What Does Salesforce CRM Do? Features & Benefits of a Leading CRM Software in 2024

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Features & Benefits of a Leading CRM Software in 2024">What Does Salesforce CRM Do? Features & Benefits of a Leading CRM Software in 2024</a></li></ul> <div class="why-fo-free"> <a data-modal="#why-fo-free" title="Why FO is free" href="#"> Why is FinancesOnline free <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://financesonline.com/media/themes/fot/dist/img/why.png" data-srcset="https://financesonline.com/media/themes/fot/dist/img/why.png 1x, https://financesonline.com/media/themes/fot/dist/img/why@2x.png 2x" alt="Why FO is free" class="lazyload"> </a> </div> <div class="clearfix"></div> </div> </div> <div class="main-container main-container--post"> <div class="single-page__content"> <div class="row flex-fixer flex-wrap"> <div class="single-page__title col col--75 col--sm"> <h1>What Does Salesforce CRM Do? Features & Benefits of a Leading CRM Software in 2024</h1> </div> <div class="clearfix"></div> </div> <div class="row"> <div id="content" class="single-page__entry single-page__entry--post col col--75 col--sm"> <div id="rec-post" class="recommended-product recommended-product--placeholder full-width" data-post-id="119767" > <div class="placeholder flex"> <div class="col col--20 col--mb img"> <div class="sk full-width"></div> </div> <div class="col col--60 col--mb desc"> <div class="sk full-width"></div> <div class="flex score"> <div class="col col--33 sk"></div> <div class="col col--33"></div> <div class="col col--33 sk"></div> </div> </div> <div class="col col--20 col--mb buttons"> <div class="sk full-width"></div> <div class="sk full-width"></div> </div> </div> </div> <div class="fot-question"> <div class="fot-question__icon"></div> <div class="fot-question__text">What does Salesforce CRM do?</div> <div class="fot-question__answer">Salesforce CRM provides an omnichannel platform for users to grow leads, increase sales, and manage customer relationships seamlessly on different channels. It also has a robust analytics module packed with other comprehensive features in an easy-to-use user interface.</div> </div><p><span style="font-weight: 400;">Picking out a software solution is as crucial a decision as hiring a new manager for your business. The product you invest in can mean the difference between a steady growth of your enterprise or its stagnation. This is why you need to carefully assess your prospective programs to find out which will work best for your company. A CRM even becomes more significant in light of the pandemic, allowing employees to work remotely, handle an increase in customer queries, and providing a means to engage with customers.<br> </span></p><p><span style="font-weight: 400;">This applies even to some of the most well-known products in the industry such as Salesforce CRM. To help you get a better idea of how this popular <a href="/c/crm-software/">CRM software</a> will help you streamline your sales operations, we will discuss the following to answer the question: What does Salesforce CRM do? With this guide, you should get a better idea as to the different functionalities you can take advantage of when you invest in this system as well as the benefits that you can reap.</span></p><p><img class="aligncenter wp-image-213926 size-large lazyload" alt="What Does Salesforce CRM Do" width="1024" height="576" sizes="(max-width: 1024px) 100vw, 1024px" data-src="https://financesonline.com/uploads/2020/01/What-Does-Salesforce-CRM-Do-1024x576.jpg" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAQAAAADCAQAAAAe/WZNAAAADklEQVR42mNkgAJGDAYAAFEABCaLYqoAAAAASUVORK5CYII=" data-srcset="https://s.financesonline.com/uploads/2020/01/What-Does-Salesforce-CRM-Do-1024x576.jpg 1024w, https://s.financesonline.com/uploads/2020/01/What-Does-Salesforce-CRM-Do-300x169.jpg 300w, https://s.financesonline.com/uploads/2020/01/What-Does-Salesforce-CRM-Do-768x432.jpg 768w, https://s.financesonline.com/uploads/2020/01/What-Does-Salesforce-CRM-Do-85x48.jpg 85w, https://s.financesonline.com/uploads/2020/01/What-Does-Salesforce-CRM-Do-258x145.jpg 258w, https://s.financesonline.com/uploads/2020/01/What-Does-Salesforce-CRM-Do.jpg 1200w"></p><div class="fot-toc"> <div class="fot-toc__header"> <h4>What Does Salesforce CRM Do Table of Contents</h4> <div class="clearfix"></div> </div> <div class="fot-toc__list"> <ol class="fot-toc__ol col50"> <li><a href="#1">Leverage Customer Information to Increase Sales</a></li> <li><a href="#2">Gives You a Bird’s Eye View of Sales Pipeline</a></li> <li><a href="#3">Gauge and Determine Sales