Category: salesforce

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.

Salesforce – Service Cloud This part of Salesforce platform is focused on providing support and help to the customers. This helps in retaining the customers, increasing their satisfaction and loyalty. Its uniqueness lies in providing faster service compared to traditional methods, giving individual attention to each customer needs and taking a proactive approach to customer issues. That ultimately enhances the customer’s experience hence loyalty which in turn creates a good impact on sales. Following are the key business Goals achieved by using the Service Cloud − Personalized Service − Give each customer a good service experience based on their unique problems and history of purchases and complaints. Always-on Service − Make the service available 24/7 Multi-channel support − Meet the customers on their preferred channels like mobile, phone, chat etc. Faster support − Managing various service needs from a single console helps in delivering support services faster. Key Features of Service Cloud In this section, we will discuss the key features of Service Cloud. These features help in accomplishing the business goals mentioned above. The features are described below − Console for Service It is a unified platform for managing all cases assigned to an agent so that it can help in prioritizing the tasks at hand. This also helps give personalized experience to the customer of each case. Knowledge base Customer interactions and resolutions are captured and organized into a knowledgebase. This helps in faster issue resolution. Social Customer Service As more and more customers connect with the organization through social media, this feature helps deliver service on the social media platform itself without asking the customer to visit separate web pages for interaction. Live Agent This feature provides real-time online help with its unique chat service. Mobile Platform Salesforce1 platform is the mobile platform to manage customer service from any device and any place. Service Cloud Communities It allows customers to help themselves by helping each other. Many tools are available for self service on various trouble shooting requirements.