Salesforce is a leading CRM application that can be used by both small and large companies to build closer and more profitable customer relationships. You can track all your customer interactions and info in one place. In-line intelligence and best practices help move deals along faster.
If you are a sales rep working in the field or simply someone who works inside your email inbox, you can do more with this app. Plus, you can boost productivity by automating complex business processes. All the data you need is available in one place and you can make smart decisions based on up-to-date info. The best part is you can do all this from any internet-connected device.
Nurture leads until they are ready to buy your product, then automatically assign them to the right reps at the right time. Monitor the effectiveness of marketing campaigns, and transform every lead into a quality lead. Finally, Sales Cloud integrates smoothly with leading third-party business systems such as Heroku, Freshdesk, FinancialForce, Desk.com, and more.
As with other Salesforce reviews, the aim of this guide is to help you check if the product fits your requirements.
Benefits of Salesforce CRM
Contact Management
Get a complete view of your customers, including internal account discussions, communications, key contacts, and activity history. Gain insights from popular social media channels such as YouTube, LinkedIn, Twitter, and Facebook – right within Sales Cloud.
Opportunity Management
One of the benefits we consistently note in our Salesforce reviews is that you get all the details on your team’s deals — quotes, competition, products, stage, and more. Stay connected to the people and info you need to close more deals.
Lead Management
Track your leads from start to finish, and continuously optimize your campaigns across all channels. Make smart decisions about where to invest your marketing budget.
Marketing Automation
Create, deploy, and manage effective online campaigns with the marketing automation tool. Your sales and marketing teams can collaborate closely to generate and qualify leads, minimize the period of sales cycles, and show marketing accountability.
Partner Management
Build and strengthen your partner network with a partner community. Connect directly with channel partners to share objectives, goals, and activities in a secure, branded location.
Email Integration
Use the email apps you already know — like Outlook. Sync everything from tasks, events, contacts, and more. This will help your team to move faster from the inbox and stay productive.
Reports and Dashboards
Dashboards provide a real-time view of your business at a glance. Dig deeper with detailed reports that you can create easily. Access your dashboards and reports from anywhere.
Territory Management
Managing sales territories is a tough task and Sales Cloud helps to simplify the process. You can create multiple territory models, preview them before launch, and continuously balance and optimize territories throughout the year.
For more details on how the software performs in various scenarios you may want to read the Salesforce reviews here.
Overview of Salesforce CRM Features
- Workflow
- Social accounts and contacts
- Real-time visibility
- Opportunities and quotes
- Mobile to stay connected
- Marketing and sales leads
- Forecasting
- Engage customers everywhere
- Email integration
- Dashboards
- Contact Manager
- Communities for sales
- Chatter
- Build and run innovative apps
- Approvals and workflow
- Analytics
Pricing of Salesforce CRM
Salesforce CRM provides 5 pricing packages that are billed annually:
Contact Manager Plan – $5/user/month
- Contact management for up to 5 users
- Accounts & contacts
- Chatter—company social network
- Content library
- Customizable reports
- Outlook, Gmail email integration
- Salesforce1 mobile app
- Task & event tracking
Group Plan – $25/user/month
Basic sales & marketing for up to 5 users
Contact Manager plan features, plus…
- Email templates & tracking
- Lead scoring, routing & assignment
- Opportunity tracking
Professional Plan – $65/user/month
Complete CRM for any size team
Group plan features, plus…
- Campaigns
- Customizable dashboards
- Mass email
Enterprise Plan – $125
Customize CRM for your entire business
Professional plan features, plus…
- Custom app development
- Integration via web service API
- Profiles and page layouts
- Salesforce Identity
- Salesforce private AppExchange
- Workflow & approval automation
Performance Plan– $300
Extend CRM to accelerate performance
Enterprise plan features, plus…
- Console for Sales Cloud
- Data.com corporate clean & prospector
- Knowledge
- Live Agent web chat
- Multiple sandboxes
- Premier+ success plan
- Service Cloud
- Unlimited custom app development
- Work.com perform
Sales Cloud Lightning and Service Cloud Lightning bundles are also available on request.
