10 Useful Salesforce Features to Make Your Tasks Easy and Simple
As a cloud-based CRM (Customer Relationship Management) platform, Salesforce has become a preferred and widely adopted platform by businesses of all sizes. The platform offers a wide array of features, functionalities, and components that can help organizations reach their goals. Besides some common features and functionalities, Salesforce offers some unique features and benefits that can empower organizations to make the most out of them. You must avail of Salesforce consulting services to know more about this amazing platform.
Listed below are some unique features of Salesforce that can help you draw maximum value out of your investment and take your business productivity to a new level:
Salesforce Dashboard: This is one of the best features of this platform that allows you to analyze and view data in appealing formats such as pie charts, bar diagrams, pie charts, graphs and leader boards, and more. This feature allows you to keep a track of important metrics in a single place while helping you make quick decisions.
Home Page Reminders: The Salesforce Lightning platform helps you to customize your home page and add widgets that not just act as reminders but also help you keep track of events and tasks while ensuring that your people stay at top of their work.
Custom User Experience: It is possible to create custom Apps and webpages via Salesforce User Interface API. These Apps respond to changes in various features and admin metadata. This means you are empowered to create a unique user experience that is tailored to meet the needs of your customers.
Email Synchronization: With this feature, you can keep all the threads and conversations within the CRM saving you manual labor and time while ensuring that all the emails are stored in a single place.
Salesforce Steelbrick: This third-party AppExchange solution is designed explicitly for SMBs and mid-sized businesses. This feature can be leveraged to provide customized quotes and pricing to customers while providing a more personalized experience.
Salesforce Chatter: It is an enterprise social networking tool that enables you to stay connected with your customers, colleagues, and partners. It provides a simple way to share ideas, team up on projects, and deliberate opportunities.
Lead Management: This feature allows you to track your leads and customers allowing you to create tailor-made campaigns as per the needs of your customers. To engage your leads, you can set up automated emails and notifications to keep your leads engaged.
Salesforce Mobile App: This App allows you to stay on top of your tasks while on the go. It is possible to access data from any device, stay updated, and quickly make changes.
Automation: From sending emails to setting up campaigns, Salesforce automation allows you to automate several tasks. This allows you to focus on core business activities while saving time.
Integration: The feature enables you to connect your Salesforce account to other services. With this feature, it’s also possible to connect data and functionality across your applications while making it easy to manage your workflow.
These are some of the essential features of Salesforce that can help businesses increase productivity and efficiency. Apart from the aforementioned features, there are several features that could be customized by businesses as per their size and requirement. To integrate these features, businesses require partnering with a reputed Salesforce implementation partner who can provide customized solutions and help you make the most of these features. An experienced partner has an in-depth understanding of the Salesforce features and functionality and is aware of the exact process and can help you draw the most out of these features.
- Mar 24, 2023