Salesforce CRM Online Training | Salesforce Training in Hyderabad

Salesforce CRM - A Basics Concepts:

Salesforce CRM (Customer Relationship Management) is a cloud-based platform that helps organizations manage their interactions with customers, prospects, and partners. It provides a comprehensive suite of tools and features designed to streamline and improve various aspects of customer relationship management. - Salesforce CRM Training in Hyderabad

Here are some basic concepts associated with Salesforce CRM:

1. Cloud-Based Platform: Salesforce is a cloud-based CRM, which means it is hosted and accessed over the internet. Users don't need to install or maintain software on their local devices; they can access it from anywhere with an internet connection. - Salesforce CRM Training Courses

2. Objects and Records: Salesforce organizes data into objects, which are essentially database tables. Each object represents a specific type of information, such as Accounts, Contacts, Opportunities, or Leads. Records are individual entries within these objects.

3. Leads and Opportunities: Leads are potential customers who have expressed some interest in your products or services, but haven't become customers yet. Opportunities represent potential sales and are associated with leads or accounts. Salesforce helps track and manage the sales pipeline.

4. Accounts and Contacts: Accounts represent companies or organizations, while Contacts are individuals associated with those companies. Salesforce allows you to link multiple contacts to a single account, making it easy to manage complex relationships. - Salesforce Online Training

5. Customization: Salesforce can be highly customized to meet the specific needs of your organization. You can create custom fields, objects, and workflows to adapt the platform to your unique business processes.

6. Automation: Salesforce provides automation features through Workflow Rules, Process Builder, and Flow, allowing you to automate tasks and processes, such as sending emails, updating records, or assigning tasks when certain conditions are met. - Salesforce Training in Hyderabad

7. Reports and Dashboards: Salesforce offers powerful reporting and dashboard capabilities, enabling users to create and view visual representations of data to gain insights into their business performance.

8. Integration: Salesforce can be integrated with other applications and systems, making it easier to share data and streamline business processes. Common integrations include email, marketing automation, and ERP systems.

9. Security: Salesforce places a strong emphasis on data security. It offers various security features, including role-based access control, encryption, and two-factor authentication. - Salesforce CRM Online Training

10. AppExchange: Salesforce has an app marketplace called the Salesforce AppExchange, where you can find thousands of pre-built applications and integrations that extend the functionality of the CRM.

11. Mobile Accessibility: Salesforce offers mobile apps, allowing users to access and update data on the go. This is especially useful for sales and field service teams.

 

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