To begin with, Salesforce is a cloud-based Customer Relationship Management (CRM) platform that allows businesses to manage customer data and sales operations. Salesforce allows organizations of every size to better understand and connect with their customers.
Features of Salesforce
Salesforce comes with an account and contact management feature that provides you with the complete information of each customer. In addition, this feature includes the activity history of each customer, including communications done and Key contacts, etc. This software tool provides you with opportunity management and helps your business in managing all the sales deals. Salesforce helps you keep your business connected with the people and provides it with the necessary information required to complete every deal.
Furthermore, it provides you with sales performance management which improves the execution of the sales process day by day. Salesforce ensures a metric-based goal setting for the teams and helps the sales team with continuous feedback and rewards. Above all, it provides lead management features and helps the business by giving information on how the marketing activities impact the sales pipelines. To further know about its features, one can visit institutes that provide training for Salesforce Online Certification. Apart from these, given below are some of the significant features of Salesforce.
- Salesforce Mobile App – This Salesforce feature helps you make your mobile device a portable sales office. It ensures that you can easily make calls, reply to each hot lead, and work opportunities.
- Workflow and Approvals – This feature allows users to design and automate their business processes. It offers a drag-and-drop option for the visual workflow and helps you to complete business processes automatically.
- Salesforce Reports & Dashboards – These refer to Salesforce’s out-of-the-box analytics, and they are powerful, intuitive, configurable, and suitable for businesses of all sizes.
- Territory Management – It is an ideal solution that ensures that flawless processes are followed throughout your whole organization. It constructs the roles, responsibilities, and hierarchies, much like the segments discussed above.
Benefits of Using Salesforce
Salesforce facilitates better time management and provides you with a huge benefit of Salesforce. It provides various ways to allow a business to grow and thrive. Salesforce provides various comprehensive customer information and useful planning resources. Furthermore, it provides pertinent customer data and allows you to easily prioritize work for your clients. Salesforce also has a calendar feature that allows users to easily plan projects, meetings, phone calls, Etc. Salesforce provides ultimate accessibility as it is a cloud software. It ensures that you are capable of reaching your CRM tool through the protected cloud no matter where you are. Thus, making it easier for you to access important files and stay updated on clients. To further know about its benefits, one can visit the Salesforce Course. Apart from these, given below are some of the benefits of using Salesforce.
- Increased Revenue – Salesforce allows you to sort out the data manually, and this is more time spent on administrative work. This tool ensures that you have to invest less time to improve your business. Thus, providing you with more time to devote to the business, which means more money in the long run.
- Greater Customer Satisfaction – It ensures that customers are more satisfied when they interact with a business. It allows an organization to spend less time on administrative duties and provides it with time to spend catering to its customers through a common platform.
- Simple Account Planning – Salesforce makes it easy and simple to create plans for accounts. It provides you with all the customer information along with an easier time placing. In addition, it ensures that customers get products or services perfectly tailored to their needs.
- Improved Team Collaboration – Salesforce improves collaboration by allowing you to connect and communicate with team members from anywhere. It comes with a “Chatter” feature that lets you connect with individual team members or full groups and chat about everything.
Salesforce is a CRM platform that allows businesses to manage customer data and sales operations. It allows businesses of every size to better understand and connect with their customers. It helps you keep your business connected with the people and provides it with the necessary information required to complete every deal. Salesforce offers you pertinent customer data and allows you to easily prioritize work for your clients. Above all, it ensures that you are capable of reaching your CRM tool through the protected cloud no matter where you are.