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Salesforce CRM Features and Benefits: What You Should Know About Salesforce CRM

Salesforce CRM Features and Benefits: What You Should Know About Salesforce CRM

What is Salesforce CRM?

Salesforce CRM

Source: Salesforce


The world of customer relationship management (CRM) is ever-evolving, with new software solutions emerging that enable businesses to better manage their contacts and relationships. Salesforce CRM is one of the most popular solutions, providing businesses of all sizes with powerful features and benefits that allow them to develop a deeper understanding of their customers.

Salesforce CRM is a cloud-based, enterprise-level customer relationship management platform. It is designed to help businesses improve customer service, gain insight into customer data and behaviors, and drive sales growth. It provides a unified platform for customer service, marketing, sales, and analytics, allowing businesses to easily track customer interactions and activities to deliver a personalized experience.

Salesforce CRM is equipped with a range of features, all designed to help organizations gain insights into their customers and make better business decisions. From automated processes to real-time analytics, users of Salesforce CRM can access the data they need to keep customers engaged and nurture relationships. Additionally, Salesforce offers a range of customizable options, so users can tailor the software to their specific needs and preferences.


Benefits of using Salesforce CRM

Automation Tools

Having discussed the benefits of Salesforce CRM, let us now dive into the automation tools it provides. Salesforce CRM provides users with a range of options to help maximize efficiency in their operations. It offers a variety of tools, such as workflow automation, data integrations, and process automation.

Workflow automation enables the user to create processes that trigger certain events such as creating tasks, sending emails, creating records, and more, according to certain conditions. Data integrations enable users to integrate their Salesforce data with external systems.


CRM User Interface

The CRM user interface offers a smooth experience, allowing users to customize their settings to their own preferences. With its accessibility from any device, users are able to keep their data up to date, no matter where they are. Profile settings are also available, giving users a tailored experience with all their account information in one place.

CRM User Interface


Customize the User Interface

Exploring the vast potential of Salesforce CRM, the user interface offers an array of customization options. Every user has the ability to tailor the interface to their needs and preferences, allowing them to maximize efficiency and productivity. The user interface can be customized in several different ways, including the ability to move and resize the window, change the color scheme, and customize the header and footer. Each component of the interface can be adjusted to the user’s specifications, creating a personalized experience.


Accessible from any Device

With Salesforce CRM, users can access their accounts from any device, anytime, and anywhere. No matter where the user is, they can easily log into their accounts and make changes to their customer profiles. The great thing about having an account with Salesforce CRM is that it ensures users have a consistent experience with their accounts. From their mobile device, tablet or desktop, users can interact with their accounts in the same way, without any interruption in their workflow.


Profile Settings

The profile settings provide users the opportunity to configure their user dashboard, navigation menus, and related items. This can be done by selecting the type of information they need to create a modern, intuitive interface. For instance, users can customize the display of records to include only the most important data points, making it easier for them to find the information they need. Additionally, they can tailor their navigation menu to suit their preferences and needs.


Manage Customer Data


Manage Customer Data

Managing customer data can be a breeze with comprehensive data tracking, automatically capturing customer data, and storing contact information. With data tracking, businesses can easily keep up with the latest customer interactions, from purchases to website visits. Automatically capturing customer data helps businesses stay organized, as all customer information is effortlessly stored in one spot. Finally, storing contact information allows businesses to quickly and easily contact customers, providing a pleasant customer experience.


Comprehensive Data Tracking

Comprehensive data tracking is a powerful tool that allows businesses to track customer interactions across many different channels. It can provide insight into customer preferences and needs, enabling businesses to deliver a more personalized customer experience.

Comprehensive data tracking allows businesses to keep an accurate record of customer interactions. It can track everything from customer purchases and reviews to emails and phone calls. This data provides valuable insight that can be used to understand customer needs and anticipate future trends.


Automatically Capture Customer Data

Having a CRM user interface is an essential part of managing customer data. However, having a system that automatically captures customer data is just as important. Companies can leverage this technology to ensure that all customer interactions are tracked and accurately reported.

The ability to automatically capture customer data can help companies maintain an organized, comprehensive database. By integrating this technology into their existing CRM system, companies can ensure that all customer interactions are documented and easily referenced in the future.


Storing Contact Information

Building on the power of a CRM user interface, businesses can also utilize the platform to manage customer data efficiently. A key component of the user interface is its ability to store contact information. By collecting and maintaining contact information, businesses can stay connected with customers and keep them informed on the latest developments.

