Key Benefits and Features of Salesforce

 

Key Benefits and Features of Salesforce

Customer-centric and customer-centric thinking is an important theme and the role of a cross-functional ecosystem is becoming increasingly important. An ecosystem is a source where all customer data comes together. By connecting functional areas such as customer service, marketing, sales, and account management to this ecosystem, you gain a holistic understanding of the customer. The world’s largest cloud platform, Salesforce, offers a wide range of options for this.

Key Benefits of Salesforce

1. Flexibility

One of the most important unique selling points (USPs) of the Salesforce platform is its high level of adaptability. Objects found in Salesforce can be fully configured at any time according to your requirements. As a user, you’re not bound to certain defined layouts, processes and, workflows, which lets the Salesforce ecosystem more flexible than other similar systems in the market.

2. Easy to manage

In addition to its flexibility, another major benefit of Salesforce is its ease of management. As a comparatively small organization without ample in-house IT knowledge, you will still be able to execute changes on the administrative side. Trailheads, the Salesforce tutorial, trains you from user to admin in an accessible way.

3. Numerous possibilities with diverse applications

In addition to the clouds we’ve built in-house, the Salesforce ecosystem also includes apps you can purchase through the AppExchange. A big advantage over other providers who have to settle for integrated tools from a single source. The AppExchange offers almost all kinds of apps that can support processes such as sales, recruitment, finance, marketing, etc.

4. standard API links

In addition to the numerous AppExchange apps that you can immediately integrate into your Salesforce environment, there are also separate apps you can connect to. The main advantage of Salesforce as the largest platform on the web is that many vendors offer standard API links to Salesforce. For example, if Pardot (Salesforce’s standard marketing automation) doesn’t meet your needs, you can contact other vendors for a proven alternative such as Hubspot, Act-On, Eloqua, and Marketo. These are all serious tools that have already been proven in the market and can be easily plugged in without being charged for overtime.

5. The largest web platform in the world

Salesforce is the largest ecosystem in the world with all the benefits it offers its users. The platform is continuously evaluated by users and further developed by the best developers in the world and is expanded daily. Therefore, as a user, you can be confident that you are using the latest tools available. Plus, you have a wide and complete range of applications.

Salesforce is the first name that comes to mind, when it comes to CRM. Salesforce is currently dominating the customer relationship software market. But what’s so special about Salesforce?

In this blog, we’ll list Salesforce features.

1. Opportunity and pipeline management:

Salesforce tracks lead sales opportunities in the order. Monitors phases, values ​​, and probabilities. Salesforce manages the sales pipeline through a single sales rep, team, region, and country. Salesforce grants users to track and manage leads through a systematic process.

2. Management of relationships with partners:

Salesforce helps you create a partner portal so you can easily collaborate with channels about opportunities and share information about products, prices, offers, orders, and training. Salesforce also helps streamline the process of developing and delivering multi-channel marketing campaigns to target customers in a specific segment and track campaign progress.

3. Integration with Office and email marketing:

With Salesforce, users can sync their email, calendar, and contacts. Salesforce easily integrates with Microsoft Outlook, Gmail, and other third-party email clients. Salesforce lets users send bulk emails to contact lists. Salesforce includes email templates, social media integration, registration forms, subscriber list management, success rate reports, and auto-responders.

4. Customer contract and order management:

Salesforce stores data about contracts with multiple customers, such as payment terms, compliance criteria, changes, and more. Salesforce allows users to create a quote to be made to a customer that includes the product description, specifications, quantity, and associated discounts. It also tracks accepted offers and allows users to edit them.

5. Product management and price lists:

Salesforce allows users to easily manage product prices simply by entering the product/part/lot number. This feature allows users to easily change products, their specifications, and prices based on demand and offers.

6. Reports and analysis:

Salesforce Analytics helps you make predictions based on historical data, market research, and trends. This is useful for estimating project revenue and ROI calculations. Salesforce also can generate various reports on system data. This allows an organization’s top management to make appropriate business and strategic decisions. Master the Skills with Salesforce Training in Pune

7. Customer support:

Salesforce helps account managers with access to all customer data, including customer information, case history, and related social activities. It also helps keep track of any issues or needs raised by the customer through a resolution process. Salesforce comes with a customer support portal that makes it easy for customers to get answers to questions, post-service issues, view past orders, view order history, and access other relevant information.

8. Mobile and social:

Salesforce uses social media integration to listen and connect with customers. This feature has filter options to set priorities and increase responsiveness. Salesforce is also equipped with a social collaboration function, which allows multiple users to interact and exchange information on a common platform to achieve a common goal. It focuses on identifying groups and collaborative spaces where messages are explicitly addressed to the group and can be easily seen by everyone.

Conclusion:

Salesforce has several unique features to help a company, from initial data collection to long-term business and strategic decisions. Salesforce, with its easy integration with desktop ERP and mobile apps, makes it more versatile and easier to use.

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