Introduction To Salesforce

Introduction to Salesforce
Introduction to
Salesforce
What Is Salesforce?
 Salesforce CRM provides a complete solution for that includes feature-rich solutions for
marketing, sales, services, partner management and community management.
 CRM is originally software for managing customer interaction, such as scheduling tasks, emailing,
texting, and many more.
 Salesforce grew into a cloud software solution and acquired several other companies for
Paas(Platform as a Service) and Saas (Software as a Service).
History & Founder
 Salesforce is the worlds' first and most popular CRM system .
 The headquarter of Salesforce is situated in San Francisco.
 More than 82,000 companies and many customers used this dynamic, web-based, low-
cost CRM platform.
 It was founded in March 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.
Founder Marc Benioff (1964)
Net worth :4.2 Billion (2015)

Important to Remember
Clouds and Platforms
Different sets of Clouds in Salesforce
 Salesforce is divided into different sets of tools referred as “clouds”:
 Sales Cloud
 Service Cloud
 Marketing Cloud
 Community Cloud
 Wave Analytics
 Apps and Programs
 IOT Cloud
 Sales Cloud 8
 Sales Cloud helps to sell products and Services, manage connection with customer, and close
more deals. Sales Cloud include Chatter, Social Contact, Marketing and Leads, Data.com,
Opportunities and quotes, Approval and Work process, Files and Libraries, Analytics and
Forecasting, Partner Management, AppExchange, Email and calendaring
Features of Sales Cloud
 Contact Management
 Opportunity Management
 SalesforceIQ Inbox
 Salesforce®Engage
 Sales Collaboration
 Lead Management
 Marketing Automation
 Sales Data
 Partner Management
 Lightning Voice
 Mobile App
 Workflow and Approvals
 Inside Sales Console
 Email Integration
 Flies Sync and Share
 Reports & Dashboards
 Sales Forecasting
 Territory Management
 Sales Wave Analytics
Benefits Using Salesforce Sales Console:
Easily spot important fields on records.
• See records and their related items as tabs on one

screen.
• Find helpful information through quick access to

sales intelligence.
• Quickly jot notes or log interactions for each record.
• Manage calls using a SoftPhone without leaving

critical data behind.
 Service Cloud
 Service cloud increase agent productivity, reduces service costs, and gain
better visibility into Service Organization. It includes Customer Portal, Live
Agent, Contract and entitlement
Features of Service Cloud
 Lightning Console
 Live Agent
 Communities
 Knowledge
 Snap-ins
 Service Wave Analytics
 Field Service Lightning
 Omni Routing
 Social Customer Service. etc
 SalesforceIQ CRM
 SalesforceIQ can be set up in minutes, so you can put Relationship
Intelligence technology to work for you and start choosing more deals.
 The definition of CRM is customer relationship management. CRM can help
you:
Increase leads
Close more deals, faster
Drive customer loyalty and satisfaction
Features of SalesforceIQ CRM
 Capture all your customer communication automatically.
 Personalize SalesforceIQ to match your sales process.
 Get immediate insights out of the box.
 Get to decision-makers faster.
 See essential customer data in your inbox.
 Stay on top of every deal.

 Marketing Cloud
 Marketing Cloud is the platform for personalized customer journeys — on every
channel.
Different Studios of Marketing Cloud
 Email Studio
 Mobile Studio
 Social Studio
 Web Studio
 Advertising Studio
 Community Cloud
 Community Cloud’s enterprise community platform connects customers,
partners, and employees directly to the information, apps, and experts they
need to take action.
Features of Community Cloud
 Business Integration
 Personalization
 Customization and Branding
 Mobile
 Community Builder and Template
 Engagement
 Topics
 Salesforce Files
 Groups
 Trust
 Wave Analytics
 Wave Analytics is opening up new frontiers of data, visualizations, and
information that we never even expected.”
 App Cloud
Use of App Cloud
 Create richer, deeper customer experiences.
 Mobile apps to go.
 There's an app for every department.
 Connect anything.
Integrate everything.
 IOT Cloud
 With IoT Cloud you can process massive quantities of data, build business
rules with simple, intuitive tools, and engage proactively with customers in
real time.
Use of IOT Cloud
 Connect with everything.
 Tackle the haystack. Move the needle.
 Engage customers proactively.

 Benefits using Salesforce
 Low cost, low risk cloud based solution software service to buy.
 It Supports on all the Browsers.
 Complete solution includes feature-rich solution for marketing, sales, service,
partner management and community management.
 Fast result because it drain resources on high value, low cost and focus on
innovation
 Salesforce requires no software to install.
 There are no hardware requirements either.
What makes Salesforce ideal for you?
It’s a cloud-based CRM solution.
Low setup costs. No hardware, no software, no hassle.
Automatic upgrades: 3 times a year.
Out-of-the-box and customizable CRM to run your business in one place.
Scales with your business. Add users when you need to.
Integrate with best-in-class apps.
Enterprise-level cloud security for businesses of any size.
It helps increase sales

Address:1 Market St #300, San Francisco, CA 94105
Phone: 415 901 7000

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Introduction to Salesforce

 It was founded in March 1999 by former Oracle executive Marc Benioff

Net worth :4.2 Billion (2015)

Easily spot important fields on records.

• See records and their related items as tabs on one

• Find helpful information through quick access to

• Quickly jot notes or log interactions for each record.

• Manage calls using a SoftPhone without leaving

 Capture all your customer communication automatically.

 Personalize SalesforceIQ to match your sales process.

 Get immediate insights out of the box.

 Get to decision-makers faster.

 See essential customer data in your inbox.

 Stay on top of every deal.

 Mobile apps to go.

 There's an app for every department.

 Tackle the haystack. Move the needle.

 Engage customers proactively.

Low setup costs. No hardware, no software, no hassle.

Automatic upgrades: 3 times a year.

Out-of-the-box and customizable CRM to run your business in one place.

Integrate with best-in-class apps.

Enterprise-level cloud security for businesses of any size.

It helps increase sales

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