Opportunities</a></li> <li><a href="#4">Improves Your Marketing Pipeline</a></li> <li><a href="#5">Develop More Effective Sales Cycles</a></li> </ol> <ol class="fot-toc__ol col50"> <li><a href="#6">Make Teams More Efficient</a></li> <li><a href="#7">Reduce Conflicts on Sales Channels</a></li> <li><a href="#8">Boosts Lead Nurturing</a></li> <li><a href="#9">Provides Tools for Field Personnel</a></li> <li><a href="#10">Integrates Well with Your Current Infrastructure</a></li> </ol> <div class="clearfix"></div> </div> </div><p><span style="font-weight: 400;">There are plenty of reputable CRM software providers but there will always be those that stand out from the others because of their exceptional products. One such example is Salesforce. Having been in the industry for nearly 20 years, they have easily won a bulk of the market share when it comes to sales applications, marketing applications, and customer service applications. Proof of their strong market presence is <a href="https://www.cnbc.com/2021/02/25/salesforce-crm-earnings-q4-2021.html">Salesforce’s 20% year-on-year growth in 2020</a>, amassing $1.36 billion in subscription and support revenue for its key Sales Cloud products.<br> </span></p><script id="chartist96627979" type="application/json"> {"y_units": "percent", "data": [{"x":"","xl":"improvement on customer satisfaction","y":"45","yl":"","color":"auto"}] } </script><script id="chartist34967457" type="application/json"> {"y_units": "percent", "data": [{"x":"","xl":"improvement on marketing ROI ","y":"43","yl":"","color":"auto"}] } </script><script id="chartist40078670" type="application/json"> {"y_units": "percent", "data": [{"x":"","xl":"improvement on sales revenue","y":"37","yl":"","color":"auto"}] } </script><style> </style><div class="custom-chart" data-anim="true" data-home-url="https://financesonline.com" data-export="true" data-id="donuts66803305" data-title="Key Salesforce CRM Benefits" data-subtitle=""> <div class="donut-charts "> <h3 class="chartist-header">Key Salesforce CRM Benefits</h3> <div class="donut-charts__container"> <svg class="donut-export"> <title>Chart context menu</title> <path fill="#666666" d="M 6 6.5 L 20 6.5 M 6 11.5 L 20 11.5 M 6 16.5 L 20 16.5" class="highcharts-button-symbol" data-z-index="1" stroke="#666666" stroke-width="3"></path> </svg> <div class="highcharts-contextmenu"> <div class="highcharts-menu"> <div class="highcharts-menu-item" data-type="full-screen">View in full screen</div> <div class="highcharts-menu-item" data-type="print">Print chart</div> <hr> <div class="highcharts-menu-item" data-type="png">Download PNG image</div> <div class="highcharts-menu-item" data-type="jpg">Download JPEG image</div> <div class="highcharts-menu-item" data-type="svg">Download SVG vector image</div> </div> </div> <div> <div class="donut-charts__item"> <div class="highcharts-chart" data-type="donut" data-id="chartist96627979" data-anim="true"></div> </div> </div> <div> <div class="donut-charts__item"> <div class="highcharts-chart" data-type="donut" data-id="chartist34967457" data-anim="true"></div> </div> </div> <div> <div class="donut-charts__item"> <div class="highcharts-chart" data-type="donut" data-id="chartist40078670" data-anim="true"></div> </div> </div> </div> <p class="charts-source">Source: Salesforce</p><div class="clearfix"></div> <span class="designed">Designed by</span> </div> </div><p>Also, Salesforce CRM is touted to have helped customers <a href="https://www.salesforce.com/ap/crm/">improve sales revenue by 37%</a>, customer satisfaction by 45%, and marketing ROI by around 43%. This is by providing them with an easy-to-use platform to find and qualify leads, close more deals, and grow their businesses. Moreover, the Salesforce suite is all based upon a CRM framework that connects sales, marketing, help-desk, and other business processes under one roof.</p><p>What’s more, this comprehensive set of features is packaged in an intuitive user interface that both veteran SaaS users and neophytes will find easy to learn and implement. So, let’s get into some important aspects of Salesforce CRM in our brief overview.</p><p>Of course, in case you find that Salesforce isn’t the best fit for you, you can always check out the other <a href="https://alternatives.financesonline.com/need-an-efficient-crm-software-here-are-7-alternatives-to-salesforce/">Salesforce alternatives</a> available on the market as well.