Salesforce Sales Cloud
Salesforce Sales Cloud
96 reviews
WH Score

Top Salesforce Sales Cloud Features

What are the Best Salesforce Sales Cloud Features?

Customer Relationship Management (CRM) Features
  • Customer Profiling
  • Case Management
  • Pipeline Management
  • Deal Management
  • Account Management
  • Territory Management
  • Feedback Management
Lead Management
  • Lead Generation
  • Lead Registration
  • Lead Distribution
  • Lead Aggregation
  • Lead Augmentation
  • Lead Nurturing
Campaign Types
  • B2C Campaigns
  • B2B Campaigns
  • Lead-Based Campaigns
  • Account-Based Campaigns
Supported Channels
  • Chat/IM
  • SMS
  • Email
  • Social Media
Accounting Features
  • Estimates & Quotations
  • Sales & Purchase Orders
Inventory Management
  • Product Catalog
Reporting & Analytics
  • Sales Analytics
  • ROI Reports
  • Forecasting
  • Dashboard
  • Activity Log
  • Conversation Analytics
  • Lead Scoring
Customizable Items
  • Custom Reports
Collaboration Tools
  • Team Calendar
Document Management
  • Files Repository
  • File Sharing
Drag-and-Drop Builders/Designers
  • Campaign Builder
  • Workflow Builder
Workflow Automation
  • Busines Process Automation
  • Multi-Level Approval Workflows
  • Storage
  • Work Offline
  • Sandbox
Project Management Features
  • Workflow Management
Data Management
  • Data Deduplication
Identity and Access Management (IAM)
  • Role Based Access Control (RBAC)
Integration Options
  • APIs
Microsoft 365
  • Microsoft Outlook
Google Workspace
  • Gmail
  • Google Calendar
  • Google Sheets
  • Google Slides
  • File Limit
After-Sales Service
  • Product Guide/Manual

Salesforce Sales Cloud Top Features Related Review

Reviewed on 21 October 2019

All this flexibility is there to help you do almost what you like

If you plan well, prepare with testing and training and stay focused on what is important, this will become your best solution for everything business. A great software solution if you can afford it.

  • The software is great and with all the combinations and possibilities that it offers, it is almost limitless what you can do with it on board
  • Yet, you have to determine what your needs are, and exactly how you can benefit the most from using this solution or set of solutions
  • If you cannot identify your needs or determine your direction with clarity, then you’ll be responsible for all that happens
  • The fact is that the system won’t let you go too wrong
  • Yet, you can only get the best results out of focused efforts
  • So, what’s great it hat if you can learn how it will help you before using it, and install and configure everything in line with your goals, you will get the desired outcome.
  • The capacity to customize comes with the possibilities of complicating things
  • That is why, some users, at least initially, complain about being confused or not understanding it well
  • It is a matter of getting used to things, like most systems
  • Not everything is intuitive but that is hard to achieve when there is so much complexity and so many angles must be covered.

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