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Salesforce CRM

The Salesforce cloud is an advanced customer relationship management (CRM) suite providing applications for small, midsize and enterprise organizations, with a focus on sales and customer support.

The CRM helps you to trace customer’s information and communications under one unified platform to follow more leads. The Lead Management, Sales Data, Marketing Automation, and Partner Management apps let you pursue these leads until they are ready for conversion.

Salesforce for Outlook permits users to synchronize calendars, contacts, emails, and tasks in both applications. Salesforce for small business empowers users to manage tasks and events, contacts, manage harvest leads and record and track performance. The Salesforce enterprise edition covers call scripts, team-selling functionality, business workflow, setup approval and automation, custom applications, API integrations and more.

To extend its adaptability, Salesforce Sales Cloud integrates with external business solutions, such as, LeadExec, Zendesk, Ambassador, FinancialForce ERP, TeamSupport, Zuora, and other major CRM, sales, and accounting solutions.

Salesforce CRM Features

  • Account and Contact Management
  • Opportunity Management and Score
  • Lead Management
  • Sales Data
  • File Sync
  • File Sharing
  • Sales Forecasting
  • Salesforce Mobile App
  • Contact Manager
  • Real-Time Visibility
  • Drag-and-Drop Interface
  • Dashboards
  • Visual Workflow
  • Multi-Currency Support
  • In-Line Editing
  • Lead Assignment and Routing
  • Rules-Based Lead Scoring
  • Einstein Lead Scoring
  • Web-to-Lead Capture
  • Campaign Management
  • Duplicate Blocking
  • Mass Email
  • Salesforce Engage
  • Email Templates
  • Sales Console App
  • Enterprise Territory Management
  • Opportunity Splits
  • Salesforce CPQ and Billing
  • Case Management
  • Lightning Bolt Solutions
  • Partner Communities
  • Lead Registration
  • Roles and Permissions
  • Process Builder
  • Web Services API
  • Google Apps Integration
  • File Storage Per User
  • Sandbox


  • Vast Customization Option
  • Cloud Solution
  • No Hardware Requirements
  • Business Automation
  • Efficient Management
  • Collaboration with Chatter
  • Allow open or closed visibility model
  • Flexibility in reporting directly within the system


  • Expansive Customization
  • Dashboard
  • Integration of extra plugins to perform certain functionalities
  • Missing advanced level documentation
  • Complicated technical support
  • Training for cross-functional teams


Salesforce CRM is an excellent and powerful tool in terms of managing and retaining the relationship with your customers without cutting you from the actual goals. It provides you with insights that put you head from your competitors and turn leads into longlasting relationships. We recommend Salesforce CRM to be a must-have tool to manage customers and their details in a most accessible way.


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