• Home
  • B2B News
  • What Does Salesforce CRM Do? Features & Benefits of a Leading CRM Software

What Does Salesforce CRM Do? Features & Benefits of a Leading CRM Software

Category: B2B News

Picking out a software solution is as crucial a decision as hiring a new manager for your business. The product you invest in can mean the difference between a steady growth of your enterprise or its stagnation. This is why you need to carefully assess your prospective programs to find out which will work best for your company. This applies even to some of the most well-known products in the industry such as Salesforce CRM. To help you get a better idea of how this popular CRM software will help you streamline your sales operations, we will discuss the following to answer the question: What does Salesforce CRM do?

What Does Salesforce CRM Do?

There are plenty of reputable CRM software providers but there will always be those that stand out from the others because of their exceptional products. One such example is Salesforce.  Having been in the industry for nearly 20 years, they have easily won a bulk of the market share when it comes to sales applications, marketing applications, and customer service applications. Because of their solid reputation for providing quality SaaS solutions, it comes as no surprise that many companies also invest in their CRM tool. In fact, 38% of CRM software customers prefer Salesforce CRM over other software solutions.


However, as an entrepreneur, you know better than to simply join the bandwagon. You need to get a better sense of how you will be able to utilize the product for your operations before you start investing in it. So, what exactly does Salesforce CRM do and how can it help you improve your sales operations?

What is Salesforce CRM?

In a nutshell, Salesforce CRM also called Salesforce Sales Cloud is a full-featured CRM suite equipped with a multitude of tools ranging from contact management and sales pipeline monitoring to lead nurturing and performance analytics. With its scalable, easy-to-navigate interface, it is designed to meet the needs of small businesses, medium-sized companies, and large enterprises alike.

With this product, many users have completely overhaul the way they conduct their sales and marketing operations. Salesforce CRM optimized lead generation, simplified workload delegation, monitored opportunities better, as well as provided marketers and sales professionals with ways to track their performance. Moreover, the platform’s cloud-hosted deployment made it ideal for entrepreneurs, managers, administrative staff, and field professionals who need to access their CRM data on-the-fly.

To top it all of, Salesforce CRM offers reasonable pricing plans depending on the number of features you will be needing for your operations.

  • Startup companies and small businesses that require minimal features can opt for the Lightning Essentials package which is available at $25/user/month.
  • For medium-sized businesses who require more advanced CRM functions, there is a Lightning Professional package that costs $75/user/month.
  • There is also a Lightning Enterprise package at $150/user/month that supports a larger number of process automations
  • A Lightning Unlimited package at $300/user/month with all the features that the platform has to offer.

The vendor also offers demonstrations as well as a free trial period. This way, you can try out the features of the platform at no cost. By doing so, you can better determine if this product will be a good fit for your company’s operations. You can easily sign up for a Salesforce CRM free trial here.

Features of Salesforce CRM

Core Features of Salesforce CRM

  1. Contact Management
  2. Customer Engagement Tools
  3. Workflow Creation
  4. Task Management
  5. Opportunity Tracking
  6. Collaboration Tools
  7. Analytics
  8. Intuitive, Mobile-Ready Dashboard

Features for Marketers

  1. Marketing Leads Monitoring
  2. Social Media Integration
  3. Email Integration

Features for Salespeople

  1. Sales Leads Monitoring
  2. Communities for Sales
  3. Sales Forecasting

What does Salesforce CRM do?

Salesforce CRM offers a multitude of functions for your sales and marketing operations. We have noted down some of the most notable uses of the platform to help you gain a deeper insight as to what this product can do:

1. It leverages customer information to increase sales

Tools that track sales activities and previous customer interactions are included in Salesforce CRM’s arsenal. With these at your disposal, you can have a better understanding of your clients. It also uses client data from social media and emails, granting you further insight into what makes your leads and existing customers tick. These information will help you find out what kind of products or content your customers are looking for. In turn, you will be able to create marketing and sales strategies that are more suited to their preferences.

2. It gives you a bird’s eye view of your sales pipeline

Conversions should be monitored closely, and this platform allows you to do this in real time. Once you have sufficient data, you can create adaptive weekly forecasts for more organized compilation. Salesforce CRM also has an intuitive dashboard for data accumulation as well as detailed reporting and analysis; giving you a good sense of your sales performance.

