Supported Operating System(s):
Web browser (OS Independent).
First lets understand what to expect from this software in a general overview.
· App exchange
· Using salesforce for opportunities management
. Marketing cloud
. Lead management
. Contact management
. Workflow of salesforce
. Lighting experience
. Reports & Dashboards
Using Salesforce for opportunity/lead management
It’s one of the top Salesforce CRM features that offer the opportunity to view the timeline activity of your customer in one place. You can also customize this dashboard for focusing on the individual opportunity that your team needs. It also includes the feature of ready-made templates for targeted or triggered email marketing.
Salesforce enables you to track all the information through out your sales funnel. You can tag sources and track emails for any campaign listed in your CRM. Understanding the relevant data supports you with your roadmap.
Automatic lead scores of email and assigning SPOC executive at a first-hand feature is also available in Salesforce. This makes you never fall from track and grow your revenues more.
Workflow for Salesforce
Automates internal procedures or processes and workflow are similar thing for Salesforce. Salesforce provides business processes and approval requests to be finished automatically. An activity like automatic email alerts, auto-assign tasks as a deal move through the different stages, and more can be fulfilled in Salesforce.
For Salesforce users it's important to know how the lighting experience works, With Salesforce lightning you can have a complete view of the customers. After integration, you can view the contacts along with calendars from any device.
It is in a way an extension to salesforce. With thousands of solutions that install in just a few clicks, there's something for every business challenge. It lets you develop or post your app, or use other already developed apps as a platform, or can customize to install the app for your sales page.
Cloud-based contact management enables you to access data of the customers, internal accounts, key contacts, and interaction history. Salesforce CRM assures hassle-free contact management to easily collaborate in the organizations. It provides you complete information on all your customer's deals and engagements.
Salesforce Marketing Cloud is a world-class digital marketing platform to unify data sources, personalize the content on every channel and engage with prospects. It Uses artificial intelligence to automatically identifying new customers and qualify most prospected clients. This makes you increase your efficiency, grabbing the right customer at the right time.
If you want to access CRM data at any time and anywhere the Salesforce is the most suitable CRM software. Which makes use of conference calls and taking meeting notes more convenient. Salesforce mobile app allows you to work without any internet connection that makes the CRM software more effective and flexible to use and work from anywhere.
Reports & Dashboard
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Pre-loaded data or upload your own
Pre-configured processes, reports, and dashboards
Guided content, how-to's, and best practices for sales
Online training and live onboarding webinars
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