What does salesforce do?

Common Salesforce Uses and Activities

Campaign Tracking - Out of the box, Salesforce supports tracking marketing campaigns. This helps you keep track of where leads are coming from, and how campaigns are performing. The most common uses for campaigns are tracking leads generated from pay-per-click advertising campaigns or from events such as webinars, or conferences. Campaigns let you report on ROI, and help you double down on what's working, and throw out what's not.

Capturing Leads - It's really easy to connect nearly any lead generation source so that new leads automatically flow directly into Salesforce without any manual entry from sales reps. The more common lead sources are website form submissions, website chat, inbound calls and text messages, and events; webinars, conferences, seminars, etc...

Assigning Leads - Salesforce lets you set up robust assignment rules so that new leads are automatically distributed to your sales reps based on logic you decide.

Lead Nurturing - Not all leads are fired up and ready to go; some need additional nurturing to warm them up. Salesforce allows you to keep in touch with cold leads automatically via lead nurturing rules.

Working Opportunities - Once you realize a lead has some potential you simply convert it to an opportunity. From there Salesforce gives you a slew of tools to execute on your sales process/cycle and take a deal from start to finish.

Generating Quotes & Proposals - Easily generate quotes and proposals, from data stored in Salesforce, then send to prospects with the click of a button. Additionally, with the Steelbrick CPQ addon (now owned by Salesforce), you can take things even further supporting the most complex quote-to-cash needs.

Managing Contacts & Accounts - Salesforce provides a centralized place to store all your contacts and accounts for customers, vendors, partners, etc... With the Salesforce for Outlook/Gmail app, you can sync your contacts with Outlook or Gmail. And with the Salesforce mobile app, you can sync Salesforce contacts with your smart phone or tablet.

Customer Support - Salesforce Sales Cloud comes with a "cases" feature that enables you to track and resolve customer requests. If your customer support needs are more robust, or you operate a services company you'll probably want to look into the Salesforce Service Cloud for service delivery and support.

Reporting - As you work within Salesforce, day in and day out, your company will begin generating lots of useful data. Salesforce comes with an awesome user-friendly reporting tool to help you extract crucial insights from that data.

Custom Apps - One of the most important and useful features of Salesforce is the ability to build custom apps. Whenever we come across a requirement, for a client, that we can't handle with Salesforce out of the box we'll build a custom app. Custom apps live right within Salesforce alongside the standard sales, service, and marketing apps. This ability to build custom apps is what makes possible the Salesforce AppExchange; an app store for business apps.

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