Salesforce and CRM Basics

Salesforce and CRM Basics.pdf

Lesson Summary

Salesforce.com, also known as Salesforce, is a cloud-based customer relationship management (CRM) platform founded in 1999. Here's what you need to know about Salesforce and CRM basics:

  • Salesforce provides tools for managing customer connections, sales processes, and marketing efforts.
  • CRM involves strategies, processes, and technologies to understand and serve customers effectively.

Let's look at how CRM and Salesforce are employed in an event management scenario:

  • Lead Management: Initial leads become contacts upon agreement.
  • Success with a Customer: A successful event for a client like Sarah is noted.
  • Customer Complaint: Complaints are logged in Salesforce for quick resolution.

Advantages of CRM include cultivating customer relationships, enhancing sales efficiency, and boosting marketing, communication, and automation.

Salesforce's architecture includes layers like infrastructure, platform, and applications, offering customizable solutions. Salesforce also releases updates routinely with additional features and improvements.

Benefits of Salesforce encompass comprehensive CRM capabilities, scalability, cloud-based access, customization, automation, analytics, integration, mobile accessibility, and AI-driven technologies.

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