</p><h3 class="bg-title">Overview of Salesforce CRM</h3><p><span style="font-weight: 400;"><a href="https://reviews.financesonline.com/p/salesforce-sales-cloud/">Salesforce CRM</a> has allowed many users to completely overhaul the way they conduct support and service operations. However, unlike other CRM platforms, these are not the only use. Salesforce CRM is not only for customer relationship management professionals involved in aftersales, service, or support. It is also for sales and marketing professionals. In fact, it really can be considered a total business solution. </span></p><p>Why? You can customize its deployment according to your industry and needs. Firstly, as a CRM software, it allows you to track and manage customer information. Secondly, using its collaboration tools, it connects your entire team and allows them to be on the same page. Thirdly, through its analytics module, it delivers instant insights including recommendations. Fourthly, you connect different processes from sales and marketing to business intelligence and IT under using a single digital hub.</p><p>Thus, this makes it a total business solution that is more than just a glue but a real <em>platform</em> for everything your business does. It serves as your central command.</p><p><span style="font-weight: 400;">You can use all the features for free for a period of time to see if the software matches your needs. Simply </span>sign up for Salesforce CRM free trial<span style="font-weight: 400;">.</span></p><div class="product-award-box" xmlns="http://www.w3.org/1999/html"> <h3 id="hubspot" class="bg-title">Salesforce CRM</h3> <div class="product-award-box__inner"> <div class="product-award-box__left"> <a href="/certificates/" title="An award given to products our B2B experts find especially valuable for companies"><img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://sip.financesonline.com/uploads/2020/06/expert2020-1.png?width=235&token=JjgNei0X2mpSGB59CWCOBg" data-srcset="https://sip.financesonline.com/uploads/2020/06/expert2020-1.png?width=235&token=JjgNei0X2mpSGB59CWCOBg 1x, https://sip.financesonline.com/uploads/2020/06/expert2020-1.png?width=470&token=l7XKK8eF1U1EMDWK1lO3aA 2x" alt="An award given to products our B2B experts find especially valuable for companies" class="lazyload"></a> </div> <div class="product-award-box__right"> <p>Try out Salesforce CRM with their free trial</p> <div class="product-award-box__buttons"> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL3NhbGVzZm9yY2Vjcm1tdmYv" class="btn">VISIT WEBSITE</button> <button type="button" data-dst="aHR0cHM6Ly9maW5hbmNlc29ubGluZS5jb20vc2VlL3NhbGVzZm9yY2Vjcm1tdmYtdHJpYWwv" class="btn btn--orange" target="_blank">FREE TRIAL</button> </div> </div> </div> </div><p><span style="font-weight: 400;">Moreover, the platform’s cloud-hosted deployment makes it ideal for entrepreneurs, managers, administrative staff, and field professionals who need to access their CRM data on-the-fly. </span></p><h2 class="bg-title" style="text-align: center;">What does Salesforce CRM do?</h2><h3 id="1"><strong>1. Leverage Customer Information to Increase Sales</strong></h3><p><span style="font-weight: 400;">Tools that track sales activities and previous customer interactions are included in Salesforce CRM’s arsenal. With these at your disposal, you can have a better understanding of your clients. It also uses client data from social media and emails, granting you further insight into what makes your leads and existing customers tick. This information will help you find out what kind of products or content your customers are looking for. In turn, you will be able to create marketing and sales strategies that are more suited to their preferences.</span></p><h3 id="2"><strong>2. Gives You a Bird’s Eye View of Sales Pipeline</strong></h3><p><span style="font-weight: 400;">Conversions should be monitored closely, and this platform allows you to do this in real-time. Once you have sufficient data, you can create adaptive weekly forecasts for more organized compilation. Salesforce CRM also has an intuitive dashboard for data accumulation as well as detailed reporting and analysis; giving you a good sense of your sales performance.</span></p><p><span style="font-weight: 400;">With all the data collecting that goes on during the sales process, managing everything might be more difficult for you when all your tasks pile up. However, with Salesforce CRM, you can check on all aspects of your pipeline at one glance, from customer activity to conversion rates. This platform even provides you with customizable reporting and visualization options so you can view your data the way you prefer.