Top 10 Hottest Salesforce Features to Simplify Your Business Tasks

Initially started as CRM software, Salesforce moved into various disciplines of artificial intelligence with time. From lead management to email integration, it possibly covers all aspects of a successful business. It has undoubtedly made an unblemished mark in today’s time. Although it is a huge name and you can’t go ‘wrong’ with it, it would be great to know in-depth about its widely preferred features.

Top Salesforce Features

Here is a fresh list of some of its best cloud based features. Each of them is available in the form of a software that intends at simplifying your complex business tasks.

1. Contact Management

The contact management software from Salesforce lets you get a detailed view of the customers’ data including their activity history, important contacts, customer communications, etc. Briefly, it allows you to:

• Get info about every contact present in your customer accounts

• Extract social data to know about your customer the better way

• collaborate with people pan organization and share customer insights with them

2. Opportunity Management

It does get confusing at times when you are in charge of multiple things. Salesforce thus lets you keep all work updated with this specific feature. It enables you to manage all the sales related data while connecting the same to customers and important information. The feature allows you to:

• Streamline all your sales processes

• Focus only on the important customer activity

• Create quick quotes and email it to customers directly from Salesforce

3. Process Automation

All you need is the point-and-click simplicity to take care of a business process right from its design to management.

Salesforce empowers you with workflow automation to gain repeated success. This feature allows you to:

• Automate your business operations with the help of process builder

• Simplify complicated sales processes by simply using drag-and-drop functionality

• Optimize the sales cycle by automating the approval process

4. Sales Dashboard Reporting

The Sales dashboard equips you with a flurry of reports about conversion rates, lead volumes, sales pipeline and so on. You can use this feature to:

• Get customized reports for sales forecasting via simple drag-and-drop CRM analytics

• Monitor performance dashboards to track the progress of your sales team

• Monitor the primary business metrics through customer analytics software

5. Territory Management

This feature from Salesforce lets you convert your sales territories into flexible and logical structures, which comes handy in mapping the right customer to the right sales representative. This in turn contributes exceptionally in revenue increase. The software allows you to:

• Drive exceptional performance

• Assign one rule to multiple territories

• Run rules for specific territories while maintaining the hierarchy context

6. Salesforce Engage

This particular feature intends to give a boost to the company’s sales department. It enhances the selling power by promotion of marketing content. In other words, you can refer to it as a bridge between sales and marketing. Along with proper customer engagement, it also helps with real time sale processes.

7. Account Management

A hassle free access to critical customer data is the need of the hour. This includes activity history and information of each and every client. As a bonus, you also get brilliant strategies designed for customer engagement enhancement.

8. File Synchronization

This feature allows the users to share, collaborate, publish and track all the business activities in real time! With large data comes many files and hence the possibility of countless errors. Thankfully, the file synchronization helps you to eliminate sales mistakes thus ensuring high-end accuracy. It also enables you to publish only the relevant and most accurate range of content across your website because all files will be in the same place!

9. Mobile

What is better than being able to access your stuff without restrictions from anywhere? Much to your happiness, the Mobile CRM software can help you view upcoming events, get account updates, join a conference, or even jot down the minutes of the meeting while on the go.

The app also lets you to update and access your CRM data from any place and anytime, even if you are offline. Thus, you don’t even need an internet connection.

10. Sales Conditioning

Salesforce heavily focuses on personal growth. You can get a comprehensive view of your products along with their response in the market. To increase productivity, it includes complex sale plans with overlays. Besides, you can also use its forecast data to make an appropriate enhancement strategy.

Takeaway

In the modern day competitive world, you need to be sharp enough to be on the top of your business. All these features available within Salesforce software help your business to touch the so far unconquered heights, thus enabling you to be the key player in your respective niche. To get further insights into Salesforce features and the associated software, you can feel free to contact us at CRM-Masters as we are the premium salesforce consulting partner. With a capable team of expert professionals, we can help you with every aspect of Salesforce.

Source : https://crm-masters.com/top-10-hottest-salesforce-features-to-simplify-your-business-tasks/