Everything you need to do know about Salesforce CRM

If you’re in the industrial ecosystem, you’re probably aware of Salesforce and how it has become #1 CRM platform in the world. Across its multiple clouds, acquired tools, and seamless integration with leading tech stacks, Salesforce has built a network that has become a gamechanger for leveraging enterprises. Here, in this resource, we detail everything you’ll ever need to know about Salesforce, its solutions, and how your organization can benefit from it or make the most out of your Salesforce investment. 

What is Salesforce?

Salesforce is a cloud-based platform that offers software and services to better manage interactions between prospects, customers, and partners. As the most popular Customer Relationship Management (CRM) tool in the world, Salesforce helps small and large enterprises to break down organizational activities and gives employees a unified customer view across all departments. Salesforce also offers a platform for artificial intelligence (AI), marketing automation, finance, human resource management, etc.

Salesforce also offers pay-as-you-go subscriptions, delivers affordable CRM software as an online service, and stores all the data in the cloud, allowing businesses to sell, service, and market in a whole new way with software-as-a-service (SaaS) based solutions for sales, customer service, marketing, analytics, app development and the Internet of Things (IoT).

History of Salesforce

Established in March 1999 by former Oracle executive Marc Benioff, Parker Harris, Dave Moellenhoff, and Frank Dominguez, Salesforce is a CRM platform vendor headquartered in San Francisco, California. Over time, Salesforce has transformed into a SaaS powerhouse, providing a variety of cloud platforms for specialized purposes. Salesforce became the first cloud computing business to disclose revenue of $10 billion in August 2017. With 40,447 employees and $26.5B in revenue, Salesforce ranks third on Forbes' ranking of the most creative businesses in the world. Moreover, Salesforce is listed on the New York Stock Exchange (NYSE) and also in the S&P 500 index.

What does Salesforce do?

Salesforce, the world’s #1 CRM, offers a wide range of software solutions to assist teams from various industries, including marketing, sales, IT, commerce, and customer service. For instance, teams across an organization can connect and share a single view of customer data on an integrated platform by accessing the Salesforce Customer 360 platform. Moreover, it offers valuable insights into customer behavior and demands through customer data analysis. Salesforce provides a comprehensive view of every customer interaction from any device, anywhere in the world, by bridging the gaps between technology silos from various departments.

Why is Salesforce used?

The Salesforce ecosystem consists of a number of different cloud platforms that let you engage with various types of data and provide your customers with a variety of services. By offering a 360-degree view of your customer's lifecycle, better and more centralized data management, streamlined workflows, and linked systems in a zip, it aids in your understanding of your consumers.

Despite having several products, CRM is the backbone of the overall Salesforce model and is tailored for various business niches in Salesforce Clouds.

#1: Salesforce CRM (SFDC)

Salesforce CRM helps you manage your company's customer relationships and interactions. Throughout your interaction with each individual, whether they are customers, service users, colleagues, or suppliers, Salesforce CRM lets you focus on your organization's relationships with them. You can boost profitability, streamline the process, maintain contact with your customers, and so on with Salesforce CRM.

With Salesforce CRM, you can manage marketing campaigns, track service issues, track sales prospects, and keep track of customer interactions all in one place. You can also make information about every customer interaction available to anybody at your organization who might need it. Additionally, Salesforce CRM offers a better approach to managing the external contacts and relationships that are important to success in any area of the organization, including sales, customer support, business development, recruiting, and marketing.

#2: Salesforce Sales Cloud

The Sales Cloud platform is a part of the Salesforce CRM system. The Sales Cloud platform is developed especially for salespeople. In short, Salesforce Sales Cloud is a cloud-based CRM platform that unifies all customer data into an integrated platform that combines lead generation, sales, marketing, and customer service.