</span></p><div id="attachment_213756" style="width: 1034px" class="wp-caption aligncenter"><img aria-describedby="caption-attachment-213756" class="wp-image-213756 size-large lazyload" alt="Salesforce CRM dashboard" width="1024" height="497" sizes="(max-width: 1024px) 100vw, 1024px" data-src="https://financesonline.com/uploads/2020/01/Salesforce-CRM-1-1024x497.png" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAQAAAADCAQAAAAe/WZNAAAADklEQVR42mNkgAJGDAYAAFEABCaLYqoAAAAASUVORK5CYII=" data-srcset="https://s.financesonline.com/uploads/2020/01/Salesforce-CRM-1-1024x497.png 1024w, https://s.financesonline.com/uploads/2020/01/Salesforce-CRM-1-300x146.png 300w, https://s.financesonline.com/uploads/2020/01/Salesforce-CRM-1-768x373.png 768w, https://s.financesonline.com/uploads/2020/01/Salesforce-CRM-1-1536x746.png 1536w, https://s.financesonline.com/uploads/2020/01/Salesforce-CRM-1-93x45.png 93w, https://s.financesonline.com/uploads/2020/01/Salesforce-CRM-1-299x145.png 299w, https://s.financesonline.com/uploads/2020/01/Salesforce-CRM-1.png 1901w"><p id="caption-attachment-213756" class="wp-caption-text">You can customize your Salesforce CRM dashboard to gauge and determine the quality of leads easily.</p></div><h3 id="3"><strong>3. Gauge and Determine Sales Opportunities</strong></h3><p><span style="font-weight: 400;">Salesforce CRM gives you insight into the different aspects of your sales process. These include your customers’ preferences, the progress of your sales and marketing activities, and your conversions. This platform will also determine sales opportunities, gauge their value, and help you prioritize them according to significance. Through sifting strong leads from the weak ones, you can focus on prospects who are more likely to turn into paying customers instead of those who are not as engaged yet. </span></p><h3 id="4"><strong>4. Improves Your Marketing Pipeline</strong></h3><p><span style="font-weight: 400;">At every stage of the pipeline—from gathering and qualifying leads to turning them into opportunities—the Salesforce CRM software can help you. While managing prospects and customers effectively, you can also make sure that no leads fall in the cracks by automating follow-ups and tracking where your leads are in the sales funnel. Whatever opportunity comes your way, you will likely make the most of it thanks to efficient contact management and data-driven user engagements.</span></p><h3 id="5"><strong>5. Develop More Effective Sales Cycles</strong></h3><p><span style="font-weight: 400;">If you <a href="/zoho-crm-salesforce-comparison-of-top-crm-software-services/">compare Salesforce CRM</a> with other solutions on the market, you’ll find that it not only helps you understand your clients and your opportunities better; it also helps you streamline your process. The platform is equipped with workflow automation and task management features to help you fine-tune your sales cycles and stay on top of them at all times. These will help you map out your data-backed strategies and gain real-time visibility over your sales cycles. In turn, this will allow you to move leads through the sales funnel faster.</span></p><div id="attachment_122235" style="width: 1034px" class="wp-caption aligncenter"><img aria-describedby="caption-attachment-122235" class="wp-image-122235 size-large lazyload" alt="Salesforce CRM workflow" width="1024" height="640" sizes="(max-width: 1024px) 100vw, 1024px" data-src="https://financesonline.com/uploads/2018/10/01-Salesforce-CRM-dash-1024x640.png" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAQAAAADCAQAAAAe/WZNAAAADklEQVR42mNkgAJGDAYAAFEABCaLYqoAAAAASUVORK5CYII=" data-srcset="https://s.financesonline.com/uploads/2018/10/01-Salesforce-CRM-dash-1024x640.png 1024w, https://s.financesonline.com/uploads/2018/10/01-Salesforce-CRM-dash-300x188.png 300w, https://s.financesonline.com/uploads/2018/10/01-Salesforce-CRM-dash-768x480.png 768w, https://s.financesonline.com/uploads/2018/10/01-Salesforce-CRM-dash-77x48.png 77w, https://s.financesonline.com/uploads/2018/10/01-Salesforce-CRM-dash-232x145.png 232w, https://s.financesonline.com/uploads/2018/10/01-Salesforce-CRM-dash.png 1200w"><p id="caption-attachment-122235" class="wp-caption-text">Salesforce CRM provides robust workflow visualization tools to streamline sales processes.