Salesforce CRM – basic functions

ME PL Solution Salesforce CRM

We already know what Salesforce is. We also understand what CRM (Customer Relationship Management) is. It’s high time to find out more about the basic functions that you can use right away!


ME PL Solution Salesforce CRM

Features that you can use right after creating a Salesforce account:

  • Web access to your important data from any PC in the world with Internet connection,
  • No software = no update, installation or fix on your computer, freedom!
  • Chatter under each record which allow communication related to specific data,
  • Quip as board of cooperation connected with SF system,
  • File storage as good way of sharing data and cooperating on them,
  • Complex security system which allow to safely place data in system with full control over who see what,
  • Mobile app included with no additional cost,
  • Full customization which allow to further adjust organization,
  • Basic marketing functionality like grouping clients in campaigns and sending mass personalize emails,
  • Build in a way that one shouldn’t be independent from support. Tt is easy to start using, only hard to master,
  • Chatter for external users. The tool allows you to create special chat groups for clients. You can communicate with them after the event,
  • Full history of actions kept under related data. So check of history of contact with client is easy and intuitive,
  • Ability to build automation with point and click tools that can be learned for basic requests relatively easy,
  • Out of the box set up allowing to start working almost instantly after activation of system,
  • Huge community of partners and consultants. The whole community can serve as service providers. Big community means there is not need to work with team you don’t like.

As you can see, there is a lot of useful tools to use with only the very basic functionalities. Imagine the vast filed of possibilities! This is open for those who are willing to take the first step into this magic realm!

With Salesforce CRM, all the information you need will be in one place. A well-organized database is the key to building stronger, more lasting relationships with your clients.

What more could you want?

At ME PL Solution we understand that the idea of implementing CRM at your company might be intimidating at first. It doesn’t have to be like this as long as you have the right partner who has your back. We are here for you. Ready to help. Just let us know.


Contact us today! Find out how CRM from the largest Provider of this type of services in the World can do for you.

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. A few minutes of conversation may allow you to avoid problems in the future. Contact us today, and save yourself time, money and stress.

Grow with Salesforce!

ME PL Solution Team

Posts that may interest you:

How to implement a CRM system?
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How to implement the CRM system from Salesforce in your company? Read more on ME PL Solution blog.

How do I know if I need CRM?
How do I know if I need CRM?

Perhaps the concept of CRM is familiar to you and you are wondering if you really need it or is it the right time now? A few questions will help you figure it out. Read more on ME PL Solution blog.

What is CRM
What is CRM

Salesforce CRM supports your business and allows you to be more effective!

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