SALESFORCE

Presented by
V. Sravya
What is Cloud Computing?
 CUSTOMER RELATIONSHIP MANAGEMENT
• Customer relationship management (CRM) is a technology for managing all
your company’s relationships and interactions with customers.
• CRM helps to improve the business relationships.
• A CRM system helps companies stay connected with the customers, streamline
processes, and improve profitability.
• Life Cycle of CRM includes Campaigning, Lead, Customers, Service.
 BENEFITS OF CRM
• Better customer service.
• Increased sales.
• Improved customer retention.
• Detailed analytics.
• Higher productivity and efficiency.
• Centralized database of information.
• Automated sales reports.
TOP CRM SOFTWARE COMPANIES IN THE WORLD
 What is Salesforce?

• Salesforce is the World’s first and most popular CRM system headquartered in San Francisco,
California, U. S. With more than 82,000 companies and 100,000+ customers rely on this dynamic,
web-based, low-cost CRM platform.

• It was founded in February 1999 by former Oracle executive Marc Benioff. Salesforce.com has its
services translated into 16 different languages and currently has 82,400 regular customers and
over 2,100,000 subscribers.

• Salesforce CRM provides complete solutions for marketing, sales, services, partner management
and community management.
 What is Salesforce?
• It is one of the most popular cloud-based CRM platforms that are designed for businesses. 
• It has been developed by the company Salesforce and it helps in managing business processes, customer
relationships and sales.
• It provides many tools for marketing, lead management, sales and other functionalities. 
• The main purpose of the platform is to enhance sales performance and provide better customer service. 
• This is one of the best ways to manage the leads and customers.
 Benefits of Sales Force

1. Better Time Management

2. Ultimate Accessibility
3. Increased Revenue
4. Greater customer satisfaction
5. Simple Account Planning
6. Improved Team Collaboration
 Features of Sales Force
• Marketing and Sales Lead
• Contact Management
• Build and Run Applications
• Analytics
• Reports and Dashboards
• Lead Management
• Email Integrations
 Features of Salesforce

• Marketing and Sales Lead – Helps you to measure customer engagement by tracking email
activities and convert them to customers.
• Contact Management – With the help of this feature, you can pull your customer’s data like
activity history, frequent contacts, customer communications etc.
• Build and run innovative applications – You can build, scale and manage applications.
• Analytics – It allows you to access the data, create dashboards and perform analysis.
 Features of Salesforce

• Email integration – It provides integrations devoted to customer service, support and customer
experience.
• Reports and Dashboards – Dashboards and reporting feature offers a real-time picture of the
business at a glance.
• Lead Management – This feature helps you to track the leads that are in progress.
TYPES OF CLOUDS IN SALES FORCE
• Sales Cloud – It allows you to manage your company’s sales, marketing and customer support
aspects. It provides you the status of the leads that will help the company’s sales executives.
• Marketing Cloud – It helps to run campaigns, manage emails, messages, social media, content
management, data analytics etc. with the help of tracking system.
• Analytics Cloud – It enables users to create highly visually appealing dashboard of the available
data.
• Service Cloud – It allows you to provide customer service to all the potential customers of the
organization.
• App Cloud – It provides platform for the developers to build custom applications which will run
on Salesforce platform.
• IOT Cloud – This platform takes vast volumes of data generated by hardware devices such as
Gadgets, Sensors, Appliances and other machines that collect and exchange data over the Internet.
 REPORTS

• A report is a list of records that meet the criteria you define. It’s displayed in rows and columns,
and can be filtered, grouped, or displayed in a graphical chart.
• Every report is stored in a folder. Folders can be public, hidden, or shared with limited people,
and can be set to read-only or read/write. You control who has access to the contents of the folder
based on roles, permissions, public groups, and license types. You can make a folder available to
your entire organization, or make it private so that only the owner has access.
 TYPES OF REPORTS

1. STANDARD REPORTS
2. CUSTOM REPORTS
• Tabular Reports.
• Summary Reports.
• Matrix Report.
• Joined Report.
 DASHBOARDS

• Dashboards in Salesforce are a graphical representation of reports.

• It shows data from source reports as visual components. These components
provide a snapshot of key metrics and performance indicators of the organization
at a glimpse.
• Different types of Dashboards include Table, Chart, Gauge, Metrics etc.
Thank You