SalesForce CRM Training | SalesForce CRM Online Training

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Salesforce CRM and Admin Features and Benefits
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What is Salesforce CRM?

• A leading customer relationship management (CRM)
  platform.
• Offers tools for sales, service, marketing, and
  analytics.
• Enhances customer engagement and operational
  efficiency.

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Key Features of Salesforce CRM

• Improved Efficiency Streamline sales and service
  workflows.
• Enhanced Customer Insights Centralized data for
  better decision-making.
• Scalability Adaptable to businesses of all
  sizes.
• Integration Capabilities Connects with
  third-party tools and apps.
• Mobile Accessibility Access data anytime,
  anywhere.

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Who is a Salesforce Admin?

• Manages Salesforce implementation and
  customization.
• Ensures data integrity and system security.
• Creates and maintains dashboards, workflows, and
  reports.

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Key Responsibilities of a Salesforce Admin

• Customization Configure objects, fields, and
  page layouts.
• Automation Set up workflows, process builders,
  and approvals.
• User Management Manage roles, permissions, and
  profiles.
• Reporting and Analytics Design detailed
  dashboards and reports.
• Training and Support Provide user training and
  address technical issues

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Why is a Salesforce Admin Important?

• Ensures optimal platform performance.
• Drives user adoption and satisfaction.
• Enhances organizational productivity.
• Bridges technical and business requirements.
• Supports scalability and future growth.

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Salesforce CRM and Admin in Action

• Retail Streamlined customer journeys with
  Marketing Cloud.
• Healthcare Patient data management with Service
  Cloud.
• Finance Automated workflows for loan approvals.
• Education Enhanced student engagement and
  analytics.

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Transform Your Business with Salesforce CRM and
Admin Support

• Salesforce CRM and Admin empower businesses with
  cutting-edge tools.
• Improve efficiency, enhance customer
  relationships, and scale operations.
• Essential for businesses looking to stay
  competitive in a digital-first world.

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Why Businesses Choose Salesforce

• Centralized data for a 360-degree view of
  customers.
• Boosts efficiency with streamlined workflows and
  automation.
• Scalable solutions for businesses of all sizes.
• Seamless integration with third-party apps and
  tools.
• Mobile-friendly platform for on-the-go access.

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Empowering Businesses with These Features

• Automation Manage sales, leads, and
  opportunities effortlessly.
• Marketing Tools Run tailored campaigns with
  precision.
• Customer Service Provide superior support via
  Service Cloud.
• Analytics and Insights Real-time reporting for
  strategic decisions.
• Customization Adaptable to your unique business
  needs.

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THANK YOU
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