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Must Know Features Of Salesforce Platform


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Hello. Are you using Salesforce Customer Relationship (CRM) tool for your business?  If not and you are preparing to onboard this wonderful digital tool for revitalizing your business, this blog is for you. In this blog, we look at 5 essential features that everyone who is a user must know ( if not already are familiar and using the same ).  

Chatter - Salesforce Chatter is a free social collaboration tool.  It connects, engages, and motivates users to work efficiently across the organization, regardless of role or location. Chatter is a far more collaborative way of working. The problem-solving process becomes a conversation rather than a series of disjointed emails. People interact and spark new ideas. There’s no ambiguity over which is the current version of the document. Salesforce Chatter has an edge over other communication applications because of privacy. While sharing files or discussing deals on insecure communication platforms, there is an unsaid fear about the conversation or data security. Salesforce went to great lengths to make Chatter as secure as the rest of the CRM system, so as long as your sharing settings are set for your business process, then be rest assured that Chatter will not compromise them. 

Branded email templates – These enable users to dispatch emails with information to many clients / leads at one go, instead of sending them out one after the other, which as we all know is quite a pain in the neck.  This is really helpful as it saves time, energy, and any mistakes that may occur thanks to the manual process. Thus conveying information about a service / product etc is now easy – peasy thanks to this great set of templates. 

Cell phone compatible - For all those who spend most of their workdays on the road such as sales personnel, field service people, or marketers, it is such a relief for them to have salesforce on their cell phones. No longer tied to their office or tricky laptops or cumbersome desktops, these professionals on the move can now complete their tasks, etc while heading for the airport to board a flight to Gorakhpur or meeting clients in the bazaar of Uttara Kannada. SFDC’s Salesforce1 app is the solution. With this app, everything users need to get their work done is on the tips of their fingers. 

Dashboards – One of the major highlights of Salesforce CRM is the presence of dashboards. The visual representation of your data / information in the form of horizontal bar diagrams, pie-charts, funnel-charts, etc is one of its major draws. Users can leverage these dashboards to get deep insights and use them to take strategic actions etc. Such dashboards are easily accessible and data can be sorted as per user needs. Customisation at its best. 

Email syncing - With Salesforce, users can link information with email so that they are dispatched automatically. This helps users in saving valuable time.  Salesforce supports Microsoft Outlook and has solutions for a range of third party email clients. 

About the Author

RS Maan

Maan joined Salesforce Ecosystem in 2008 with entry of Salesforce in APAC region. He worked on many of the underlying Salesforce Products & it’s functionality, including Heroku, Chatbots, and Einstein before leading Codleo Consulting - Leading Partner of & In his spare time, he immerses himself in travel, books and spirituality.

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