Give a brief introduction to salesforce?

Asked 15-Mar-2018
Updated 22-May-2023
Viewed 932 times

2 Answers


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  • Salesforce is a comprehensive cloud-based customer relationship management (CRM) platform that goes beyond traditional CRM functionalities. It offers a wide range of tools and features designed to help businesses manage their sales, customer service, marketing, and collaboration processes effectively.
  • At its core, Salesforce provides businesses with a centralized platform to store and manage customer data. This includes information about leads, opportunities, and customer interactions. However, Salesforce is more than just a database. It offers a suite of tools and functionalities that enable businesses to streamline their sales processes, nurture prospective customers, and improve customer engagement.

Some of the key features and products offered by Salesforce include:

  1. Sales Management: Salesforce provides features like leads and opportunities management, allowing businesses to track and manage their sales pipeline efficiently.
  2. Customer Service: With Salesforce, businesses can handle customer inquiries, complaints, and support requests through features like cases and communities. This helps in improving customer satisfaction and loyalty.
  3. Collaboration: Salesforce offers tools like Chatter and Communities that facilitate internal collaboration among employees and external collaboration with partners and customers.
  4. Mobile App: Salesforce has a customizable mobile app, enabling users to access critical business information and perform tasks on the go.
  5. Marketing Automation: The Salesforce Marketing Cloud helps businesses create and manage customer journeys, execute marketing campaigns, and analyze campaign effectiveness.

Salesforce is highly customizable and scalable, allowing businesses to tailor the platform to their specific needs. It also integrates with various third-party applications, extending its functionality and enhancing business processes.
 


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Many of us thinking that Salesforce is just a CRM, and it stores customer data and gives us processes to nurture prospective customers, and it provides a way to collaborate with the people we work. But I am clearing one thing here, that if we say Salesforce is Just a CRM then it will be like a house only having a kitchen in it. Salesforce is not only a CRM, it has a lot more than that.

Salesforce comes with a lot of Standard Functionality, and out of the box products, and features that we can use to run our business. Below I have shown some of the common things business want to do with the Salesforce and the features we give you that support those activities.

If you need to:Then we give you:
Sell to prospects and customersLeads and Opportunities to manage sales
Help customers with the saleCases and Communities for customer engagement
Work on the goSalesforce Customize-able mobile app
Collaborate with coworkers, partners, and customersCommunities and Chatter to connect your company
Market to our audienceMarketing Cloud to manage our customer journeys

Stories of Salesforce

Throughout Trailhead, you are introduced to a lot of companies and characters that are using Salesforce in different ways. Let’s meet some of the players.

Give a brief introduction to salesforce?

These four companies appear throughout Trailhead to help you learn about our services.

  • Cloud Kicks — this custom sneaker company is making waves in the footwear industry. They use Salesforce to manage sales and help streamline their complicated order creation and fulfillment process.
  • Ursa Major Solar — On the cutting edge of renewable energy, Ursa Major Solar needs business software that doesn’t shy away from groundbreaking technology. They use Salesforce to manage sales and customer service nationwide.
  • Get Cloudy Consulting — As one of the best cloud consulting firms in the business, Get Cloudy knows CRM. They use Salesforce to manage existing and potential clients, and they’re always looking for new ways to innovate with Salesforce services.
  • DreamHouse Realty — Known for their fresh approach to real estate, DreamHouse uses Salesforce to connect their employees and improve the efficiency of home sales.

[For more explanation you can move to the trailhead.salesforce.com, the content here is also taken from there.]