Sales Cloud allows you to store your data in the cloud, so you can access it from anywhere, at any time, and using any device. It also automates the sales process and customizes workflows using point-and-click tools. Sales managers can tailor the stages and steps reps will take when creating and maintaining records using the Sales Path tool. With just a few clicks, your salespeople can instantly and easily update Salesforce records with email data using the Sales Cloud's connections to Gmail, Exchange, and Office 365 email clients. Here are some of the Salesforce Sales Cloud features:

• Campaign Management
• Leads Management
• Accounts Management
• Contacts Management
• Opportunities Management
• Cases Management
• Reports and Dashboards

To get a complete understanding of Sales Cloud capabilities, watch demo. Or, check out our blog on Salesforce Sales Cloud here. 

#3: Salesforce Service Cloud

One of the world's most popular and highly-rated software solutions for customer service and support is Salesforce Service Cloud. With the help of the Salesforce Service Cloud, users can automate service procedures, streamline workflows, and find essential content to assist customer service representatives.

This customer care software helps agents and clients to interact quickly and address client issues by phone, online, chat, or email. The solution also delivers pre-prepared communication via automatic responses for specific outcomes and lets users build self-service customer service portals. Some of the Salesforce Service cloud features include:

• Lightning Service Console
• Case Management
• Workflow and Approvals
• Omni-channel Routing
• Telephony Integration
• Social Customer Service
• Automation with Macros
• Account and Contact Management
• Custom Reports and Dashboards
• Asset and Order Management

Watch this demo video to learn how Salesforce Service Cloud is a complete solution. Or, check out our blog on how Salesforce Service Cloud drives customer success here. 

#4: Salesforce Marketing Cloud

Marketing Cloud is a Salesforce platform in the marketing automation and customer engagement domain that enables marketers to build and manage relationships with customers as well as marketing campaigns. The Marketing Cloud offers integrated solutions for data analysis, web personalization, email, mobile, social media, advertising, content creation and content management. Additionally, the Marketing Cloud enables you to create highly customized, deeply relevant journeys across all digital channels by enabling you to take a single-customer view of your customers. Some of the capabilities of Marketing Cloud includes:

• Email and marketing automation
• Customer engagement in real-time
• Social media engagement, listening and advertising
• Mobile (SMS) messaging and push notifications
• Customer marketing analytics

Watch this video to learn more about Salesforce Marketing Cloud. Or, check out our blog on Salesforce Marketing Cloud segmentation here. If you wish to integrate Salesforce Marketing Cloud with Commerce Cloud, this resource might come in handy. 

#5: Salesforce Commerce Cloud

Salesforce Commerce Cloud, formerly known as Demandware, is an eCommerce platform that aims to help businesses grow by enhancing their brand value, expanding their customer base, and increasing sales. This cloud-based platform is designed to simplify the eCommerce process for businesses by providing an intuitive interface and powerful features. If you want to know more about Salesforce Commerce Cloud, check out our blog here. 

Salesforce Commerce Cloud provides a feature-rich eCommerce platform that encourages businesses to create engaging and intelligent customer shopping experiences. With Salesforce Commerce Cloud, businesses can connect with customers at every stage of their customer journey, seamlessly transitioning from one channel to another. This platform supports businesses across all mobile, web, store, and social media channels. Be it B2B, B2C, D2C, or marketplace development, Salesforce Commerce Cloud is a perfect solution for your eCommerce business. Some other capabilities of Commerce Cloud includes:

• Salesforce Order Management is pre-connected with Salesforce Commerce Cloud and handles all operations from order processing, accepting payments online, and communicating with suppliers to tracking orders, coordinating shipment schedules, and processing returns. SOM is one of the most employed OMS solutions by Salesforce Commerce cloud vendors. Check out our blog here to evaluate if Salesforce Order Management is the right extension for your online store. 
• Einstein AI for Commerce, as a part of Salesforce Commerce Cloud has empowered many eCommerce retailers with intelligent insights and hyper-personalization.

