Main Features
-> Workflow: Salesforce allows you to automate project management with a variety of possible actions, such as field updates, email submissions, tasks, and records creation, along with creating publications on Chatter, Salesforce’s social network.
-> Chatter: the free corporate social media for Salesforce users. There, it is possible to form groups, share documents and integrate platforms with other social media. Chatter is also accessible via mobile, it allows the team to share ideas and opinions, fostering collaboration. You can, for example, receive updates on the progress of any document — pdf, .ppt or .doc — and track the life cycle of a customer request or a sale.
-> Access: you can access Salesforce on any device, including smartphones. It has an app for iPhone, which provides access to contacts, leads, and tasks.
-> Contacts Management: You can have a complete view of your customers, with information such as activity history, important contacts, and internal discussions related to each account. You can engage in customer targeting, and with a Salesforce Professional license, you can have private accounts and contacts.
-> Leads Management: Salesforce enables leads to be tracked from the first contacts to the closure of deals. It is also possible to integrate them with SEO strategies and Google Adwords campaigns to analyze where the most qualified leads come from.
-> Marketing: in the platform, one can manage all email marketing campaigns and know the results of each one. With Pardot Marketing Automation the sales and marketing teams can work together on leads qualification.
-> Social media: Social Media Marketing enables users to analyze, publish and engage with the target audience.
-> Sales: Tracking the sales pipeline becomes simpler with Salesforce. In addition, you can analyze and understand the interaction of potential customers and connect them to the sales team quickly through personalized marketing campaigns.
-> Customer Service: Reaching customers is simpler with the customer support integration using apps or websites.
-> Reports: You can get custom reports from the simplest to the most complex. Salesforce provides a wealth of information and options in the analytics panel.
-> Validation Rules: To make sure that report generation will not contain incorrect data, you can determine whether the data entered on the platform is valid or not. An example is when a new opportunity arises and its specific origin requires validation. It is then possible to create a determinant to be fulfilled. Therefore, the alert will only be triggered when the opportunity has its origin pre-established.
-> Security: Salesforce’s security model covers features such as profiles, roles, seting permissions, sharing settings and more. All these security possibilities that Salesforce offers is of great value for data maintenance, especially in the wake of the General Data Protection Regulation (GDPR).
Artificial Intelligence (A.I.)
“The definition of genius is taking the complex and making it simple.” Albert Einstein
On the premise of its birth, when Salesforce was launched to simplify the CRM use, the company wants to democratize Artificial Intelligence (A.I.). To accomplish that, it invested on a cloud-based A.I. platform, the Salesforce Einstein.
Developed in partnership with the Hebrew University of Jerusalem, the A.I. is simplified to be used in everyday business. For those who have been Salesforce users before Salesforce Einstein, the Artificial Intelligence functionalities became available after one of its updates. For example, if a user had used the software for sales automation, A.I. features related to sales became available after the upgrade.
In short, Artificial Intelligence has been added to existing products and developers now have access to features that allow them to build their own applications using A.I. technology.
