Salesforce Automation Features
Close more deals with contact management, collaboration, marketing tools, and more.
Account and Contact Management
Have a complete view of your customers, including activity history, key contacts, customer communications, and internal account discussions. Gain insights from popular social media sites such as Facebook, Twitter, and LinkedIn — right within Salesforce.
Know every contact in your customer accounts.
Access critical customer data including key contacts, communication history, and more — quickly and easily with Salesforce. You’ll get a complete picture of all your customers, from insights about how to engage with them to deals they're involved in.
Pull in social data for a deeper view of your customers.
Create, manage, and analyze marketing activities to turn prospects into customers and grow sales and profitability.
Collaborate with people companywide.
Moving your contact management online and in the cloud enables collaboration across the organisation. Our social collaboration tools are designed for you to share insights, relevant documents, and more on every business record and contact.
Prepare for customer meetings while on the go.
Access all of the account and contact data you need to keep deals moving, from anywhere. The Salesforce mobile app pulls in valuable social profile information from your accounts and contacts, giving you deep insights so you can walk into that important sales meeting with confidence.
Show the impact of your marketing activities on your sales pipeline and invest your time on the hottest leads.
Convert more leads into actual opportunities.
Salesforce lets you track all the right information about your CRM leads. The rich activity timeline lets you see and access the most up-to-date contact information while understanding best practices and relevant documents using Sales Path. You can even see where a marketing campaign lead came from, read the relevant insights you can act on, and write and track emails from the CRM solution. It’s everything you need to convert more leads, faster.
Route and assign leads to the right people.
Set up automatic lead scoring and routing to ensure leads never fall through the cracks, and that the right sales reps follow up on leads while they’re hot.
Track marketing campaigns across all channels.
Be a successful lead tracker from capture to close. You’ll be able to manage and track campaigns across all channels, including social media. This will help you make smarter decisions about where to invest, and show the impact of your marketing activities on your sales pipeline.
Manage all your sales deals with Salesforce while staying connected to the people and information you need to close every sale, from anywhere
Focus on what’s important. In fact, we’ll highlight it for you.
View critical details in a rich activity timeline of your customer's activity. Know whom you’re competing against, what stage your deal is in, and what moves you need to make next to win. Track all associated activities as they happen and receive updates when action is needed. Send emails simply with templates just a click away.
Quickly create up-to-the-minute quotes.
Track which products are part of your deal, including quantity, standard price, quoted price, and product codes. Set up revenue and quantity schedules to mirror payment and delivery terms. With built-in quoting capabilities, you can automatically populate a quote with relevant customer data, generate a PDF from an approved template, and email it to customers directly from Salesforce in just a few clicks.
Streamline the sales process.
Your CRM solution should map to your sales management and business processes, not the other way around. Easily customise our app to reflect your sales and forecasting stages so you can drive process, productivity, and consistency the way you want.
Provide guidance and congrats.
Deals happen fast. Keep your team informed with real-time updates using the Salesforce mobile app. Update your deal status, pull in teammates for help, and more — all from your mobile device.
Report and Dashboards
Easily track lead volume, conversion rates, and every part of your pipeline for a real-time view of the state of your business.
Build reports without help from IT.
Our CRM analytics software keeps you updated with customised sales forecasting reports that you can build with ease. Just drag and drop the fields, filters, groupings, and charts that you want, and get an immediate real-time view.
Modify charts in your report, on the same screen.
Track team performance with dashboards and other sales reporting tools, and quickly make changes to components to get the most important information front and center.
Make critical decisions from anywhere.
Use the customer analytics software within our Salesforce mobile app to help you check on your key business metrics from anywhere. From email and opportunity management to tasks and collaboration, get what you need to close deals faster, on any device.
Mobile CRM Software
Mobile CRM (Customer Relationship Management) delivers a full CRM experience on smartphones, tablets, and other internet-enabled devices. It enables sales, marketing and customer service teams to access and manage key information in real time, wherever they are.
Manage your day on a single, unified app.
View meetings, events, and get account updates on the go with just one app. Join conference calls with a tap, and take meeting notes while in motion. Access and update your CRM data anytime, even while offline
Close deals fast.
Track accounts and approve deals on the go. Be more productive with in-app notes, events, and task management. Get real-time views of sales performance with dashboards and reports.
Collaborate with your team.
Connect instantly with your colleagues and team members. Create, view, and manage conversations. Send photos or files as attachments for instant collaboration.
Access all your files from anywhere.
Quickly access your files while you’re away from your computer. Easily find files already uploaded to Salesforce and also browse, edit, and share all your files, including Microsoft Office, with just a few taps.
Use the email applications you already know, and work faster right inside your inbox. Sync everything from contacts and events to tasks and more with our CRM email-tracking software.
Outlook and Lightning for Gmail to sync important emails.
Every business relies on email to connect with customers. Outlook CRM and Gmail integrations give you a complete view of your customers. Sync emails instantly to Salesforce, keeping your entire team up to date.
Sell smarter from your inbox with Salesforce Inbox.
Salesforce Inbox brings the power of the world's #1 CRM platform to email. With sales intelligence built in, our suite of apps streamline the rep’s workflow, allowing them to update pipeline data in real time...
Create new deals on the fly.
Lightning for Outlook works the way you do. Bring any business process right inside of your favourite email application, like creating new deals or customer support requests, with just a click.
Send emails from the feed.
Salesforce Email Composer allows you to quickly email your critical contacts, from anywhere. Email templates are easily accessible. Reps can create their own templates on the fly. Track the full email trail in your deal timeline.
View contacts and calendars across every device.
Your calendar drives your day. Don’t waste time on data entry. Lightning Sync keeps your email inbox, mobile device, and Salesforce calendars in sync seamlessly. Add rich context to every meeting invite and contact inside Outlook or Gmail with no effort required.
Sales Forecasting Sofware
Get a real-time view of your entire team’s forecast, including in-line forecast adjustments, and override visibility up and down the management hierarchy.
Get an accurate view with comprehensive forecasts.
See a complete view of your entire pipeline and your business, and take action where necessary. Provide rapid updates to help management make decisions. Then easily apply your judgment to forecasted amounts at the rep, period, and summary levels. You can also view details about any previous adjustments that you or your team has provided, while leaving the underlying opportunity data intact.
Forecast for complex sales teams.
Even if your company has a complex sales organisation, Salesforce can help. Overlay Splits allows you to credit the right amounts to sales overlays, by revenue, contract value, and more. You can then view the forecast by overlays to see how they’re contributing to your number. You'll also be able to make real-time adjustments.
Track your top performers.
See which reps are on track to beat their targets with real-time leaderboards. You'll be able to set your goals even higher with a flexible performance chart.
Sales Workflow and Approvals
Design and run any business process with point-and-click simplicity using Workflow. Manage success with flexible approval processes for deal discounts, expenses, and more.
Set your business processes and approval requests to be finished automatically.
Process Builder provides a simple point-and-click interface to automate business processes. You can create automatic email alerts for deals over a certain size, auto-assign tasks as a deal moves through the different stages, and more.
Complex sales processes can be automated with drag-and-drop actions in Process Builder. Create workflows that guide sales agents through qualification conversations, intelligently recommend next steps on a deal, or automate manual tasks like filling out orders or putting together complex proposals.
Visualise and create any process with drag-and-drop simplicity.
Automate the approval process for simple or sophisticated business requests, including deal discount approvals, and travel and expense reports. You can respond to approval requests directly in Chatter, or via email.