Salesforce CRM Features

With Salesforce CRM’s sales and marketing features, you can keep track of every customer interaction, automate daily tasks, and manage your forecasts more accurately.

Bring All Sales Info Together

Lead management. Follow your leads from capture to close with marketing campaign tracking. Connect quality leads with your sales team through automated scoring and routing. Convert more leads with activity tracking, best practice guidance, and email writing and tracking.

Opportunity management. Customize your solution to match your sales process, and drive each deal forward with deep insights into your prospect’s activity. Easily track the products, quantity, and pricing that are part of each deal, and create quotes in minutes.

Contact management. Keep all of your critical information like contact info and communication history in one place so your team can access it quickly and easily. Pull in contacts’ social feeds for insights into what they’re saying about your products and services. Allow team members to share insights, documents, and more about each contact.

File sync and share. Collaborate on files internally with your team and externally with customers. Keep all of your customer, product, and marketing files in one place to give your team access to the most accurate and up-to-date information.

Increase Productivity

Activity management. Sync your Outlook or Gmail email, contacts, and calendar with Salesforce so you can easily find, create, or update CRM information right from your inbox. Automate data entry, and take advantage of AI-driven insights.

Process automation. Use a drag-and-drop interface to build processes that automate tasks and guide your team through each deal. Automate email alerts, task assignments, approvals, and more.

Salesforce Mobile. Put the power of Salesforce CRM in your pocket. 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.

Gain Valuable Insight

Pipeline and forecast management. Get a complete picture of your pipeline, and guide your team toward the most promising deals with filters and AI insights. Build forecasts using the metrics that are relevant to your business, track your results in real time, and easily make adjustments.

Reports and dashboards.Quickly and easily build reports to track forecasts and team performance. The drag-and-drop interface means no IT support is required, and you can make changes on the fly to get the insights you need.

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