforms: Salesforce.
Far from being just a tool, it's an integrated system that helps companies centralize, automate, and personalize the management of their customer relationships.

A CRM (Customer Relationship Management) is like a smart toolbox for businesses: it stores contacts, tracks opportunities, automates processes, and provides a panoramic view of each customer.
This allows for more consistent and personalized experiences, which translates into greater satisfaction, loyalty, and of course, more sales.

According to Forbes magazine, Salesforce launched direct operations in in 2021, betting on a model that combines servicing large corporations with expansion into small and medium-sized businesses.

The goal?

To make digital transformation more accessible throughout the national territory.

Just as DolarApp makes access to advanced digital dollar management technologies easier in Latin America.

Although there are different CRM platforms on the market, Salesforce stands out as a “CRM giant” due to its focus on personalization, scalability, and the ability to manage your entire business from the cloud, in real-time, and from any device.

Companies in Using Salesforce

Adopting a CRM is not just a technological decision, but also a strategic one.
Many companies have already understood this and are using Salesforce as the engine of their digital transformation.

• Bancolombia now has a 360° view of its clients, improving operational efficiency and customer service.

• Cusezar optimized internal processes and was able to offer products more tailored to buyer profiles.

• Banco de la República reduced response times and made citizen services more efficient.

• La Universidad Javeriana implemented Salesforce to manage educational processes in different regions of the country, integrating key players into one platform.

• Fanalca, Compensar, Asulado, and many others have also found in Salesforce a partner for innovation and staying competitive.

These experiences show how Salesforce can adapt to different sectors, needs, and business sizes.

What is Salesforce for? A Global CRM

Functionally, Salesforce is a cloud-based CRM (Customer Relationship Manager) that allows you to manage sales, marketing, customer service, data analytics, and process automation, all from one place.

But beyond the technical aspects, Salesforce offers solutions to very real problems that companies of all sizes face:

• Do you struggle to keep up with leads coming in from multiple channels?

• Does your sales team not know the status of each opportunity?

• Are your reports late or incomplete?

• Would you like to automate repetitive tasks and spend more time on strategy?

With Salesforce, you can:

• Attract more clients through more personalized campaigns.

• Understand their needs with real-time data.

• Offer shopping experiences aligned with your audience's preferences.

• Automate key tasks and save time.

• Resolve customer service issues through any channel, with automated follow-ups.

This makes it especially useful for sales reps, sales leaders, operations managers, or business owners who need agility, clarity, and control over client management.

Advantages of Using Salesforce

Behind the popularity of Salesforce lies more than just features.
What hooks its users is the customer-centered philosophy, the focus on continuous innovation, and the ability to adapt to any company.

Highly customizable

It’s not a closed solution. You can adapt Salesforce to your processes, industry, and customers.

Smart automation

Automate repetitive tasks, receive smart suggestions, and focus on what really matters: closing sales and building loyalty.

Powered by Artificial Intelligence (Einstein)

With Einstein, Salesforce analyzes data in real-time, predicts behaviors, and improves business decisions. You're no longer selling blindly—you’re selling with insight.

Cloud-based and mobile

No servers, no complex installations. Salesforce works from anywhere, anytime, with secure and reliable access.

360-degree customer view

Integrate all your channels and databases to get a complete view of each client. You're not just talking to a contact—you’re talking to a story.

More than 3,000 apps available (AppExchange)

Need to integrate WhatsApp, sign digital contracts, or send automated campaigns? There’s an app for that. Literally.

Adopting Salesforce is not just about implementing software, but integrating a new way of understanding your customer: personalized, contextual, and more human.

How to Start Using Salesforce? A Simple Guide

Starting with a CRM can seem overwhelming.
Many business owners begin with a simple Excel sheet to track their clients… until one day, a key contact gets lost, a quote is forgotten, or critical information gets mixed up between file versions.
That’s when the need for order, automation, and control becomes clear.
If you're at that point, this guide will show you how to take your first step with Salesforce simply and effectively.