</p></div><h3 id="6"><strong>6. Make Teams More Efficient</strong></h3><p><span style="font-weight: 400;">Unlike spreadsheets and ledgers that can be misplaced or stored in disjointed filing systems, Salesforce CRM consolidates all of your data in one database. With this, you allow your marketing teams, sales teams, and administrative staff to get access to the same comprehensive pool of information and stay on the same page when it comes to the different aspects of your operations. This means employees can coordinate better and get tasks done faster and more efficiently. </span></p><h3 id="7"><strong>7. Reduce Conflicts on Sales Channels</strong></h3><p><span style="font-weight: 400;">Every now and then, friction occurs between your sales representatives because they are focusing on the same territories. With Salesforce CRM, you have access to robust territory management tools. This will help you set boundaries according to customer volume and employee assignments to achieve a balanced workload among your reps. </span></p><h3 id="8"><strong>8. Boosts Lead Nurturing</strong></h3><p><span style="font-weight: 400;">Generating leads and converting them into paying customers takes more than getting your brand noticed. In fact, </span><a href="https://www.nextleapstrategy.com/79-marketing-leads-never-convert-sales/"><span style="font-weight: 400;">79% of leads never convert into sales</span></a><span style="font-weight: 400;"> because of poor lead nurturing. You need to be more proactive in monitoring your prospective customers and getting in touch with them. With Salesforce CRM, you can track clicks, create campaigns, and automate the whole process. This allows you to generate quality leads, nurture them, and accelerate the conversion process while reducing the time spent on the sales cycle.</span></p><div id="attachment_213757" style="width: 1034px" class="wp-caption aligncenter"><img aria-describedby="caption-attachment-213757" class="wp-image-213757 size-large lazyload" alt="Salesforce CRM lead management" width="1024" height="550" data-src="https://financesonline.com/uploads/2020/01/Salesforce-CRM-helps-with-sales-1024x550.png" src="data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAQAAAADCAQAAAAe/WZNAAAADklEQVR42mNkgAJGDAYAAFEABCaLYqoAAAAASUVORK5CYII="><p id="caption-attachment-213757" class="wp-caption-text">Salesforce CRM helps you keep up with leads and opportunities. In this way, you can nurture relationships with leads, prospects, and loyal customers.</p></div><h3 id="9"><strong>9. Provides Tools for Field Personnel </strong></h3><p><span style="font-weight: 400;">Salesforce CRM is a completely cloud-hosted platform, making it ideal for sales and marketing teams that are always on the go. This allows you to access your dashboards, reports, and other CRM data on mobile devices so your field professionals won’t have to go back and forth to the office just to get the information they require.</span></p><h3 id="10"><strong>10. Integrates Well with Your Current Infrastructure</strong></h3><p><span style="font-weight: 400;">Similar to other products in the Salesforce productivity suite, Salesforce CRM is built for flexibility. It was made to blend seamlessly with other software ecosystems through powerful APIs. With this feature, you can integrate with third-party applications like JIRA, Freshdesk, Zendesk, Samanage, FinancialForce, and more making it easy to extend the capabilities of the platform. Moreover, this allows you to retain your existing business systems and even consolidate the data from all of your applications in a singular interface for easier monitoring. </span></p><h3 class="bg-title">Other Noteworthy Salesforce Details</h3><p>So, there you have it. Salesforce CRM can do many things to help you gain leads and improve business performance. We have spilled out the details on how it benefits its users. Also, to make it easy for you, we’ll provide you a summary list of its features below.</p><h4>Core features</h4><ol> <li>Contact Management</li> <li>Customer Engagement Tools</li> <li>Workflow Creation</li> <li>Task Management</li> <li>Opportunity Tracking</li> <li>Collaboration Tools</li> <li>Analytics</li> <li>Intuitive, Mobile-Ready Dashboard</li> </ol><h4><b>Features for Marketers</b></h4><ol> <li style="font-weight: 400;"><span style="font-weight: 400;">Marketing Leads Monitoring</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Social Media Integration</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Email Integration</span></li> </ol><h4><b>Features for Salespeople</b></h4><ol> <li style="font-weight: 400;"><span style="font-weight: 400;">Sales Leads Monitoring</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Communities for Sales</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Sales Forecasting</span></li> </ol><p>Also, Salesforce CRM has reasonable pricing plans that <strong>depend on</strong><span style="font-weight: 400;"><strong> the number of features you will be needing</strong> for your operations. Here they are below:</span></p><ul> <li><span style="font-weight: 400;">Startup companies and small businesses that require minimal features can opt for the <strong>Lightning Essentials</strong> package which is available at $25/user/month. </span></li> <li><span style="font-weight: 400;">For medium-sized businesses that require more advanced CRM functions, there is a <strong>Lightning Professional</strong> package that costs $75/user/month. </span></li> <li><span style="font-weight: 400;">There is also a <strong>Lightning Enterprise</strong> package at $150/user/month that supports a larger number of process automations </span></li> <li><span style="font-weight: 400;">A Lightning Unlimited package at $300/user/month with all the features that the platform has to offer.