Salesforce CRM – Key Features & Benefits

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Salesforce CRM Key Features Benefits
When it comes to CRM, Salesforce is the first
name that comes to our mind. Currently,
Salesforce is dominating the market for customer
relationship software. But what is so
special about Salesforce? In this blog, we shall
be listing down the features of Salesforce.
Opportunity and Pipeline Management Salesforce
oversees sales opportunities from lead to order.
It monitors stages, values, and probabilities.
Salesforce manages sales pipeline by an
individual sales representative, team,
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region, and country. Salesforce allows users to
manage and track lead through a systematic
process
Partner Relationship Management Salesforce
helps in creating a partner portal so that you
can easily collaborate with channels on sales
opportunities and to share product, pricing,
quotes, orders, and training information.
Salesforce also helps in optimizing the process
to develop and deploy multiple channel marketing
campaigns to target customer of a particular
segment and track the progress of the
campaigns. Desktop Integration Email Marketing
Salesforce allows users to sync their email,
calendar, and contacts. Salesforce can be easily
integrated with Microsoft Outlook, Gmail and
other third-party email clients. Salesforce
allows users to send emails to contact lists in
bulk. Salesforce has built-in email templates,
social media
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integration, signup forms, subscriber list
management, success rate reports, and
auto-responders. Customer Contract and Order
Management Salesforce stores data related to
contracts made with various customers like
payment terms and conditions, compliance
criteria, amendments etc. Salesforce enables
users to create a quote that has to be provided
to a customer that contains product description,
specification, quantity, and associated
discounts. It also keeps a track of accepted
quotes and allows users to process it. Product
and Price List Management Salesforce enables
users to easily manage the prices of products by
just entering product/part/batch number. This
feature allows users to easily modify the
products, their specifications, and the prices
as per the demand and quotes. Reporting and
Analytics Salesforce Analytics helps in
forecasting based on historical data, market
surveys, and trends. This is useful in estimating
project sales revenue and ROI calculations.
Salesforce also has the capability to create
several reports related to data that are present
in the system. This enables top management of an
organization to take business and strategic
decisions accordingly. Customer Support
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Salesforce helps customer support professionals
to access all the data related to the customer
including customer information, case history,
and related social activity. It also helps in
tracking the issues or requires raised by the
customer through a resolution process.
Salesforce is equipped with a customer support
portal which enables customers to easily get
answers to inquiries, after service problems,
orders placed, view order histories, and gain
access to other relevant information. Mobile
Social Salesforce uses social network
integration to listen and engage with customers.
This feature comes with filtering options to
prioritize and increase responsiveness.
Salesforce is also equipped with social
collaboration feature which enables multiple
users to interact and share information on a
common platform to achieve a common goal. It
focusses on the identification of groups and
collaboration spaces where messages are
explicitly directed at the group and it can be
easily seen by everyone. Conclusion Salesforce
is equipped with several unique features which
helps an organization from initial data
collection to taking long- term strategic and
business decisions. Salesforce with its easy
integration with desktop applications to ERP and
mobile makes it more versatile and
user-friendly. Reference- https//www.forcetalks.
com/blog/salesforce-crm- key-features-benefits/