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Salesforce is a Cloud Based CRM that helps businesses in managing the relation between customer and organization. The Management involves all the aspects of relationship like contact details of business customers, leads, accounts and opportunities.

Here is some examples –

  • contact details of the customers
  • new leads from the new customers
  • customers accounts and needs
  • storing and managing the customer details.

This is how it makes easy to manage the relationship between the customer and organizations and hence better growth for the organization.

Features of the Salesforce Platform –

Here we have listed some main features of the Salesforce Platform

Contact Management

Contact management feature help us to view customer contact details, activity history, customer communications, and internal account discussions, etc. In other word contact management help to manages all the customer data.

Opportunity Management

It provides the details of the stage a deal is in, the products involved in the deal, the quotation for the deal etc. In short it manages all the data that helps in identifying, progressing and closing a deal.

Lead Management

This feature initiates and tracks the leads that are in progress. It also helps in continually optimizing campaigns across every channel.

Salesforce Engage

This feature is focused on making personalized contact with a customer for various campaigns designed by the marketing team. It also provides real-time sales alerts based on the level of engagement with a customer.

Sales Collaboration

This feature helps in quickly finding experts who can help in closing a deal based on customer queries and feedback. In short, it helps in bringing in a collaborative effort to engage an entire team in the deal and make the deal happen.

Sales Performance Management

It provides a metric-based goal setting, and also continuous feedback and rewards and recognition for the sales team. This helps in enhancing the performance of the sales team.

Partner Management

This feature helps in building a community with partners. It also helps in connecting directly with channel partners to share goals, objectives, and activities.

Salesforce Mobile App

This is the mobile platform to carry out all the above activities on a mobile platform.

Workflow and Approvals

It is a visual design to automate the business processes. The interface provides simple drag and drop options to make this design. It helps in creating a flexible approval process with deal discounts and expense management etc.

Email Integration

Salesforce can integrate to an existing email platform. This helps in providing flexibility to the existing team with no additional learning curve.

Files Sync and Share

This feature provides the sales team the power to easily share various files, discuss them and update them as needed. Also receive alerts when something in the file changes.

Reports and Dashboards

Dashboards offer a real-time picture of the business at a glance. With this, anyone can create detailed reports which can be accessed from anywhere.

Sales Forecasting

This feature helps in getting a real time view of the forecast of a sales team. It provides multi-currency support and an in-line editing mode to manage the sales forecast well.

Territory Management

This feature is used to create multiple territory models, preview them before rollout, and continually optimize and balance territories throughout the year.