Step 1: Sign up on the platform

Go to the official Salesforce website and request your free 30-day trial. You just need to fill out a basic form to get started.

Step 2: Explore the platform with sample data

When you log in for the first time, you’ll see a welcome screen with sample data. This helps you get familiar with the interface without compromising your own records.

Step 3: Set up basic configurations

Define your time zone, local currency (COP), and your company’s information. This ensures that reports and automations align with your daily operations.

Step 4: Customize fields for your business

Every business has different needs. You can modify fields and objects to reflect your sales cycle, products, or services.

Step 5: Import your contacts and opportunities

Use the import wizard to upload your CSV databases and start working with your real clients in the system.

Step 6: Create users and assign roles

Assign specific permissions to your sales, marketing, or customer service teams. This ensures everyone accesses only what they need.

Step 7: Integrate your email

Connect your corporate email to automatically log customer interactions and keep clear follow-up.

Step 8: Enable security measures

Implement two-factor authentication and IP restrictions to protect your data.

Step 9: Train your team

Use the free Salesforce Trailhead courses. They’re intuitive and designed to teach from basics to advanced features.

Step 10: Launch Salesforce with your team

Once everything is set up and your team is ready, go live and start working with a new customer vision.

Cloud Services Offered by Salesforce

Salesforce is not a single product, but a modular ecosystem that adapts to various needs. These are its main "Clouds":

Sales Cloud

Ideal for commercial teams needing to manage sales opportunities.
From first contact to closing, you can track, log conversations, automate tasks, and generate detailed reports.
Has a salesperson ever left your company and no one knows what happened with a deal? Sales Cloud prevents that from happening again.

Marketing Cloud

For companies looking to create automated and personalized campaigns via email, social media, or web.
Integrated with Sales Cloud, it allows for data sharing and perfectly timed messages.
Perfect for businesses that feel their marketing is disconnected from actual customer behavior.

Service Cloud

Designed for businesses with customer support centers or technical help desks.
It centralizes tickets, solves issues through various channels (chat, email, social), and shares knowledge with your team.
Do your agents answer the same questions daily? You can automate replies and prioritize what really matters.

Experience Cloud

Build web portals, customer or partner communities, and self-service areas.
Imagine a customer downloading their invoice, updating info, or tracking an order without having to call you. That’s Experience Cloud.

Commerce Cloud

Targeted at e-commerce.
Connects online sales across multiple channels (web, mobile, marketplaces) and customizes the buying experience.

Perfect if, for example, you want to compete with top online fashion stores.

Platform Cloud

A platform to develop your own custom apps, without needing to be an expert programmer.
Ideal for businesses ready to level up their processes with tailored solutions.

Alternatives to Salesforce

While Salesforce is one of the most complete platforms, there are other market alternatives that may suit smaller budgets or specific needs:

HubSpot CRM

Focused on marketing automation, HubSpot is ideal for companies aiming to grow through inbound marketing.
It has a free plan with basic features and paid options starting at $15 USD per user/month. Includes chatbots, workflows, and analytics.

Odoo

An open-source platform that integrates CRM, accounting, inventory, marketing, and more. Very useful for businesses needing a flexible, all-in-one solution.
Its interface may be less intuitive, but its modularity makes it powerful.

Zendesk

Specialized in customer service, Zendesk works well for businesses with high support volume. Its strength lies in AI integrated to resolve tickets and assist agents.
It has a user-friendly interface, and its focus is 100% on customer experience.

Each of these platforms has strengths, but if you're looking for a scalable, customizable solution with strong integration across sales, marketing, support, and data, Salesforce remains one of the most robust options.

Conclusion

In a company, every client lost due to poor follow-up or disorganized data represents a missed opportunity and a loss of trust.
Not to mention the impact that poor information management can have on any business’s sales.

To complement your operations, tools like DolarApp can help you manage finances in dollars more efficiently, send and receive international payments, and protect your income in volatile markets.

Salesforce is not just a CRM—it's a more effective way to connect with your customers and boost your business starting today.