Salesforce started as a platform for managing customer relationships but has since expanded to offer services in various fields, including artificial intelligence and the Internet of Things. Its features encompass all aspects of a business, such as lead management, email integration, and sales collaboration. In this blog, we will discuss the most popular features of Salesforce, including Salesforce Training in Chennai and essential Salesforce basics.
Account and Contact Management
Salesforce’s account and contact management feature offers a comprehensive view of each customer. It includes the activity history, communication records, primary contacts, and other relevant information related to customer interactions. In short, this feature provides a centralized location for all customer communication data.
Opportunity Management
We use Salesforce to manage all our sales deals. This helps us stay connected with the people and information we need to complete each deal. With Salesforce, we can track the stage of every deal and determine the necessary actions to win each one.
Salesforce Engage
The Salesforce Engage feature is a valuable tool enabling us to share marketing content with sales teams, enhancing the company’s selling power. It acts as a bridge to fill the gap between sales and marketing, providing real-time sales alerts based on customer engagement.
Sales Collaboration
The sales collaboration feature in Salesforce allows the sales team to work concurrently using powerful social tools. It allows them to find and connect with experts for sales, share competitive data, and grow the business from anywhere. The feature also allows the sales teams to collaborate on various sales opportunities, track progress, and gain valuable insights. It is an ideal platform for activities such as Salesforce Developer Training and exploring Salesforce CRM features from anywhere.
Sales Performance Management
Sales performance management is often classified as compensation management, which can vary depending on the software tools used. The purpose of this management is to enhance the execution of the sales process on a day-to-day basis. It provides a metric-based goal-setting system for teams and assists the sales team with continuous feedback and rewards.
Lead Management
The lead management software solution provides insights into how marketing activities impact sales pipelines, enabling businesses to prioritize and focus on high-value deals.
Salesforce Mobile App
The Salesforce Mobile application is a powerful tool that turns our mobile device into a portable sales office. This app lets us quickly make calls, reply to hot leads, manage opportunities, and monitor sales progress from anywhere. It also allows us to efficiently manage meetings, events, and account updates from one convenient location. We can easily access and update our CRM data from anywhere using the Salesforce Mobile app.
Workflow and Approvals
It allows us to develop and automate any business process using the visual workflow’s drag-and-drop feature. It offers customizable approval processes for sales discounts and costs, among other things. It provides for the automated completion of business operations.
File Sync and Share
The File Sync and Share feature, including the ability to easily share our files, collaborate on them, publish the best content, and track all activities in real-time, is invaluable for our team at the Training Institute in Chennai. All of our content is stored in the same place, making it easy to find any file or content from anywhere. By publishing the most relevant and accurate content, it helps to eliminate mistakes during sales.
Also read: Salesforce Interview Questions and Answers