10 Features of Salesforce CRM that Business should use
When making a list of the best Salesforce CRMs, you just can’t leave out Salesforce. Salesforce CRM has changed the game for organisations of all sizes that are always on the lookout for new and better methods to provide superior service to their clientele by focusing on their needs and wants.
There are many Salesforce CRM platforms out there, and comparing what they offer will help you decide which one is best for your business. You might need a Salesforce CRM to track leads, watch how you talk to customers, and keep an eye on your contacts. Different Salesforce CRMs may have different features that can help you narrow down your search. For example, you may be able to change the platform to fit your needs or set up a reporting system that works for you.
You’ve come to the right place if you want to learn Salesforce or if your company wants to train its staff on its features and functions. This blog post will give you a list of 10 useful Salesforce features that anyone who likes this Salesforce CRM should know about.
10 features of Salesforce CRM that your business should use:
1. The Lightning App Builder and Lightning Components
One of the most useful tools is the new Salesforce Lightning Application Builder. Salesforce Lightning is a system made up of parts that lets anyone build an app, even if they don’t know how to code. You can make an app like a pro with just a few clicks and taps.
This is a simple tool that lets you create Salesforce Lightning pages or use them in the mobile app by pointing and clicking. This lets you change the order of the pages so that important information stands out and less important information is hidden. Team members who need to make changes to pages will use this tool the most.
This consists of three parts: Lightning Exchange components made by different Salesforce partners, pre-built Salesforce.org components, and its own parts. Its Lightning components can be moved onto the page surface. These small, flexible, and reused pieces can be added to a Lightning page in the Lightning App Builder.
2. Reports and dashboards from Salesforce
These are the stats that come with Salesforce. They are the “go-to” choice for quick reporting. As you might think of the most famous Salesforce CRM in the world, they are powerful, easy to use, easy to set up, and good for businesses of all kinds. Reports in Salesforce are groups of records that have been sorted. There are two parts to the Lightning Report Builder:
- Outline: This is where you choose which fields will appear in the report.
- With filters, you can narrow down which records to show.
Here, you can add charts and graphs based on a report to a Salesforce panel. In other words, the monitor gives graphical representations of the reports. The “Dashboards” feature or tool in Salesforce collects data and shows it in a way that looks good, like in charts, bar diagrams, pie charts, tables, funnel charts, leaderboards, graphs, and so on.
Dashboards can be used to keep track of anything a business wants, like sales, leads, and sales. Think about the following important business measurements:
- Changes have been stopped or stopped short.
- Existing possibilities or new ones
- Scoreboards for salespeople show their success rates and their best sales.
- How things are going with Salesforce
- Concerns about the help given to top accounts
- How long it takes a salesperson to close a case on average
- In situations where Service Level Agreements (SLAs) have a chance to be broken
Also, do you know what filters on the Salesforce homepage are? In Salesforce, drop-down groups with dashboard options are at the top of the dashboard. After a Salesforce Admin makes them, users can dig deeper into the data. For example, adding a ‘location’ filter would only show sales data for a certain location.
3. Coordinated Predictions
This shows how well sales will do going forward. Salesforce joint forecasting makes it possible for businesses to predict how sales will go in the future and set priorities for tasks based on real income predictions from the sales flow. The estimate shows how much money is expected to come in from sales. Predictions are based on:
- Putting together a forecast
- How long it takes to make a prediction
- Family of products (optional)
4. Managing the territory
This feature’s ability is the best way to make sure that your whole organisation, no matter how big or small, follows perfect procedures. Roles, duties, and groups are set up, and a structure of accounts is built, similar to what was done with the parts above. The Enterprise Territory Management tool from Salesforce makes it easier than ever to do this.
These things don’t have to be set in stone. They could be based on job, location, or anything else that works best for your sales team.
5. Cloud Marketing
This is a marketing automation system that handles exchanges across many platforms, such as email, social media, mobile apps, SMS, and websites. It comes with a solution for email marketing that is both automatic and customised. Its purpose is to help companies find and investigate highly automatic (AI-enabled) and personalised email marketing options.
In the new market, customers are split into groups based on how likely they are to use their products. The programme comes with free marketing models that save time and effort for businesses when it comes to making deals. Businesses use Salesforce Marketing Cloud (SFMC) to put all of their marketing platforms on a single platform.
6. Commerce Cloud
Because of this, shopping goes smoothly. Salesforce’s Commerce Cloud is an eCommerce tool that makes it easy for customers to place orders and gives them an all-in-one shopping experience. It helps meet the special needs of mobile shoppers and turns them into customers with just one touch.
It gives customers who don’t fit into one of the one-size-fits-all groups a lot of ways to make it their own. Cases and email-to-case are part of the Sales Cloud, while social benefits and achievements are part of the Service Cloud.
This is a quick messaging programme for teams to work together. There are several easy-to-use and inexpensive message platforms that organisations and teams can use to talk to each other. The main problem is that they don’t run through the company’s CRM and aren’t completely safe. This is an instant message system like Twitter or Facebook, with tools like file uploads, “@&# use,” and group talks.
The technology saves the conversation in the company’s Salesforce CRM, links it to the company’s records, and helps Salesforce users in the following ways:
- Users can work together for a certain chance or case.
- Salesforce CRM lets you keep talking through email or other texts, and it’s easy and quick to share big files.
- As soon as possible, any information should be made public.
- It’s easy to keep track of clients and records without having to ask other people at work for information.
8. Salesforce Mobile App
This lets you change Salesforce info from anywhere in the world. With the Salesforce mobile app, businesses can get their records or information from places other than their offices. People can use this feature to:
Using portable devices like phones or computers, they can update records in real-time, even when they’re not at work;
Before going to a client’s office, they should check their phones for open help cases.
After the meeting, reps can change their prospects or look at a monitor from anywhere outside the office.
9. Lightning Snap-Ins
This is what makes it possible for businesses and clients to work together on the go. One of the most important things you can do with Salesforce’s cloud lightning service is use snap-ins. Apps or websites can add service features with the help of these features.
Service channels can be built into local business apps to give customers a more connected and personal experience wherever they are. Users can talk to businesses at any time and from anywhere, and apps and websites can be changed to act as mobile centres for customers.
10. Steelbrick from Salesforce
Steelbrick is a tool from Salesforce that makes it easier for customers with fast growth to handle Configure-Price-Quote apps. With CPQ software/app, users can easily make accurate sales quotes in real-time, without making mistakes or taking too long.
- It helps sales representatives do their jobs better by increasing sales.
- Contracts, quotes, and chances should not have bottlenecks or mistakes.
- Make your quotes and plans more exact.
- There will be more deals made, and the focus will shift to making more things.
- Cross-selling and up-selling help make deals bigger.
- It shortens the time it takes to make a sale and saves marketing reps a lot of time and energy.
Salesforce org can be changed to meet the specific needs of a company, and Salesforce Administrators will learn more about what it can do as they use it more. If you keep up with Salesforce’s changes, you won’t miss out on any of the newest and best technology.
Some of the above Salesforce features and functions may be new to you. But if you use Salesforce regularly for your business, these features will definitely help you make your processes more efficient.