Salesforce Online Training - NareshIT
                     Cloud Computing
Salesforce
CRM
https://nareshit.com/salesforce-online-training/
Introduction
1. what is Sales force ?
2. Why is Sales force CRM important?
3. What does Sales force do?
4. What are the 6 benefits of Sales force
5. Case management in sales force
6. Reports and Dashboards in sales force
7. Uses of Reports and Dashboards in sales force
8. Conclusion
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what is Salesforce?
1.It is one of the most popular cloud-based CRM platforms that are designed for 
businesses. It has been developed by the company Salesforce and it helps in 
managing business processes, customer relationships and sales .
2.It provides many tools for marketing, lead management, sales and other 
functionalities. The main purpose of the platform is to enhance sales 
performance and provide better customer service. This is one of the best ways to 
manage the leads and customers.
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Why is Sales force CRM important?
It helps in improving the productivity of your company and you can easily access 
the data from anywhere and anytime. You can manage leads, contacts and 
customers on a single screen and can also communicate with them on the same 
platform. It provides a user-friendly environment which helps in increasing the user 
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multiple taAslvkess with ease . The Salesforce platform can be uSseilvda by any size of 
business whether it is a small or big business.
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What does Salesforce do?
Salesforce has been designed with the help of technology that is based on the concepts of 
social networks. It allows you to create a user-friendly environment for your business. The core 
purpose of the Salesforce platform is to make business processes more effective. It gives you a 
complete control over all the activities which take place within your business.
Salesforce is an enterprise resource planning (ERP) software that integrates multiple 
applications and helps in streamlining business processes. It provides you with various tools to 
maintain customer relationship, increase sales and marketing effectiveness and enhance 
customer service.
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What are the 6 benefits of Salesforce ?
1) Salesforce is a cloud-based solution that is secure, easy to use, and accessible anywhere.
2) You can easily manage and track all of your leads, contacts, opportunities, and accounts.
3) You can create custom reports to help you better understand your business data.
4) Salesforce has an extensive app store that makes it easy to add tools for your business.
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Case management in salesforce
a) Case management in salesforce is a tool that allows salespeople to track, manage, and follow up on 
leads and sales opportunities.
b) When a lead comes into your company, it is assigned a case number. Salespeople then create notes 
in the case management system to communicate with the prospect.
c) The system also keeps track of the status of each opportunity. If the opportunity closes, the 
salesperson can use case management to keep track of what was done and who should be credited 
for the work.
d) It also allows you to create custom fields to track additional information about the lead or the 
opportunity.
e) You can set up triggers in the system to automatically send emails to a salesperson when certain 
actions are taken in the system. For example, you can set up a trigger so that every time a new lead 
is created, an email is automatically sent to the sales rep. This will help the rep stay on top of his or 
her pipeline.
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Uses of Reports and Dashboards in salesforce
Salesforce CRM offers a very intuitive dashboard. This is how you get to the report, 
dashboard and analysis tool that helps you and your team understand what’s going 
on with the business. This is the most important page in the entire tool. You can 
use it to make sense of the information that the various reports provide. If you 
need to make sense of all of the data, this is the page to learn.
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Uses of Reports and Dashboards in salesforce
1) Use Salesforce Reports and Dashboards to Analyze the Sales Process .
2) Use the Data to Predict Your Business Future .
3) Use the Reports and Dashboards to Create New Opportunities .
4) Use the Data to Increase Your Customer’s Confidence .
5) Use the Reports and Dashboards to Create New Markets .
6) Use the Data to Build a Loyal Customer Base .
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Uses of Reports and Dashboards in salesforce
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 08) Use the Reports and Dashboards to Make Better Decisions .
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09) Use the Data to Identify Trends and Problems .
10) Use the Reports and Dashboards to Create a Culture of Continuous Improvement .
 11) Use the Data to Optimize your Business Process .
 12) Use the Data to Increase Sales .
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Conclusion
In conclusion, Salesforce CRM is a cloud-based platform which helps 
you to manage the sales, marketing, lead generation, customer 
service and many other functions. Hope You got more information 
about the benefits of using the Salesforce platform and what it 
does.
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Thank You
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