Used by 69% ProfessionalsSalesforce CRM Overview
/5
- Linux
- Windows
Salesforce CRM makes it possible for companies to keep track of all of their client information and communications in one location. Along with optimizing operations, it aids businesses everywhere in maintaining contact with leads and customers to close deals more quickly than ever before and increase profitability.
About Salesforce CRM
Salesforce CRM is a powerful customer relationship management (CRM) software that helps businesses manage customer data and interactions. It offers a variety of features that make it ideal for managing customer relationships, including the ability to capture and manage customer data, automate customer interactions, and track customer feedback. As per the company, the platform has helped customers report over a 37% increase in sales revenue, 43% increase in marketing ROI, and 45% jump in customer satisfaction.
Additionally, Salesforce CRM offers a variety of marketing capabilities that can help businesses market and sell their products and services. These capabilities include the ability to create targeted marketing campaigns, track customer interactions with marketing materials, and measure the effectiveness of marketing campaigns.
Benefits of Salesforce CRM :
- One of the great benefits of Salesforce CRM is its ability to integrate with many other platforms, such as email, social media, and calendaring. It offers a variety of benefits that can make managing customer relationships easier, including:
- It is customizable and can be tailored to fit the needs of your business.
- It is easy to use and can be integrated with other systems, such as accounting and marketing software.
- It offers customer relationship management (CRM) features, such as custom fields, reports, and integrations with social media platforms.
- It has a wide range of compatibility with other applications, making it easy to share data with other departments within your business.
- It is backed by a 24/7 support system that is available by phone, email, or chat.
If you are looking for CRM software that can help you manage your customers better and streamline your operations, then Salesforce CRM should be your go-to choice. It offers a wide range of features that make it versatile and effective for managing your customer relationships. Additionally, it is affordable and easy to use, making it a great choice for small businesses and entrepreneurs.
Salesforce CRM Features
- Account and Contact Management : Allows you to manage your accounts and contacts in a centralized location.
- Opportunity Management : Helps track and analyze sales progress and identify potential opportunities.
- Reporting & Analytics : Help you to measure the performance of your business.
- Quote Management : Keep track of quotes, contracts, and negotiations with quotes in a central location.
- Lead Management : Automatically adds leads to Salesforce CRM as they come in from any source.
- Sales Histories : View and analyze sales data from past periods to make more informed decisions.
Pros
Cons
- It is an extremely user-friendly platform.
- It is excellent for managing customer relationships.
- It helps in maintaining records of transactions.
- The learning curve can be steep.
- There is a limited number of users who can use it at the same time.
Salesforce CRM Ratings and Reviews
- Verified User in Computer SoftwareMid-Market(51-1000 emp.)
You will find that you gravity to this program once you start using it for all your needs. Review collected by and hosted on G2.com.
- Verified UserDirector
We joined Salesforce to gain a full business solution for our sales team. What we were promised and what we received were not the same. The Kanban board is completely unusable and outdated compared to even the most simple sales software out there and Salesforce does not seem to have the understanding or interest in learning how sales teams use this. Furthermore, they do not respect businesses that wish to cancel once they see major flaws in their system and force them to continue to use their system and not leave their contract amicably. As well, they do not accept cancellation emails and requests and instead force you to go through a number of different hoops just to not auto-renew which include making you go through a few websites to find a cancellation email which then asks you to respond a few different times with set 'cancellation clauses' which they never seem to receive forcing you to do it again and again - all taking away valuable time from businesses.
Kanban Board - make it actually usable Import of leads into your system, help businesses do this - don't just outsource Make ALL information able to be imported
Salesforce CRM Pricing
- Contact & Account Management
- Contact Lifecycle Stages
- Built-in Chat, Email, & Phone
- 24x5 Support
- Mobile App
Everything in Free, plus :
- Visual Sales Pipeline
- AI-powered Predictive Contact Scoring
- Sales Sequences
- Up to 2,000 Bot Sessions/Month
- WhatsApp Business
Everything in Growth, plus:
- Multiple Sales Pipelines
- Time-based Workflows
- AI-powered Deal Insights & Next Best Action
- Up to 3,000 Bot Sessions/Month
- Sales Teams & Territory
Everything in Pro, plus:
- Custom Modules
- AI-based Forecasting Insights
- Audit Logs
- Up to 5,000 Bot Sessions/Month
- Dedicated Account
