SALESFORCE
CRM
Features & Support Options
Salesforce CRM offers a comprehensive range of
features and support options designed to enhance
customer relationship management.
Here’s an overview:
Key Features of
Salesforce CRM
Sales Cloud
Lead and Opportunity Management:
Track leads, manage sales pipelines,
and forecast revenue.
Reports and Dashboards: Create
customizable reports to visualize sales
data and performance.
Service Cloud
Case Management: Manage customer
inquiries and issues efficiently.
Knowledge Base: Create a repository of
information to help customers and
agents find solutions quickly.
Marketing Cloud
Email Marketing: Automate
campaigns and segment audiences.
Customer Journey Mapping: Visualize
and manage the customer journey
across channels.
Commerce Cloud
E-commerce Solutions:
Build and manage online storefronts
with integrated marketing and
customer service.
Analytics Cloud
(Tableau CRM)
Data Visualization:
Analyze data and generate insights through visual
dashboards and reports.
AI Integration
(Einstein)
Predictive Analytics: Leverage AI to gain insights and enhance customer interactions.
Automation: Use AI-driven automation to streamline processes.
Support Options of
Salesforce CRM
Salesforce Help Center:
Access a comprehensive library of
articles, guides, and tutorials for
troubleshooting and best practices.
Trailhead:
An interactive learning platform with
modules and courses to help users
understand Salesforce features and
capabilities.
Community Forums:
Join the Salesforce Trailblazer
Community to connect with other
users, ask questions, and share
experiences.
Customer Success Managers:
For larger organizations, Salesforce
offers dedicated success managers
to guide through implementation
and ongoing use.
Technical Support:
Various support plans are available, including 24/7 support,
prioritization of issues, and access to specialized resources.
AppExchange:
A marketplace for third-party apps and integrations that can enhance
Salesforce functionality.
Salesforce CRM combines powerful features with extensive support
resources, making it a popular choice for businesses looking to
improve customer relationships and streamline operations. The
combination of robust tools and a strong support ecosystem helps
organizations maximize the value they get from the platform.
Summary
Thank you!
www.fexle.co
m
info@fexle.co
m
+91-8306730589

SALESFORCE CRM - Features & Support Options

  • 1.
  • 2.
    Salesforce CRM offersa comprehensive range of features and support options designed to enhance customer relationship management. Here’s an overview:
  • 3.
  • 4.
    Sales Cloud Lead andOpportunity Management: Track leads, manage sales pipelines, and forecast revenue. Reports and Dashboards: Create customizable reports to visualize sales data and performance.
  • 5.
    Service Cloud Case Management:Manage customer inquiries and issues efficiently. Knowledge Base: Create a repository of information to help customers and agents find solutions quickly.
  • 6.
    Marketing Cloud Email Marketing:Automate campaigns and segment audiences. Customer Journey Mapping: Visualize and manage the customer journey across channels.
  • 7.
    Commerce Cloud E-commerce Solutions: Buildand manage online storefronts with integrated marketing and customer service.
  • 8.
    Analytics Cloud (Tableau CRM) DataVisualization: Analyze data and generate insights through visual dashboards and reports.
  • 9.
    AI Integration (Einstein) Predictive Analytics:Leverage AI to gain insights and enhance customer interactions. Automation: Use AI-driven automation to streamline processes.
  • 10.
  • 11.
    Salesforce Help Center: Accessa comprehensive library of articles, guides, and tutorials for troubleshooting and best practices. Trailhead: An interactive learning platform with modules and courses to help users understand Salesforce features and capabilities.
  • 12.
    Community Forums: Join theSalesforce Trailblazer Community to connect with other users, ask questions, and share experiences. Customer Success Managers: For larger organizations, Salesforce offers dedicated success managers to guide through implementation and ongoing use.
  • 13.
    Technical Support: Various supportplans are available, including 24/7 support, prioritization of issues, and access to specialized resources. AppExchange: A marketplace for third-party apps and integrations that can enhance Salesforce functionality.
  • 14.
    Salesforce CRM combinespowerful features with extensive support resources, making it a popular choice for businesses looking to improve customer relationships and streamline operations. The combination of robust tools and a strong support ecosystem helps organizations maximize the value they get from the platform. Summary
  • 15.