Activity Forums Salesforce® Discussions What are the CRM system features in Salesforce ?

  • What are the CRM system features in Salesforce ?

     Anonymous updated 3 months, 1 week ago 3 Members · 3 Posts
  • kishan

    May 11, 2021 at 7:42 am

    What are the CRM system features in Salesforce ?

  • Rajesh

    May 12, 2021 at 7:15 am

    Unlike any other CRM application, Salesforce is the ultimate solution for your business. It is featured with all the elements that are required to run your business on an automation platform with embedded intelligence. Salesforce CRM features and benefits are discussed below:
    -Contact Management
    Salesforce CRM assures a hassle-free contact management by giving an access to critical data of the customers and interaction history. It gives a complete customer picture including insights and engage-enhancement strategies. You can use the social data of the customers for a deeper understanding of their particular behavior regarding any product or service.
    -Opportunity Management
    The opportunity management is one of the top Salesforce CRM features and benefits to look for. It offers a chance to view the activity timeline of your customers. Also, it depicts the various stages of a particular deal which helps you to decide your next move.
    -Quote Management
    Salesforce CRM simplifies your sales and business processes with forecasting and productivity tracking. Quote management of the products becomes easy with this CRM application. You can simply track the products, which are part of your deal, and it includes the standard price, quantity, product code, and quoted price.
    -Einstein Analytics
    The Einstein analytics offers you high business intelligence that helps to unlock complicated sales as well as service insights. With Einstein Actions, you can go to the next step faster. This analytics also connects the users to sales, service, and community clouds with embedded dashboards.
    -Lead Management
    The lead management of Salesforce CRM is featured with an affluent activity timeline. It gives an access to the up-to-date contacts on the timeline with the industry best practices. Also, it uses the sales path to understand the relevant documents. F
    This allows usersto access CRM data at anytime and from anywhere. They can view meetings, events, and account updates at the fingertips. Even making conference calls and taking meeting note in more is convenient to the application.
    -Email Integration
    Salesforce email service accesses your Gmail and Outlook inboxes to synchronize emails. With Salesforce Lightning<strong style="font-family: inherit; font-size: inherit;"> and its seamless integration, users can have a complete view of the customers. The users can view the contacts as well as calendars from any device after the integration
    -Sales Collaboration
    Salesforce CRM helps you to keep the most critical projects, team, and topics in a social feed. It assists the team in working together to achieve a common goal.
    -Territory Management
    The territory management of Salesforce CRM software helps to manage assignment rules, new hierarchies, and territory assignments. Users can assign one rule to many territories and their decedents from the territory hierarchy.

    • This reply was modified 6 months, 3 weeks ago by  Rajesh. Reason: trying to edit bold points
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