Four Features of Salesforce CRM

CIO Applications| Friday, March 19, 2021

Salesforce CRM ensures a streamlines contact management by providing access to important data of customers and interaction history, offering a complete customer view such as insights and engage-enhancement strategies.

Fremont, CA: Salesforce is a leading cloud-based CRM software provider in the international market. It is built for service, marketing, and sales. The Salesforce CRM does not need any technical knowledge to set up and manage, changing how businesses connect with customers by creating a more meaningful relationship. The Salesforce CRM app can offer a unique experience by providing a single view of each client interaction.

Salesforce CRM has all the elements needed for a business to function on an intelligent automation platform. Here are four features of Salesforce CRM:

Opportunity Management

The opportunity management provides a chance to see the activity timeline of the customers. It also presents the different stages of a specific deal which helps users to determine their next move. Also, important details of the activity timeline along with the business competitors can be viewed, as well as ensure seamless emailing with the ready-made template.

Contact Management

Salesforce CRM ensures a streamlines contact management by providing access to important data of customers and interaction history. It offers a complete customer view such as insights and engage-enhancement strategies. Customers' social data can be used for an in-depth understanding of their behavior concerning any product or service.

Cloud-based contact management allows users to collaborate in the organization, share insights and important documents to build a knowledge-sharing workplace. Also, deals can be tracked by accessing all the contact data.

Einstein Analytics

Einstein Analytics provides high business intelligence that helps open complex sales and service insights. This analytics also links the users to sales, service, and community clouds with the incorporated dashboard. Data security is the main aspect of this tool.

Quote to Cash

Salesforce CRM automates three critical features: configure, price, and quote (CPQ) to streamline the quote management. It helps sales representatives to choose the correct quote for the customers with the latest discounts. Users can create the right quotes and provide the proposal faster with Salesforce. It also makes the invoice sending and cash collecting process easier with Salesforce Lightning.