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Salesforce CRM Under the Microscope

Salesforce CRM Under the Microscope Grow your sales with the world's best CRM salesforce is a leader of customer relationship management platforms. The software offers a rich set of features for successful business management. Manage your contacts at 360-degree view Email Integration Simple connection and sync with different email tools (Mailchimp, Gmail, Outlook), that allows you to send and receive data within the application. Workflow Automation Automatically create and assign tasks (send emails, make calls) to employees. 360° Document Management It's possible to upload and attach documents to an individual account or group of people. Real Time Sharing Access to clients' accounts for all departments and workers as well as support of real time collaboration. Contact Timelines Interactive scrolling and visualization of items and actions related to the records. Automated marketing campaigns and track sales Lead Generation This option enables you with acquiring profitable leads. Forecasting In-line forecast adjustments, and override visibility up and down the management hierarchy, a complete view of your team's forecast and details into each opportunity. Product tracking Monitor product-level information for each opportunity, including quantity, standard price, quoted price, and product codes. You can send automatic notifications whenever a new product is appended to an opportunity or a discount threshold reached. Sales tracking Smooth and streamlined cooperation with the client with the centralized system for data gathering. This feature allows you to manage the whole customer lifecycle Purchase Reports It provides with the full-view information about purchases, orders and transactions. Track and Collaborate with Your Customers This opportunity allows to storage all the information your company needs to know about your clients. Social CRM Using this option, you are allowed to track your customers' Twitter line, Facebook and Google+ pages and public Linkedin profile right in your Salesforce Knowledge Base Salesforce provides its clients with ticket management, customer self-service portal, FAQ, forums and instant messenger support. Grab your bit and achieve dizzying heights in your business by means of usage powerful Salesforce software. Migrate to Salesforce - All the Way Guidance Data2CRM It's the unique cloud service that performs CRM migration between different system in fully automated way using API method. 1. Go to and create your account. 2. Specify your current CRM details (URL, email and password/API key) 3. Now, choose a Salesforce as you target CRM platform type, and provide your access details 4. Select additional migration options (accounts, contacts, tasks, opportunities and leads respectfully) 5. Run Demo Migration. During this action, Data2CRM will migrate up to 10 items of each module, and you see how the migration works. 6. Start Free Full Migration to Salesforce Why Data2CRM? 100% Free 100% Free migration service (last days of free beta goodies) 100% Uptime for current CRM your Quick and Intuitive Interface No coding and copy/pasting Stay Tuned with Data2CRM Design by: Data2CRM Sources:

Salesforce CRM Under the Microscope

shared by Data2CRM on Oct 13
Salesforce is a leader of customer relationship management platforms. The software offers a rich set of features for successful business management. Check up it closer.




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