Salesforce CRM Help

Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

Salesforce is a cloud computing service as a software (SaaS) company that specializes in customer relationship management (CRM). Salesforce's services allow businesses to use cloud technology to better connect with customers, partners, and potential customers. is a cloud-based CRM system that allows salespeople to track their sales, support people to track their cases, and the entire company's employees to collaborate with each other.

Companies use Salesforce (now or SFDC) as a CRM solution to manage their organization's interactions with current and potential customers. Salesforce is regularly being used for customer interaction across Marketing, Sales, and Customer Service departments in millions of organizations worldwide.

Sales cloud

Salesforce Sales Cloud is a customer relationship management (CRM) platform designed to support sales, marketing and customer support in both business-to-business (B2B) and business-to-customer (B2C) contexts.


Sales Cloud is a fully customizable product that brings all the customer information together in an integrated platform that incorporates marketing, lead generation, sales, customer service and business analytics and provides access to thousands of applications through the AppExchange. The platform is provided as Software as a Service (SaaS) for browser-based access; a mobile app is also available. A real-time social feed for collaboration allows users to share information or ask questions of the user community.


Features of Sales Cloud:

  • Get more leads with tracking customer interactions and marketing automation

  • Accelerate productivity with sales collaboration, email integrations, workflows, approvals and territory management

  • Make smart decisions with AI-driven sales forecasting, dynamic reports and dashboards, intelligent pipeline visualization

  • Get access to crucial sales information in real-time, anywhere

  • Close more deals with leads, contact and opportunity management

  • Monitor all the information and interactions related to customers anywhere anytime

  •  Prioritize and make intuitive decisions on the basis of most relevant and latest information

Marketing Cloud

Salesforce Marketing Cloud is a provider of digital marketing automation and analytics software and services. It takes the customer interaction to the highest level- by offering customized, cross channel customer journeys that deliver impressive brand experiences across email, social media, web and more.


Features of Marketing Cloud:

  • Build advertising journeys to nurture your leads

  • Listen and engage with your customers across social channels

  • Use ai technologies to find and reach out to new audiences

  • Arrange time-sensitive location-based mobile interactions

  • Deploy Salesforce data to create campaigns from simple email marketing to refined 1-to-1 messages

  • Compose and send millions of personalized dynamic emails

  • Monitoring visitor behaviour pattern, dispense customized content, and send emails in real time to enhance conversions, click rates, and order values

  • Enrich your marketing communications with dynamic individual content

Community Cloud
  • Salesforce Community Cloud is an online social platform for companies to create branded sites connecting customers, employees, and partners with each other.

  • It provides them the records and data they need to accomplish their work efficiently.

  • By streamlining your key business operations and extending them across departments and offices, everyone who is part of your business ecosystem can execute his or her work in real time, support customers more effectively, and close deals faster.

  • Salesforce Cloud Community is highly flexible for any business demand and use case.

  • You can leverage your CRM data by directly connecting with your community or any third-party system.

  • Overall, the online community software gives your company the ability to build customized and branded communities for a seamless enterprise collaboration and streamlined business processes.


Features of Community Cloud:

  • Community Creation

    • Salesforce Community Cloud serves as an interactive extension of your brand through its easy-to-use environment. It enables you to customize the solution matching your brand for your online community experience. Integration with business data from any system centralizes customers, workers, and partners to get their work done.

  • Community Experience

    • Automatic recommendations according to individual needs, behaviors, and interests connect groups, content, and experts for deeper community participation. You can access the community anywhere using the Salesforce mobile app or any mobile browser for delivering branded, device-responsive collaboration.

  • Rich, Self-Service Experience for Customers

    • Easy access to FAQs and articles empowers customers to find solutions independently and frees agents to work on more crucial tasks. Community Cloud gives you an overview of your agents on who’s more active and they can also endorse each other based on expertise and skills. Other features include case escalation, e-commerce and community engagement.

  • Accelerate Sales Channels for Partners

    • Directly connecting partners, distributors, and resellers help you drive sales. It streamlines sharing of records, leads and contacts, integrating with third-party systems, and avoiding channel conflicts. You can immediately take action in lead conversion and marketing funds approval right in the feed. It also has data sharing and dashboards and reports to ensure alignment of goals.

  • Drive Employee Productivity and Engagement


Teams can be grouped according to events, campaigns, or projects to access relevant information with structure. By syncing files into a centralized location, your employees can easily access the right files they need in a context that’s embedded with your core business processes. Through Chatter, collaboration is empowered for fostering an innovating workplace and contributing ideas.

  • Deliver access to relevant content based on personal recommendations, customer interests and behavior

  • Reimagine every business touchpoint, drive interactive marketing impact and get more leads

  • Implement gamification to stimulate customer interactions and contributions to community

  • Provide versatile personalized customer experiences to make clients your advocates and promote your brand

  • Maximize revenue from partners — establish highly effective partner interaction channels and close deals faster

  • Easy configuration of multiple communities with single sign-on

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