Salesforce CRM Features
With Salesforce CRM’s sales, marketing, and customer service features, you can close deals faster, personalize and automate campaigns, and support your service reps with time-saving features.
Salesforce Sales Cloud
Bring All Sales Info Together
Lead and account management. Centralize contact info, communication history, and social feeds in one place for quick reference while enabling your team to share relevant insights, documents, and more.
Opportunity management. Customize your solution to match your sales process and drive each deal forward with deep insights into your prospects’ activities.
Sales forecasting. Build forecasts using the metrics relevant to your business, track your results in real-time, and make adjustments on the fly.
Reports and dashboards. Quickly and easily build reports to track forecasts and team performance, and update them in real time as your needs change.
Save Time, Boost Revenue
Process automation. Create process flows that automate email alerts, task assignments, approvals, and more to guide your team through each deal.
Pipeline management. Get a comprehensive view of your pipeline and direct your team toward the most promising opportunities with filters and AI-driven insights.
Quote generation. Easily track the products, quantity, and pricing that are part of each deal, and create quotes in minutes.
Content approvals. Speed up time to signature with automated workflows for contract creation and approval.
Salesforce Marketing Cloud
Never Lose a Lead
Lead conversion. Track leads throughout your marketing campaigns and use Salesforce’s automatic scoring to route quality leads to your sales team.
Lead generation and nurturing. Build landing pages, forms, and other data capture tools—no coding experience required.
Cross-channel data. View marketing data from multiple channels in one platform, then share that data with sales and service teams.
Interaction tracking. Automatically track content interactions to identify your top leads and most likely buyers.
Launch Your Best Campaigns Yet
Campaign creation. Develop campaign briefs and launch assets, including landing pages, emails, and other materials.
Email marketing. Create eye-catching email marketing campaigns with the help of AI, and track their performance in real-time.
Personalized outreach. Quickly generate tailored email experiences for specific account types using data tags for segmentation.
Loyalty management. Incentivize current customers with personalized rewards and immersive web experiences.
Salesforce Service Cloud
Keep Customers Happy
Live agent. Ensure your customers get immediate assistance to resolve issues quickly.
Chatbot. Support customers 24/7 with AI-powered agents that can pull from your knowledge base to diagnose and rectify—or redirect—customer queries.
Case management. Ensure no ticket gets left behind with automatic issue tracking and customizable process flows.
Self-service portal. Build a help center with frequently asked questions so customers can resolve small-scale issues, and your team can reduce their case load.
Empower Your Support Team
Centralized support data. Make it easy for your entire support team to access account data, including cases, incidents, knowledge base articles, and more.
Multichannel support. Track support conversations across multiple channels, including phone, email, and chat.
Workflow automation. Take a hands-off approach to repetitive tasks, allowing your team to focus on personalizing customer service experiences.
Service console. Enable support agents to customize their digital workspace to view multiple cases or accounts at once.
Explore More Salesforce CRM Benefits
File sync and share. Collaborate on files internally with your team and externally with customers to ensure that data is accurate and up-to-date.
Activity management. Sync your Outlook or Gmail email, contacts, and calendar with Salesforce, allowing you to easily find, create, or update CRM information directly from your inbox.
Salesforce Mobile. Access, edit, and share your files; track accounts and activities; add notes or connect with team members; and view dashboards and reports all from an easy-to-use mobile app.
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