Overview
Salesforce is considered the #1 AI CRM, where humans with agents drive customer success together with AI, data, and Customer 360 apps on one unified platform.
Benefits
Core Advantages:
- Unified Customer View: Get a 360-degree, single source of truth for every customer, combining data from sales, service, and marketing.
- Increased Productivity: Automate repetitive tasks, use AI for insights, and streamline workflows across teams (sales, service, marketing).
- Enhanced Customer Experience: Deliver personalized, proactive service through omnichannel support and quick access to customer history, boosting satisfaction and loyalty.
- Actionable Analytics: Utilize powerful dashboards and AI-driven insights to make better decisions and forecast revenue.
- Scalability & Flexibility: Adapts from startups to global enterprises, handling growth and unique workflows.
- Seamless Integration: Connects with thousands of other business apps for extended functionality.
- Cloud-Based Accessibility: Access data and tools from anywhere, on any device, reducing IT overhead.
Benefits by Department:
- Sales: Boost revenue, improve lead management, track opportunities, and close deals faster.
- Service: Reduce costs, resolve issues quicker with AI chatbots and unified data, and provide proactive support.
- Marketing: Automate campaigns, improve ROI, and increase customer lifetime value.
Key Features
- ✓ Lead Management
- ✓ Opportunity Management
- ✓ Contact Management
- ✓ Sales Forecasting
- ✓ Workflow Automation
- ✓ Email Integration
- ✓ Reports And Dashboards
- ✓ Mobile Access
- ✓ File Sync And Share
- ✓ Sales Collaboration
- ✓ Marketing Automation
- ✓ Customer Service Management
- ✓ Customizable Dashboards
- ✓ Third Party Integrations
- ✓ Territory Management
- ✓ Quote Management
- ✓ Contract Management
- ✓ Analytics And Insights
- ✓ CRM
- ✓ Einstein Ai
- ✓ Appexchange
- ✓ CRM & Sales Dashboards
- ✓ Customer Management
- ✓ Customer Support
- ✓ Knowledge Management
- ✓ Social CRM
- ✓ Sales Force Automation
- ✓ Call Management
- ✓ Social Media Integration
- ✓ Self Service Portal
- ✓ Document Storage
- ✓ Call Center Management
- ✓ Analytics
- ✓ Knowledge Base
- ✓ Call Logging
- ✓ Sales Management
- ✓ Actionable Segmentation Enhancements
- ✓ Actionable Telematics
- ✓ Assessment Generation
- ✓ Automation Templates Enhancements
- ✓ Automotive Calculated Insights
- ✓ Automotive Data Bundle
- ✓ Automotive Loan And Lease Console
- ✓ Billing Inquiry Manager
- ✓ Clean Energy Program Management
- ✓ Connected Vehicle Visualization
- ✓ Contact Import/export
- ✓ Einstein Copilot
- ✓ Enterprise Sales Management Enhancements
- ✓ Financial Engagement
- ✓ Home Health Enhancements
- ✓ Internal Chat Integration
- ✓ Interoperability Enhancements
- ✓ Knowledge Base Management
- ✓ Knowledge Library
- ✓ Live Chat
- ✓ Promotion Transfer
- ✓ Prompt Builder
- ✓ Sales Agreement Enhancements
- ✓ Sales Pipeline Management
- ✓ Sales Pipeline Tracking
- ✓ Segmentation
- ✓ Service History Tracking
- ✓ Ticket/issue Tracking
- ✓ Ticketing
- ✓ Time Planning
- ✓ Tmf Api Enhancements
- ✓ Transaction Dispute Management Enhancements
Details
Best For
Small (21-200 Employees)Medium (201-10,000 Employees)Large (10,000+ Employees)
Deployment
Cloud
Platforms
LinuxMacWindowsAndroidiOS
Industries
Financial ServicesTelecommunicationsBankingHealthcareRetailManufacturingPublic SectorTechnologyMedia & EntertainmentNon-Profit Organization (NGO) / PhilanthropyOil & Energy
Support & Training
Support Options
24/7 Live SupportEmailForumKnowledge BaseTrainingPhoneChat
Training Resources
DocumentationWebinarsVideos
Media
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