Campaign to Account

Campaign to Account

Customer Relationship Management (CRM) is at the heart of every growing business whether it is a restaurant or a large enterprise. Salesforce has been ranked the world’s leading CRM tool over the past several years.

Sales and Marketing cloud

Sales and Marketing Cloud

Salesforce Sales Cloud, the traditional CRM tool, enables businesses to keep a track of prospects, leads, clients and deals on a single platform. The one-stop dashboard enables real-time tracking, lead management, sales forecasting, workflows, and other features to enable faster and more accurate sales collaborations.

Customer Relationship Management (CRM) is at the heart of every growing business whether it is a restaurant or a large enterprise. Salesforce has been ranked the world’s leading CRM tool over the past several years.

Sales

Contacts and Opportunities

Contact and Account Management know every contact in your accounts

Quickly access key customer information including contacts, communication history etc.

Track deals closely through entire
life-cycle

Increasing penetration in existing
accounts

Opportunity Management customized to match your sales process

Marketing

Campaigns and Leads

Campaign Management create and manage campaigns effectively; track campaign ROI

Lead Management - track leads across sources; assign leads to relevant teams or individuals to follow up while they are hot

Lead Generation and Targeting by
Audience

Engage customers with the right
message at the right time and through
the right channel

Personalize customer journey through nurturing leads

  • Sales Efficiency
  • Sales & Operations Analytics

Enable collaboration within sales teams

Enable workflows and approvals

Keep track of customer communication

Access from
mobile

Reports and Dashboards

Opportunity Scoring

Pipeline and Sales Forecasting

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