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

  • Rajesh

    Member
    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
    -Mobility
    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 2 years, 11 months ago by  Rajesh. Reason: trying to edit bold points
  • Unknown Member

    Deleted User
    August 24, 2021 at 7:21 am

    The development of the company takes a lot. Strength, perseverance, hard work. All this is very important, another important aspect is the good management of the company. This can be facilitated by good CRM software. In our company We have implemented Firmao and I can honestly recommend it. It has a lot of useful features to facilitate the conduct of business

  • CRMJetty

    Member
    December 15, 2021 at 9:27 am

    Option suggestion: In the event that your commerce is clothing or footwear, you'll be able learn from your customer’s buy history so that when they shop once more, the entry can suggest sizing based on past buys. Usually particularly accommodating in case you offer based on brands since they have steady measuring.
    Cross selling: In the event that you claim an estore related to way of life items, cross offering is very simple. You'll offer other items, and extras on it. In the event that you offer gadgets, you'll cross offer cables or item adornments.

    Quick query reports: In case there are comparable inquiries coming in from clients for over a week, your back staff ought to be able to urge that information in a report so they can address it way better by distributing a modern information article.

    Data Visualization: Client interaction can instruct you a part. And the entrance can collect a parcel of information that you just can at that point consider.

    This features mentioned above are some of the advanced features but here’s a
    list of some basic portal features you can have if you are just starting
    out:
    Secure login
    – Knowledge base
    – Case deflection
    – Proposal generation
    – Interactive and informative dashboard
    – Product catalog
    – Real-time notifications
    – Integrated calendar

    • This reply was modified 2 years, 4 months ago by  CRMJetty.
  • anikaa

    Member
    August 17, 2022 at 12:42 pm

    Salesforce CRM tool is more advanced and it has got some of the important features that a modern day CRM needs. Salesforce CRM tool comes with Salesforce Consultants, Salesforce CRM system features, Salesforce services and Salesforce pricing. It is the world’s fastest growing customer relationship management software. It is a complete solution for end-to-end customer data management and sales process automation. Salesforce is a software-as-a-service (SaaS) delivered over a trusted internet connection. It is a comprehensive enterprise software-as-a-service (SaaS) solution for your enterprise sales and service processes, eliminating the need for expensive IT infrastructure and maintenance. The main core features of Salesforce CRM are as follows: - Sales and Marketing Cloud - Service Cloud - App Cloud - Analytics Cloud - Platform for Developers - Communities. To know about the top Salesforce Consultants, visit us.

  • Rahul

    Member
    August 19, 2022 at 4:54 am

    CRM system provides great features for small and large organizations and help businesses to track and leverage customer information. Salesforce is cloud-based software, which provides an end-to-end CRM solution to customers. Salesforce provides the best CRM solutions to customers to improve business growth. Salesforce Consultants have vast expertise in Salesforce technologies. Salesforce Consultants provide the customers with the best solutions, which enable businesses to grow in the dynamic and complex business environment. To know the features salesforce provides, Consult with the top salesforce consultant experts. To know about them, visit the link here

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