Salesforce Online Training NareshIT

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Cloud Computing Salesforce
CRM
https//nareshit.com/salesforce-online
-training/
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Introduction

1. what is Sales force ?
2. Why is Sales force CRM important?
3. What does Sales force do?
4. What are the 6 benefits of Sales force
5. Case management in sales force
6. Reports and Dashboards in sales force
7. Uses of Reports and Dashboards in sales force
8. Conclusion

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what is Salesforce?

1. It is one of the most popular cloud-based CRM
   platforms that are designed for businesses. It
   has been developed by the company Salesforce and
   it helps in managing business processes, customer
   relationships and sales .
2. It provides many tools for marketing, lead
   management, sales and other functionalities. The
   main purpose of the platform is to enhance sales
   performance and provide better customer service.
   This is one of the best ways to manage the leads
   and customers.

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Why is Sales force CRM important?
It helps in improving the productivity of your
company and you can easily access the data from
anywhere and anytime. You can manage leads,
contacts and customers on a single screen and can
also communicate with them on the same platform.
It provides a user-friendly environment which
helps in increasing the user adoption rate. It
provides an easy-to-use interface which allows
you to perform multiple tasks with ease . The
Salesforce platform can be used by any size of
business whether it is a small or big business.
Lars Peeters
Claudia Alves
Juliana Silva
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What does Salesforce do?

• Salesforce has been designed with the help of
  technology that is based on the concepts of
  social networks. It allows you to create a
  user-friendly environment for your business. The
  core purpose of the Salesforce platform is to
  make business processes more effective. It gives
  you a complete control over all the activities
  which take place within your business.
• Salesforce is an enterprise resource planning
  (ERP) software that integrates multiple
  applications and helps in streamlining business
  processes. It provides you with various tools to
  maintain customer relationship, increase sales
  and marketing effectiveness and enhance customer
  service.

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What are the 6 benefits of Salesforce ?

1. Salesforce is a cloud-based solution that is
   secure, easy to use, and accessible anywhere.
2. You can easily manage and track all of your
   leads, contacts, opportunities, and accounts.
3. You can create custom reports to help you better
   understand your business data.
4. Salesforce has an extensive app store that makes
   it easy to add tools for your business.
5. You can also save time by using Salesforce as a
   CRM (customer relationship management) tool.
6. Salesforce is one of the best apps for sales
   teams.

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Case management in salesforce

1. Case management in salesforce is a tool that
   allows salespeople to track, manage, and follow
   up on leads and sales opportunities.
2. When a lead comes into your company, it is
   assigned a case number. Salespeople then create
   notes in the case management system to
   communicate with the prospect.
3. The system also keeps track of the status of each
   opportunity. If the opportunity closes, the
   salesperson can use case management to keep track
   of what was done and who should be credited for
   the work.
4. It also allows you to create custom fields to
   track additional information about the lead or
   the opportunity.
5. You can set up triggers in the system to
   automatically send emails to a salesperson when
   certain actions are taken in the system. For
   example, you can set up a trigger so that every
   time a new lead is created, an email is
   automatically sent to the sales rep. This will
   help the rep stay on top of his or her pipeline.

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Uses of Reports and Dashboards in salesforce
Salesforce CRM offers a very intuitive dashboard.
This is how you get to the report, dashboard and
analysis tool that helps you and your team
understand whats going on with the business.
This is the most important page in the entire
tool. You can use it to make sense of the
information that the various reports provide. If
you need to make sense of all of the data, this
is the page to learn.
https//nareshit.com/salesforce-online-training/
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Uses of Reports and Dashboards in salesforce

1. Use Salesforce Reports and Dashboards to Analyze
   the Sales Process .
2. Use the Data to Predict Your Business Future .
3. Use the Reports and Dashboards to Create New
   Opportunities .
4. Use the Data to Increase Your Customers
   Confidence .
5. Use the Reports and Dashboards to Create New
   Markets .
6. Use the Data to Build a Loyal Customer Base .

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Uses of Reports and Dashboards in salesforce
Database is a collection of data that is managed
in such a way based on certain conditions that
are interconnected so that it is easy to manage.
07) Use the Data to Improve your Marketing
Efforts . 08) Use the Reports and Dashboards to
Make Better Decisions . 09) Use the Data to
Identify Trends and Problems . 10) Use the
Reports and Dashboards to Create a Culture of
Continuous Improvement . 11) Use the Data to
Optimize your Business Process . 12) Use the
Data to Increase Sales .
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Conclusion
In conclusion, Salesforce CRM is a cloud-based
platform which helps you to manage the sales,
marketing, lead generation, customer service and
many other functions. Hope You got more
information about the benefits of using the
Salesforce platform and what it does.
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Thank You

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