Salesforce

Being an industry leader means offering way more than average and Salesforce is doing that exceptionally well. With features that sales and marketing teams cannot do without, the company continues to set itself apart from the competition. Here are some of the top features and functionalities of the Salesforce CRM.

Contact Management

With the contact management feature on Salesforce, sales professionals can know everything about each contact on their CRM system, including their history and insights on how to keep them engaged.

Also, businesses can take a deep dive into every customer’s social life with data from social media platforms. With all these hosted in the cloud, and sharable, teams can collaborate to keep customers satisfied at all times.

Opportunity Management

Opportunity management lets teams track the activities of customers and prospects, figure out their relationship with competitors, identify their position on the sales funnel, and send compelling emails just at the right time.

With so many customer activities, sales teams can streamline their processes using the data provided by the opportunity management feature. When customers express interest in products, this feature lets sales professionals create instant quotes by tracking the products that are part of the deal, as well as quantity and delivery terms.

Pipeline & Forecast Management

Sales processes and pipelines can be flexible. Thanks to unpredictable customer behaviors. Salesforce allows you to manage your sales pipelines and create precise forecasts of when and which sales would be closed.

This is particularly important for growing businesses to adjust their sales strategy when the future appears bleak, as well as find ways to improve results even when things are going pretty well.

Process Automation

Individual approvals can take a lot of time. With Salesforce, teams can use the process automation feature to approve requests automatically, send notifications to the right stakeholders about big deals, and automatically assign tasks to the right teammates at every stage of the sales process.

Salesforce understands that sales professionals are not developers. Also, the company recognizes that getting devs to code processes just how sales want it can be a serious challenge. So, the process automation feature was designed as a no-code solution to this challenge. Sales professionals can simply use the drag-and-drop process builder to easily automate everything.

Mobile Apps

Teams can build and sustain customer relationships on the go with their mobile devices. The Salesforce mobile is available for both Android and iOS devices. With it, users can enjoy all the features offered by the company and never let a lead slip through the crack even when they are not at their desks.

Despite the diverse suite of AI-powered tools available on Salesforce, thousands of users find it easy to use. According to sources, using Salesforce is not just about figuring it out. Having the CRM working for you is fun while you go through the learning curve.

Writing about learning curves, for many, the curve can be steep. However, Salesforce has organized its packages to enable new users to access the simplest and easiest tools.

As their businesses grow and need to integrate more tools into their CRM system, they can upgrade to other, more complex packages. Regardless, it’s more fun figuring it out than many might imagine.

From the onset, the contacts you collect may not be customers. However, they may have shown interest in your business and shared their information. You could turn them into paying customers by retargeting them via the information provided. The Salesforce contact management feature makes this more probable.

You can keep track of communications, log recaps for calls with each contact, send emails, propose quotes, and many more. The contact management tool makes it insanely easy to get to know your customers. By linking their emails to their social profiles, you can gain insights into your contacts’ conversations and how you can convert them.

Interestingly enough, you don’t have to do this all alone. Contact management on Salesforce is teamwork. With everything 100% cloud-based, you can share contact management responsibilities with the rest of your team without losing track of the lead owner and source.

With Salesforce reporting, small business owners won’t have to miss a thing. Every Salesforce user has a homepage with a dashboard that reports the status of leads (including sales, opportunities, and positions in the funnel) in real-time. You can also create separate reports and dashboards to monitor specific metrics or gain a holistic view of your business performance as well as individual customer journeys.

While reports are essential for tracking performance and gaining insights into opportunities, integrations help bring all your customer data into one single system. Salesforce integrates with thousands of third-party platforms, including WhatsApp and other Meta products, Slack, DocuSign, Dropbox, etc. For business owners having a hard time finding Salesforce integrations on their third-party apps, over 5,000 applications can be connected with Salesforce through Zapier. You can consider using that.