Category: salesforce

Salesforce – Overview Salesforce started as a cloud based solution for CRM. CRM stands for Customer Relationship Management. It involves managing all aspects of relationship between an organization and its customers. For example, the contact details of the customer, the deals that are in progress or already completed, the support requests from a customer or a new lead from a new customer. Beyond the customer related information, it also involves storing and managing the details of the people and the concerned department from the seller organization that is managing the customer’s account and needs. This makes it easy to manage and enhance the relationship with the customer and hence better growth for the organization. Following are the different features of the Salesforce platform − Contact Management To view customer contact details, activity history, customer communications, and internal account discussions, etc. In short, it manages all the data pertaining to the contact with a customer. Opportunity Management It provides the details of the stage a deal is in, the products involved in the deal, the quotation for the deal etc. In short it manages all the data that helps in identifying, progressing and closing a deal. Salesforce Engage This feature is focused on making personalized contact with a customer for various campaigns designed by the marketing team. It also provides real-time sales alerts based on the level of engagement with a customer. Sales Collaboration This feature helps in quickly finding experts who can help in closing a deal based on customer queries and feedback. In short, it helps in bringing in a collaborative effort to engage an entire team in the deal and make the deal happen. Sales Performance Management It provides a metric-based goal setting, and also continuous feedback and rewards and recognition for the sales team. This helps in enhancing the performance of the sales team. Lead Management This feature initiates and tracks the leads that are in progress. It also helps in continually optimizing campaigns across every channel. Partner Management This feature helps in building a community with partners. It also helps in connecting directly with channel partners to share goals, objectives, and activities. Salesforce Mobile App This is the mobile platform to carry out all the above activities on a mobile platform. Workflow and Approvals It is a visual design to automate the business processes. The interface provides simple drag and drop options to make this design. It helps in creating a flexible approval process with deal discounts and expense management etc. Email Integration Salesforce can integrate to an existing email platform. This helps in providing flexibility to the existing team with no additional learning curve. Files Sync and Share This feature provides the sales team the power to easily share various files, discuss them and update them as needed. Also receive alerts when something in the file changes. Reports and Dashboards Dashboards offer a real-time picture of the business at a glance. With this, anyone can create detailed reports which can be accessed from anywhere. Sales Forecasting This feature helps in getting a real time view of the forecast of a sales team. It provides multi-currency support and an in-line editing mode to manage the sales forecast well. Territory Management This feature is used to create multiple territory models, preview them before rollout, and continually optimize and balance territories throughout the year.

Salesforce – Sales Cloud Sales Cloud part of the Salesforce.com platform which is focused on enhancing the effectiveness of the sales team of an organization and hence increases the amount of sales. It stands unique when compared to other sales methods as it provides both the account information of the customer as well as the information gathered from the social platforms about the product and customer. This helps in judging the potential of a sales lead and closing the sales faster. Following are the Key business Goals achieved by using the Sales Cloud. Close more deals The availability of all the account information as well as product information for customer’s needs makes it easier to drive more number of leads to closure. Close deals faster Mobile apps and visual design of the workflows for business process approvals makes it faster to close the deals. Get more deals Continuous optimization of campaigns depending on the market response and closure interaction with channel partners gets more deals. Quicker decisions The availability of reports and dashboards gives a very detailed picture of the business scenario and also increases accuracy of sales forecasting. So the business decisions are taken quickly. Key Features of Sales Cloud In this section, we will discuss the key features of Sales Cloud. The features are described below − Contact Management Gives complete information on customers including previous communications, discussions, key contact numbers and emails. Opportunity Management It helps create and change quotes in response to sales interaction and deal scenario. Salesforce Engage Gives alerts on active leads and create personalized campaigns. Lead Management Helps assign leads to right people and track the campaigns. Reports and Dashboards Helps create dashboards which can be drilled down for further information. This leads to faster decisions. Sales Forecasting Gives accurate view of sales forecasting which can be adjusted based on real-time data. Workflow and Approvals Helps simplify the approval process and automate any business process using visual drag and drop interface. Territory Management Helps create different territory models and apply rules to them. Files Sync and Share Search, share and find files faster. This leads to a greater collaboration. Sales Performance Management Helps create a link between sales data and sales goals. It also helps in creating performance summaries. Partner Management Easily connect with partners and give them a view of sales performance. It also helps in easy onboarding, training and supporting sales partners.

Salesforce Tutorial Job Search Salesforce is a leading CRM (Customer Relationship Management) software which is served form cloud. It has more than 800 applications to support various features like generating new leads, acquiring new leads, increasing sales and closing the deals. It is designed to manage the organization”s data focused on customer and sales details. It also offers features to customize its inbuilt data structures and GUI to suit the specific needs of a business. More recently, it has started offering the IOT (internet of things) connectivity to the CRM platform. Audience Anyone who manages sales and customer relationship will find this software highly useful as an end user. This tutorial will also benefit the software developers and cloud computing enthusiasts who wish to learn customizing software for specific business needs. Prerequisites Knowledge of cloud computing is essential to understand the environment and its architecture. Knowledge of databases is essential to understand how the data is stored, retrieved and manipulated.