What is Salesforce CRM and What Does it Do?

Salesforce is a company based out of San Francisco, California. They are the leaders in cloud technology.

Salesforce is also the name of their flagship product, which is a highly customizable CRM with attractive out-of-the-box features like Web to Lead, Weeding out duplicate leads, Opportunity Forecasting, Email and Campaign management, Google Apps Integration, etc… All this along with standard CRM features like Lead, Contact, Account, and Opportunity Management.

What is salesforce CRM, you might ask. It’s a top-notch CRM application built on the Force.com platform. It can manage all the customer interactions of an organization through different media, like phone calls, site email inquiries, communities, as well as social media. Salesforce handles all customer relationships, by focusing on the sales, marketing, and support processes. This is done by working with the standard objects (Shown below) and facilitating the relationships between them.

Force.com platform
Force.com is a platform for creating applications in the cloud with absolutely no software or hardware investment required. The apps thus created are data-centric and collaborative. In fact, the data is never lost here, because there are auto back-ups.

The Standard Objects in Salesforce

1AccountThese could be partners or customers (Be it companies or individuals) who are involved in the organization’s business interactions
2ContactIndividuals that come within any account
3ProductItems that the organization sells to the customer
4LeadThose interested in the product, be it individuals or
companies
5OpportunityAny event or activity with potential for revenue
generation
6CaseA description of any issue that a customer has reported
7SolutionThe resolution of a customer problem. Salesforce’s
the solution knowledge base is the collection of all such solutions
8ForecastEstimation of the organization’s quarterly revenue
9ReportAnalysis of the standard or custom objects’ data
10DashboardRepresentation of reports as a set of graphical data or
charts
12ActivityAll the organization’s tasks as well as calendar events
within the Activity object
13CampaignAll marketing projects, for example – mass emailing


What makes Salesforce CRM tick?


Salesforce has grown its platform to support some of the most complex business scenarios and has proved in the market that it just needs one-fifth the development effort and cost when compared to a normal application.

A CRM in Salesforce works by managing the standard objects, maintaining the relationships between them, and the standard in-built functionalities. It is built on the following different types of cloud:

Sales Cloud


Sales Cloud mainly works based on Lead, Account, Contact & Opportunity objects. Leads can be further converted into account, contact, and opportunity objects -an important built-in functionality of the Sales Cloud. What’s more, if any custom fields are added to the lead object, it is also possible to set the mapping for them. Opportunities are well managed by giving them different stages and probabilities.

Service Cloud


In Service Cloud, the base objects are cases and solutions. A Service Executive can create a case on a customer inquiry or a complaint, and the corresponding solution can be stored in a solution object. There is some standard functionality, like email to case, which will automatically create a new case in the CRM on every customer email.

Marketing Cloud


Marketing Cloud is an application for marketing purposes. It helps in the creation and execution of marketing campaigns, email promotions, and more.

Custom Cloud


Custom fields can be added to the standard objects, and custom workflows can also be created. For custom views as well as business logic, Visualforce pages and associated apex classes can be used. All of these customization facilities make it possible to fulfill just about any need a CRM user may have.

Analytics


Every CRM application must be able to present reports with the data stored in it. In Salesforce, the ‘Reports and Dashboards’ feature enables effective analytics.

There are several standard reports associated with the standard objects. Each report can be used to create dashboard components like graphs. Standard Reports are placed in the folders available in Salesforce, so finding the reports are easy.


Salesforce automation


Salesforce automation features include tracking leads, managing emails, assigning tasks, notifications, approvals, etc. This CRM will handle all the automation required for the sales, marketing, and service processes.

Who should use the Salesforce CRM?



Salesforce CRM is suitable for a wide range of businesses, including small startups, mid-sized companies, and large enterprises. It is particularly useful for organizations that have a large number of customer interactions and relationships to manage, as it provides a centralized platform for storing and organizing customer data. Additionally, Salesforce CRM is well-suited for businesses that prioritize data-driven decision-making, as it offers robust analytics and reporting capabilities. Overall, any organization looking to improve its customer relationship management processes and gain greater insights into customer behavior could benefit from using Salesforce CRM.


What does Salesforce do?


Salesforce covers all the areas of customer relationships, sales, and marketing management. It helps businesses to build stronger relationships with their customers and partners, increase sales and revenue, and gain insights into customer behavior. Salesforce allows users to store, manage, and analyze customer data, create custom applications, automate sales processes, and generate marketing campaigns. It also provides data visualization, AI-driven insights, and analytics capabilities to help users gain insights and make better decisions. Salesforce also offers a range of cloud-based services, such as Chatter, Desk.com, and AppExchange, for customers to connect and collaborate with each other. Applying Salesforce.com in your enterprise may sound overwhelming, but it can be a great tool to help you manage your customer relationships and help boost your business. With Salesforce, you can track customer information, streamline marketing and sales processes, and gain valuable insights into customer behavior. Additionally, Salesforce provides cloud-based services like Chatter and AppExchange to connect and collaborate with customers and partners. Salesforce helps you to gain an advantage in the marketplace and provides you with the tools to better understand customer needs and increase customer loyalty.

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