Salesforce®

Salesforce® is a U.S. cloud computing company headquartered in San Francisco, California, and operating in 36 countries around the world. Salesforce® is a customer relationship management solution that combines companies and customers. It is an integrated CRM platform that offers all departments, including marketing, sales, commerce, and assistance, a unique and shared vision of each customer.

Salesforce® offers separate systems for Analytics, Marketing, Service, and Community Cloud. Thanks to automation, sales representatives can maximize CRM data to highlight the best leads and determine the separation between lost and won transactions.

Like CRM, Salesforce® helps to track all customer information and interactions in one location to follow multiple leads. The Lead Management, Marketing Automation, Sales Data, and Partner Management apps allow tracking all the leads until they are converted.

Salesforce® helps to increase the productivity of the sales team. It offers a mobile app for Android and iOS devices with real-time data from dashboards and customized reports, as well as a Feed First functionality that allows viewing a piece of essential information is based on the settings at a glance. Likewise, it's possible to add multiple functions and tools from a long list of apps in the AppExchange. Salesforce® also can get insights from various customer data in real-time. The creation of critical reports, sales forecasts, and territory models is easily performed on the platform. To offer more flexibility, Salesforce® Sales Cloud can be integrated with external business solutions such as LeadsBridge. Salesforce® CRM is designed to grow accounts, do business, and find customers faster.

The mobile app for Android and iOS allows bringing the main functions of the software. Record calls, respond to hot leads, or real-time job opportunities. Visual Workflow also will enable users to quickly drag and drop business processes, such as offers, discounts, expenses. Moreover, it's possible to share and sync files and track changes in real-time for faster and more productive communication between the manager and their team.

Salesforce® offers a live view of the sales team's conversions to help create adaptive weekly forecasts. Use reports and dashboards to collect and accumulate data for detailed analysis and reports. Manage territories with the right model to set the boundaries and volume of customers and achieve a more balanced task among representatives.

Get insights as opportunities using the software's Opportunity Manager. Get a complete view of the customer, such as activity history, communications, discussions, and social mentions through Contact Management. Tracking offers and looking for competition information is more comfortable with the Business Collaboration module. Likewise, Sales Performance Management allows users to set metric-based goals and amplify the winning performance of sales representatives to motivate healthy competition in the team.

Using Salesforce®, it's possible to track clicks, create campaigns, and automate the whole process to generate quality leads and enhance the sales cycle. Lead Management, Marketing Automation, Sales Data, and Partner Management, those apps allow creating a systematic pipeline from lead to conversion.


Salesforce® features:

  • Sales Forecasting

    Track customer progress across the funnel from a single view

  • Detailed Overview

    Get a comprehensive overview of your customers and improve each interaction

  • Real-Time Visibility

    Access data in real-time anywhere, anytime, from any device

  • Tracking activities

    Track your progress with powerful reporting tools


Integrations available for Salesforce®

Want to get the most out of Salesforce®? Here's the always-updated list of the best integrations available for Salesforce® and LeadsBridge