- Opportunity Tracking. This feature can keep track of important data like milestones, decision makers at a company, and communications with customers.
- Marketing Campaigns. Salesforce CRM can be used to manage every aspect of a marketing campaign. ...
- File Collaboration. This feature allows you to quickly share files with your coworkers in a secure manner. ...
- Analytics and Forecasting. Analytics allow you to get a detailed snapshot of your business on a moment’s notice. ...
- Email and Calendar Integration. Salesforce can be fully integrated with email applications like Microsoft Outlook, Gmail, and Lotus Notes.
- Contact Management. ...
- Opportunity Management. ...
- Quote Management. ...
- Quote to Cash. ...
- Einstein Analytics. ...
- Salesforce for Small Business. ...
- Lead Management. ...
- Watch marketing activities across all channels.
What are the capabilities of Salesforce?
The Ultimate Guide to Setting Up Salesforce Knowledge
- Key Points – What you need to know. Before we dive into the fun features of Lightning Knowledge, let’s knock out a few housekeeping items first that you’ll need to ...
- Content Management. ...
- Channels. ...
- Approval Processes. ...
- Knowledge Features. ...
- Topics. ...
- Case Deflection. ...
- Using Apex with Knowledge. ...
- Keep Learning! ...
What are the key benefits of Salesforce?
SAP MDG Training. This SAP Master Data Governance (MDG) training provides a complete understanding of the features and fundamentals of MDM in a step by step manner through practical examples. You’ll learn to create, maintain, and consolidate master data effectively using SAP MDG. This course also helps you in clearing the SAP MDG ...
What is so unique about Salesforce?
- If you have the budget to pay for the subscription, you are ready to use Salesforce. Why? ...
- You can use Salesforce with 1, 10, 100 or 10,000 Employees. It's completely up to you! Salesforce certainly does not impose any minimum user count.
- Salesforce integrates with some amazing software such as Yesware (The implementation took us around 5 minutes).
Does Salesforce have an antivirus feature?
Cyber Alarm Antivirus for Salesforce Files and Attachments. The first Antivirus developed for Salesforce. A Native app that scans your Salesforce Attachments and Files. Protects your whole Salesforce Org. including Communities. 1 Click Schedule Batch
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What are the functions of Salesforce?
Salesforce Function is a service of the platform that lets Salesforce developers create code that connects data and events. It can run on-demand with an elastic scale in a Compute environment and can be integrated with low-code and pro-code services to deliver an agile and unified Salesforce experience.
What are the benefits of Salesforce?
The 5 Benefits of Salesforce#1 Flexibility. One of the most significant USP's (Unique Selling Points) of the Salesforce platform is its high degree of adaptability. ... #2 Easy to manage. ... #3 Countless options with various apps. ... #4 Standard API links. ... #5 The world's largest web-based platform. ... Video. ... Want to find out more?
What is Salesforce and what all functionalities can be used via Salesforce?
Salesforce is the world's #1 customer relationship management (CRM) platform. We help your marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep your customers happy everywhere.
What are the features of Salesforce sales Cloud?
Sales cloud lets you automate your business process with drag and drop simplicity and drive success with easy processes. The process builder comes up with a point-to-click interface that automates your business processes. It lets you create automated workflows and alerts for various deals.
What are the tools used in Salesforce?
List of Salesforce Tools For DeveloperDeveloper Edition Environment. ... Scratch Orgs. ... Salesforce Extensions for VS Code. ... Salesforce CLI. ... Mobile Tools. ... Developer Console. ... Ant Migration Tool. ... Salesforce Lightning Inspector.More items...•
What is Salesforce and its components?
Salesforce is a cloud-based Customer Relationship Management (CRM) software for managing customer relationships and integration with other systems. This SaaS tool helps to create custom solutions for marketing, sales, services and ecommerce as per business requirements.
What is CRM features in Salesforce?
Salesforce CRM provides an omnichannel platform for users to grow leads, increase sales, and manage customer relationships seamlessly on different channels. It also has a robust analytics module packed with other comprehensive features in an easy-to-use user interface.
What are some features available in Salesforce lightning?
Salesforce Lightning FeaturesPacked With Latest Technology. ... Faster Selling. ... Lightning Voice. ... Steelbrick Feature. ... Outlook Alliance. ... CRM on thumbs. ... Lightning Application Builder. ... AppExchange.More items...
What are the types of Salesforce?
Salesforce tools and services are called “clouds.” Salesforce offers six major types of clouds: Sales Cloud, Marketing Cloud, Commerce Cloud, Service Cloud, Experience Cloud, and Analytics Cloud.
What are the modules of Salesforce?
Salesforce's modules are known as clouds, like Service Cloud and Sales Cloud. You'll learn more about these clouds, including the features, advantages, and opportunities of each.
What is Salesforce platform?
Salesforce Platform is the app development platform that extends your CRM's reach and functionality. You do not have to be a developer to build apps using the Salesforce Platform.
What is the difference between sales and Salesforce?
