You may already be familiar with Salesforce or have at least heard of it before. To give a brief overview, it is “the #1 intelligent Customer Relationship Management (CRM) platform for businesses of all sizes.”
What is a CRM Platform?
Salesforce defines Customer Relationship Management as “a technology for managing all your company’s relationships and interactions with customers and potential customers”.
Having a CRM platform allows your business to have one singular view of every customer and sales lead across all departments - including sales, customer service, marketing, etc. This gives the ability to access the same customer or lead contact information, pinpoint sales opportunities, manage marketing campaigns, or view customer issues.
The goal of a CRM solution is to help enhance the business’s relationships with individuals - including customers, colleagues, services users, or suppliers.
What is Sales Cloud?
“Sales Cloud is a cloud-based application designed to help your salespeople sell smarter and faster by centralizing customer information, logging their interactions with your company, and automating many of the tasks salespeople do every day.”
Sales Cloud Features
Contact and Lead Management
access important customer data
analyze customers social media data
lead tracking & email management
track marketing campaigns across channels
Opportunity and Data Management
customer details in the activity timeline
built-in quoting capabilities
discover crucial insights
target the right customers
integrate third party data sources
Forecast, Pipeline, and Activity Management
custom sales forecasting reports
easily maintain pipeline accuracy
integration with Outlook or Gmail
AI features in Salesforce inbox
Mobile CRM and Sales Automation
a unified app to work on the go
close deals and access files on the go
use Process Builder for automation
drag-and-drop workflow automation
Whether you’re new to the world of CRM solutions, in the market for a new platform, or just extremely impressed and won over by what Salesforce has to offer, our team is here to help you get started. At PK we have a team of experienced developers certified in Salesforce and eager to help improve your business processes.
PK Information is a FileMaker-certified development agency serving the Tampa Bay and Knoxville regions. We believe that great software can change everything. Would your database benefit from a process review? Contact us today!