CRM or Customer Relationship Management is the core thread between businesses and consumers. It is the strategy to manage communication among business, customers, and future customers or prospects. The CRM systems help the companies stay connected to customers, integrate processes, and maximize profitability.
When we talk about CRM, there are rarely any individuals who have not heard about Salesforce. The reason is simple. Marketers have reached at a unanimous decision that Salesforce is currently the best CRM system in the industry.
Read more about Salesforce CRM features & benefit here.
What is Salesforce? And what does Salesforce do?
These are the primary questions which arise when you encounter Salesforce for the first time.
Beyond being the most popular and first SaaS-based CRM system, Salesforce is an intelligent ecosystem embedded with AI and IoT offering a multitude of solutions to all-size-businesses including non-profit.
As a solution to the conventional on-premise infrastructure & server systems, Cloud came into play in 2006 when Amazon initiated its Elastic Compute Cloud products. However, the term cloud computing came to the scene long back in 1996.
As we know Salesforce is residing on the Cloud which is its biggest strengths which brings to us as the end consumer the comfort of maintenance-free projects (at least servers). Amongst all the top cloud service providers such as, Amazon Web Services, Microsoft Azure, IBM Cloud, Google Cloud; Salesforce is creating a niche as a unique cloud service provider for marketing, sales, and support with takeaways for both B2B & B2C business models.
We can categorize Salesforce Clouds into the following segments:
Salesforce Sales Cloud helps companies grow their accounts. It can quickly provide apt insights to clients and close deals faster. With Salesforce Sales Cloud, you can generate more leads that accelerate the productivity& revenue by providing better Insights to facilitate informed decisions. Under Salesforce Sales Cloud, you can avail the following services:
Lightning for Gmail
Lightning for Gmail is a native Salesforce CRM integration with Gmail.
- It allows you to see all contextual records related to every email
- You can bring new apps to the side panel of Gmail
- And most importantly, you can enjoy the Salesforce lightning experience in Gmail.
Lightning Dialer Voicemail Drop
This is one of the prominent Salesforce Sales Cloud features. It offers the luxury to leave voice mails for a list of related prospects with a single click. Just pre-record a general message, drop it on the list and move to the next call.
Einstein Automated Contacts
Einstein Automated Contacts helps to maintain clean & accurate data. It also analyzes emails & calendar events. Besides, Einstein Automated Contacts identify new contacts and shows suggestions to add new records by empowering your CRM
Lightning Contact Hierarchy
Lightning Contact Hierarchy enables you to view 2,000 records on a simple and user-friendly visual display. Column configuration & customizing are simple hacks with this tool.
Lightning Report Builder
Salesforce Lightning Report Builder with a simple interface allows you to create multiple reports. As a business user, you can access data in minutes.
Salesforce Service Cloud
Salesforce Service Cloud enables you to offer impeccable services to the customers at your fingertips. It provides services like call-center, live conversations, knowledge base, and assistance with products to customers.
Under Salesforce Service Cloud, you can avail the following facilities:
- Lightning Service Console: Optimize your case feed, case hovers, split view, and keyboard shortcuts.
- Lightning Service Setup: Allows setting up lightning communities & knowledge base with instructional videos.
- Snap-ins for Lightning Communities: Allows offering personalized customer services with real-time live chat.
- Lightning Field Service Preventative Maintenance: Helps maintaining work orders to stop product breakdown.
- Lightning Field Service Parts Requests and Transfers: Allows track shipping, request parts, and get new stocks right from phones.
Salesforce Marketing Cloud provides social channels and helps marketers deliver the right message on the right time with both web & mobile applications. It is featured with a Social Studio empowered with Einstein’s vision, AI suite of Salesforce. Salesforce Einstein Vision gives intelligent social media insights. Besides, Salesforce Marketing Cloud helps to understand user adoption and identifies the best performing social media campaigns.
Salesforce DMP Einstein is an important part of the Salesforce Marketing Cloud and it helps to segment the marketplace to find the right target audience.
The social studio displays Center Sales Leaderboard where you can understand the client from multiple touch points.
Salesforce Commerce Cloud offers a unique shopping experience with collaborative IT solutions.
- Einstein Predictive Sort: It uses client data for more custom-made products.
- Order Management: Manages all returns, exchange, as well as updates.
- Mobile-First Reference Architecture: Helps building mobile applications for both traders and customers.
- Commerce Cloud Reports and Dashboards: Track revenue & performance with easy dashboards and reports.
- Android Pay: Offers security to Android transaction and integrate mobile commerce.
The Salesforce Community Cloud collaborates among customers, partners, and employees and connects them by building a community relevant to their business. It allows communities to use content from existing CRM systems. Salesforce Community Cloud also empowers the agents to see the last seen content by the contacts. Besides, the dashboard enables to view the important metrics.
Salesforce Health Cloud is aimed at creating stronger relationships between patients, service provider and hospital administration.It allows the patient profile to integrate information from multiple data sources, including electronic medical records (EMRs), medical devices and wearables.
Salesforce Analytics Cloud is a cloud-based analytics program developed to implement rapid, iterative exploration of data, with results displayed via layers of dynamic visualization over underlying data sets. It is a business intelligence (BI) platform which optimizes mobile access as well as data visualization.
Financial Service Cloud
Salesforce Financial Service Cloud helps create custom communities to suit your business needs. It helps you to directly connect to the independent investors and share customer data with them for creating better marketing strategies. The customer data you can share includes financial goals, accounts as well as existing client relationships on a secure portal.
If you want to learn Salesforce CRM with a tutorial, view here.
From Clouds to the Sky
In a nutshell, we can say that Salesforce offers a range of diverse cloud services for all segments of the business. These are not only clouds; they are intelligent hardware-less solutions embedded with AI like Salesforce Einstein. Salesforce clouds offer profitable business solutions in general and specific CRM solutions catering to all kind of business. You can integrate your CRM apps with Salesforce with simple tools also. You can also hire Salesforce developers for your development and integration-related needs.