Salesforce is the go-to platform for businesses of all sizes, offering several features and functionalities that can help any company reach its goals. While it has several features and functionalities to offer, there are some unique and creative Salesforce features and benefits that can enable any company or organization to get as much out of them. In this article, we will discuss the top 10 features of Salesforce that can help you get the most out of your investment and take your productivity to the next level.
1. Salesforce Dashboard
The Salesforce dashboard is one of the best features of the platform, allowing you to view and analyze data in visually appealing formats such as charts, bar diagrams, pie charts, tables, funnel charts, leader boards, and graphs. This feature helps you make quick decisions and keep track of important metrics in one place.
2. Home Page Reminders
The Salesforce Lightning platform allows you to customize your home page and add widgets that act as reminders. You can also use widgets to keep track of tasks and events, ensuring that all of your employees can stay on top of their work.
3. Custom User Experience
The Salesforce User Interface API enables you to create custom apps and webpages that respond to changes in admin metadata and other features. This means that you can create a unique user experience for your customers that is tailored to their needs.
4. Email Synchronization
The email synchronization feature helps you keep all of your conversations and threads inside the CRM, so that you don’t have to manually cut and paste information. This saves you time and ensures that all emails are kept in one place.
5. Salesforce Steelbrick
Salesforce Steelbrick is a third-party AppExchange solution designed specifically for SMBs and mid-sized businesses. This feature helps you provide customized pricing and quotes to customers, giving them a more personalized experience.
6. Salesforce Chatter
Salesforce Chatter is an enterprise social networking tool that makes it easy to stay connected with customers, partners, and colleagues. It provides an easy way to share ideas, collaborate on projects, and discuss opportunities.
7. Lead Management
The lead management feature helps you keep track of your leads and customers, enabling you to create campaigns that are tailored to their needs. You can also set up automated emails and other notifications to keep your leads engaged.
8. Salesforce Mobile App
The Salesforce Mobile App is a great way to stay on top of your tasks and activities on the go. You can access your data from any device, making it easy to stay up to date and make changes quickly.
Salesforce Automation allows you to automate certain tasks, such as sending emails and setting up campaigns. This saves you time and allows you to focus on more important tasks.
The Salesforce Integration feature allows you to connect your Salesforce account to other applications and services. This allows you to connect data and functionality across all your applications, making it easier to manage your workflow.
These are just some of the top 10 features of Salesforce that can help you increase your productivity and save time. There are many such Salesforce features and functions that are customized for small businesses and large-scale enterprises, which is why businesses are looking for Salesforce partners to help them integrate those features while also giving more customized solutions with ease. If you’re looking for a Salesforce partner that can help you get the most out of these Salesforce features and benefits, get in touch with us today.
Teqfocus holds a record of having seasoned Salesforce professionals with decades of experience in providing exactly what the customer needs. Whether it is getting more sales in less time, aiding sales representatives in completing tasks more quickly using Salesforce CRM, or merging the data and functionality of Salesforce with another application, our experts have an in-depth understanding of salesforce functionality list and will know the exact process. Contact our Salesforce pioneers at email@example.com to know how you can benefit from using these Salesforce features and tools.