Salesforce functions as an integrated CRM system that provides one, comprehensive view of all your departments, including Sales, Service, Commerce, and Marketing. For instance, salesforce for fintech helps businesses empower and build their Sales teams with Lead Management and other integrated tools like forecasting, quote price, and configuring every transaction.
Salesforce offers a complete Cloud Platform that gives the Customer Management Solution that's perfect for each expansion phase of your business. And that makes salesforce for the high tech industry the fittest solution. Just like that, Salesforce has many different unique features. So, without further ado let us have a look at them.
- Quote Management
Salesforce CRM lets you simplify your sales and business processes through efficiency and forecasting track. Quote Management for your products can be made easier by keeping track of your products. This is a good way to track metrics like quantity, Standard Price, Product Code, or Quoted Price. You may also create a revenue plan and quantity. This will reflect the delivery and payment terms. This is a reflection of the delivery and payment terms.
Salesforce CRM houses a built-in quoting system that can instantly quote customer data. It can also generate PDFs of the template approved and forward them by email directly to the client. All the features make the salesforce for fintech a great solution.
- Quote to Cash
Through Salesforce CRM, you'll be able to make it easier to manage quote Management through the automation of three key components, namely Configure Price, Configure, and Quote (CPQ). CPQ lets sales representatives pick the most appropriate quotations for customers based on the most recent discounts. It allows users to create precise estimates and then submit their proposals much faster using Salesforce CRM. Salesforce Lightning helps simplify the payment and invoice delivery process.
- Contact Management
Salesforce CRM assures easy Contact Management by providing access to vital customer information and interactions history. It also provides a complete customer picture that includes engagement-enhancement strategies and insights. With the salesforce for the high tech industry, it is possible to use the social profiles of customers to gain a better understanding of their behavior with regard to any product or service.
Contact Management which is cloud-based Contact Management allows you to effectively collaborate within your organization. It also lets you share important documents and data to build an environment for sharing knowledge. Additionally, you can follow the progression of transactions by accessing all details of the contacts.
- Opportunity Management
Opportunity Management is a salient benefit of Salesforce CRM. It allows you to see the timeline of activity for your clients. It also illustrates the various stages of a specific deal, which can help you make the right decision. Through Opportunity Management, you can see the essential information about the timeline of activities as well as the competition for your business. Templates that are ready-made will ensure a smooth and easy sending of emails to clients.
- Einstein Analytics
Einstein Analytics allows you to gain access to Service Insights as well as complicated sales using Business Intelligence. It allows users to connect with the Community, Service, and Sales Clouds using embedded dashboards. Einstein Analytics has been known to continuously display information and insights that can be used to make decisions for employees and partners. It is primarily focused on data security, with over 150,000 companies utilizing it to gain insightful insights to help boost business growth.
Summing Up
These are some of the Salesforce CRM features and their benefits to both fintech and high-tech companies. If you want to find out more about Salesforce CRM and how it can benefit your business then schedule a call with Manras Technologies, a certified Salesforce CRM consulting, implementation, and staffing company.
