How to use Salesforce CRM? Out-of-the-Box functions

ME PL Solution How to use Salesforce CRM Out-of-the-Box functions

How to use Salesforce CRM? So what functions are available right after purchasing a license in the “out-of-the-box” version.


There is a lot of talk about adjusting CRM systems to the individual needs of the company. “Customizations” are important and necessary because they are what make the system “tailor-made”. The largest CRM service Provider in the world, constantly researching the market, creates ready-made solutions that are available immediately after purchasing a license. Moreover, many of them meet the expectations of most companies.

Below, we are going to list some of the basic features that most businesses want to use right from the start of using CRM.

Sale to potential and existing customers

The goal of every business is to sell. Regardless of whether your company sells products or provides services. It is sales that are the main driving force of companies. Salesforce, in its set of standard functionalities, has functions that allow you to manage sales. Let’s take two standard objects that will enable us to do this: Leads and Opportunities. Thanks to these two, we can effectively manage the sales department in the company. In the sales departments of most companies, it is the two above-mentioned objects that constitute the greatest object of interest.

After-sales support

The activity of the customer service department cannot be overestimated. They are the first line in the fight for customer loyalty. After-sales care, as well as other forms of customer service, are a very important part of running a business. How many times have you resigned from the company’s services if it did not understand your needs? Salesforce has standard solutions for companies that want to improve the operation of their customer service department. What’s more, the tools allow you to increase the engagement of your customers! Similarly to the above, let’s mention two – one object and a tool that are available immediately after purchasing the license. Case and Community.

With the Case, we can collect and manage our customer issues in one place. Case allows you to monitor the course of work in order to process the application. Case is a powerful object that will allow you to monitor, manage and plan the work of the customer service department.

Community Cloud is a tool that was created to build a community around the company. Thanks to Community Cloud, we will create a community consisting of, for example, suppliers, retailers or potential employees. The platform supports external communication with the company.

Mobile office

We wrote more about the mobile office with Salesforce CRM here. The Salesforce Mobile App is included with each Salesforce license. It gives you access to all information stored in your CRM system without being in the office. Many professions, such as e.g. sales representative, real estate agent, are rarely in the office. Usually on the run, usually on the run – from meeting to meeting. Equipping your employees with a mobile office will allow for better results achieved by salespeople.

Internal communication

Another tool available right after purchasing a license is Chatter. Chatter is a tool that enables communication within the company. The tool is used for internal communication and significantly facilitates work. Thanks to this, employees can work together on specific things, where the discussion takes place in relation to a specific case. The entire history of calls is available to all employees who have access to the information.

Marketing

From tools for mass mailing of personalized emai messages, creating marketing campaigns and reports, to Marketing Cloud. Campaigns are a standard Salesforce object. Similarly, Reports. Marketing Cloud is an extension thanks to which we will take our marketing department to the next level!

As you can see, thanks to the basic Salesforce functions that are available right after purchasing the license, we touched on many aspects of the company’s operation. And this is just the beginning! Imagine what you can achieve by personalizing each of the tools to your own unique needs! Ready-made extensions for Standard products support your daily activities. By adding various types of automation that will allow you to save invaluable time and focus on what is really important, Salesforce CRM created with you and the needs of your company in mind.

As you can see, thanks to the basic Salesforce functions that are available right after purchasing the license, we touched on many aspects of the company’s operation. And this is just the beginning! Imagine what you can achieve by personalizing each of the tools to your own unique needs! Ready-made extensions for Standard products support your daily activities. By adding various types of automation that will allow you to save invaluable time and focus on what is really important, Salesforce CRM is a complete set of tools for running a business.


As an official Salesforce partner, we design, implement, advise and train employees in the use of dedicated CRM systems based on the latest Salesforce technology.

Grow with Salesforce!

ME PL Solution Team

More on our blog:

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