Key Features

• Contact Management: This feature helps users collaborate and makes it easy to keep track of contact data. The 360-degree view includes communication records, social data, activity history and internal account discussions. Users can attach docs and share insights on any individual record, as well as monitor the movement of deals through the pipeline. 
• Opportunity Management: The platform helps sales reps work on the most critical deals first to drive higher results. It provides deal value, an activity timeline, real-time activity tracking, updates on required actions and easily viewable deal stages. Email templates simplify the process of following up. 
• Lead Management: The sales team can better manage the relationship with leads by making decisions and acting based on contact profile insights and best practice documents. Further context is available with lead tracking, which shows the origin of leads. Automated lead routing and lead scoring identifies the hottest leads and facilitates follow-up. The feature also includes multi-channel marketing campaign capabilities. 
• Reports and Dashboards: The system makes data more accessible to users of any technical level. Using drag-and-drop tools, groups, filters and charts, users can create custom dashboards and reports that deliver real-time data. These insights help managers and executives more easily track KPIs, gauge team performance and assess business performance. 
• Drag-and-Drop Process Builder: Streamlining tasks by creating workflows is simple with this tool, which provides a user-friendly interface to visualize and build processes. With it, users can structure guided steps that sales reps can use to hold lead qualification conversations and receive recommended next steps. It also automates approval processes (offering deal discounts, expense reports, travel). 
• Mobility: The mobile app provides convenience by allowing users to perform tasks no matter where they are. They can access files and dashboards, track accounts, join conference calls, send files to team members, add meeting notes, manage deals and update CRM data. Offline mode ensures all work is saved and then synced once users reconnect to the internet. 
• Email Integration: Users can get a handle on their tasks, more easily access customer information and sync schedules with the option to integrate Gmail or Outlook with Salesforce Sales Cloud. Integration facilitates productivity by letting users update pipeline data, create new deals, log support requests, view records and more, all from one place. 
• Sales Collaboration: Teams can work more effectively to prevent details from going unnoticed with a social feed that facilitates collaboration. Accessible from mobile devices, the feed lets users stay informed about projects and team updates. Activity- and interest-based recommendations help users find relevant information, files and people. 
• File Sync and Share: The platform enables sales and marketing departments to have the information they need, with quick filters to make locating files quick and easy. Real-time alerts let users know about version updates, and tags help organize and classify content. A drag-and-drop interface, sharing settings, content libraries and collaboration rights are some of the features included. 
• Territory Management: Companies can make smart decisions when considering new territories to expand into, with the ability to clone a current model and test alternative options. Users can determine whether territory assignments, hierarchies or assignment rules will work best, as well as build the structure so that sales reps are mapped to the correct customers. Territory role assignments enable users to find resources and collaborators needed to close deals. 

Limitations

• Managing duplicates could be improved when it’s being integrated with other third-party applications. 
• An on-premise solution isn’t available. 
• It doesn’t provide native integration with email clients such as Gmail or Outlook and requires another Salesforce product to gain this capability. 
• Native prebuilt email templates aren’t offered. Templates require adding the Salesforce Productivity product. 

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