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  • Welcome, today well be looking at Salesforce Sales Cloud, the number one cloud-based CRM

  • on the market.

  • This video is brought to you by TechnologyAdvice. Our mission is to educate, advise and connect

  • buyers and sellers of business technology and one of the ways we do so is by providing

  • unbiased reviews of software.

  • Today were focusing on Salesforce and its numerous integrated cloud-based programs that

  • are designed to improve sales, productivity, and social media acumen. The Salesforce Sales

  • Cloud home screen is designed to look like a social media news feed and offers the user

  • a quick glance of important company and customer updates.

  • These updates help users communicate with team members and keep everyone aware of which

  • team members are working with which clients.

  • The home page also contains the Dashboard which offers a quick summary of the sales

  • pipeline and what goals need to be hit.

  • Everything from Open cases to case types and cases closed are viewable in simple and easy

  • to view charts. These dashboards can be customized and shared with other users to increase collaboration.

  • Perhaps the most important feature within Sales Cloud is the contacts tab.

  • It offers a critical first glance of recent contacts, reports, and tools to improve customer

  • relationships.

  • Users can dive into a contact’s information by clicking on their link.

  • The contact tab allows users to view everything from a contact’s social media profiles to

  • their details, activity history, and campaign history.

  • This information also links users to specific accounts.

  • Users can find out more about a company or account with the account tab. It offers information

  • about who a users contacts are and potential opportunities.

  • The opportunity record tracks all of the information you need to know about that deal, from the

  • deal stage and size, to all of the calls, emails and meetings.

  • From there users can view activity History to see a summary of the latest touch points

  • with a prospect.

  • Within the opportunity tab, users can add quotes, notes, and attachments to help prepare

  • for meetings and interactions. Within the campaigns tab, there are several features

  • to assist users with email marketing.

  • Users can find out what marketing campaign a lead came from, have the most up-to-date

  • contact information, and see all relevant activities to helps convert more leads.

  • Users can also manage and track campaigns across all channels, including social media.

  • Make smarter decisions about where to invest, and show the impact of your marketing activities

  • on your sales pipeline.

  • Creating engaging reports is as easy as drag and drop. Users simply have to scroll through

  • the fields, filters, groupings, and charts that you want, and get an immediate real-time

  • view, with instant drill-down to the data you need.

  • It’s also possible to have dashboards set up for anyone in the company from the CEO

  • to Marketing.

  • There are also several ways to filter and gather information within a report such as

  • Mike’s Deal Types. Here users can see everything from expected revenue to the stage a deal

  • is in.

  • Perhaps the single best differentiating factor for Salesforce is its AppExchange.

  • It’s Salesforce.com's marketplace of business applications and consulting partners. Users

  • can find, evaluate and install solutions for every department and industry.

  • Users can Browse hundreds of applications for CRM and beyond, Find system integrators

  • and custom app developers that can help, Learn how to deliver and market your app or consulting

  • service on the AppExchange.

  • These apps help users integrate data with everything from Excel to Gmail to Evernote

  • and much much more. A CRM review wouldn’t be complete without

  • the ability to view and review leads.

  • Leads are defined as unqualified prospectspeople you hope to do business with but

  • who you need to qualify to see if theyre a real potential sales deal.

  • Once users verify a real potential sale, it’s possible to convert a lead into a contact,

  • account, and opportunity to track the deal through the sales cycle.

  • Made for larger companies, Salesforce is available at a high price point.

  • One of Salesforce’s biggest limitations is it becomes very easy to become overwhelmed

  • by a huge palette of information and resources within Salesforce, especially if you have

  • simple CRM needs.

  • Also they often say that they are going to charge for many features through the app exchange

  • (such as billing & invoices) and it can get expensive quickly.

  • In summary, Salesforce tries to motivate behavior and drive sales through:

  • 1. Closing sales through a complete contact management system

  • 2. Getting more and better leads through opportunity management

  • 3. Accelerating productivity with it’s innovative lead management system

  • To find out more about Salesforce, or other customer relationship management, check out

  • our website where we can help you find software that will fit the needs of your work.

  • Thanks for watching!

Welcome, today well be looking at Salesforce Sales Cloud, the number one cloud-based CRM

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