Different Features of Salesforce
- Security Model. The Security model contains characteristics such as identities, permission sets, responsibilities,...
- Reports & Dashboards. Salesforce allows you to change your data formats in many ways so you can measure business data...
- Validation Rules. Along with automating the CRM, it is also important that no negative data...
- Contact Management.
- Customer Engagement Tools.
- Workflow Creation.
- Task Management.
- Opportunity Tracking.
- Collaboration Tools.
- Analytics.
- Intuitive, Mobile-Ready Dashboard.
What are the capabilities of Salesforce?
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- 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 ...
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- Topics. ...
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What are the key benefits of Salesforce?
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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?
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What are features of Salesforce?
Salesforce has started as a CRM (Customer Relationship Management) platform, but now it has extended its services in various fields, from Artificial Intelligence to the Internet of Things. Salesforce features covers all the aspects of a business such as Lead Management, Email Integration, Sales Collaboration, etc.
What are some features of Salesforce CRM?
Salesforce CRM Features and BenefitsContact Management. ... Opportunity Management. ... Quote Management. ... Quote to Cash. ... Einstein Analytics. ... Salesforce for Small Business. ... Lead Management. ... Watch marketing activities across all channels.More items...
What is the main function of Salesforce?
Salesforce is a company that makes cloud-based software designed to help businesses find more prospects, close more deals, and wow customers with amazing service.
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 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 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 are Salesforce modules?
Salesforce is a cloud-based CRM specializing in CRM cloud computing as a Service (SaaS). Salesforce modules allow businesses to make greater use of cloud technology. This helps to communicate with consumers, partners, and potential clients. The app has become the number one for customer satisfaction.
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 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.
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 CRM?
Salesforce has started as a CRM (Customer Relationship Management) platform , but now it has extended its services in various fields, from Artificial Intelligence to the Internet of Things. Salesforce features covers all the aspects of a business such as Lead Management, Email Integration, Sales Collaboration, etc.
What is Salesforce 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.
What is partner management in Salesforce?
The partner management builds the partner ecosystem quickly with the Salesforce CRM app. It enhances partner engagement in our business with recruitment, training, and supporting the indirect sales channels. It makes the sales process easier and faster for the partners.
What is Salesforce account management?
1. Account and Contact Management. The account and contact management feature of Salesforce provides the complete information of each customer. It includes the activity history of each customer, communications done with customers, Key contacts, etc. In simple words, it contains all the information related to customer communication.
What is 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.
How does lead management software help a business?
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.
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 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.
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.
Make configuring complex deals fast and easy
Easily help reps select the right products and services with a step-by-step configuration wizard.
Grow and nurture your customer base
Streamline repeat business by defining negotiated prices, or inheriting pricing from a prior quote.
Reduce financial risk and compliance burden
Ensure reps quote complete and compatible solutions with automated guidelines and dependencies.
Automate the customer lifecycle
Automate complex order fulfillment by splitting quotes into multiple orders based on time or location.
Turn transaction data into insights
Leverage AI to analyze discounting trends across products, geographies, and sales teams.
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).
How does Salesforce CRM work?
Salesforce CRM simplifies your sales and business processes with forecasting and productivity tracking. Quote management of the products becomes easy with this CRM application. You can simply track the products, which are part of your deal, and it includes the standard price, quantity, product code, and quoted price. In addition, you can establish quantity as well as revenue schedule and it reflects the delivery terms and payment. The Salesforce CRM app is featured with a built-in quoting mechanism that automatically quotes client data. It also creates PDF of the approved template and sends it as an email directly to the customer.
What is Salesforce CRM?
Salesforce CRM helps you to keep the most critical projects, team, and topics in a social feed. It assists the team in working together to achieve a common goal. The intelligent recommendation of Salesforce helps to discover the right people, information, and file based on activities as well as interests.
What is Salesforce document management system?
The Salesforce document management system enables you to share files from any device at any time. It ensures internal and external collaboration with versioning and commenting. Users can easily drag and drop files and maintain access as well as control rights. Salesforce CRM is featured with multiple filters that make it easy to find a specific document from a pile. It publishes current information on product specification, price lists, and contract documents.
What is Salesforce CRM automation?
Salesforce CRM automation offers a point-and-clickinterface to the users with a process builder. It automates your sales as well as the business process by auto-assigning the tasks and email alerts. Also, it suggests the next step in a deal with built-in intelligence. The approval processes for a deal discount, travel, and expense report have become automatic with Salesforce CRM. Users can respond to such request directly from Chatter.
What is opportunity management in Salesforce?
The opportunity management is one of the top Salesforce CRM features and benefits to look for. It offers a chance to view the activity timeline of your customers. Also, it depicts the various stages of a particular deal which helps you to decide your next move. In addition, you can view critical details of the activity timeline along with the business competitors. And the ready-made templates ensure hassle-free emailing to the clients.
Does Salesforce require code?
The users don’t require code to extend the marketing cloud of Salesforce. It is a platform that makes it easy for partners to sell the products or services. In addition, you can customize the access to information and revamp partner tiers. Run various programs to incentivize the partners’ performance.
Does Salesforce require technical knowledge?
The Salesforce CRM does not require any technical knowledge to set up as well as manage the same. It redefines the way businesses connect with the customers by creating a more meaningful relationship. By giving a single view of each client interaction, Salesforce CRM APP can give you a unique experience.
Account and Contact Management
- The account and contact management feature of Salesforce provides the complete information of each customer. It includes the activity history of each customer, communications done with customers, Key contacts, etc. In simple words, it contains all the information related to customer communication.
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.