Salesforce®

IT'S MORE THAN CRM, IT'S A PLATFORM FOR TOTAL BUSINESS AUTOMATION!

SALES CLOUD®

Gives sales reps a customizable, easy-to-use opportunity management system that they can access even on their phones. Ensure opportunities don’t fall through the cracks with automated approvals and followups. Sales managers can forecast by individuals or teams and have a top-t0-bottom view of the funnel in real time.

SERVICE CLOUD®

Ticket tracking, knowledge base, and other features fully integrated into your CRM system. Automatic case assignments and escalations ensure that your reps provided outstanding service for your hard won customers. Reps in the field can access cases from their phones!

MARKETING AUTOMATION

Your sales are only as healthy as your pipeline. Salesforce provides the tools to make it happen. Manage campaigns and costs, track lead sources and easily convert them to opportunities. Use lead scoring to quickly identify and segment qualified leads.

ADMINISTRATION

Administrators will enjoy flexible and powerful security features. Multiple time zones and currencies are supported as well. New user setup is expedited thanks to detailed user profiles.

ESSENTIALS FOR SMALL BUSINESS

Salesforce Essentials is an affordable solution for smaller businesses that want to start growing with Salesforce. Up to 5 uses can enjoy the benefits of Customer Relationship Management, including Sales Cloud and Service Cloud Essentials.

CORE CRM FEATURES

Users can view their and their team’s activities on shareable calendars. Chatter allows users to chat and comment with others regarding opportunities and cases via Chatter. Most importantly, all your important information is at your finger-tips in an environment that can be customized to meet the needs of specific users or departments.

POWERFUL ANALYTICS

Know exactly what working and what’s not in your business with Salesforce reports. Dashboards give managers a 360 degree view of the business. Reports can be shared but also kept confidential according to your security policies.

A PLATFORM TO BUILD ON

More than mere CRM, Salesforce is a platform into which a variety of powerful suites may be integrated. Marketing Cloud is suite of applications that provide a complete enterprise level marketing solution. Commerce Cloud provides a variety of applications for order processing. Communities allows you to create customer or partner portals. Einstein infuses marketing, sales, and service with predictive analytics via state-of-the-art artificial intelligence.

AN EXTENSIBLE PLATFORM

The Salesforce App Exchange has almost 3,000 pre-made solutions that will help you customize your solution without code. Is there something that you want that Salesforce does not do? Odds are there is an app for that already, whether it’s a custom tool or a complete industry specific solution. And if not, Salesforce can be extended to match your specific needs with the Apex IDE.

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