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It is quite impossible to miss the name Salesforce while recalling the name of the best CRMs. The company with the tallest main building in San Francisco with revenues north of $13 billion & traded on the NY Stock Exchange --- can never make us forget its name.
The company seems to do great and so is its software due to its impeccable features & functionality for enterprises, developers, and business customers. Salesforce CRM has become a groundbreaking software for small scale to big scale businesses that are looking for every means to bring customer success.
If you are an aspirant who is looking to learn Salesforce or an enterprise planning to equip its workforce with Salesforce features & functions, you have come to the right place. Because this blog post will enumerate the salesforce essentials features plus few Salesforce new features to Salesforce Inbox features --- that everyone adoring this CRM must know.
Before that, let’s pull out What is Salesforce & why is it used?
Salesforce CRM is a cloud-based CRM platform that provides customer relationship management & automation solutions to the enterprises of all levels - enterprises to a sole proprietorship.
The tool/software gives a complete & collaborative view of customer engagement & success by unifying the marketing, sales, commerce, and other services or teams, their efforts into one blend.
It helps enterprises find strategic ways to reach customers, be always there for their quick needs, create stellar marketing campaigns, and more. Other than that, the software even helps with creating custom applications for the businesses on top of its features & capabilities (which is what exactly we’ll cover in the following blog).
Salesforce can do a lot of things:
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Salesforce new features keep approaching every year and this is the reason why this software lets you do a million things. Here are the few most recognized capabilities or features that go above & beyond the capabilities of Salesforce.
Let’s approach them!
It is an ecosystem of 5000 ready to install Salesforce apps that empowers businesses to rope in the functionality of Salesforce across its customer-facing teams & department.
The Salesforce store has 157 Lightning-ready 3rd party applications available. All the applications hosted on this store are carefully reviewed & integrated to help businesses work finely over the Salesforce platform.
When the businesses move towards the lightning interface, these 157 Lightning-compatible applications can help best with customer success. It is easy to find lightning-compatible applications --- you just have to look for the lightning symbol before the apps.
The new Salesforce lightning app builder is the best feature one can think of. The Salesforce lightning is a component-based framework that lets you build the application, even if you do not have a hardcore programming experience, with just a few clicks & taps, the feature lets you build the app like a pro. The feature works best for the team members who have to do some customization to pages.
The lightning app builder is composed of 3 segments - components of lightning exchange - which are developed by different Salesforce partners, pre-build components by Salesforce.org, and its own custom components.
Salesforce collaborative forecasting allows businesses to predict future sales performance and plans future tasks based on real revenue expectations from the sales pipeline. The forecast is an expression of anticipated sales revenue. On the forecasts page rollup table, forecasts are framed by:
Salesforce offers highly automated (Artificial intelligence-enabled) and customized email marketing solutions with its marketing cloud feature to help businesses find/explore:
The tool has free-marketing templates that reduce businesses’ efforts and time to crack business deals.
Salesforce’s customer cloud is an eCommerce feature that creates an integrated shopping experience for users & enables customers to have seamless order placement.
There are various messaging systems that are easily & cheaply available for business & teams to collaborate, but the only downside with such systems is they operate outside the company’s CRM and are not surely secured.
Salesforce Chatter is an instant messenger system that works like your social media platforms (with features of file attachment, “@ & # use”, threaded conversations) like Twitter or Facebook.
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The system memorizes the conversation inside the business’s Salesforce CRM, intertwines with the company’s records, and helps Salesforce users with:
The lightning voice helps businesses to connect with their clients on-the-go. If the business’s phone numbers are synced with the CRM, with lightning voice, businesses can make & receive calls through the cloud also.
Apart from that, the feature even enables taking notes and maintaining the call logs of the received & dialed calls.
Salesforce lightning platforms offer a great alliance with Mircosoft’s Outlook, which enfolds business management to a whole new level. Users can sign in to the lightning platform using their outlook account. The enterprises, the teams, and all salesforce users can easily manage tasks without having to run fingers through different programs.
This synchronization has made it easier to keep the logbooks, contacts up to date across all the office 365 suite, Microsoft Exchange account, and Salesforce.
Salesforce.com can be referred to as a massive database compiled with the company’s crucial to everyday information. The Salesforce feature/tool “Dashboards” aggregates that business information into real-time key business metrics in interesting formats like --- charts, bar diagrams, pie-charts, tables, funnel-charts, leaderboards, graphs, and more.
Dashboards track any limitless information businesses want to like sales figures, lead, conversions or so, here are the few key business metrics for example:
Snaps-ins is one of the most useful Salesforce features by cloud lightning service. The features let businesses to add service functionality to the apps or webpages. No matter where businesses are, they can snap in service channels into their native business app to develop a more connected and close-knit customer experience.
The features help users connect with businesses anytime from any place they want to and lets apps and websites convert into a personalized mobile center for customers.
This feature is another one of Salesforce essentials features that employees in the Sales & customer service role can’t thank enough. With this Salesforce feature, businesses can use pre-scripted email templates with a business logo on it, and send them to multiple customers, without having to compose each message manually (which sometimes is time taking and results in a lot of typing errors).
Another great benefit of sending emails through pre-scripted templates (than any other channel) is that businesses can easily identify:-
Salesforce touch (touch.Salesforce.com), an extended version of Salesforce desktop is an interface made in HTML-- made to let businesses have access to information or records anywhere outside the desk.
The feature lets the users:
Steelbrick is one of the Salesforce essentials features that provide easily manageable CPQ - Configure-Price-Quote apps for high-growth Salesforce customers.
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CPQ software/app lets users create authentic & professional looking sales quotes easily without any scope of errors, inefficiencies, or any setbacks.
CPQ lets Sales organizations:
This lightning Salesforce community was made to empower businesses in boosting their business-client engagement. It comes with a lot of new & workable client-engagement opportunities, UX for creating a new level of personalization --- to help businesses discover new-level of client experience & success. It also offers multifarious built-in solutions to help businesses resolve their frequent grievances.
Though it is not possible to completely automate the marketing efforts, with if/then rules of the Salesforce Workflow feature, it is quite possible to automate certain internal processes or procedures.
With this feature, the user can set an action for fulfilling automatically, when a certain condition (as decided) is duly met.
For instance - a workflow rule could be made to alert management when a possibility of winning an opportunity reaches a certain value (as decided).
To ensure that every email exchange or thread stays inside the CRM, the Salesforce email syncing feature (one of the much-needed Salesforce inbox features) came into play. The feature allows the users to “sync” emails with the CRM, without letting the users manually cut and paste the information or conversation thread.
This feature supports MS Outlook and even Gmail & Mac Mail with the help of other third-party solutions.
Once the email sync plugin is installed:
Salesforce with its new feature rollout is capable of doing millions of things for businesses. These are just a few Salesforce features inclusive of Salesforce essentials features to Salesforce inbox features to Salesforce new features and a lot more.
There are a lot of features & capabilities that Salesforce has to offer to businesses, and this is the reason businesses are looking for Salesforce professionals to help integrate those features but with more customized solutions according to their business systems.
Want to learn what’s more in Salesforce? Do you know you can make a profound career out of this technology from the beginning level to from any profession? Or are you an enterprise thinking of equipping their workforce with Salesforce skills?
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If the answers to any or all questions are yes, Salesforce Training online can solve all the purposes for highly compensated career-seeking individuals and enterprises looking for embedded and cohesive sales & marketing solutions with skilled Salesforce staff.
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