#6: Salesforce Experience Cloud

The Salesforce Experience Cloud, formerly Community Cloud, is a platform for building connected digital experiences for customers, partners, and workers designed to help businesses build these experiences fast and at scale. Companies could easily create and deliver tailored content, websites, portals, mobile apps, and stores with barely any clicks or codes if capabilities like Salesforce CRM, CMS, and even Experience Builder were combined with a suite of prepackaged applications. The main features of the Experience Cloud include the following:

• Integrate data from any source
• Build personalized experiences
• Design for every device
• Increase onsite engagement
• Track and optimize your site

Salesforce Experience Cloud can be easily customized to meet your business's needs and integrated with Sales Cloud, Service Cloud, and App Cloud. You can significantly reduce the time spent on content management by using Experience Cloud to get data and photos from your Salesforce account automatically.

#7: Salesforce Customer 360

Salesforce Customer 360 is a platform that provides a complete and integrated view of the customer across all Salesforce applications and third-party systems. It enables businesses to create a unified customer profile by collecting and consolidating data from various sources, including sales, marketing, service, and commerce. Know more about Salesforce Customer 360 and if it is relevant to your business here:

• With Salesforce Customer 360, businesses can gain insights into customer behavior, preferences, and interactions, allowing them to provide personalized and relevant customer experiences. 
• This platform enables businesses to manage their customer data in a privacy-compliant manner while ensuring data accuracy and consistency across all systems.
• Salesforce Customer 360 provides a single source of truth for customer data, enabling businesses to understand their customers better, anticipate their needs, and deliver exceptional experiences across all touchpoints.

The following image details how Salesforce Customer 360 platform its entire suite of cloud solutions help businesses:

As Salesforce Customer 360 is customizable, it can be modified to meet the requirements of different departments and industries. At each journey step, all teams can access comprehensive client profiles and contextual data, empowering them to provide unmatched customer experiences.

#8: Salesforce Analytics Cloud

Salesforce Analytics Cloud, also known as Einstein Analytics, is a cloud-based business intelligence platform offered by Salesforce. It is designed to help organizations of all sizes and industries easily access and analyze their data to gain insights and make data-driven decisions. Users can import and analyze data from a variety of sources with Salesforce Analytics Cloud, including Salesforce CRM data, other cloud-based applications, and external data sources. It provides a range of data visualization tools, including dashboards and reports, that make it simple for customers to comprehend and analyze their data. Some noteworthy benefits of Salesforce Analytics Cloud are as follows: 

One of Salesforce Analytics Cloud's key features is its capacity to employ machine learning and artificial intelligence (AI) to automatically identify patterns and trends in data and offer users insights and recommendations. This enables users to take the necessary measures after quickly and simply identifying opportunities and potential risks in their data.

Its prominent features are: 

• Mobile First: Salesforce Analytics Cloud is a highly mobile-friendly platform that allows users to view, filter, group, measure, and share data from their mobile devices.
• Easy Synchronization: Cloud Analytics is built on the Salesforce-1 platform, allowing easy data synchronization and data exchange between various systems and applications.
• Self-Service Access: Salesforce Analytics Cloud is a very easy-to-use tool that allows users with minimal or no analytics background to handle it proficiently. Additionally, it enables users to find desired solutions without having them send ticket requests to the IT department.
• Visualization Engine: Business users and data builders are given the tools they need by the Dynamic Visualization Engine to complete their tasks with ease.  The visualization, interactive visual streamlining, and deep insights assist the users in making better decisions.
• Different Dashboards: Cloud Analytics allows users to create multiple dashboards that consolidate multiple data visualizations into a single view to handle massive data streams from various sources at a unified interface.

#9: Salesforce Einstein 

Salesforce Einstein is an artificial intelligence (AI) platform that is built into the Salesforce Customer Relationship Management (CRM) system. It is designed to help businesses of all sizes to leverage the power of AI to automate tasks, gain insights, and make smarter decisions.

