CRM

Opportunity Management

Track sales opportunities and move forward faster with a rich customer activity timeline.

Sales Automation

Increase rep productivity by automating daily tasks with activity tracking and workflows.

Forecast Management

Win more with AI and intelligence, get insight into pipeline health, and make data-driven decisions.

Revenue Cloud

Find efficient growth on any channel all on one revenue platform with CPQ, Billing, and Subscription Management.

Sales Engagement

Activate every sales channel through a single app that lets you access, manage, and update your CRM data.

Territory Planning

Distribute resources efficiently by tracking alignment history and comparing different options to get optimal coverage.

What is a CRM?

Traditionally, Customer Relationship Management (CRM) systems enabled companies to manage business relationships and served as a central system to store customer & prospect contact info, sales opportunities, and past communications to provide the best experience for each customer.

But today, some CRM solutions have evolved beyond that definition to act as the central platform that powers other business units such as marketing, customer support, e-Commerce, and more.

If you wish to get a complete overview of what a CRM system does, click here to download The Complete CRM Handbook.

Why Should I Choose CRM Over Excel?

Good question! Excel is powerful, reliable, flexible… and a terrible substitute for customer relationship management. Why? Because while Excel is great for what it was designed to do (crunching numbers), there are many things it can’t do, like:

Storing 360° customer profiles & relationships
Generating & converting leads
Guiding business processes
Real-time reporting
Acting as the single source of truth
Working on the go
Managing tasks, emails, meetings, and calls
Integrating with marketing automation & customer support solutions

Salesforce Sales Cloud:

The World’s Best CRM Solution

Generate Leads

Capture leads via website, email, phone (CTI), spreadsheet, or scanning business cards.

Convert Leads

Automatic assignment, surface & convert the best leads using AI-based lead scoring.

Activate Contacts

360° view of all customers along with their past purchases, and suggestions for cross-selling.

Close Deals

Sales Path helps everyone in your team follow your formula for success & close deals fast.

Generate Quotes

Add products, apply discounts, generate PDF quotations, and email it in seconds.

Optimize Campaigns

Determine which marketing efforts work best with automatic ROI calculation.

Offer Stellar Service

Manage incoming support tickets, set agent KPIs, and view agent performance reports.

Forecast Sales

See your projected pipeline and react in real-time with data-informed decisions.

Workflows & Approvals

Automate business processes using a powerful drag-and-drop builder & approval workflow.

Control Access

With granular security controls, you can make sure no one accesses or exports sensitive data.

Mobile Productivity

Capture leads, update records, plan your day, and view reports all within your mobile.

Real-Time Reporting

Get real-time updates on all your reports.

Email Integration

Access your customer info right from your inbox with Gmail & Outlook integrations.

Phone Integration

Record calls and link them to your customer profiles with CTI connectors.

Productivity Suite

Create notes, reminders, tasks, calendars, and share documents right within Salesforce.

Adaptable UI

Each user sees only parts of the system that are relevant to their job. This keeps their layout simple & clutter-free.

Configure, Price, Quote

Does your business offer a large number of products, configurations, and add-ons? Salesforce® CPQ (Configure, Price Quote) makes your sales process a breeze with Guided Selling, easy discounts, proposal & contract templates, purchase orders, and invoices. Watch the video to see it all in action.

*Salesforce® CPQ is an optional add-on for Salesforce® Sales Cloud CRM.

Einstein Analytics

Pull in data from sales, marketing, service, and any other data source and view it all one place. Powered by an Artificial Intelligence, Einstein Analytics can automatically alert you to sales insights based on your CRM data and allows you drill-in for more details. Press play to see it in action.

*Einstein Sales Analytics is an optional add-on for Salesforce® Sales Cloud CRM.

Beyond Sales

Sales is only part of your business. On one end, you have to invest in marketing efforts to reach and attract your target audience to make a sale. On the other end, making a sale is only the start of a relationship with a customer, and building a strong relationship means investing in your customer service experience to keep your customers happy. With customer management tools such as Marketing Cloud and Service Cloud, you can offer an unparalleled end-to-end experience.

Marketing Cloud Overview

Marketing Channels: Email Campaigns, Mobile Messaging, Digital Advertising, Social Media, Landing Pages
Marketing Platform: Cross-Channel Journey Builder, Content Builder, Personalization Builder, Analytics Builder, Marketing Cloud Connect
Data Management Platform: Central Data Store, Audience Segmentation, Audience Graph, Audience Activation

Learn More

Service Cloud Overview

Service Console with Omni-Channel Routing
Social Customer Service
Live Messaging (Website, Facebook Messenger, Twitter, Instagram, Viber, SMS)
Support Community
Knowledge Base
Field Service