Salesforce CRM is intended for service, marketing, and sales. The Salesforce CRM doesn’t need any specialized information to set up as well as manage the same. It redefines the way businesses connect with customers by creating a more meaningful relationship. By giving a solitary perspective on every customer interaction, Salesforce CRM App can give you an interesting encounter.
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.
1. 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.
Cloud-based contact management enables you to easily collaborate in the organization. Share your insights and important documents to create a knowledge-sharing workplace. In addition, you can trace the movement of the deals by accessing all the contact data.
2. Opportunity management:
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. In addition, you can view critical details of the activity timeline along with the business competitors. And the ready-made templates ensure hassle-free emailing to the clients.
3. 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. In addition, you can establish quantity as well as revenue schedule and it reflects the delivery terms and payment.
The Salesforce CRM app is featured with a built-in quoting mechanism that automatically quotes client data. It also creates a PDF of the approved template and sends it as an email directly to the customer. You can get to know about the deals faster with real-time updates from the Salesforce mobile app.
4. Quote to cash:
Salesforce CRM automates three important elements, namely, configure, price, and quote (CPQ) to simplify the quote management. With this, the sales representatives can select the right quotes for the customers with the latest discounts. The users can create accurate quotes and submit the proposal faster with Salesforce. It also makes the invoice sending and the cash collecting process easy with Salesforce Lightening.
5. Einstein Analytics:
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.
It consistently demonstrates data as well as insights to the employees and partners. Data security is the prime aspect of Einstein, and more than 150,000 business houses are sharing data and getting intelligent insights to grow business with this analytical tool.
6. Salesforce for small business:
Salesforce offers Trailhead to guide and grow the small businesses and startups. This application has built-in intelligence and offers best-in-class services to customers.
By giving a 360-degree customer view, Trailhead catches data automatically from emails, support channels, and calendars. There is a setup assistant to answer customer queries quickly. In addition, startups can learn a lot from the in-app tutorials. It also gives nitty-gritty and in-depth details on all the products of Salesforce including CRM.
7. Lead management:
The lead management of Salesforce CRM is featured with an affluent activity timeline. It gives access to the up-to-date contacts on the timeline with the industry’s best practices. Also, it uses the sales path to understand the relevant documents. Functioning as a fast lead converter machine, this CRM app informs you about the original source of the leads. And the automatic emailing boosts your revenue-generating mechanism.
Each day, your inbox is flooded with thousands of emails and without a CRM tool; it has become an irksome job to keep a track of the same. Salesforce CRM scores your leads automatically and assigns the hottest lead at the first-hand to the right executive. Thus, you can never fall off the track and grow more revenues.