Salesforce CRM 

​Overview, Comparison, & Features​

 Salesforce is one of the best cloud-based CRM software designed for service, sales, and marketing across global markets. 
Salesforce is available for all sizes of business and helps to make smarter decisions so you can grow your business faster. Sales analytics analyze and forecast team performance and, make gain action-oriented insights on the performance of your sales team's success rate. With the use of the customizable dashboard, you can keep track of reports that are often used and share them with your salespeople, internal team, and decision-makers.
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Learn what Salesforce can do for you

 Salesforce CRM App provides you a streamlined experience by giving a single view of each client interaction. Its primary objective is to focus on customer service and marketing automation.

Salesforce CRM enables its users to manage the full lifecycle of their customer sales cycle and post-sales client account management. Along with opportunity tracking, contact & demand center management, custom reports, and more.

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Supported Operating System(s):

Web browser (OS Independent).

Key Modules

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

.  Mobility

.   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.

Lead Management

  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.

Lighting Experience

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.

App Exchange

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. 

Contact Management

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. 

Marketing Cloud 

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

Dashboard represents how your business is performing in the market. Salesforce allows you for sorting and arranging data exactly the way you want it. The major advantage of Dashboard involves you to view all the relevant information without spending much time searching. Users can also recognize market trends and calculate the activities. 

Drag and drop icons in Salesforce CRM lets you build your own dashboard. Creating your own customized sales forecasting report gives you the latest insight into the business. 
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With free version, you get:

  •  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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Is Salesforce CRM free?
Salesforce CRM does not offer a free version of their software, so users are stuck between three different pricing plans.
What are 6 benefits of Salesforce?
  • Customer information. 
  • Account planning. 
  • Time management.
  • Team collaboration.
  • Accessibility. 
How can I get a free Salesforce account?
  1. Go to
  2. Now click Sign Up.
  3. Fill all details with valid Email Address.
  4. An Email will b sent to your Email Address.
  5. Now click the link provided in Email.
  6. Set your password to your account.
  7. Now you are able to login with salesforce developer account.
  8. Go to
How much does Salesforce cost?
Sales Essentials Edition$25/user/month*
Professional Edition$75/user/month*
Enterprise Edition$150/user/month*
Unlimited Edition$300/user/month*
How can I delete my Salesforce account?
To delete an Salesforce CRM account, click Del next to the account on the accounts list page, or click Delete on the account detail page.
How to install Salesforce CRM?
Setup salesforce system users –
  1. Click on Setup —–> click Manage Users—-> Click Users.
  2. Create a new user or update an existing user with the following settings:-
  3. Click on Save button.
  4. Edit the Salesforce system user.
  5. Ensure the user has the System Administrator profile applied.
Where should I start with Salesforce?

  1. Start here and don't forget to write comments with your feedback!
  2. Buy Head First Java. I strongly recommend this book because
  3. Check out Trailhead, Salesforce's new, official training tutorials! 
  4. Write some actual code in Salesforce.
How can you contact Salesforce CRM?
Live Chat provide customers exactly what they want from a support teamreal time interaction with a real person. Companies that use integrated phone networks to facilitate their customer support through Salesforce CRM face a charge for each call that comes in. You can visit for further support visit
Why should I use Salesforce CRM?

One of the reasons that Salesforce is so popular is that it is packed with features like no other CRM software; features such as contact management, workflow creation, task management, opportunity tracking, collaboration tools, customer engagement tools, analytics and an intuitive, mobile-ready dashboard.

How does Salesforce CRM work?

Salesforce takes care of all the customer relationships with a focus on sales, marketing, and customer service. This is accomplished by facilitating the relationships between the standard objects.

Is Salesforce CRM or ERP?

Salesforce is a very popular CRM software and not an ERP.

Does Salesforce have a mobile app?

Salesforce mobile apps are available for Android and iOS devices that meet the minimum requirements. You can download the apps from the App Store or Google Play

Is Salesforce a good CRM?

Salesforce is a highly rated and recommended CRM software for business because it offers everything a business needs to make sales faster and easier.

What is included in Salesforce CRM?

Salesforce offers a wide variety of CRM categories and systems to meet your needs, including Sales Cloud, Marketing Cloud, Service Cloud, Analytics Cloud, Data Cloud, Community Cloud, App Cloud, and IoT, serving more than 150,000 customers.
Is Salesforce CRM easy?
There are many ways CRM can help accelerate your business growth. The Salesforce CRM platform, in particular, offers an enhanced level of customer relationship management through its simple and intuitive interface. Moreover, most companies that use Salesforce find it extremely easy to use after implementation.
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