December 25, 2019 Published by Allaine Pelejo

A Beginners Guide to Salesforce

A Beginners Guide to Salesforce. Salesforce is an incredibly powerful platform designed to boost the productivity and efficiency of an organization, with regard to a successful customer relationship....

A Beginners Guide to Salesforce. Salesforce is an incredibly powerful platform designed to boost the productivity and efficiency of an organization, with regard to a successful customer relationship. It is one of the leading customer relationship management (CRM) solutions for big organizations. Salesforce is by far the leader in CRM for sales management and service management.


A Beginners Guide to Salesforce

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A Beginners Guide to Salesforce

What is a CRM?

Customer relationship management (CRM) is an approach to managing a company’s interaction with current and potential customers. It helps companies stay connected to customers, streamline processes, and improve profitability. CRM is all about finding, winning, and keeping customers while keeping up with bigger businesses. It is a place where companies can store all information about their customers in one place so that employees can easily use, share, and take action from that information. Here, everyone can see the customer interactions across the business from emails, events, and meeting notes, as well as closing deals, and seeing sales forecasting.


Who Uses Salesforce?

Here are the different industries that run on Salesforce:

  • Banking
  • Communications
  • Consumer Goods
  • Government
  • Healthcare
  • Insurance
  • Life Sciences
  • Manufacturing
  • Media
  • Nonprofit
  • Retail
  • Travel and Hospitality
  • Wealth Management


What Are Salesforce’s Products and Services?


Sales Cloud

Sales Cloud allows smarter and faster sales process by centralizing customer information, logging their interactions with your company, and automating many of the tasks your salespeople do every day so they have more time getting more leads and closing more deals.


Service Cloud

Salesforce is the recognized leader for CRM customer engagement. Service Cloud allows organizations to automate service processes and streamline workflows, and provides agents the tools to deliver an outstanding customer experience, enabling them to work faster and more productively, which improves customer satisfaction and reduces costs.


Marketing Cloud

Marketing Cloud is the platform that allows companies provide personalized experience, guiding customers on their journey with your brand. It includes integrated solutions for customer journey management, email, mobile, social, web personalization, advertising, content creation and management, and data analysis.


Commerce Cloud

Commerce Cloud helps brands launch sooner, grow faster, and reach more customers. It is a cloud-based commerce platform that allows brands to create intelligent, unified buying experiences across all channels — mobile, social, web, and store.


Community Cloud

Community Cloud is an online social platform that lets companies provide communication among customers, partners, and employees, as well as the data and records they need so everyone in the organization can service customers more effectively.



Quip is a productivity platform that connects a company’s business data into a next-generation productivity suite. Quip is designed for teams to work better together and move work forward faster by deeply integrating documents, spreadsheets, and slides with real-time chat and Salesforce.


Financial Services Cloud

Financial Services Cloud is a wealth management tool. It is an integrated platform enabling advisors to easily deliver personalized and proactive advice that clients expect. With an enhanced set of productivity and engagement features, advisors can spend less time gathering client information and more time providing holistic, goal-based advice that puts their clients at the center of everything they do.


Health Cloud

Health Cloud helps healthcare professionals drive more business value by providing easy access to clinical and non-clinical patient and member data including current health conditions and medications, appointment history, communication preferences, and data from the EHR and other systems. It allows a smarter, more connected, more personalized experience to patients and members anywhere and on any device.


Advantages of Salesforce

  1. Consistent trailblazing innovation
  2. Ability to customize and upgrade platform
  3. Increase in productivity
  4. Integrated mobile app
  5. Community support


It is very important for any organization to maintain a good relationship with their customers and this is where CRM comes to play. CRM helps you manage your contacts, your leads, your opportunities, deals, manufacturing and even shipping. Salesforce is currently the top cloud-based CRM platform. It does not involve any installation, hardware setup or download, and is directly available on the web. It has multiple cloud-based applications for sales, customer service, marketing, business development and more. A beginners guide to Salesforce articles, videos, and short courses are available online and this article mainly highlights what Salesforce is, the variety of products and services it offers, and how it stands out among the other CRM platforms available in the market today. You can try Salesforce free for 30 days and see for yourself how your business or organization can benefit from it.

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Allaine PelejoAllaine is a digital creator, adventurer and a dreamer who believes in turning ideas into reality. She loves sharing links on human emotions, relationships, and all things digital.