Sales Cloud offers Web-to-lead functionality, whereas Service Cloud offers Web-to-case functionality. Salesforce Service Cloud makes connecting one-to-one with every customer, across multiple channels on any device, extremely easy.
Lightning App Builder (and Lightning Components)
The Lightning App Builder is a point-and-click tool that’s easy to create pages for Salesforce Lightning, or to use in the mobile app. This enables you to rearrange pages to highlight key information users need, and hide anything irrelevant.
Salesforce Reports & Dashboards
Salesforce reports and dashboards are Salesforce’s out-of-the-box analytics, the “go to” option for quick reporting; as you would expect from the #1 CRM in the world, they are powerful, intuitive, customisable, and they work well for organizations of all types and sizes.
List Views
Who doesn’t love a Salesforce list view? List views in Salesforce are what they sound like: a view that’s a list of records. Find list views on the home tab of each object, for example, on the lead object, you will find list views such as “Today’s leads”, “Recently viewed leads”, plus any custom views you create.
Validation Rules
A Validation Rule is a rule on a field which verifies that data entered by a user meets a certain criteria, before the user can save the record.
Security: Profiles, Roles, Permission Sets
Security in Salesforce is crucial to ensure each user can access only the record data that’s appropriate/relevant to their work. Anyone that has looked at the Certified Administrator will know there’s a big emphasis on this topic because it can be tricky to nail down as a Salesforce newbie.
Sandboxes
A Sandbox lets you develop and test your configuration, in the safety of a controlled environment. They are copies of your production environment that have the same platform customizations (eg. custom fields, code, automation). Some Sandbox types, will also contain a copy of your production data (eg. Leads, Accounts, Contacts data).
Change Sets
Salesforce change sets act like containers that move configuration between Salesforce environments, for example, from a sandbox to your production org (live environment users log into).
What is Salesforce dashboard?
Salesforce.com can be referred to as a massive database compiled with the company’s crucial to everyday information. The Salesforce feature/tool “Dashboards” aggregates that business information into real-time key business metrics in interesting formats like --- charts, bar diagrams, pie-charts, tables, funnel-charts, leaderboards, graphs, and more.
What is Salesforce CRM?
Salesforce can do a lot of things: Salesforce CRM is leveraged by businesses for managing healthy & ongoing relationships with their key clients or customers and get helped with making customers pass through the sales funnel and reach final sales.
What is snaps in Salesforce?
Snaps-ins is one of the most useful Salesforce features by cloud lightning service. The features let businesses to add service functionality to the apps or webpages. No matter where businesses are, they can snap in service channels into their native business app to develop a more connected and close-knit customer experience.
Can Salesforce automate internal processes?
Though it is not possible to completely automate the marketing efforts, with if/then rules of the Salesforce Workflow feature, it is quite possible to automate certain internal processes or procedures.
Does Salesforce Lightning work with Outlook?
Salesforce lightning platforms offer a great alliance with Mircosoft’s Outlook, which enfolds business management to a whole new level. Users can sign in to the lightning platform using their outlook account. The enterprises, the teams, and all salesforce users can easily manage tasks without having to run fingers through different programs.
Does Salesforce sync emails?
To ensure that every email exchange or thread stays inside the CRM, the Salesforce email syncing feature (one of the much-needed Salesforce inbox features) came into play. The feature allows the users to “sync” emails with the CRM, without letting the users manually cut and paste the information or conversation thread.
Conclusion – Features of Salesforce
In this article, we have seen various Salesforce features that will help enhance client relationship management.
Recommended Articles
This is a guide to the Features of Salesforce. Here we discuss the introduction and list of features of salesforce, respectively. You may also have a look at the following articles to learn more –
What is cool about Salesforce chatter?
If you use the Salesforce suite of tools, there are certain features that you would find extra helpful even if you don’t use all of them regularly. Take ‘Chatter’, for instance. You might not use ‘Chatter’ on a daily basis, but it is there for you whenever you need it - and at no extra cost!
What data can be displayed on a dashboard?
For example, you can display data that includes sales figures, the number of successful conversions, leads. What’s more, you get to choose how your data will be represented – as horizontal bar diagrams, pie-charts, funnel-charts, among others.
Does Salesforce sync with Outlook?
With Salesforce, you can sync all the data with your mail so that it is sent automatically . This sure does save a lot of ‘cut’ and ‘paste’ time for you. Salesforce supports Microsoft Outlook and has solutions for Gmail and other third party email clients.
Can you use AppExchange on Salesforce?
With Salesforce’s AppExchange, you can develop and post your app, use other, already developed apps as a platform, and also install apps to customize your Salesforce page. AppExchange also lets you hire developers and consultants as and when you need them, so there’s no need to hunt for them on different platforms again. With this feature, you will have access to the profiles of individual developers and consultants together with their contact information for you to initiate a negotiation.
What is Salesforce software?
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.
What is Salesforce customer profile?
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.
Does Salesforce work with Outlook?
