Salesforce CRM is designed to help you grow your business and achieve more conversions. Salesforce was one of the early cloud-based CRM systems and quickly gained wide adoption as it expanded and improved its range of services.
Salesforce CRM Modules
Salesforce CRM is a modular system that has bolt-on components. As an example, the Opportunity Management part of Salesforce helps you to quickly hone in on the most relevant opportunities. Meanwhile using the Contact Management quickly lets you drill into the details about a customer. You are able to view activity history, communications, discussions, and social mentions. Tracking deals and looking for competitive information is easier with the Sales Collaboration module. Likewise, the Sales Performance Management lets you set metrics-based goals and amplify winning performances of sales reps to motivate a healthy competition in the team.
The Sales/Marketing Pipeline
The Lead Management, Marketing Automation, Sales Data, and Partner Management apps allow you to create a systematic pipeline from early stages of identifying potential customers through to conversion.
The mobile app for Android and iOS lets you use Salesforce CRM on the fly. Log calls, reply to hot leads, or work opportunities in real time. The Visual Workflow provides an easy to use drag-and-drop process. In addition, you can also share and sync files and track changes as well as communicate with your team.
One of the most powerful features of Salesforce CRM is its range of reports. Use the Reports and Dashboards to analyse your data and gain some valuable insights.
Key features of Salesforce CRM
- Account and Contact Management
- Opportunity Management and Score
- Lead Management
- Sales Data
- File Sync and Sharing
- Sales Forecasting
- Contact Manager
- Real-Time Visibility
- Drag-and-Drop Interface and a Visual Workflow
- Multi-Currency Support
- Lead Assignment and Routing
- Rules-Based Lead Scoring
- Einstein Lead Scoring
- Web-to-Lead Capture
- Campaign Management
- Email Management and Email Templates
- Contracts, Orders, Quotes, Products, and Price Books
- Chatter, Files, Topics, and Recommendations
- Case Management
- Roles and Permissions
- Web Services API
- Google Apps Integration
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