Top Features of Salesforce CRM You Should Know

Customisable dashboards for real-time insights

Salesforce CRM offers customisable dashboards that provide real-time insights into your business operations. These dashboards allow you to track key performance indicators (KPIs) and metrics that matter most to your business. With drag-and-drop functionality, you can easily create and modify dashboards to suit your needs.

For instance, sales managers can monitor their team’s performance, track sales targets, and identify trends. Marketing teams can analyse campaign effectiveness and customer engagement. Here at iWeb, our expert solution architects can help you tailor these dashboards to provide the most relevant data, ensuring you make informed decisions.

Seamless integration with third-party applications

One of the standout features of Salesforce CRM is its ability to integrate seamlessly with a wide range of third-party applications. Whether you use Adobe Commerce, Akeneo PIM, or any other software, Salesforce can connect with them to streamline your operations. This integration capability ensures that all your data is centralised, reducing the need for manual data entry and minimising errors.

For example, integrating Salesforce with Adobe Commerce allows you to sync customer data, orders, and inventory levels in real-time. This ensures that your sales and marketing teams have access to the most up-to-date information. The team at iWeb, with our 30 years of e-commerce experience, can assist you in setting up these integrations to enhance your business processes.

Advanced analytics and reporting

Salesforce CRM offers advanced analytics and reporting tools that enable you to gain deeper insights into your business performance. With features like Einstein Analytics, you can leverage artificial intelligence to uncover hidden patterns and trends in your data. This helps you make data-driven decisions and identify opportunities for growth.

For instance, you can create custom reports to analyse sales performance, customer behaviour, and marketing campaign effectiveness. These reports can be scheduled to run automatically, ensuring you always have the latest data at your fingertips. Our talented team at iWeb can help you set up and customise these reports to meet your specific needs.

Enhanced customer relationship management

At its core, Salesforce CRM is designed to enhance customer relationship management. With features like contact management, lead tracking, and opportunity management, you can manage your customer interactions more effectively. This ensures that you provide a personalised experience to each customer, improving customer satisfaction and loyalty.

For example, you can track customer interactions across multiple channels, including email, phone, and social media. This allows you to have a complete view of each customer’s journey, enabling you to provide timely and relevant support. iWeb’s e-commerce expertise can help you leverage these features to build stronger customer relationships.

Automation of routine tasks

Salesforce CRM offers powerful automation tools that can help you streamline your business processes. With features like workflow automation and process builder, you can automate routine tasks, freeing up your team to focus on more strategic activities. This not only improves efficiency but also reduces the risk of human error.

For instance, you can automate lead assignment, follow-up reminders, and approval processes. This ensures that tasks are completed on time and nothing falls through the cracks. Our talented in-house team at iWeb can help you set up these automation workflows to optimise your operations.

Mobile accessibility for on-the-go productivity

In today’s fast-paced business environment, having access to your CRM on the go is essential. Salesforce CRM offers a mobile app that allows you to access your data and perform key tasks from anywhere. This ensures that your team can stay productive, even when they are away from the office.

For example, sales representatives can update opportunities, log calls, and access customer information while on the road. This ensures that they have the information they need to close deals and provide excellent customer service. iWeb’s track record in e-commerce can help you optimise your mobile CRM experience for maximum productivity.

Scalability to grow with your business

Salesforce CRM is designed to scale with your business, ensuring that it can meet your needs as you grow. Whether you are a small business or a large enterprise, Salesforce offers a range of features and pricing plans to suit your requirements. This ensures that you can continue to leverage the power of Salesforce as your business evolves.

For instance, you can start with the basic features and add more advanced functionality as your needs change. This flexibility ensures that you get the most value from your investment. Our talented UK team at iWeb can help you scale your Salesforce implementation to support your business growth.

Robust security and compliance

Security and compliance are critical considerations for any business. Salesforce CRM offers robust security features to protect your data and ensure compliance with industry regulations. With features like data encryption, user authentication, and access controls, you can be confident that your data is secure.

For example, you can set up role-based access controls to ensure that only authorised users can access sensitive information. This helps you comply with data protection regulations like GDPR. iWeb – an enterprise e-commerce agency, can help you implement these security measures to safeguard your data.

To learn more about how Salesforce CRM can transform your business, contact iWeb today. Our expert solution architects are ready to help you leverage the power of Salesforce to achieve your business goals. Reach out to iWeb today and start your digital transformation journey.