As a business grows, it’s important to be equipped with technology that helps you manage growing complex data. This is what CRMs like Salesforce does. It allows you to manage information and interaction customers all in one central location. Staff from the sales and marketing department have greatly benefited from this integrated CRM system for its ability to sales, marketing, and support processes.
Salesforce is utilized by working with Standard objects and managing the relationships between these objects. Standard Objects in Salesforce include Account, Contact, Product, Lead, Opportunity, Case, Solution, Forecast, Report, Dashboard, Activity, and Campaign. You can also make your own Custom Objects but that will be discuss that later. These Standard Objects are then managed and maintained based on their built-in functionalities.
Users can then work in modules depending on the process they are working on. This includes the following:
Sales Cloud – works on objects such as the Lead, Account, Contact, and Opportunity. Opportunities are managed by setting up different stages and probabilities.
Service Cloud – works on objects such as Case and Solution. A user can create a case on a type of customer enquiry and then create and store a corresponding solution for it.
Marketing Cloud – used for executing marketing campaigns, email marketing promotions, and more.
Custom Cloud – used for fulfilling any need the user has adding custom fields to standard objects and creating custom workflows.
Analytics – enables effective analytics. Users can include components like charts and graphs
Sales Automation
Anyone can use Salesforce. Since it is available in different editions (Group, Professional, Enterprise, and Performance), users can select depending on what the organization’s goals are.
Salesforce is a comprehensive tool that allows you to cover all stages of customer relationships in an efficient and budget-friendly way.