The CRM user interface offers an intuitive way to store customer contact information. This includes everything from email addresses and phone numbers to physical addresses. All of this information is securely stored, allowing businesses to access customer contact information quickly and easily.

features, benefits


Create Targeted Marketing Campaigns

Salesforce provides a range of powerful features that enable businesses to create targeted marketing campaigns. With Salesforce, companies can segment their customer database based on various criteria such as demographics, purchase history, and behavior patterns. This segmentation allows businesses to tailor their marketing messages to specific groups, ensuring that the right message reaches the right audience at the right time.

Salesforce also offers robust email marketing capabilities. Users can design and automate personalized email campaigns, including customized templates, personalized content, and automated follow-up sequences. Additionally, Salesforce allows integration with various marketing automation tools, making it easier to streamline marketing efforts and track campaign performance.


Email Marketing


Automate Email Marketing

Salesforce provides several features and tools that enable businesses to automate email marketing campaigns effectively. Here’s an overview of how Salesforce automates email marketing:

Email Templates: Salesforce offers a library of customizable email templates that businesses can use to create professional-looking emails. These templates can be personalized with dynamic content, such as the recipient’s name or specific details related to their interactions with the company.

  1. Email Personalization: With Salesforce, businesses can personalize email content based on customer data and preferences. By leveraging customer information stored in Salesforce’s CRM, such as purchase history, browsing behavior, or demographic details, businesses can create targeted and relevant email content for different customer segments.
  2. Email Campaigns: Salesforce allows users to set up and automate email campaigns using its Marketing Cloud or Pardot features. Users can define specific triggers and conditions to send emails automatically, such as sending a welcome email to new subscribers, triggering a follow-up email after a certain action, or sending personalized recommendations based on customer behavior.
  3. Drip Campaigns: Drip campaigns are a form of email automation where a series of pre-designed emails are sent to subscribers at predetermined intervals. Salesforce enables businesses to create drip campaigns based on specific customer journeys or marketing goals. These campaigns help nurture leads, onboard new customers, or engage with existing customers over time.
  4. Automated Workflows: Salesforce’s workflow automation capabilities allow businesses to define rules and actions that automate email marketing processes. For example, businesses can set up workflows to send automated emails when leads reach a certain score, when a purchase is made, or when a customer’s subscription is about to expire. This streamlines communication and ensures timely engagement with customers.
  5. A/B Testing: Salesforce facilitates A/B testing for email marketing campaigns. Businesses can create multiple versions of an email with different subject lines, content variations, or calls-to-action. Salesforce will then automatically test these versions on a subset of the target audience and determine the most effective one based on engagement metrics like open rates or click-through rates.
  6. Analytics and Reporting: Salesforce provides robust analytics and reporting features to track the performance of email marketing campaigns. Users can monitor key metrics such as open rates, click-through rates, conversion rates, and revenue generated from email campaigns. This data helps businesses evaluate the effectiveness of their email marketing efforts and make data-driven decisions for optimization.


woman showing personalized messages


Create Personalized Messages

  1. Customer Data Management: Salesforce allows businesses to store and manage a vast amount of customer data, including contact information, purchase history, preferences, and more. By utilizing this data effectively, businesses can create personalized messages tailored to each customer’s specific needs and interests.
  2. Segmentation and Targeting: Salesforce enables businesses to segment their customer database based on various criteria, such as demographics, behavior patterns, or purchase history. By creating targeted segments, businesses can deliver messages that are relevant to specific customer groups. This ensures that the right message reaches the right audience, increasing the chances of engagement and conversion.
  3. Email Marketing Automation: Salesforce provides robust email marketing automation capabilities. Businesses can design personalized email templates and automate email campaigns based on predefined triggers or customer interactions. Personalization tokens can be used to dynamically insert customer-specific information, such as their name or recent purchase, into the email content. This level of personalization helps to create a more engaging and relevant message for the recipients.
  4. Dynamic Content: Salesforce allows businesses to create dynamic content blocks within emails or web pages. Dynamic content can be customized based on specific customer attributes or preferences. For example, businesses can display different product recommendations based on a customer’s previous purchases or show location-specific offers. This level of dynamic content personalization enhances the customer experience and increases engagement.
  5. Journey Builder: Salesforce’s Journey Builder feature allows businesses to create automated customer journeys that span multiple touchpoints and channels. Within these journeys, businesses can define personalized messages to be delivered at different stages based on customer behavior or specific triggers. This enables businesses to create tailored experiences for their customers, delivering the right message at the right time.
  6. Integration with Third-Party Systems: Salesforce can integrate with external systems, such as marketing automation tools or customer data platforms (CDPs). This integration allows businesses to leverage additional data sources and advanced personalization capabilities. By combining data from different systems, businesses can create highly personalized messages that consider a broader range of customer information.