Salesforce Einstein uses machine learning and natural language processing (NLP) to analyze data from various sources, including the Salesforce CRM, and to provide insights and recommendations to users. It can help businesses to better understand their customers, identify patterns in their data, and automate tasks such as lead scoring, forecasting, and customer service.

One of the key features of Salesforce Einstein is its ability to learn from user behavior and data inputs, and to continuously improve its recommendations over time. This helps businesses to stay ahead of changing customer needs and market trends, and to make data-driven decisions that can improve their bottom line. With Salesforce Einstein, businesses can unlock the power of AI and drive growth and success in today's competitive business landscape.

Salesforce Einstein can also be viewed as a CRM Intelligence Assistant that is divided into two categories:  the Einstein Out-of-the-Box Applications and the Einstein Platform. Salesforce Einstein provides businesses with a suite of AI technologies that can help them optimize their sales and marketing processes, improve customer service, and identify new revenue opportunities.

Here's how Einstein can help in the following areas:

• Machine Learning: Salesforce Einstein provides a set of machine learning algorithms that can be used to analyze customer data, predict outcomes, and recommend actions. With Einstein's machine learning capabilities, businesses can automate and optimize their sales and marketing processes, identify new revenue opportunities, and improve customer service.
• Natural Language Processing (NLP): Salesforce Einstein uses natural language processing to help businesses analyze and understand unstructured data such as customer feedback, social media posts, and chat transcripts. With NLP, businesses can automate tasks such as lead scoring, sentiment analysis, and customer service, leading to more efficient and effective customer communication.
• Computer Vision: Salesforce Einstein offers computer vision capabilities that enable businesses to analyze images and videos to identify objects, people, and scenes. This can help businesses in several ways, such as analyzing social media posts and product reviews to understand customer sentiment, automating quality control processes, and improving supply chain management.
• Automatic Speech Recognition: Salesforce Einstein offers automatic speech recognition capabilities that enable businesses to transcribe and analyze audio recordings, such as customer service calls and voicemails. This can help businesses automate call routing, sentiment analysis, and customer service tasks.

Salesforce has launched the world's first generative AI for CRM - Einstein GPT to create better experiences across the Customer 360.

Why Salesforce for your business?

Salesforce is widely recognized as the leading customer relationship management (CRM) software available. Despite this, many people are unaware of the myriad benefits it offers. Businesses can boost their revenue, build affinities among their clientele, and give their company a greater sense of purpose by using Salesforce. Here are some points that make Salesforce a perfect choice for your business:

#1: Powerful analytics tools

Salesforce has continuously expanded its analytics tools and capabilities to enable customers to understand their business data efficiently. One of its most powerful tools, Salesforce Einstein Analytics, empowers sales, marketing, and data analytics teams to establish smart customer relationships by leveraging data. With Salesforce CRM and Einstein Analytics, businesses can easily collect data from various internal and external sources, process it effectively, and make informed decisions based on accurate forecasts. By utilizing Salesforce's advanced analytics capabilities, businesses can better understand their customers, enhance their operations, and ultimately drive success.

#2: Optimal customer visibility

Salesforce offers a comprehensive CRM solution that allows you to access every aspect of your customer information. This feature provides a holistic view of every contact, account, task, event, and personal information, allowing you to gain a better understanding of potential customers. In addition, Salesforce integrates with various other applications, making it easier to collect customer information and improve engagement, ultimately driving sales.

#3: Cloud of trust

Salesforce employs a multi-layered security approach that includes physical, network, application, and data security measures to protect customer data. This includes providing customers with clear information on data handling, storage, and sharing policies and allowing them to manage their own data preferences. Additionally, Salesforce complies with all applicable worldwide safety and regulatory requirements, including TRUSTe, TUV Certificate, PCI DSS Compliance, ISO 27001 Certification, etc. Salesforce also strongly emphasizes customer privacy and transparency, enabling customers to control their data and understand how it is being used.

