Source: metaoups.com

There are many challenges faced by a start-up or a growing team such as small budget, insufficient task management tools and lack of human resources management tools and when business expands its need automation tools to manage daily workflow. Here comes salesforce in picture to rescue offering excellent platform to build customized automation tools.

What are the features offered by the Salesforce?

Ranked no-1 in the Forbes list, Salesforce is the top cloud-based CRM software designed for service, market, and sales, redefining the way businesses connect with the customers by creating a more unique experience. It is the ultimate solution for any business. Featured with all the elements that are needed to run any business with included Intelligence.

• Contact Management- Salesforce CRM offers contact management by giving a complete picture including insights and strategies. Cloud-based contact management enables easy collaboration in the business sharing your views and documents to prepare knowledge sharing workplace.
• Opportunity Management- One of the top Salesforce CRM features is opportunity management offering a opportunity to view activity timeline of the customers depicting the different stages of a particular deal, helping to decide the next move.
• Quote Management- Quote management made easy with the CRM application. Tracking the products of your deal including standard price, quantity, product code and quoted price. This CRM app is featured with in-built quoting mechanism which quotes client data.
• Quote to cash- Salesforce CRM automates configure, price and quote (CPQ) to simplify the quote management helping in selecting the right quotes for the customers with the latest discounts. It also makes the invoice sending and the cash collecting process easy with salesforce lightning.
• Salesforce for small business- This CRM has built-in Intelligence offering best services to the customers. Gives 360-degree customer view, customer view, Trailhead catches data automatically from emails, support channels, and calendars. Moreover, start-up can learn a lot from in-app tutorials.
• Lead Management- Lead management gives an access to up-to-date contacts on the timeline with the industry best practice. It uses the sales path to understand the relevant document. Salesforce CRM scores your leads automatically helping you to get ahead in tracking and grow more revenues.
• Dynamic Dashboard and custom reports- Dashboard components give us an insight that how the business is doing in the market. You can build your own dashboard by drag and drop icon in the dashboard where you can inspect the performance of the team, providing the real time data with latest insight.

Source: (https://www.clariontech.com/platform-blog/salesforce-crm-features-and-benefits)

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