About Sales Force

What is a Sales force?

Sales force is a company that sells a software platform to manage CRM and applications. It’s awesome because it’s hosted in the cloud and provides a ton of unique features.

Sale force is a CRM software fully build on cloud as SaaS service model.

 

CRM model is used to manage an organizations interactions

- Phone Calls

- Emails

-Meetings

- Social Media

With Customers and Prospects pertaining to

-Sales

-Marketting

-Support

Common Goal of CRM

-Increase sales revenue

- Increase visibility between departments

- Decrease operating costs

- Streamline business processes

 

 

 

 

 

 

 

 

 

 

 

 

 

Use Full Features:

1.       Chatter.

2.       Search

3.       Reports & Dashboard

4.       Social

5.       Mobile

6.       Email Integration

 

Configuration Features:

1.       Page layouts

2.       Custom Fields and Objects

3.       Validation Rules

4.       Workflow & Approval process.

5.       Robust Security

6.       Multi -currency

7.       Multi –Lingual

 

Three important thing in sales force is :

1.       Sales Cloud

2.       Marketing Cloud

3.       Service Cloud

Sales Cloud:

1.       Sell  Products

2.       Manage Connections

3.       Closed Deals

 

Service Cloud:

1.       Help Customers

2.       Increase Productivity

3.       Reduce Costs

4.       Gain Visibility into service

 

Sales Force Chatter:

1.       Share with  Co-Workers ,Customers, partners

Sales Force Application Go Through….

Leads: Any persons, organization, or company that may be interested in your products or service.

Purchase product or services. We can gather information an keep in lead information.

Opportunities: A potential revenue generating event which we want to keep in sales force.

Accounts: A Customers, competitors or partners information.

Forecast: The best estimate of the revenue you can generate in a quarter.

Or how much item you can sell in quarter  such type of forecasting we can do.

Contact: Information about account or any influencer  information like name, email , contact no…

Cases: A detailed description of a customers feedback ,problems or questions.

Solutions: A details description of a customers issue  and its resolution.

Dashboards: A real tome snapshots  of company  metrics  and performance indicators.

Activities: A task or schedule  calendar event.

Products: An individual item that is sold  on an  opportunity

Reports: Summary and analysis of sales forces data.

Contracts: A written agreement between two or more parties.

Chatter: A collaboration tool that help you connect with other users in your organization.

Sales force Life Cycle.
Lead->Opportunity ->Account->Contact

Lead: First we go to mall take our phone number  and other details , business people get the details if client try to contact to business people and vice versa and they are interested to each other then its converted to opportunity.
Now Opportunity have different phase. Then its go to account and account contain number of contact.