#4: Easy to use

To ensure that a CRM can be used to its fullest potential, it's essential that even novice users can navigate the platform with ease. Salesforce CRM caters to a wide range of companies, including those without a background in software or technology. As a result, the user interface is designed to be simple and intuitive, eliminating the need for coding or extensive training. The information and product updates are presented in a clear, easy-to-understand format to minimize inconvenience or difficulty. Additionally, Salesforce offers seamless integration with other business applications, streamlining various processes.

#5: Flexibility & customization

Salesforce is a flexible and highly customizable platform allowing broader applicability to various companies and businesses. Due to the reports and analytics it offers, which are tailored to the individual needs of the users, it can work effectively with a wide range of different business models. Salesforce enables businesses to continuously adjust their marketing initiatives and assess and track their success. This leads to the development of a fully optimized system that can be automated to become autonomous.

#6: AppExchange

Salesforce AppExchange is the world's largest marketplace for business applications, offering a vast array of resources, options, and functionalities to help businesses sell, service, and market more effectively. With its user-friendly accessibility, downloading, and installation processes, users can effortlessly extend their capabilities and drive business growth. More than 3100 applications and above 2 million developers are available on the AppExchange marketplace. There are apps related to many big companies, such as LinkedIn and Microsoft Outlook, which can be fully integrated with Salesforce. Furthermore, AppExchange is a thriving center of innovation, continually advancing with cutting-edge concepts and tools. Users can thus connect and forge deeper relationships using technologies they never imagined.

Salesforce Industry Clouds

Salesforce offers several industry-specific clouds, all of which are based on Customer 360. They enable a platform that consolidates trust, innovation, and agility to speed up the digital transformation of various industrial sectors. Here are some of the cloud solutions for various industries below-

#1: Salesforce Financial Services Cloud

Salesforce Financial Cloud is a specialized customer relationship management (CRM) platform designed specifically for financial services organizations, including banking, financial institutions, wealth management firms, insurance agencies, and mortgage & loan companies. Financial Services Cloud enables businesses to offer tailored wealth management services and ensure optimal operation in conditions of high market volatility. 

How does Salesforce for financial services help the BFSI industry?

With the help of the Salesforce financial cloud, BFSI institutions can offer sales and marketing, customer support, collaboration and communities, analytics, and business intelligence services in an automated and user-friendly way. Here are some benefits that the financial cloud offers for BFSI enterprises:

• Enhanced Client Engagement: Salesforce Financial Cloud enables financial institutions to better engage with their clients by providing a 360-degree view of their financial data, which can help advisors understand their client's financial needs and goals and offer tailored financial advice.
• Streamlined Operations: Salesforce Financial Cloud enables financial institutions to streamline their operations, automating administrative tasks such as onboarding, documentation, and reporting and simplifying complex workflows using custom-built applications.
• Increased Efficiency: The platform enables financial institutions to create a centralized hub of client data that can be accessed from anywhere, reducing the need for manual data entry and thus enabling the teams to focus on delivering better value-added services to their clients.
• Improved Compliance: Salesforce Financial Cloud helps financial institutions to stay compliant with regulations, including KYC/AML, GDPR, and data privacy, as the platform offers several compliance features that can be customized to meet specific regulatory requirements.
• Advanced Analytics: Salesforce Financial Cloud enables financial institutions to analyze their financial data and create customized reports, dashboards, and gain insights into market trends, enabling faster, more informed decisions.
• Seamless Integration: The platform allows financial institutions to integrate with other key systems, such as accounting software, payment processing systems, and marketing automation platforms, to streamline processes and workflows.

Access our resource for the ultimate guide for Salesforce Financial cloud.