With all the data collecting that goes on during the sales process, managing everything might be more difficult for you when all your tasks pile up. However, with Salesforce CRM, you can check on all aspects of your pipeline at one glance, from customer activity to conversion rates. This platform even provides you with customizable reporting and visualization options so you can view your data the way you prefer.

Salesforce CRM allows sales professionals to get a clearer view of their sales processes.

3. It helps you determine and gauge sales opportunities

Salesforce CRM gives you insight into the different aspects of your sales process. These include your customers’ preferences, the progress of your sales and marketing activities, and your conversions. This platform will also determine sales opportunities, gauge their value, and help you prioritize them according to significance. Through sifting strong leads from the weak ones, you can focus on prospects who are more likely to turn into paying customers instead of those who are not as engaged yet.

4. It improves pipeline marketing

At every stage of the pipeline—from gathering and qualifying leads to turning them into opportunities—the Salesforce CRM software can help you. While managing prospects and customers effectively, you can also make sure that no leads fall in the cracks by automating follow-ups and tracking where your leads are in the sales funnel. Whatever opportunity comes your way, you will likely make the most of it thanks to efficient contact management and data-driven user engagements.

5. It allows you to develop more effective sales cycles

Salesforce CRM not only helps you understand your clients and your opportunities better; it also helps you streamline your process. The platform is equipped with workflow automation and task management features to help you fine-tune your sales cycles and stay on top of them at all times. These will help you map out your data-backed strategies and gain real-time visibility over your sales cycles. In turn, this will allow you to move leads through the sales funnel faster.

Salesforce CRM provides robust workflow visualization tools to streamline sales processes.

6. It helps businesses build a more efficient team

Unlike spreadsheets and ledgers that can be misplaced or stored in disjointed filing systems, Salesforce CRM consolidates all of your data in one database. With this, you allow your marketing teams, sales teams, and administrative staff to get access to the same comprehensive pool of information and stay on the same page when it comes to the different aspects of your operations. This means employees can get coordinate better and get tasks done faster and more efficiently.

7. It reduces conflicts in your sales channel

Every now and then, friction occurs between your sales representatives because they are focusing on the same territories. With Salesforce CRM, you have access to robust territory management tools. This will help you set boundaries according to customer volume and employee assignments to achieve a balanced workload among your reps.

8. It boosts lead nurturing

Generating leads and converting them into paying customers takes more than getting your brand noticed. In fact, 79% of leads never convert into sales because of poor lead nurturing. You need to be more proactive in monitoring your prospective customers and getting in touch with them. With Salesforce CRM, you can track clicks, create campaigns, and automate the whole process. This allows you to generate quality leads, nurture them, and accelerate the conversion process while reducing the time spent on the sales cycle.

9. It provides tools that help your field professionals

Salesforce CRM is a completely cloud-hosted platform, making it ideal for sales and marketing teams that are always on the go. This allows you to access your dashboards, reports, and other CRM data on mobile devices so your field professionals won’t have to go back and forth to the office just to get the information they require.

The entire Salesforce CRM platform is completely mobile-ready making it convenient for field professionals.

10. It can integrate well with your existing business systems

Similar to other products in the Salesforce productivity suite, Salesforce CRM is built for flexibility. It was made to blend seamlessly with other software ecosystems through powerful APIs. With this feature, you can integrate with third-party applications llike JIRA, Freshdesk, Zendesk, Samanage, FinancialForce, and more making it easy to extend the capabilities of the platform. Moreover, this allows you to retain your existing business systems and even consolidate the data from all of your applications in a singular interface for easier monitoring.


Salesforce CRM is undoubtedly a leading solution when it comes to customer relationship management. It offers a comprehensive set of tools that can scale up and down according to the needs of your operations, reliable customer support, and reasonable pricing plans. However, like any other platform, there may be some aspects of it that fall short of your expectations. If this is the case, we highly recommend that you check out some of the other products available on the market. One of the best places to start browsing would be our list of the 10 best CRM software.

By Jenny Chang

Senior writer at FinancesOnline who writes about a wide range of SaaS and B2B products, including trends and issues on e-commerce, accounting and customer service software. She’s also covered a wide range of topics in business, science, and technology for websites in the U.S., Australia and Singapore, keeping tabs on edge tech like 3D printed health monitoring tattoos and SpaceX’s exploration plans.

Related posts

Leave a comment!

Add your comment below.

Be nice. Keep it clean. Stay on topic. No spam.

Back to

Why is FinancesOnline free? Why is FinancesOnline free?

FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.