CRM or Customer Relationship Management is a core ingredient of a company’s growth. However, managing customer relationships across various levels is not an easy task, except without the Salesforce CRM software. This software makes customer relationship management a breeze. Hence, through this article, we focus your attention on the top features of the Salesforce CRM.
Before beginning with what the Salesforce CRM has to offer, let us first take a look at what this software is and how it works to understand it better.
Simply put, Salesforce CRM is a one-stop solution for the management of relationships between a company and its existing and potential customers. With the help of CRM software, you may stay connected with customers, have better and more streamlined processes, and ultimately boost the company’s profitability.
Now that you have some basic idea about the software, below is a brief overview of its working.
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In simple terms, Salesforce CRM software works with standard objects like account, lead, opportunity, contact, product, etc., and the relationship between them. It offers several methods to manage customer interactions, such as emails, phone calls, social media, and communities. Moreover, cloud hosting makes this software easy to use and effortlessly accessible.
After a basic understanding of the Salesforce CRM, let us now proceed toward answering the question, what are the critical features of Salesforce CRM.
The following are the latest release Salesforce features that make customer relationship management a whole lot easier.
Salesforce CRM is well-known for making contact management a hassle-free process. It lets you access crucial data of customers, including the history of interactions. Moreover, it promotes better contact management by providing you with insights and strategies for customer engagement enhancement. Furthermore, Salesforce CRM equips you with the customer’s social information to help you know their reaction to a product or service. In addition to it, cloud-based management further facilitates collaboration within the organization.
Salesforce CRM facilitates successful deal closure with its opportunity management feature. It lets you view a complete timeline of activities with respect to various deals your company is pursuing. Along with customer activity timelines and deal stages, it also empowers you with business competitor’s insights, ready-made emailing templates, and high customization capabilities to focus on a particular opportunity that seems the most valuable.
Quote management is also one of the useful Salesforce CRM features. It involves forecasts and productivity training to make sales and business processes easier. With this software, you can track a product’s standard price, product code, quantity, and the price quoted in the deal. Moreover, it also allows you to check the product quantity and schedule of the revenue according to the payment and delivery terms. Furthermore, there is an in-built quoting system to quote the client data automatically.
There is a quote to cash feature that simplifies the quote management process. You can use this option to choose the correct quote for your customers with fascinating discounts. It speeds up the quote creation and proposal submission process and makes invoice sending and cash collection easier.
Lead management is also one of the most helpful features and Salesforce essentials. It boasts a timeline that lets you stay up to date with your contacts. With the use of a sales path, it understands the applicable documents and informs you about the lead’s original source. Moreover, under lead management also comes a highly-useful automatic emailing system. It automatically scores all the leads and assigns the top lead to the best executive for the most favorable results.
The following picture summarizes various functions of the Salesforce lead management feature.
The Einstein Analytics in Salesforce proves to be one of the best Salesforce new features. It helps you with business intelligence to access complicated service insights and sales. Moreover, with Einstein Analytics, you may connect with sales, services, and community clouds through embedded dashboards. Furthermore, you might be surprised to know that over 150000 businesses trust this analytical tool to share data and get intelligent insights for business growth.
Nothing can be better than Salesforce Trailhead if you wish to have an in-depth understanding of the Salesforce platform. It offers many in-app tutorials to help you learn Salesforce. Moreover, it comes with in-built intelligence that provides the best services to customers with automatic data capturing from emails, support channels, and calendars, offering a holistic customer view.
Salesforce CRM lets you manage partner onboarding, recruitment, and training perfectly. It allows you to make your marketing campaigns effective and result-oriented. Moreover, it simplifies the sales of products for partners. And you may effortlessly customize information access, run multiple programs to provide an incentive for partner performance and create more fascinating partner destinations.
This article focused on the top features of Salesforce CRM that make it the best customer relationship management software solution. You may go through the above sections to understand them in detail. If you wish to add something to this article, have any questions, or want to suggest something about this article, you may leave us a comment.
December 19, 2022
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