Salesforce software has proven to be the best customer relationship management (CRM) solution for small businesses. This software program has been helping sales teams manage their communication as well as contacts since long ago. It is ideal for all types of businesses. It offers everything you require in order to find and keep customers, advice grow your business and close sales.
What are the features
Apart from contact management, purchase other features that the Salesforce Software come with include opportunity management, lead generation, workflow automation, sales forecasting, and collaboration tools. It is also cloud-based, meaning that you can be able to access your data anywhere, anytime, even using your mobile devices.
Ease of Use
The Salesforce program is very simple to use. It has an easy-to-use interface that does not need much of a learning curve. This makes it very easy for sales representatives to understand how to use it properly. Among the things that you like about this software is the fact that it has a customizable dashboard that greets you with a wide range of report widgets when you log in. From the widgets, you will be able to get a bird’s eye of the performance of your business. They also allow sales representatives to see real-time summaries of their numbers as well as customer data. Since the dashboard is customizable, you will be able to see everything regarding your business, including quotas, key opportunities, pipelines, leaderboards, sales numbers, team summaries and other types of data.
Another thing you will definitely like about Salesforce program is the ease of navigation. At the top of the window, there is a simple navigation bar. Every tab is separated into categories that include Home, Accounts, Contacts, Campaigns, Leads, Opportunities and more. You can get where you want to go with absolute ease. You will not need to search around for long if you need something as it is usually the case with some CRM software products. You can also reorganize the tabs of the software or add your own if you want the navigation to suit your preferences.
You will also be impressed by how organized every tab that the Salesforce software is. Data is usually displayed is a clear list that has links to every contact, lead, campaign, account and so on. In the right-hand column of the software, there is a Recent Items widget and Shortcut widget, both which allow you to access items with ease. Also, this software has amazing social capabilities. Its news feeds and social media function are very much like Facebook, something that makes it very familiar as well as easy to use.