Salesforce Sales CloudProduct Overview
Salesforce Sales Cloud CRM product overview
Salesforce is a customizable customer relationship management (CRM) system that helps businesses of all sizes accelerate sales, automate tasks, and make more informed decisions to grow their businesses faster. Salesforce CRM allows your sales team to access real-time customer information in one place, plus pull insights from dashboards and reports.
Sales Cloud can also be used to manage lead and contact management, sales opportunity management, and workflow rules and automation. Sales Cloud is the standard CRM offering from Salesforce and is a cloud-based system with a mobile application. Sales Cloud offers a scalable way for sales teams to manage contacts, opportunities, and leads in addition to forecast sales and boost productivity. Sales Cloud also comes with marketing tools, a mobile app, and a data cleaning tool. Artificial intelligence (AI) comes as an add-on through a tool called Einstein.
Pros of Salesforce
Salesforce users report user interface, availability of features, and a wide variety of integrations as the biggest pros of this system. The software remains easy to customize while also offering the range of functionality required by businesses of all different sizes. Navigating within the software is intuitive, and cloud computing keeps this CRM running smoothly.
Cons of Salesforce
For businesses new to Salesforce, the system can seem overwhelming. While having a variety of features is good, this can also be a pain point during setup. Many people advise taking this into account so that new users aren’t caught off guard by how long it can take to learn the system.
Breakdown of core features
The contact management feature in Salesforce lets users store and organize contact information, manage tasks, and identify potential deals. Salesforce stores communication and activity history with contacts, and social listening lets users find contacts on social media.
Opportunity management in Salesforce provides users with a space to stay organized during the sales process. Users can get quick updates about which stage different opportunities are in and loop in colleagues for support during key moments. Visualizing sales processes helps companies be more efficient and close deals faster.
Salesforce’s lead management feature lets salespeople find leads among contacts, score those leads, and assign them to the right team members. This feature also includes lead tracking to show users where the lead came from, allowing them to make the most informed nurture decisions.
(Last updated on 02/14/2020 by Forrest Brown)