</span></li> </ul><h3 class="bg-title">Are You Ready to Try Salesforce CRM?</h3><p><span style="font-weight: 400;">Salesforce CRM is undoubtedly a leading solution when it comes to customer relationship management. It offers a comprehensive set of tools that can scale up and down according to the needs of your operations, reliable customer support, and reasonable pricing plans. It is the software at the pinnacle of CRM. In fact, for many minds, Salesforce and CRM are equivalent. </span></p><p>Like what we mentioned before, the platform doesn’t just stop at CRM. It goes beyond it and applies the CRM framework to sales, marketing, and customer support. It serves as a centralized hub or, better yet, command central. Thus, many believe it to be a total business solution. <span style="font-weight: 400;">If you want to investigate the features closely, you can easily do so when you </span>sign up for the Salesforce CRM free trial plan<span style="font-weight: 400;">.</span></p><p><span style="font-weight: 400;">However, like any other platform, there may be some aspects of it that fall short of your expectations. If this is the case, we highly recommend that you check out some of the other products available on the market. One of the best places to start browsing would be our </span><a href="/list-10-best-crm-software-tools/"><span style="font-weight: 400;">list of the 10 best CRM software</span></a>.</p><p>Additionally, it is best that you keep yourself abreast of these top <a href="/crm-trends/">CRM trends for 2020</a>. After all, new technologies emerge and new types of customers rise almost every year. So, getting a deeper understanding of these can help you stay ahead of the curve at all times, especially with all the uncertainty surrounding the market due to the pandemic.</p><h3><strong>Key Insights</strong></h3><ul> <li><strong>Comprehensive Platform:</strong> Salesforce CRM offers an omnichannel platform for managing customer relationships, sales, and marketing processes seamlessly across various channels.</li> <li><strong>Increased Efficiency:</strong> It provides tools that enhance team collaboration, streamline workflows, and reduce conflicts among sales representatives by managing territories effectively.</li> <li><strong>Enhanced Sales Processes:</strong> The platform helps in leveraging customer information, providing a detailed view of the sales pipeline, and identifying key sales opportunities, thus improving overall sales performance.</li> <li><strong>Marketing Integration:</strong> Salesforce CRM integrates well with marketing efforts, automating follow-ups and ensuring no leads fall through the cracks, thereby improving the marketing pipeline.</li> <li><strong>Field Support:</strong> With cloud-hosted deployment, Salesforce CRM is ideal for field personnel, allowing them to access necessary data on-the-go, which enhances their productivity.</li> <li><strong>Integration Capabilities:</strong> The platform integrates seamlessly with existing business systems through powerful APIs, allowing for the consolidation of data from various applications.</li> <li><strong>User-Friendly Interface:</strong> Its intuitive and mobile-ready dashboard makes it easy for users to navigate and utilize the platform’s comprehensive features.</li> <li><strong>Customizable Deployment:</strong> Salesforce CRM can be tailored to fit specific industry needs, making it a versatile solution for various business requirements.</li> </ul><h3><strong>FAQ</strong></h3><ol> <li><strong>What does Salesforce CRM do?</strong> Salesforce CRM provides an omnichannel platform that helps users manage customer relationships, sales, and marketing processes efficiently. It offers tools for tracking sales activities, customer interactions, and insights into customer preferences, which aid in creating targeted marketing and sales strategies.</li> <li><strong>How can Salesforce CRM improve my sales pipeline?