Key Features with Salesforce

By Neil Zawacki
Updated: September 22, 2013

Salesforce is a major cloud computing company that specializes in Customer Relationship Management software. It offers several notable products that are designed to help small businesses obtain and keep customers.

Here are some of the key features with Salesforce:

Full Customer Profiles – Salesforce can provide a highly detailed customer profile to its users at any time. This information includes things like account history, important contacts, previous interactions, assets they possess, partners involved with the project, sales data, key relationships, and noteworthy documents. The Salesforce platform also lets you designate specific customers as marketing and sales references.

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Opportunity Tracking

This feature can keep track of important data like milestones, decision makers at a company, and communications with customers. This information can be graphically analyzed at any time if you need to figure out while a sales opportunity was downgraded. You can also have Salesforce send automatic email reminders to keep your employees informed whenever new information is available.

Marketing Campaigns

Salesforce CRM can be used to manage every aspect of a marketing campaign. It can help you set up Google Adwords, engage in email marketing, manage the campaign across multiple channels (including social media), and route leads obtained from the campaign to different individuals. You can also build the official landing page for your company through the platform.

File Collaboration

This feature allows you to quickly share files with your coworkers in a secure manner. You can be notified when a presentation or collateral has been changed, and add partners and customers into a conversation. You can also keep track of the many different files within the database through “likes”, @mentions, following, and comments. In addition, you can set up libraries in the sales cloud if you would like to organize content into specific groups.

Analytics and Forecasting

Analytics allow you to get a detailed snapshot of your business on a moment’s notice. It has dashboards that can show your company’s key performance indicators and reporting tools that can be fully customized. Business planning and estimating sales revenue is also much easier through forecasting capabilities that are built into the system.

Email and Calendar Integration

Salesforce can be fully integrated with email applications like Microsoft Outlook, Gmail, and Lotus Notes. This integration includes complete synchronization with address books and calendars. It also allows users to access prior emails even if they’re offline and set up email templates that can be personalized when dealing with potential customers.

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