Salesforce is a leading CRM software which is served form cloud. 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, guide on salesforce it has started offering the IOT (internet of things) connectivity to the CRM platform.
This SaaS tool helps to create custom solutions for marketing, sales, services and ecommerce as per business requirements. Salesforce has now expanded from just CRM to offer multiple products.
Salesforce now provides various software solutions and a platform for users and developers to develop and distribute custom software. Salesforce.com is based on multi-tenant architecture.
This means that multiple customers share common technology and all run on the latest release. You don’t have to worry about the application or infrastructure upgrades as they happen automatically. This helps your organization focus on innovation rather than managing technology.
Why to choose Salesforce[ guide on salesforce ]?
Here, are major reasons for choosing Salesforce:
• Salesforce data is stored in the cloud so your team can use it from anywhere in the world with the help of an Internet connection.
• Continuous optimization of campaigns can be done based on the market response and closure interaction with channel partners.
• Salesforce works on a pay as you go, model so there are no overhead costs.
• Increase customer loyalty, retention, and satisfaction.
• Salesforce can easily integrate with 3rd party apps.
• Increase the growth of your business.
• It is a complete feature-rich solution for marketing, sales, service, partner management, and community management.
• It caters to the needs of small as well as medium to large organizations.
Features of Salesforce:
guide on salesforce
Marketing and sales lead: Helps you to measure customer engagement by tracking email activities and convert them to customers.
Communities for sales: Online community software that enables companies to connect customers, partners and employees with each other.
Sales Performance Management: It offers a metric-based goal setting and helps you to get feedback & rewards for the sales team.
Salesforce Engine: This feature focuses on making personalized contact with a customer for various campaigns designed by the marketing team.
Sales Collaboration: This feature helps you to address customer queries and feedback.
Contact management: With the help of this feature you can pull your customer’s data like activity history, guide on salesforce frequent contacts, customer communications, etc.
Build and run innovative apps: You can build, scale and manage applications.
Email integration: It provides integrations devoted to customer service, support and customer experience.
Territory Management: This feature allows you to create multiple territory models. You can also preview them before rollout, and helps you to optimize and balance territories.
Partnership management: This feature allows you to build communities with partners and help them to share objectives, goals, and activities.
Files Sync and Share: This feature provide the sales team the power to share various files and update them instantly.
Sales Forecasting: This feature allows you are getting a real time view of the forecast of a sales team.
Reports and Dashboards: Dashboards and reporting feature offers a real-time picture of the business at a glance.
Difference between Traditional CRM & Salesforce CRM:
What is APEX[ guide on salesforce ]?
Apex is an object-oriented programming language. It allows developers to execute transaction control and flow statements on Salesforce servers with the help of an API. Apex also helps developers to add business logic into their programming code.
Below are advantages of using Apex language:
• Apex uses syntax and semantics that are easy to understand and offers fast and effective results.
• It is designed to thread together multiple queries and DML statements into a single unit of work on the Salesforce server.
• Apex uses direct references to schema objects like object and field names.
How to access Salesforce[ guide on salesforce ]?
Salesforce has a 30-day free trial and we will register for the same.
Step 1: Go to link and add required information, then Click on start free trial button.
Step 2: Setup will take time. Then you will see the welcome screen, with demo data.
Step 3:Let’s create a new Account (Company). Click on Account > New.
Step 4: In the popup enter the required data then Click one save option.
Step 5: Now, your account is created.
What are the Services & Products that Salesforce offers?
Salesforce Sales Cloud: The Sales Cloud is a CRM platform that enables you to manage your organization’s sales, marketing and customer support facets. If your company is engaged in business-to-business (B2B)( guide on salesforce ) and business-to-customer (B2C), then sales cloud is the service your sales team needs.
Salesforce Marketing Cloud: The marketing cloud provides you with one of the world’s most powerful digital marketing platforms. The marketers in your organisation can use it to manage customer journey, email, mobile, social media, web personalization, content creation, content management and data analytics.
Salesforce Community Cloud: If you need a social platform for your organization to connect and facilitate communication among your employees, partners and customers then Salesforce Community Cloud is the service you need. You can use this platform to exchange data and images in real time.
Salesforce Commerce Cloud: The commerce cloud enables your organization to provide seamless customer service and experience irrespective of your customer’s location. It also provides for customer data integration so that your consumers can have a better experience.
Salesforce App Cloud: To develop custom apps that will run on the Salesforce platform, you can use the Salesforce App Cloud. It provides you with a collection of development tools that you can utilize to create custom applications.
Salesforce IoT Cloud: When your organization needs to store and process Internet of Things (IoT) data, you can utilize the service of Salesforce IoT cloud. The platform is built to take in massive volumes of data generated by devices, sensors, websites, applications, customers and partners. On receiving this data, the platform initiates actions to give you real time responses.
Salesforce Health Cloud: If you are a Health IT organization and require a CRM system that incorporates doctor-patient relationship and record management, then Health Cloud is what you need. Through the patient profile you can support one-to-one relationship by integrating information from multiple data sources.
Salesforce Analytics Cloud: The Analytics Cloud provides a business intelligence platform for your organization to work with large data files, create graphs, charts and other pictorial representations of data. It is optimized for mobile access and data visualization and can be integrated with other Salesforce clouds.
Salesforce Service Cloud: The Service Cloud is a service platform for your organization’s customer service and support team. It provides features like case tracking and social networking plug-in for conversation and analytics.
Today, many companies are developing their applications on Salesforce platform or are migrating to Salesforce. This has increased the demand for Salesforce developers and administrators. Currently, Salesforce Architect is one of the hottest skills to have on a tech resume.
Frequently Asked Questions:
What is Salesforce and why it is used?
What are the main topics in Salesforce?
What is Salesforce with example?
What are 6 benefits of Salesforce?
Why Salesforce is used?
Here you will find answers to questions on everything from the features you can expect, all of which make up part of the Salesforce training from Asha24.