Salesforce Sales Cloud
Salesforce Sales Cloud
97 reviews
WH Score
8.5

Top Salesforce Sales Cloud Features

What are the Best Salesforce Sales Cloud Features?


Customer Management

  • Customer Profiling
  • Case Management
  • Pipeline Management
  • Deal Management
  • Account Management
  • Territory Management
  • Complaint/Feedback Management

Lead Management

  • Lead Generation
  • Lead Registration
  • Lead Distribution
  • Lead Aggregation
  • Lead Augmentation
  • Lead Nurturing

Reporting & Analytics

  • Activity Logs
  • Sales Analytics
  • ROI Reports
  • Forecasting
  • Dashboard
  • Conversation Analytics
  • Lead Scoring

Workflow Automation

  • Busines Process Automation
  • Multi-Level Approval Workflows

Drag-and-Drop Builders/Designers

  • Campaign Builder
  • Workflow Builder

Supported Channels

  • Chat/IM
  • SMS
  • Email
  • Social Media

Campaign Types

  • B2C Campaigns
  • B2B Campaigns
  • Lead-Based Campaigns
  • Account-Based Campaigns

Accounting Features

  • Estimates & Quotations
  • Sales & Purchase Orders

Inventory Management

  • Product Catalog

Customizable Items

  • Custom Reports

Collaboration Tools

  • Team Calendar

File Management

  • Files Repository
  • File Sharing

Systems/Administrative

  • Knowledge Base
  • 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

Limits

  • File Limit

Salesforce Sales Cloud Top Features Related Review


B
Billy
Reviewed on 18 April 2023

Salesforce is powerful

Salesforce is a highly reliable and organized software that can greatly benefit your company or business. Personally, my experience with Salesforce has been excellent. It functions as a comprehensive database for clients, accounts, representatives, case studies, and more. I highly recommend it

Pros
  • Salesforce provides a vast array of features and tools that can greatly enhance your productivity and organization
  • I appreciate its intuitive interface, which allows me to quickly locate client information, marketing research, and other important data.
Cons
  • Salesforce has a steep learning curve due to the extensive range of features and capabilities it offers, which can be overwhelming for beginners
  • However, there are abundant resources available to help you get started.

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