</strong> Salesforce CRM offers a comprehensive view of the sales pipeline, enabling real-time monitoring of conversions and detailed reporting. This helps in creating adaptive forecasts and managing the entire sales process from customer activity to conversion rates more effectively.</li> <li><strong>What are the benefits of using Salesforce CRM for marketing?</strong> Salesforce CRM improves the marketing pipeline by managing prospects and customers efficiently, automating follow-ups, and tracking lead progress. It ensures no leads fall through the cracks and helps in creating data-driven user engagements to maximize opportunities.</li> <li><strong>Can Salesforce CRM help in reducing conflicts among sales representatives?</strong> Yes, Salesforce CRM provides robust territory management tools that help set boundaries according to customer volume and employee assignments, ensuring a balanced workload and reducing conflicts among sales representatives.</li> <li><strong>Is Salesforce CRM suitable for field personnel?</strong> Absolutely. Salesforce CRM is a cloud-hosted platform, allowing field personnel to access their dashboards, reports, and other CRM data on mobile devices, which enhances their productivity and efficiency while on-the-go.</li> <li><strong>How does Salesforce CRM integrate with existing business systems?</strong> Salesforce CRM is built for flexibility and integrates seamlessly with other software ecosystems through powerful APIs. This allows businesses to retain their existing systems and consolidate data from various applications for easier monitoring and enhanced functionality.</li> <li><strong>Is Salesforce CRM user-friendly?</strong> Yes, Salesforce CRM features an intuitive and mobile-ready dashboard that is easy to navigate. Its user-friendly interface makes it accessible for both veteran SaaS users and newcomers, facilitating quick implementation and usage.</li> </ol> <div id="fot-social" class="fot-social" data-id="119767" data-type="post" data-url="https://financesonline.com/what-does-salesforce-crm-do-features-benefits-of-a-leading-crm-software/" style="opacity: 0;"> <div class="fot-social__el fot-social__el--network "> <span class="icon icon--network"></span> <span class="count">22<span class="shares"> shares</span></span> </div> <a class="fot-social__el fb fb-button" href="https://www.facebook.com/sharer/sharer.php?u=https://financesonline.com/what-does-salesforce-crm-do-features-benefits-of-a-leading-crm-software/" target="_blank"> <div> <span class="icon icon--fb"></span> <span class="txt">Share</span> </div> <span class="count">19</span> </a> <a class="fot-social__el tw" href="http://twitter.com/share?url=https://financesonline.com/what-does-salesforce-crm-do-features-benefits-of-a-leading-crm-software/" target="_blank"> <div> <span class="icon icon--tw"></span> <span class="txt">Tweet</span> </div> </a> <a class="fot-social__el li" href="https://www.linkedin.com/shareArticle?mini=true&url=https://financesonline.com/what-does-salesforce-crm-do-features-benefits-of-a-leading-crm-software/" target="_blank"> <div> <span class="icon icon--in"></span> <span class="txt">Share</span> </div> <span class="count">3</span> </a> </div> <div id="fot-social-inline" class="fot-social fot-social--inline"> <a class="fot-social__el fb fb-button" href="https://www.facebook.com/sharer/sharer.php?u=https://financesonline.com/what-does-salesforce-crm-do-features-benefits-of-a-leading-crm-software/" target="_blank"> <span> <span class="icon icon--fb"></span> <span class="txt">Share</span> </span> <span class="count">19</span> </a> <a class="fot-social__el tw" href="http://twitter.com/share?url=https://financesonline.com/what-does-salesforce-crm-do-features-benefits-of-a-leading-crm-software/" target="_blank"> <span> <span class="icon icon--tw"></span> <span class="txt">Tweet</span> </span> </a> <a class="fot-social__el li" href="https://www.linkedin.com/shareArticle?mini=true&url=https://financesonline.com/what-does-salesforce-crm-do-features-benefits-of-a-leading-crm-software/" target="_blank"> <span> <span class="icon icon--in"></span> <span class="txt">Share</span> </span> <span class="count">3</span> </a> <div class="fot-social__el fot-social__el--network "> <span class="icon icon--network"></span> <span class="count">22<span class="shares"> shares</span></span> </div> </div> <div class="single-page__author"> <div class="single-page__avatar"> <img src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" data-src="https://sip.financesonline.com/uploads/2020/07/adam_goldberg.jpeg?width=100&token=j37e56Vy4jDSXy0Pr_Pn4A" alt="Adam