Salesforce

Salesforce is a cloud-based CRM platform that unifies customer information, sales opportunities, customer inquiries, and marketing campaigns in a few clicks, and automates tasks with AI and an app marketplace.

5.0
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Launch Date
March 8, 1999
Monthly Visitors
76.6M
Country of Origin
United States
Platform
Web · App
Language
20 multilingual languages · including English · Korean · Japanese · and more

Keywords

  • CRM
  • Customer Care
  • Cloud CRM
  • Sales Automation
  • Customer Service
  • Marketing Automation
  • Einstein AI
  • AppExchange
  • Data Integration
  • Dashboards
  • Lead Management
  • Opportunity Management
  • Campaign Management
  • Customer Experience
  • Digital Transformation

Platform Description

Salesforce is a customer relationship management (CRM) service that requires only a web browser to use. It's where companies register potential customers (leads) to manage sales opportunities, collect customer inquiries and respond quickly, and create email and text campaigns for marketing. Inside Salesforce is Einstein, an artificial intelligence that can tell you "when to contact this customer" or "what products to recommend" to improve sales and service. You can also download and connect to over 5,000 additional pre-built apps from the AppExchange, and MuleSoft makes it easy to send and receive data to and from your internal systems and other cloud services. Dashboards help you visualize your performance at a glance, and collaboration tools like Slack make it easy for teams to work together. Whether you're a small business or a large enterprise, you can set up screen layouts and automation rules with just a few clicks and no complicated coding, so even if you're new to Salesforce, you can follow the step-by-step guide and get up and running in no time.

Core Features

  • Sales Cloud

    Step through the sales funnel from lead to contract

  • Service Cloud

    Unified handling of customer inquiries across multiple channels: email, phone, chatbot, etc.

  • Marketing platforms

    Automatically send email-SMS-SNS campaigns and track performance in real-time

  • Commerce Cloud

    Provides the ability to run a B2C-B2B online store

  • Einstein AI

    Customer behavior prediction, recommendations, and automated classification

  • AppExchange

    A marketplace where you can download the apps you need to extend your functionality

  • Mulesoft Integration

    API-based data integration between internal systems and external services

  • Tableau Analytics

    Real-time charts-visualize data with graphs and build dashboards

Use Cases

  • Manage leads
  • Opportunity pipeline
  • Automated responses to customer inquiries
  • Email campaigns
  • SMS marketing
  • B2B eCommerce
  • Predictive analytics
  • Chatbot services
  • Field Service Scheduler
  • Manage subscriptions
  • Manage contracts
  • Channel partner management
  • Dashboards
  • Reports
  • Manage SLAs

How to Use

1

Sign in

2

Organization preferences

3

Product activation

4

Data enrollment - Automation settings

Plans

Plan Price Key Features
Starter $25/mo (annual subscription) • Simplified setup and onboarding
• Lead-account-contract-opportunity management
• Email integration
Pro $100/mo (annual subscription) • Increased personalization and automation
• Sales quote generation and forecasting capabilities
• Enhanced live chat
Enterprise $165/mo (annual subscription) • All-in-one sales functionality in the Pro Suite
• Advanced pipeline management and deal insights
• Interactive intelligence
• AgentForce
Unlimited $330/mo (annual subscription) • Enterprise All features and services
• Einstein Predictive Intelligence
• Sales Engagement
• Premier Success Plan and full sandbox
Einstein 1 Sales $500/mo (annual subscription) • Unlimited all features and generative AI
• Slack integration
• Performance management
• Sales programs
• Team collaboration
• Data integration with Data Cloud and revenue intelligence

FAQs

  • Salesforce is a cloud-based customer relationship management (CRM) platform that brings together sales opportunity management, customer service, marketing automation, eCommerce, and AI analytics in one system to make your company more efficient and your customers happier.
  • Salesforce can be utilized by organizations of all sizes and verticals, including finance, manufacturing, distribution, healthcare, education, and government, and can be extended with industry-specific AppExchange solutions.
  • Example. We offer a 30-day free trial on most of our products (Starter Suite, Pro Suite, etc.), which you can get started by clicking the 'Try it free' button after creating an account.
  • Salesforce billing allows you to choose a monthly or annual subscription, and when you subscribe to an annual subscription, you'll see a single price for each month, such as "$25 per month (paid annually, billed $300 total)", but you'll actually be billed in one lump sum once a year.
  • Every user must be assigned a single User License, which determines the scope of the basic functionality they have access to, and further granularity is set with Profiles and Permission Sets.
  • - Member-based: You purchase and assign one per user, and the assigned user can log in at any time to use the feature - Login-based: You purchase a monthly number of logins, and each time a user logs in, one is deducted; no additional deductions are made for re-logins or site switches on the same day - "Unique Login".
  • MuleSoft enables API-based data integration between on-premises, cloud, and third-party services, with a wide range of connectors available on the AppExchange.
  • Einstein AI enables sales forecasting, recommendations, natural language processing, chatbots, and more, with predictive intelligence and sales engagement available on the Pro Suite and higher plans.
  • https://help.salesforce.com/s/, Trailhead provides free, step-by-step learning modules and lab experiences, and you can find additional support in the official documentation and community forums.
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