Salesforce - Overview

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Salesforce started as a cloud based solution for CRM. CRM stands for Customer Relationship Management. It involves managing all aspects of relationship between an organization and its customers. For example, the contact details of the customer, the deals that are in progress or already completed, the support requests from a customer or a new lead from a new customer. Beyond the customer related information, it also involves storing and managing the details of the people and the concerned department from the seller organization that is managing the customer’s account and needs. This makes it easy to manage and enhance the relationship with the customer and hence better growth for the organization.

Following are the different features of the Salesforce platform −

Contact Management

To view customer contact details, activity history, customer communications, and internal account discussions, etc. In short, it manages all the data pertaining to the contact with a customer.

Opportunity Management

It provides the details of the stage a deal is in, the products involved in the deal, the quotation for the deal etc. In short it manages all the data that helps in identifying, progressing and closing a deal.

Salesforce Engage

This feature is focused on making personalized contact with a customer for various campaigns designed by the marketing team. It also provides real-time sales alerts based on the level of engagement with a customer.

Sales Collaboration

This feature helps in quickly finding experts who can help in closing a deal based on customer queries and feedback. In short, it helps in bringing in a collaborative effort to engage an entire team in the deal and make the deal happen.

Sales Performance Management

It provides a metric-based goal setting, and also continuous feedback and rewards and recognition for the sales team. This helps in enhancing the performance of the sales team.

Lead Management

This feature initiates and tracks the leads that are in progress. It also helps in continually optimizing campaigns across every channel.

Partner Management

This feature helps in building a community with partners. It also helps in connecting directly with channel partners to share goals, objectives, and activities.

Salesforce Mobile App

This is the mobile platform to carry out all the above activities on a mobile platform.

Workflow and Approvals

It is a visual design to automate the business processes. The interface provides simple drag and drop options to make this design. It helps in creating a flexible approval process with deal discounts and expense management etc.

Email Integration

Salesforce can integrate to an existing email platform. This helps in providing flexibility to the existing team with no additional learning curve.

Files Sync and Share

This feature provides the sales team the power to easily share various files, discuss them and update them as needed. Also receive alerts when something in the file changes.

Reports and Dashboards

Dashboards offer a real-time picture of the business at a glance. With this, anyone can create detailed reports which can be accessed from anywhere.

Sales Forecasting

This feature helps in getting a real time view of the forecast of a sales team. It provides multi-currency support and an in-line editing mode to manage the sales forecast well.

Territory Management

This feature is used to create multiple territory models, preview them before rollout, and continually optimize and balance territories throughout the year.

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