Best Salesforce Training Institute -NareshIT

Cloud Computing
Salesforce
https://nareshit.com/salesforce-online-training/
CRM

Introduction
1.what is Sales force ?
2.Why is Sales force CRM important?
3.What does Sales force do?
4.What are the 6 benefits of Sales force
5.Case management in sales force
6.Reports and Dashboards in sales force
7.Uses of Reports and Dashboards in sales force
8. Conclusion

what is Salesforce?
1.It is one of the most popular cloud-based CRM platforms that are designed for
businesses. It has been developed by the company Salesforce and it helps in
managing business processes, customer relationships and sales .
2.It provides many tools for marketing, lead management, sales and other
functionalities. The main purpose of the platform is to enhance sales
performance and provide better customer service. This is one of the best ways to
manage the leads and customers.

Why is Sales force CRM important?
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It helps in improving the productivity of your company and you can easily access
the data from anywhere and anytime. You can manage leads, contacts and
customers on a single screen and can also communicate with them on the same
platform. It provides a user-friendly environment which helps in increasing the user
adoption rate. It provides an easy-to-use interface which allows you to perform
multiple tasks with ease . The Salesforce platform can be used by any size of
business whether it is a small or big business.

Salesforce has been designed with the help of technology that is based on the concepts of
social networks. It allows you to create a user-friendly environment for your business. The core
purpose of the Salesforce platform is to make business processes more effective. It gives you a
complete control over all the activities which take place within your business.
Salesforce is an enterprise resource planning (ERP) software that integrates multiple
applications and helps in streamlining business processes. It provides you with various tools to
maintain customer relationship, increase sales and marketing effectiveness and enhance
customer service.
What does Salesforce do?

What are the 6 benefits of Salesforce ?
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1) Salesforce is a cloud-based solution that is secure, easy to use, and accessible anywhere.
2) You can easily manage and track all of your leads, contacts, opportunities, and accounts.
3) You can create custom reports to help you better understand your business data.
4) Salesforce has an extensive app store that makes it easy to add tools for your business.
5) You can also save time by using Salesforce as a CRM (customer relationship management)
tool.
6) Salesforce is one of the best apps for sales teams.

Case management in salesforce
a) Case management in salesforce is a tool that allows salespeople to track, manage, and follow up on
leads and sales opportunities.
b) When a lead comes into your company, it is assigned a case number. Salespeople then create notes
in the case management system to communicate with the prospect.
c) The system also keeps track of the status of each opportunity. If the opportunity closes, the
salesperson can use case management to keep track of what was done and who should be credited
for the work.
d) It also allows you to create custom fields to track additional information about the lead or the
opportunity.
e) You can set up triggers in the system to automatically send emails to a salesperson when certain
actions are taken in the system. For example, you can set up a trigger so that every time a new lead
is created, an email is automatically sent to the sales rep. This will help the rep stay on top of his or
her pipeline.

Salesforce CRM offers a very intuitive dashboard. This is how you get to the report,
dashboard and analysis tool that helps you and your team understand what’s going
on with the business. This is the most important page in the entire tool. You can
use it to make sense of the information that the various reports provide. If you
need to make sense of all of the data, this is the page to learn.
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Uses of Reports and Dashboards in salesforce

1) Use Salesforce Reports and Dashboards to Analyze the Sales Process .
2) Use the Data to Predict Your Business Future .
3) Use the Reports and Dashboards to Create New Opportunities .
4) Use the Data to Increase Your Customer’s Confidence .
5) Use the Reports and Dashboards to Create New Markets .
6) Use the Data to Build a Loyal Customer Base .

Database is a collection of data that is managed in such awaybased on
certain conditions that are interconnectedso that itis easy to manage.
07) Use the Data to Improve your Marketing Efforts .
08) Use the Reports and Dashboards to Make Better Decisions .
09) Use the Data to Identify Trends and Problems .
10) Use the Reports and Dashboards to Create a Culture of Continuous Improvement .
11) Use the Data to Optimize your Business Process .
12) Use the Data to Increase Sales .

Conclusion
In conclusion, Salesforce CRM is a cloud-based platform which helps
you to manage the sales, marketing, lead generation, customer
service and many other functions. Hope You got more information
about the benefits of using the Salesforce platform and what it
does.

Thank You
For More Information
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Best Salesforce Training Institute -NareshIT

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