Blog as your perfect Sales Automation Tool – Salesforce Automation Tools as your perfect Sales Automation Tool – Salesforce Automation Tools

Posted by: Celin Joseph
Category :Salesforce

Salesforce automation is the most widely used of sales tools, speeding and streamlining all phases of sales from lead management to analytics and forecasting. They are more comprehensive, much simpler to customize, and easier to use than conventional sales software. It lets Sales representatives, managers, and executives focus on customer relationships—instead of managing sales software and IT infrastructure.
With sales force automation, Sales representatives can spend more time selling and much less on administration. That’s why, in contrast with conventional sales force automation tools, the Salesforce CRM sales force automation suite is quickly adopted throughout the organization, becoming the sales tool of choice for Sales representatives both in the office and the field. For companies large and small across all industries, the results are unparalleled productivity and revenue growth.
Some Key Benefits’s salesforce automation is:

  • Easier to learn and use
  • More affordable
  • Globally accessible on demand
  • An ecosystem of collaborators
  • Can deploy as a platform
  • Frees companies from
    • The huge upfront investment and
    • Complexity of server-based sales software that takes forever to deploy.


The Most Comprehensive of Sales Tools

Salesforce automation from is the ideal sales tool, optimizing the full spectrum of sales activities: lead management and distribution, deal progress, territory alignment, channel management, etc. With the renowned ease-of-use of sales force automation, the sales representatives become more productive much faster. It all adds up to rapid, universal adoption, torrid sales productivity and skyrocketing revenue growth.

Whether we are in the office, on our mobile device or offline there are many handy and useful Automation tools in the Sales cloud that helps managers and sales representatives to improve visibility, build stronger relationships and close more deals.

Accounts and Contacts Salesforce automation provides an overall view of each customer and contact. Everyone gains deep knowledge of every prospect and account, maximizing productivity and enabling better collaboration and fostering strong, long-lasting customer relationships.

Analytics and Forecasting Get the insights you need to make smarter decisions. Dashboards offer a real-time picture of your business at a glance. Tools for sophisticated analytics let managers and executives evaluate pipelines, assess win-loss metrics, take the pulse of market demand, to keep your numbers on track and your forecast accurate and much more.

Approvals and Workflow Tools inside Salesforce automation helps us to create custom workflow management rules and triggers based on any business event or elapsed time period. They can be quickly and easily modified as per our needs. Similarly, Salesforce automation helps us to set up multi-step approvals for any of your sales or business processes, such as discount requests or opportunity-close approvals. With these sales force automation capabilities, we can quickly and easily streamline routine activities, eliminate redundant tasks, quicken approvals, and enforce best practices.

AppExchange Connect with numerous sales apps, social enterprise tools and expert services in the cloud computing application marketplace.

Chatter Chatter is the leading enterprise social network that allows teams to take action and sync up like never before. It helps us to make business social, share knowledge at a much faster rate and also allows us to take action from anywhere, desktop or mobile thereby increasing productivity in sales. With the right data in the right places, we can transform the way we connect with customers and drive business growth like never before. It helps us to find highly accurate account and contact data and thereby boost sales productivity and gain critical business insights.

Email and Calendaring Stay focused on selling and avoid data entry downtime by syncing data between Salesforce and your favorite email app be it Microsoft Outlook or Gmail. With Salesforce for Outlook every customer email, meeting, contact, and task stays synced to Salesforce thereby no one needs to change the way they work, so everyone stays productive.

Files and Libraries Find and share the key documents you need without digging through file repositories and old emails. Share files securely, keep track of what’s most useful, and get notified when content changes.

Mobile Close business wherever you are using the sales apps designed for mobile devices for faster dealings. With the newly launched Salesforce 1, it is all the more better

Marketing and Leads Optimize campaigns from lead to close, on every channel. Align sales and marketing to drive better quality leads, including the ones from the social web. Make smarter decisions about where to invest, and show the impact of your marketing activities on your company’s bottom line.

Opportunities and Quotes Get all the details on all your team’s deals — stage, products, competition, quotes, and more. Easily expand your pipeline and sell as a team to close deals faster and with greater customer satisfaction.

Partners Connect with your direct or indirect sales channels to make them work for you and increase overall productivity. is not just a tool. It is a platform that enables you to automate right from your lead generation through to managing your sales and service processes through a plethora of products and services. The benefits as you can see are huge and will start trickling down as you slowly realize the value for it.

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