Goldberg" class="lazyload" onerror="this.onerror=null; this.src='https://financesonline.com/media/themes/fot/dist/img/svg/user-avatar.svg'" > </div> <div class="single-page__author__desc"> <h4>By <a href="/author/adam/" title="Adam Goldberg">Adam Goldberg</a></h4> <p>Adam Goldberg is a senior market research analyst and one of the key customer experience technology and CRM pioneers working for the FinancesOnline review team. He has been cooperating with FinancesOnline for over 5 years now. During that time Andrew has analyzed more than 2,000 CRM solutions and he鈥檚 well-known for his honest reviews and his unique perspective on challenges and opportunities posed by customer-centric innovation. He鈥檚 a strong believer in business process automation and the role it plays in customer data management, conversational intelligence, and customer engagement. His work has been mentioned in many major publications and media sites, including MSN, Springer, TheNextWeb, and CIO.</p> </div> <div class="clearfix"></div> </div> </div> <div class="fot-sidebar col col--25 col--sm"> <div id="sidebar-top3" class="fot-sidebar__top3"> <div class="fot-sidebar__top3__close"> <span></span> <span></span> </div> <p> Top CRM Software of 2024 <a href="#" data-modal="#score-modal" data-dynamic="yes" class="icon icon--question"></a> </p> <div class="fot-sidebar__rank"> <a href="https://reviews.financesonline.com/p/hubspot-crm/" title="hubspot-crm" class="rank-item"> <span class="rank-item__pos">1.</span> <div class="rank-item__img"> <img width="220" height="90" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="HubSpot Smart CRM" sizes="(max-width: 220px) 100vw, 220px" data-srcset="https://s.financesonline.com/uploads/2017/02/hslogo-220x90.png 220w, https://s.financesonline.com/uploads/2017/02/hslogo-300x123.png 300w, https://s.financesonline.com/uploads/2017/02/hslogo-93x38.png 93w, https://s.financesonline.com/uploads/2017/02/hslogo-355x145.png 355w, https://s.financesonline.com/uploads/2017/02/hslogo.png 450w" /> </div> </a> <a href="https://reviews.financesonline.com/p/netsuite-crm/" title="netsuite-crm" class="rank-item"> <span class="rank-item__pos">2.</span> <div class="rank-item__img"> <img width="220" height="90" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="NetSuite CRM" sizes="(max-width: 220px) 100vw, 220px" data-srcset="https://s.financesonline.com/uploads/2024/02/Logo-9-220x90.png 220w, https://s.financesonline.com/uploads/2024/02/Logo-9-300x123.png 300w, https://s.financesonline.com/uploads/2024/02/Logo-9-93x38.png 93w, https://s.financesonline.com/uploads/2024/02/Logo-9-354x145.png 354w, https://s.financesonline.com/uploads/2024/02/Logo-9.png 440w" /> </div> </a> <a href="https://reviews.financesonline.com/p/salesforce-sales-cloud/" title="salesforce-sales-cloud" class="rank-item"> <span class="rank-item__pos">3.</span> <div class="rank-item__img"> <img width="220" height="90" src="data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACH5BAEAAAAALAAAAAABAAEAAAICRAEAOw==" class="lazyload" alt="Salesforce CRM" sizes="(max-width: 220px) 100vw, 220px" data-srcset="https://s.financesonline.com/uploads/2019/07/Salesforce-Logo1-220x90.png 220w, https://s.financesonline.com/uploads/2019/07/Salesforce-Logo1-300x123.png 300w, https://s.financesonline.com/uploads/2019/07/Salesforce-Logo1-93x38.png 93w, https://s.financesonline.com/uploads/2019/07/Salesforce-Logo1-354x145.png 354w, https://s.financesonline.com/uploads/2019/07/Salesforce-Logo1.png 440w" /> </div> </a> </div> <div class="fot-sidebar__best-btn"> <a href="https://comparisons.financesonline.com/hubspot-crm-vs-netsuite-crm-vs-salesforce-sales-cloud" title="Compare best tools" class="btn btn--blue-hover">COMPARE BEST TOOLS</a> </div> </div> </div> <div class="clearfix"></div> </div> <div style="margin-top: 15px"> Page last modified <time datetime="2024-10-07T14:06:28+00:00" title="2024-10-07 14:06:28">2024-10-07</time> </div> </div> </div> <div class="row"> <div class="news-tabs tabs"> <div class="news-tabs__content" data-items="2"> <div class="news-tabs__content-inner main-container tabs-content active"> <div id="related-posts-carousel" class="single-page-fixer glide"> <h3>Related posts</h3> <div data-glide-el="track" class="news-carousel glide__track"> <div class="glide__slides"> <div class="news-tabs__item item glide__slide"> <div class="news-tabs__news"> <a href="/what-is-a-knowledge-management-system-analysis-of-features-benefits-pricing-issues-and-trends/"> <img src="https://financesonline.com/uploads/2019/05/Image-FAQ-computer1200x668-232x120.jpg" alt="What is a Knowledge Management System? 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