SalesForce

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salesforce.com

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CRM Management Tools

SalesForce

#1Rated

CRM Management Tools

SalesForce

Trial

salesforce.com

Salesforce, a comprehensive CRM platform, empowers businesses with innovative customer engagement tools. Accessible from anywhere, it unifies marketing, sales, commerce, and IT teams to propel growth.

Popularity

101% people use it

Features

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Desktop Integration

Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications.

Lead Management

Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification.

Opportunity & Pipeline Mgmt.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Product & Price List Management

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Reporting

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Sandbox / Test Environments

Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Task / Activity Management

Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities.

User, Role, and Access Management

Grant access to select data, features, objects, etc., based on the users, user role, groups, etc.

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action.

Platform

iOS

Android

Web

Price$25

Free

Go To Site

Introduction to Salesforce: Your CRM Powerhouse

A breath of fresh air in the bounds of customer relationship management (CRM), Salesforce is a tool that promises to innovate how businesses interact with their customers. Built for companies of all sizes, the CRM platform is designed to connect your marketing, sales, commerce, service, and IT teams from anywhere and everywhere. Boasting its capabilities to over 150,000 companies worldwide, Salesforce holds the potential to transform your business and drive growth phenomenally.

Products of Salesforce: Customer Engagement done Right

Salesforce presents a suite of products, each targeting a specific aspect of customer relationship management. From Sales Cloud that propels deal closures and business growth to Marketing Cloud that fosters lifetime customer relationships with data, Salesforce seems to have it all covered. The Service Cloud, designed for faster support provision, aims to enhance satisfaction and build customer loyalty. And at the heart of it all, Salesforce's AI Enterprise Einstein 1 brings together CRM apps with AI, analytics, collaboration, and a pool of trusted data. The golden tool in your toolkit, Einstein 1 is ready to take your business to unimaginable heights.

Exceptional Features and Seamless Integration

Salesforce is beyond just a CRM tool. It is an ecosystem. The platform offers a unified data source, ensuring seamless data integration and the ability to unlock trapped data from anywhere to enrich CRM. With AI technologies like Einstein Copilot, Salesforce can take decisive action across businesses and build stronger relationships. Additionally, you can collaborate using natural language and talk to your CRM directly within Slack. To top it all, Salesforce ensures that all its products are integrated on one platform, resulting in unison between your employees, AI, and data.

Investing in Salesforce: A sound Business Move

Salesforce gives you the flexibility to customise your CRM solution with various options, including editions, add-ons, and Einstein 1 Edition. Trusted by millions of businesses, 92% of Salesforce customers report achieving positive ROI, while an astounding 99% express satisfaction with Salesforce. Conclusively, Salesforce isn't just another CRM tool; it's a potential game-changer for your business, offering solutions that are scalable, customizable, and integrated for enhanced productivity and speedy decision-making, thus boosting your bottom line. So is it a sound business investment? The numbers and a wide array of features indicate a resounding yes!

Pros & Cons

Pros

Salesforce streamlines and improves communication between various teams within an organization.

Offers a comprehensive suite of products for sales, service, marketing, and more, all integrated on one platform.

Utilizes AI and advanced analytics to customize customer experiences and boost productivity.

Enables businesses to tap into disconnected, enterprise data delivering a comprehensive, 360-degree view of the customer.

Provides a trusted platform with high-level security for sensitive data.

Cons

Integration with external apps and technologies can potentially be complex requiring additional resources.

Features like Einstein Copilot and other generative AI capabilities are only available with specific Editions or add-ons, potentially increasing costs.

The sheer breadth and depth of tools and features may be overwhelming for smaller businesses or those with simpler needs.

May require a steep learning curve for businesses new to CRM platforms.

Implementing an end-to-end CRM system like Salesforce may necessitate organizational changes.

Frequently Asked Questions

Find answers to the most asked questions below.

What is Salesforce and what exactly does it do?

Salesforce is the world's most trusted customer relationship management (CRM) platform. It provides various products that help your marketing, sales, commerce, service and IT teams work in synergy. The platform helps your business to sell smarter, provide support faster, close more deals, build loyal customer relationships and grow your business.

Is Einstein 1 a product?

Einstein 1 is not a specific product; it serves as a representation of Salesforce's entire technology portfolio, bringing together CRM, AI, data, and trust on one integrated platform. It helps simplify and streamline operations, such as identifying leads and opportunities or automating data from any source within your CRM.

How do I know that Salesforce's Einstein 1 can deliver results for my business?

Salesforce has been reported to deliver a positive ROI for 92% of its customers and has a 99% satisfaction rate. On average, customers report faster responses, faster decision-making, improved employee productivity, and an increase in teamwork across their entire Salesforce implementation.

Does Salesforce provide solutions for non-profit organisations?

Yes, Salesforce has a special version of their CRM platform and other solutions for organisations in the nonprofit, education or philanthropy sectors. They offer products designed to help these organisations achieve their purpose.

Will Salesforce's Einstein 1 allow integration with other applications?

Yes, every app within Einstein 1 is integrated as they operate from the same metadata framework, creating a common language across all apps. It is open to external apps and technologies, and it provides a seamless back-end experience with any external partner, data store, or productivity suite you currently use.

How is Salesforce priced?

Salesforce provides various pricing options, including Editions, which bundle popular features in one package; Add-ons, which allows for further customisation of CRM solutions; and the comprehensive Einstein 1 Edition offering, designed for CRM, AI, and data with streamlined pricing and packaging.

Salesforce Review 2023: Features, Pros & Cons

02 Jan 2023

The HubSpot CRM platform offers an outstanding array of integrations, making it a top choice for businesses seeking a centralized data hub. With an extensive list of compatible applications and tools, HubSpot enables users to seamlessly connect and manage their existing systems, further enhancing their productivity and overall efficiency. While HubSpot's free plan already delivers a wealth of valuable features, upgrading to one of their paid plans unlocks even greater capabilities. These advanced options cater to businesses with more complex needs, providing them with additional tools and features to further refine their sales and marketing strategies.

Rob Watts

Editor,Forbes

www.forbes.com

Salesforce CRM Review and Pricing

24 Mar 2023

In summary, HubSpot is a top-tier CRM solution with a vast range of features, integrations, and customization options. Its user-friendly design, combined with its powerful capabilities, makes it an ideal choice for businesses of all sizes and industries. Whether you're a small business looking to grow or a larger enterprise seeking to optimize your processes, HubSpot's CRM offering is sure to meet your evolving requirements.

Nadia Reckmann

Staff Writer,b.

www.business.com

Ultimate Salesforce Review 2023: Products, Pricing and Alternatives

Salesforce is a dominant force in the customer relationship management (CRM) market, so much so that its stock ticker symbol is "CRM." As a heavyweight in the CRM arena, Salesforce's software unifies your teams, partners, customers, and prospects through an array of products, such as Sales Cloud, Service Cloud, Marketing Cloud, and more. Over the years, Salesforce has expanded its offerings by acquiring additional technology, including Tableau, Trailhead, and most recently, Slack.

Devon Hennig

SelectHub

www.selecthub.com