Salesforce is one of the leading CRM solutions that is used by all different sizes of businesses. Some of the biggest brands use Salesforce to streamline their customer relationship process.
It is a cloud-based CRM software that offers a 360-degree solution to businesses and manages all the important processes.
From customer relationship management, sales pipeline management to complete marketing solutions, Salesforce offers a complete solution from a single dashboard.
Let’s have a look at the software in detail.
Salesforce CRM Company Details
Salesforce is an industry-leading CRM founded in 1999 by Halsey Minor, Marc Benioff, Parker Harris, and Scott Dorsey. Salesforce is a public company now with innovative products for businesses to manage sales and marketing processes with ease.
You will have complete guides, tutorials, and chat support from the expert to help you make the best out of Salesforce.
Pros of Salesforce CRM
A reliable solution with a proven track record
A comprehensive business solution that manages all important processes
Customer 360 managing sales, service, marketing, commerce and more
Access your dashboard from any location through any device
Effective management of data for faster sales closing
Better customer service with all handy data
Cons of Salesforce CRM
Learning curve for users
Not the most cost-effective solution
Salesforce CRM Pricing
Salesforce offers multiple products such as Sales Cloud, Service Cloud, Marketing Cloud, and more. The pricing will be different depending on the product you select.
In this post, we will have a look at the Salesforce CRM pricing. You can start with the free trial to understand the product better and then select the appropriate plan for your business.
You have 4 paid plans to select from. Here are the details.
Salesforce comes with comprehensive help and support documentation to help users through every process. If you are a top plan user, you will receive 24×7 support.
Email Support
Live Chat
Tutorial Videos & Documentation
Salesforce CRM Detail
Salesforce CRM allows you to improve your overall business and sales process with the help of its AI-powered system.
You can now automate your workflows, discover insights, make business predictions, and automate your overall internal working processes using Salesforce CRM.
The AI provided by Salesforce is called Einstein. Einstein helps you collectively organize your data and draw insights from them easily.
It allows you to manage and predict workflows, qualify your leads, and recommend solutions based on past behavior.
Integrations
Salesforce is one of the best when it comes to integration. Just about every major third-party business application or tool can be integrated with Salesforce.
Whether it is an analytics software, customer support software, or financial management software, Salesforce can pull in data from any third-party tool.
One of the largest pools of integrations and options to display data collectively makes Salesforce CRM integration a pretty amazing choice.
Mobile-First Design
There are a lot of other CRM software available out there that offer the mobile version of their software for on-the-go business management, but none of them have a mobile-first design in the first place.
Salesforce CRM allows you to manage your leads, data, contacts, and opportunities from your mobile device, even if you are offline.
Customizability
Salesforce CRM is almost 100% customizable! You can make use of the point and click feature provided in the software to customize your overall layout.
You can also integrate hundreds of mobile apps from AppExchange to add additional customization features. Additionally, you can create your custom application using the Salesforce developer tool.
Built-in Marketing Feature
Salesforce CRM has a lot of additional features packed into the CRM itself. You can also manage your marketing through the software only.
You can create your marketing campaigns as per your workflow and target clients and additionally can also measure the effectiveness of the campaigns.
Salesforce.com Community
Salesforce offers an extensive online community for all individuals and Salesforce CRM owners to interact and share experiences.
This is quite an amazing feature as CRM being a little tricky to handle software, still needs a lot of how-to and about data for new ones to understand the depth of its possibilities.
The community shares programs, and events, and helps in creating feature discussion boards.
How to use Salesforce CRM?
Salesforce CRM has a lot of built-in features that you can make use of. From business process management to sales, from lead management to email campaign management, the possibilities are huge with Salesforce CRM.
Businesses and the ones that Salesforce CRM primarily targets are the large-size ones.
Let us take a close look at something Salesforce CRM is primarily designed for, that is, increasing the sales of a business.
01. Create a Free Trial Account
To get started with the Salesforce CRM, you can start with the free trial account to check all the features and options before you make the payment and start using it regularly.
The best part is that you don’t even have to add your credit card. You simply fill in your details and start using the services.
02. Salesforce Dashboard
Once you create your account, you will be directed to the dashboard. I think, here you will have to spend some time understanding all the options that you have.
However, the features and self-explanatory. You just have to add the details of your business and get started.
03. Create / Add Users
One of the first things to do while you implement Salesforce CRM is to set up of users that can access the system. This setup includes the assignment of role hierarchies and permission levels for every user.
Begin with setting up the role levels and hierarchy in the system. This ensures the data is secured and safe.
After you have created the hierarchies and roles, now is the time to add users to the system and assign roles to them.
It is recommended to give the users read-only profile rights initially, as this would allow them to become familiar with Salesforce.
04. Define and Design Sales Process
Once you have added users to the system now is the time to define the complete sales process of your company into the CRM.
This step demands you to carefully identify your onboard sales process and replicate that entirely into the system.
Also, the complete team on the system at all different levels need to understand and correspond to the process.
This is very important as CRM applies a pipeline management system and this has to match according to the match with your actual business process.
05. Customize Salesforce
Customizing the overall process and working of the CRM system is a very important step here, as this makes the overall process easier and simpler to implement.
Add the most used features and tools placed at the very forefront of your software, personalize its complete navigation layout, and make it more user-friendly for yourself.
06. Import Data
Importing data initially is the most important step in setting up any CRM tool. You can use the provided data importing tools to import data into the software.
Additionally, you have Data Import Wizard and Data Loader tools to import data into your CRM.
You can also import data into your system using Gmail and AppExchange, which even makes shifting data from some other CRM tool to Salesforce a lot easier.
07. Enable Analytics
Salesforce’s dashboard is one of the most feature-packed and productive in use. You can develop valuable analytics and performance data reports.
Get a visual representation of the progress and also get AppExchange analytics data reports as well.
Salesforce CRM makes it simple for businesses to manage the entire lead management and sales process. It comes with lead scoring and sales projection to optimize the process.
Yes, Salesforce CRM is one of the industry-leading CRM solutions. With over 20 years in the business, it understands user requirements perfectly and offers innovative solutions.
Yes, Salesforce CRM gives you the option to collaborate with your team. The basic plan is good for up to 10 users. All the other plans come with an unlimited users option.
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