Organize Your Contacts
- Add your business info to contacts and account info.
- Sync customer data from your email
- Eliminate the need for manual data entry
Improve Your Customer Support
- Provide support to customers across a range of channels, including social media and email
- Easily manage and delegate customer support cases
- Document and store customer questions for future reference
Track Customer Relationships and Deals
- Break customer relationships down into sales funnel stages
- Project the value of a deal before it’s struck
- Record value of deal after it’s closed for company records
- Use customer’s progress through funnel to develop sales strategy.
Access Your CRM System Anywhere
- Run your business remotely using the Salesforce mobile app
- Respond to customer inquiries on the go
- Access valuable customer information while on the road
Integrate With Your Other Business Apps
- Integrate data from other business apps such as DocuSign and Dropbox
- Track metrics across your entire business using the Salesforce Essentials dashboard
Keep Track of Your Business’ Health
- Translate the ways you measure your business’ performance into reports and dashboards
- Visualize your company’s health using beautiful charts and graphs
- Identify and act on areas of concern with only one touch