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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CRM Software Features & Benefits from Salesforce
Sales Cloud Einstein by Salesforce gives you a comprehensive set of CRM features to speed up business processes and improve effectiveness and productivity.
What are the roles in Salesforce?
Developers, consultants, and administrators are the key roles of any business considering Salesforce implementation, irrespective of being technology business or not. They are the ones who keep it ticking and also try and expand Salesforce to include new features and departments.
What does it mean to be a Salesforce administrator?
Being a Salesforce administrator or a business enterprise means you are taking up one of the major responsibilities in terms of business administration. You should make sure that all your users get access to the right parts of Salesforce to accomplish the tasks well on time.
Does Salesforce have a security model?
Initially, Salesforce security model may seem to be a monster to tame; however, once done, it can interact with anything in your Salesforce suite. Salesforce has a comprehensive security model which encompasses all the features including the roles, profiles, shared settings, permission s set s field security, object -level permissions, and so on.
Is Salesforce a relational database?
However, this is a lot more than the basic relational database tables we are used to but capable of effectively running customer relations, sales, and administration through various user interfaces.
Can you explore automation in Salesforce?
Once if you nailed down all the Salesforce CRM basics, then next, you can explore automation or it. The process builder and workflow rules are ideal ways to just click instead of coding to add complex processes through automation.
1. Salesforce Chatter
Salesforce Chatter is an instant messaging system that functions similarly to social media platforms like Twitter and Facebook. Here's how you can use Chatter:
2. Advanced Currency Management & Multiple Currencies
Salesforce's Multiple Currencies capability is essential for any company that deals with clients who use multiple currencies. It goes a step further with Advanced Currency Management. Multiple Currencies and Advanced Currency Management are two characteristics that are frequently combined to provide effective currency management.
3. Dashboards
Salesforce.com is a huge database that contains the company's critical day-to-day information. The Salesforce feature/tool "Dashboards" compiles the data into real-time essential business KPIs in visually appealing formats like charts, bar diagrams, pie charts, tables, funnel charts, leaderboards, graphs, and more.
4. Email Synchronization
The Salesforce email syncing function (one of the much-needed Salesforce inbox features) was used to ensure that every email exchange or thread stayed inside the CRM. Users can "sync" their emails with their CRM accounts without having to manually cut and paste information or conversation threads.
5. Salesforce Steelbrick
Steelbrick is a Salesforce key feature that allows high-growth Salesforce clients to easily manage CPQ - Configure-Price-Quote - apps.
7. Lightning Snaps
One of the most useful Salesforce features provided by the cloud lightning service is snap-ins. Businesses can use the features to add service capabilities to their apps or websites. Businesses may integrate service channels into their native business app to provide a more connected and close-knit client experience no matter where they are.
8. Snapshots in Reporting
Snapshots in Salesforce allow you to take a picture of a group of records and save the data for later use. Bonus: they come pre-installed in all Salesforce orgs and are simple to set up.
Opportunity Management
- It enables us to manage all the sales deals with the Salesforce and keep connected with the people and information required to complete every deal. It also includes the stage of every deal and what move should we need to take to win the specific deal.
Salesforce Engage
- Salesforce engage feature allows us to share the marketing content with sales to enhance the company's selling power. It works like a bridge to fill the gap between sales and marketing. It gives real-time sales alerts as per the engagement with the customers.
Sales Collaboration
- The sales collaboration feature allows the sales team to collaborate with powerful social tools in Salesforce. It also helps to find the experts for sales, share competitive data among the team, etc., to grow the business from anywhere. It allows the sales teams to work together on various sales opportunities and check progress from anywhere.
Sales Performance Management
- Sales performance management is mostly categorized as compensation management, which varies due to different software tools. This improves the execution of the sales process day-by-day. It provides a metric-based goal setting for the teams and helps the sales team with continuous feedback and rewards.
Lead Management
- The lead management software solution helps the business by giving information on how the marketing activities impact the sales pipelines. It helps to invest our time in the crucial and trending deals firstly.
Salesforce Mobile App
- Salesforce Mobile app makes our mobile device a portable sales office. It allows us to make calls, reply to each hot lead, work opportunities, and to see the checkerboards from anywhere. We can manage meetings, events, and accounts update from a single app. Salesforce CRMcan be accessed and update from anywhere with the help of the salesforce mobile app.
Workflow and Approvals
- It allows us to design and automate any business process with the drag-drop option of the visual workflow. It provides flexible approval processes for the sales discount, expenses, etc. It allows business processes to be completed automatically.
File Sync and Share
- With the File Sync and share feature, we can easily share our files, collaborate on these files, publish the best content, and track all these activities in real-time. We can easily find any file or content from anywhere as all the contents are put at the same place. It eliminates mistakes during sales by publishing the most relevant and accurate content.
Sales Forecasting
- This feature helps you to get the real-time observations of the entire team's forecast. We can also track the leader-board to know the top performer of the target. It provides a complete view of business so that we can take the required action if necessary.