Salesforce CRM – Key Features & Benefits

When it comes to CRM, Salesforce is the first name that comes to our mind. Currently, Salesforce is dominating the market for customer relationship software. But what is so special about Salesforce?

In this blog, we shall be listing down the features of Salesforce.

Opportunity and Pipeline Management : 

Salesforce oversees sales opportunities from lead to order. It monitors stages, values, and probabilities. Salesforce manages sales pipeline by an individual sales representative, team, region, and country. Salesforce allows users to manage and track lead through a systematic process:

Partner Relationship Management : 

Salesforce helps in creating a partner portal so that you can easily collaborate with channels on sales opportunities and to share product, pricing, quotes, orders, and training information. Salesforce also helps in optimizing the process to develop and deploy multiple channel marketing campaigns to target customer of a particular segment and track the progress of the campaigns.

Desktop Integration & Email Marketing : 

Salesforce allows users to sync their email, calendar, and contacts. Salesforce can be easily integrated with Microsoft Outlook, Gmail and other third-party email clients. Salesforce allows users to send emails to contact lists in bulk. Salesforce has built-in email templates, social media integration, signup forms, subscriber list management, success rate reports, and auto-responders.

Customer Contract and Order Management : 

Salesforce stores data related to contracts made with various customers like payment terms and conditions, compliance criteria, amendments etc. Salesforce enables users to create a quote that has to be provided to a customer that contains product description, specification, quantity, and associated discounts. It also keeps a track of accepted quotes and allows users to process it.

Product and Price List Management : 

Salesforce enables users to easily manage the prices of products by just entering product/part/batch number. This feature allows users to easily modify the products, their specifications, and the prices as per the demand and quotes.

Reporting and Analytics : 

Salesforce Analytics helps in forecasting based on historical data, market surveys, and trends. This is useful in estimating project sales revenue and ROI calculations. Salesforce also has the capability to create several reports related to data that are present in the system. This enables top management of an organization to take business and strategic decisions accordingly.

Customer Support : 

Salesforce helps customer support professionals to access all the data related to the customer including customer information, case history, and related social activity. It also helps in tracking the issues or requires raised by the customer through a resolution process. Salesforce is equipped with a customer support portal which enables customers to easily get answers to inquiries, after service problems, orders placed, view order histories, and gain access to other relevant information.

Mobile & Social : 

Salesforce uses social network integration to listen and engage with customers. This feature comes with filtering options to prioritize and increase responsiveness. Salesforce is also equipped with social collaboration feature which enables multiple users to interact and share information on a common platform to achieve a common goal. It focusses on the identification of groups and collaboration spaces where messages are explicitly directed at the group and it can be easily seen by everyone.

Conclusion : 

Salesforce is equipped with several unique features which helps an organization from initial data collection to taking long-term strategic and business decisions. Salesforce with its easy integration with desktop applications to ERP and mobile makes it more versatile and user-friendly.

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