Salesforce Customer 360

Sales Cloud

Grow your accounts faster, find new customers faster, and close deals faster — from anywhere.

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Close more deals with contact management,
collaboration, marketing tools, and more.

No matter the size of your company, all sales reps share one common goal — the desire to be a top performer. Our CRM software features can help with that.

Close-more-deals

customer accounts Know every contact in your customer accounts.

Access critical customer data including key contacts, communication history, and more — quickly and easily with Salesforce. You’ll get a complete picture of all your customers, from insights about how to engage with them to deals they're involved in.

social Pull in social data for a deeper view of your customers.

Use a feed of your customers’ social content to understand what they are saying about products or services. You’ll uncover valuable insights into your customers’ issues, so you can proactively provide answers.

collaborate Collaborate with people
companywide.

Moving your contact management online and in the cloud enables collaboration across the organisation. Our social collaboration tools are designed for you to share insights, relevant documents, and more on every business record and contact.

meeting Prepare for customer meetings while on the go.

Access all of the account and contact data you need to keep deals moving, from anywhere. The Salesforce mobile app pulls in valuable social profile information from your accounts and contacts, giving you deep insights so you can walk into that important sales meeting with confidence.

Opportunity Management

  • Focus on what’s important.
  • Streamline the sales process.
  • Quickly create up-to-the-minute quotes.
  • Provide guidance and real time updates.
Opportunity-Management
Lead-Management

Lead Management

  • Convert more leads into actual opportunities.
  • Route and assign leads to the right people.
  • Track marketing campaigns across all channels.

Reports and Dashboards

  • Build reports without help from IT.
  • Modify charts in your report, on the same screen.
  • Make critical decisions from anywhere.
Reports_Dashboard
Mobile-CRM-Software

Mobile
CRM Software

  • Manage your day on a single, unified app.
  • Close deals fast.
  • Collaborate with your team.
  • Access all your files from anywhere.

Email Integration

  • Use Lightning for Outlook and Lightning for Gmail to sync important emails.
  • Create new deals on the fly.
  • View contacts and calendars across every device.
  • Sell smarter from your inbox with Salesforce Inbox.
  • Send emails from anywhere.
Email-Integration

Sales Forecasting

Forecasting

Sales Forecasting

  • Get an accurate view of your entire business with comprehensive forecasts.
  • Track your top performers.
  • Forecast for complex sales setup.

Workflow and Approvals

Workflow
  • Setup auto approval rules.
  • Visualise and create any process with drag-and-drop simplicity.
  • Simplify the approval process to keep deals in motion.
Workflow

Files Sync and Share

Files Sync

Files Sync and Share

  • Collaborate on files as a team from anywhere, on any device.
  • Search for and find files, fast.
  • Publish the latest information and eliminate mistakes.

Salesforce Engage

Salesforce
  • Send personalised messages with just one click.
  • Understand interactions. Know when to act.
  • Uncover trends quicker. Close deals faster.
Salesforce

Sales Collaboration

Collaboration

Sales Collaboration

  • Do everything in the feed.
  • Find the right information and people.
  • Collaborate anywhere.

Territory Management

territory modeling
  • Drive performance with territory modeling.
  • Define an assignment rule once, use it in multiple territories.
  • Execute territory rules directly from the territory hierarchy.
  • Identify territory users by territory role.
territory modeling

Partner & Channel Management Software

Partner & Channel

Partner & Channel
Management Software

  • Build your partner ecosystem quickly.
  • Give partners the power to be their own marketers.
  • Make it fast and easy for partners to sell.
  • Deliver insights anywhere, on any device.

Salesforce

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Marketing Cloud Small Business

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