Access critical customer data including key contacts, communication history, and more. You’ll get a complete picture of all your customers, from insights about how to engage with them to deals they're involved in.
Social Media Integration
Uncover valuable insights into your customers’ issues through their social content to understand what they are saying about your products or services.
Cloud technology for seamless collaboration
Moving your contact management online and in the cloud enables collaboration across the organisation.
Track all associated activities as they happen and receive updates when action is needed. Send emails simply with templates just a click away.
Customizable apps for better sales conversion and forecasting
Easily customise our app to reflect your sales and forecasting stages so you can drive process, productivity, and consistency the way you want.
Create Quotes Quickly
With built-in quoting capabilities, you can automatically populate a quote with relevant customer data, generate a PDF from an approved template, and email it to customers directly from Salesforce in just a few clicks.
Lead tracking feature
Rich activity timeline lets you access all the information about the leads generated. You can see where a marketing campaign lead came from, read the relevant insights you can act on, and write and track emails from the CRM solution
Automatic Lead assignment
Set up automatic lead scoring and routing to ensure that the right sales reps follow up on leads while they’re hot.
Spot trends from data through any source
See insights and get recommendations by analysing both Salesforce and non-Salesforce data. Easily take the next step using built-in CRM actions connected to your business processes.
Adaptive analytics implementation
Deploy analytics fast by using customisable templates, third-party apps, or custom-built dashboards. Get the exact information you need by tailoring analytics to your business.
Artificial Intelligence Integration
Let the artificial intelligence kick in to read the historical data to forecast the future to answer complex business questions.
The Salesforce mobile app turns your mobile device into a portable sales office. You can log calls, respond to hot leads, work opportunities, or check dashboards no matter where you are.
Use Visual Workflow to rapidly design and automate any business process with drag-and-drop simplicity. And drive success with flexible approvals processes for deal discounts, expenses, and more.