Sales Efficiency: Salesforce

Overview

The one tool to rule them all - Salesforce (SFDC). If you aren’t familiar with SFDC, it’s a cloud-based customer-relationship management platform that helps sales/revenue teams work their prospects, opportunities, and customers.

Why use Salesforce?

Salesforce helps businesses keep track of customer interactions and sales data. It can manage leads, contacts, opportunities, and cases. Salesforce also offers several features to help businesses automate their sales and marketing processes, such as email marketing, lead capture, and lead scoring.

By utilizing the platform, your teams have a single-source of truth for their pipelines and recurring revenue.

Key features

Some of the key features include:

• Relationship Management: Your teams are able to track every single detail that they need to about their leads, contacts, and accounts all within the platform.

• Reporting: SFDC has several out-of-the-box reports and dashboards that your teams can use to track their activity and pipeline.

• Workflow: Rather than switching from tool to tool, SFDC integrates with a majority of other revenue tools so that your teams can work out of one interface.

If you’re interested in more information, consider visiting their site: Salesforce