Salesforce Training in Hyderabad

Salesforce was launched as a cloud-based solution for CRM. CRM stands for Customer Relationship Management. It manages all aspects of the relationship between the organization and its customers. For example, a customer's contact details, deals in progress or already completed, support requests from a customer or a new lead from a new customer. In addition to customer related information, it also includes storing and maintaining details of individuals and related departments from the vendor organization that manages the customer's account and requirements. This makes it easier to maintain and improve the relationship with the customer and thereby provides better growth to the organization.

Following are the different features of Salesforce platform –

Contact management

Viewing client contact information, activity history, conversations with customers, and internal account discussions, among other things In short, it manages all the data related to the contact with the customer.

Opportunity management

It provides details like the stage of the deal, products involved in the deal, quotation for the deal etc. In short it manages all the data that helps in identifying, progressing and closing the deal.

Salesforce Engage

This feature focuses on creating a personalized contact with the customer for various campaigns designed by the marketing team. It also provides real-time sales alerts based on the level of engagement with the customer.

Sales support

This feature helps in quickly finding experts who can help close the deal based on customer queries and feedback. In short, it helps to engage the entire team in the deal and bring a collaborative effort to make the deal happen.

Sales performance management

It provides metric-based goal setting, as well as continuous feedback and rewards and recognition for the sales team. This helps in improving the performance of the sales team.

Lead Management

This feature enables and tracks leads in progress. It also helps in continuously optimizing campaigns on each channel.

Partner Management

This feature helps in building community with partners. Direct communication with channel partners to discuss goals, objectives, and activities also helps.

Salesforce Mobile App

It is a mobile platform to perform all the above activities on a mobile platform.

Workflow and Approvals

It is a visual design for automating business processes. The interface offers simple drag and drop options to create this design. It helps in creating a flexible approval process with deal reductions and cost management etc.

Email integration

Salesforce can integrate with an existing email platform. This helps provide flexibility to the existing team without an additional learning curve.

Sync and share files

This feature empowers the sales team to easily share various files, discuss them and update them when needed. Also receive alerts when something changes in a file.

Reports and Dashboards

Dashboards provide a real-time picture of the business at a glance. Anyone may use this to create in-depth reports that are accessible from anywhere.

Sales forecast

This feature helps in getting a real-time view of the sales team's forecast. It provides multi-currency support and in-line editing mode to better manage sales forecasts.

Territory management

This feature can be used to create multiple terrain models, preview them before rollout, and continuously optimize and balance terrains throughout the year.

Salesforce Architecture:

Salesforce Training in Hyderabad provides a highly customized experience for an organization's customers, employees, and partners. Using such a platform, unique sites, components, apps, etc. can be made as well as conventional functionality that has been customized. Also it is done fast, mainly because of the excellent structure it is built on. An overview of the Salesforce architecture is shown below.

Trusted multi tenant cloud

Here, numerous instances of one or more programs run independently in a communal setting. Instances are referred to as tenants and they are logically separated from each other while physically residing on the same hardware. It is known as reliable due to both its strong nature and high security.

A scalable metadata platform

A metadata-driven platform facilitates customization and scaling as the amount of data or concurrent user instances increases.

Enterprise ecosystem

The enterprise ecosystem of sales is huge as a large number of partners collaborate by creating and managing applications on this platform.

CRM and related functionality

Salesforce has all aspects of CRM in its list of features and includes apps creation and analytics