#2. Salesforce Health Cloud

Salesforce Health Cloud is a specialized solution designed to manage medical-patient relationships and records, offering powerful collaboration tools that connect healthcare professionals at all levels of care and institutions within the health system. This allows for a more seamless and personalized care experience, leading to better patient outcomes. With advanced analytics and machine learning capabilities, Health Cloud can help healthcare providers identify patterns and trends in patient data, allowing them to develop customized treatment plans that improve patient outcomes, reduce costs, and enhance the overall quality of care provided. Overall, Salesforce Health Cloud is a comprehensive and powerful solution that offers a wide range of benefits for patients, doctors, health care providers, and financiers in the healthcare industry.

Salesforce Health Cloud offers a wide range of benefits for healthcare organizations and professionals, including:

• Improved patient engagement: Health Cloud provides healthcare professionals with a 360-degree view of the patient, enabling them to deliver personalized care and engage with patients in a more meaningful way.
• Enhanced collaboration: Health Cloud allows for seamless collaboration between healthcare providers across all levels of care and with institutions and specialties within the health system. This enables more efficient and effective care delivery.
• Advanced analytics and machine learning: Health Cloud leverages advanced analytics and machine learning capabilities to help healthcare providers identify patterns and trends in patient data, allowing for more accurate diagnoses and personalized treatment plans.
• Increased efficiency: Health Cloud automates administrative tasks and streamlines workflows, allowing healthcare professionals to focus on patient care and improve operational efficiency.
• Better patient outcomes: By providing healthcare providers access to more comprehensive and accurate patient data, Health Cloud helps improve patient outcomes and reduce the likelihood of medical errors.
• Compliance with healthcare regulations: Health Cloud is designed to comply with healthcare regulations, ensuring that patient data is secure and protected in accordance with HIPAA and other regulatory requirements.

#3. Salesforce Education Cloud

Salesforce Education Cloud, also known as Salesforce for Higher Education, is a comprehensive set of tools and solutions that simplify processes for both students and teachers. It combines various elements on the Salesforce platform to allow users to manage all their data in a centralized location. The Education Cloud offers a complete 360-degree view of student and institutional data. It provides staff with a complete overview of a student's academic journey, including their course of study, interactions with faculty, and other relevant information. This results in a more personalized student experience regarding learning paths and future opportunities, enabling teachers to provide increased support.

The benefits of Salesforce Education Cloud are:

1. Improved student engagement: Education Cloud helps institutions stay connected with students by providing personalized communication channels that keep students engaged and informed.
2. Enhanced student success: With Education Cloud, institutions can easily track student progress and identify areas where additional support may be needed, leading to improved student success rates.
3. Better communication and collaboration: Education Cloud enables communication and collaboration among students, faculty, staff, and alumni, improving overall institutional communication and making it easier to stay connected.
4. Streamlined admissions and enrollment: Education Cloud simplifies the admissions and enrollment process, making it easier for institutions to manage applications, track enrollment numbers, and communicate with prospective students.
5. Data-driven decision making: Education Cloud provides detailed analytics and reporting, allowing institutions to make data-driven decisions that improve operations and enhance student success.

#4. Salesforce Manufacturing Cloud 

Salesforce Manufacturing Cloud is a digital transformation solution driving transparency and connectivity among manufacturing companies globally. This cloud promotes digital transformation, enabling manufacturers to deliver more powerful and connected experiences to their customers and partners. Its cloud-based solution streamlines collaboration between companies with shared interests, providing field agents with a holistic view of customer data and personalizing the buyer experience throughout the buying process. 

With Salesforce Manufacturing Cloud, manufacturers can achieve greater visibility into their operations, gain real-time insights, and make data-driven decisions that drive business growth. By leveraging the power of AI and automation, manufacturers can improve operational efficiency, optimize the supply chain, and deliver better customer experiences. Additionally, the Manufacturing Cloud can be implemented for sales, services, or both sales and services.

