Salesforce, world’s no1 CRM platform, offers a wide range of services and products ranging from the Sales Cloud and Service Cloud to Marketing Cloud, Commerce Cloud and so much more to empower businesses to reimagine their processes and elevate their business results. Here, we will look closely at the Sales and Service Clouds.
Customer 360 is a key feature that enables businesses to have a unified view of the customers across the organization. Businesses can see all customer-related information like deals ongoing/ closed, orders, payments, cases raised and so on in one place.
Account and Contact Management features equip the sales executives with many crucial insights about the client from previous conversations and discussions on multiple channels and key insights from social media platforms.
Lead Management empowers smarter decision-making, better tracking of leads and optimization of the campaign at every stage across many channels.
Sales Path enables sales managers to effectively manage the sales process while actively engaging their teams.
Campaigns feature enables best effective management of outbound marketing campaigns and analysis of impact/ ROI of such campaigns.
Opportunity Management enables key management and faster closing of deals by helping streamline the sales processes. It equips sales executives with real-time updates. Its quoting capabilities allow effective tracking of product codes, standard and quoted prices, etc. and creation of up-to-the-minute quotes. Salesforce supports auto-quote generation in PDF Format from the system. Approvals process on quotes can be configured according to the business rules.
Product Management key feature enables businesses to seamlessly manage their product master.
Pricebook feature gives good idea on businesses in defining number of prices for different markets or based on the availability of product in those markets.
Process Builders facilitate automation of the workflow for improved supervision of sales executives, at the same time, the automation of repetitive, manual tasks of sales executives to enable faster and easier execution of such tasks.
Tasks and Event Management facilitates the executives to manage their everyday activities seamlessly.
Reports and Dashboard provide sales managers with a cohesive understanding of the team’s performance many key sales figures, thereby, enabling them to make informed sales decisions and design robust sales strategies.
Sales Cloud Einstein enables advanced analysis of historical pipeline data, trends and opportunities. It equips sales executives with key information and insights for faster and effective decision making and better lead conversion.