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Salesforce CRM

by : Salesforce

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Salesforce CRM

by : Salesforce

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Brand: Salesforce

Type: Software

Operating System: Windows

Free Trial Available: No

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Salesforce CRM Software Overview

What is Salesforce CRM?

Salesforce CRM is a CRM software for enterprises using which they get a comprehensive view of individual customers and their daily activities. The software is equipped with multiple social collaboration tools that facilitate hassle-free insight related to individual contacts and business records within the organization. Enterprises can automate their complex sales processes with the advanced process builder offered by Salesforce CRM and the intuitive drag and drop mechanism available within it. Moreover, accurate dashboards accompanied by multiple sales reporting tools ensure easy performance tracking and real-time decision making.      

How does Salesforce CRM facilitate growth within enterprises?

  1. Unified view: With Salesforce CRM, organizations can track the social insights, activities, key contacts and interaction levels of their individual customers in an efficient manner.
  2. Boost Productivity: Enterprises get to manage and automate unique sales procedures to boost their overall productivity levels. The software offers intelligent tips and real-time alerts accelerating individual deals in real-time.   
  3. Health at a Glance: With Salesforce CRM, enterprises can monitor their overall sales pipeline, the performance of individual representatives and enhance individual deals as well. The software also offers an in-built AI and can be used to generate detailed reports with its drag and drop tools. 

Pricing of Salesforce CRM

The price of Salesforce CRM is available on request. You can send in a callback request and our in-house product experts will get back to you on the date and time mentioned in your callback request. 

Benefits of Salesforce CRM

  1. Quick filters: The software is equipped with multiple filter options of its own, enabling enterprises to find out particular files with ease. You can also follow an individual file so that they never have to search for it again. 
  2. Advanced Reporting and Analytics: Advanced Reporting, forecasting, and analytics dashboard offer detailed insights about users' business.
  3. File Collaboration: Organisations can share a particular file within their in-house teams or with external customers. The software sends real-time notifications about updated version history and comments. Admins can manage access rights for an individual file, drag and drop multiple files for easy uploads etc.  
  4. Automate Approval Processes: Business houses can automate approval processes concerning sophisticated business requests, including discount and deal-related approvals along with the expense and travel reports. Admins can respond to a particular approval request via email or in chatter. 

Salesforce CRM Features

  • checkbox Accounts Management You can avail a detailed view of their customer’s whereabouts, including communications, key contacts, activity history,
  • checkbox Opportunity Management A detailed overview of team-wise deals are available with the Opportunity Management system. You can also monitor stages, quotes,
  • checkbox Lead Management With Salesforce CRM, you can manage their leads from the start to end, while optimizing their sales campaigns across multiple
  • checkbox Lead Scoring  You can create a scorecard for their leads which will showcase their activity levels and their interest rates in an
  • checkbox API The software offers programmatic access to its user’s organizational information using API’s like REST custom web services,
  • checkbox Workflow Management Salesforce CRM offers visual workflow management for rapid designing and automation of any business process with drag-and-drop
  • checkbox Case Management With Salesforce CRM, you can monitor multiple cases in queues and define specific escalation and assignment rules for individual
  • checkbox Contract Management Authorized users can update data related to a particular contract in an instant, using any device of their choice.
  • checkbox Collaboration Salesforce CRM facilitates high collaboration levels among employees. This feature allows sharing of critical data to keep up
  • checkbox Order Processing Salesforce CRM can be used to manage the lifecycle of the entire order, starting from capturing a particular to their post
  • checkbox Data Storage  Salesforce CRM stores various data, including products, projects, prices, lead data, opportunities etc in a secure manner.
  • checkbox Integration Salesforce CRM includes cloud integration, legacy infrastructure and other on-premises software and hardware. The main aim of the
  • checkbox Permission Management With Salesforce CRM, enterprises get access to a custom permissions module with which they can define access checks to individual
  • checkbox Sales Management The software offers an accurate view of the entire business sales pipeline along with rapid updates, enabling admins to take
  • checkbox Contact Management Salesforce CRM's contact management offers details of customer contacts, pulling data from social platforms. Enterprises can also

Salesforce CRM Plans & Pricing

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Salesforce CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Language:
  • Windows
  • Desktop
  • Web-Based
  • All Industries
  • All Businesses
  • English

Salesforce CRM Reviews

Likelihood to Recommend

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Have recommended this product

Customer Reviews
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Review

We love to hear from our buyers! If you have used the solution already, why not share your thoughts and help others make the right purchase.
A
Abhijeet Singh chauhan
01, Jul 2016
star star star star star
Techjockey has been hugely helpful to my organization in finding a software provider to fit our needs. We quickly got advice on five providers who were a potentially good fit for a small non-profit like us. That led within a couple of days to having five calls arranged. The presentations provided by Techjockey on how to evaluate providers were very instructive for us as a small organization with little knowledge of this field, and their follow-up with us to check on how the process was going was timely and helpful. Having entered this field fairly clueless as to how to navigate all the options, the support of Techjockey has been invaluable.
H
Hari
22, Aug 2018
star star star star star
Desk is extremely customizable. We have a bunch of different inbound emails that automatically tag and assign tickets which saves us a lot of time. You can set up almost any combination of rules for inbound tickets to make sure your most important customers get prioritized and the right people get assigned to help.|||Desk isn't very user friendly. Once it's set up it's works really well but it takes a lot of time to learn all the nuances of the configuration.
P
Prateek
22, Aug 2018
star star star star star
We are a sales and distribution company for a number of investment companies that run mutual funds, hedge funds etc. We have a GIANT list of prospects and trying to manage all of that in excel spreadsheets would be a nightmare when you consider that we operate as a team and not on an individual basis.|||I'm really not a fan of the lack of a genuine support system. If you have any issues, your only option is to email the support team and they have not been very helpful in my experience.

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Salesforce CRM FAQ

Q. How can I import data or contacts on Salesforce CRM? arrow

A. You can import the data using the Data Import Wizard and Data Loader option offered by the software from multiple sources like MS Excel, ACT, Goldmine, Outlook, etc. in CSV format.

Q. Is it possible to integrate Salesforce CRM with Mailchimp or an external ERP system? arrow

A. Yes, a dedicated Mailchimp app keeps data in sync between the salesforce platform and Mailchimp. The software also offers native integrations with SAP or Oracle ERP solutions.

Q. Can I get a demo of Salesforce CRM? arrow

A. Yes, you can request an online demo of Salesforce CRM. Our experts will reach you out as per your preferred time schedule.

Q. Is it possible to track the top performers with Salesforce CRM? arrow

A. Yes, the leaderboards offered by the software enables enterprises to track their top representatives with ease. Further, a flexible performance chart makes goal scheduling and management a lot easier.

Q. Is there a dedicated mobile app available for Salesforce CRM? arrow

A. Yes, you can download and install Salesforce CRM's dedicated mobile application for Android and iOS devices.

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