Salesforce Series: Sales Cloud

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!