The benefits of using Salesforce Manufacturing Cloud are:

1. Modernize your commercial operations: Manufacturing Cloud helps streamline sales processes, improve forecasting accuracy, and monitor customer performance against commitments.
2. Manage top-line revenue: With Manufacturing Cloud, manufacturers can manage, grow, and forecast their entire top-line revenue with account-based forecasting and sales agreement management.
3. Transform service experiences: It helps deliver personalized service experiences, optimize field operations, and improve collaboration with partners.
4. Consolidate customer interactions: Manufacturing Cloud gives manufacturers a 360-degree view of their customers and enables them to deliver more personalized experiences.
5. Simplify partner engagements: It simplifies and enhances partner engagements by providing a centralized platform for sharing data and insights and improving collaboration with suppliers, distributors, and resellers.
6. Actionable analytics: With Manufacturing Cloud, manufacturers can make faster, more informed decisions by leveraging actionable analytics and real-time insights into their business operations and supply chain.

Why use Salesforce over any other platform?

Salesforce's wide range of services, customization and scalability, better management, support, marketing, data security and safety, and integration capabilities make it a powerful and flexible platform for managing customer relationships and driving growth. These capabilities also differentiate Salesforce from other available CRM platforms, enabling organizations to create a more personalized and engaging customer experience while improving operational efficiency and reducing costs. Here are some reasons why you might consider using Salesforce over other CRM platforms:

1. Wide range of services: Salesforce offers a broad range of cloud-based services that cover various aspects of customer relationship management, including sales automation, customer service, marketing automation, eCommerce, analytics, and more. This enables organizations to choose the services that best fit their business needs and goals and integrate them seamlessly to create a unified customer experience.
2. Customization and scalability: Salesforce offers a high degree of customization and scalability, allowing organizations to tailor the platform to their specific needs, workflows, and processes. The platform offers various personalization options, including drag-and-drop tools, visual workflow builders, and code-based customization. Moreover, Salesforce's cloud-based architecture enables organizations to scale their usage up or down without worrying about infrastructure maintenance or capacity limitations.
3. Better management, support, and marketing: Salesforce offers a suite of tools that help organizations manage customer relationships more effectively, including Sales Cloud for sales automation, Service Cloud for customer service and support, and Marketing Cloud for marketing automation. These tools provide a 360-degree view of customer interactions, enabling organizations to deliver more personalized and engaging experiences. Moreover, it offers different support services, including training, certification, and customer success programs, to help organizations get the most out of the platform.
4. Data security and safety: Salesforce takes data security and safety seriously, employing robust security measures to protect customer data and ensure compliance with regulatory requirements. These measures include data encryption, two-factor authentication, access controls, and regular security audits. Additionally, Salesforce offers various tools and resources to help organizations comply with data protection laws, such as GDPR and CCPA.
5. Integration capabilities: Salesforce offers a wide range of integration capabilities that enable organizations to connect with other systems and platforms, including third-party applications, databases, and e-commerce platforms. This enables organizations to create a unified customer experience across multiple touchpoints and channels and automate business processes that span multiple systems. Moreover, Salesforce provides pre-built connectors and APIs and a range of integration tools and services to help organizations build and deploy integrations more quickly and easily.

Salesforce offers a powerful and flexible CRM platform that can help organizations of all sizes and industries to manage customer relationships better, drive growth, and improve business outcomes.

Use Case: Automating customer segmentation based on last purchase for Rutland

Explore more on how Rutland Cycling built on the agile Salesforce ecosystem.

Read the complete success story

Partner with Ranosys for expertise-driven Salesforce multi-cloud implementation

Salesforce CRM brings immense value to businesses of all sizes and industries. With its cutting-edge technology and out-of-the-box solutions, Salesforce CRM can help businesses make faster and more informed decisions, increase profits, and deliver exceptional customer satisfaction. With a team of certified Salesforce experts and over a decade of experience in the industry, Ranosys has the expertise to help businesses leverage Salesforce to its full potential and customize it to meet their unique business needs.