Creating lead-generation forms

Salesforce provides a convenient and effective way to create lead-generation forms, allowing businesses to capture valuable information from potential customers. With Salesforce’s lead-generation forms, businesses can easily collect and track prospect data, enabling them to nurture leads and drive conversions.


Monitor Performance Metrics



Salesforce offers comprehensive performance monitoring tools that enable businesses to track and analyze key metrics across various aspects of their operations. Through customizable dashboards and reports, users can monitor performance metrics related to sales, customer service, marketing, and more.

Salesforce’s performance monitoring capabilities include real-time analytics, enabling businesses to access up-to-date information on their performance. Users can set up alerts and notifications to receive updates on specific metrics or when certain thresholds are met. This allows businesses to proactively identify and address any issues or opportunities as they arise.


Track Sales and Activity Trends

Salesforce provides robust features that enable businesses to track sales and activity trends effectively. With Salesforce, businesses can gain valuable insights into their sales performance and identify trends that can inform strategic decision-making. Here’s how Salesforce helps track sales and activity trends:

Salesforce allows businesses to create and track opportunities throughout the sales process. Each opportunity represents a potential deal or sale, and users can enter relevant details such as deal size, probability of closing, and expected close dates. By capturing this information, businesses can track the progress of each opportunity and analyze trends in terms of deal velocity, win rates, and average deal size.


Sales Pipeline Management

Salesforce provides a visual representation of the sales pipeline, which helps businesses understand the health of their sales process. Users can track opportunities at different stages, from initial lead generation to closed deals. By analyzing the pipeline, businesses can identify potential bottlenecks, areas for improvement, and trends in conversion rates between stages.


Analyze Customer Behavior

The next step in ensuring the success of your marketing campaigns is to analyze customer behavior. By understanding how customers interact with your products and services, you can identify areas of improvement and areas of opportunity. With the right data, you can gain valuable insights into customer preferences and trends.

Analyzing customer behavior allows you to make informed decisions about product and service offerings. You can see which products are most popular, what features customers value the most, and which marketing strategies are most effective. By analyzing customer data, you can also identify patterns in customer behavior and better understand their needs and wants. Additionally, you can use customer data to develop more effective marketing campaigns and tailor your products and services to better meet customer needs.


Analyzing Trends

Salesforce offers robust features that allow businesses to analyze customer behavior and gain valuable insights. By leveraging Salesforce’s capabilities, businesses can better understand their customers’ preferences, behaviors, and interactions, enabling them to make data-driven decisions and enhance their overall customer experience.

One of the key features for analyzing customer behavior in Salesforce is the ability to track and capture customer data at various touchpoints. Salesforce enables businesses to gather data from sources such as website visits, social media interactions, email engagements, and customer support interactions. This data can then be consolidated within Salesforce, providing a holistic view of each customer’s journey and interactions with the business.

Salesforce also provides powerful analytics and reporting tools to analyze customer behavior. Users can create customized reports and dashboards to visualize data and uncover trends and patterns. These insights help businesses identify customer preferences, popular products or services, and areas where improvements can be made. By understanding customer behavior, businesses can tailor their marketing messages, personalize interactions, and optimize their overall sales and marketing strategies.


Integrations and Customizations

Integrations and Customizations


One of the key strengths of Salesforce is its flexibility and ability to integrate with a wide range of third-party applications and systems. Salesforce provides a robust set of APIs and integration tools that allow businesses to connect Salesforce with other software platforms, such as ERP systems, marketing automation tools, e-commerce platforms, and more.

The ability to integrate with external systems enables businesses to streamline their processes and share data seamlessly across different departments. For example, integrating Salesforce with a marketing automation tool can automate lead nurturing and ensure a smooth handoff between marketing and sales teams.


Integrate with Third-Party Apps

Salesforce provides robust integration capabilities that allow businesses to seamlessly connect with a wide range of third-party applications. This integration capability is one of the key strengths of Salesforce, enabling businesses to streamline their processes, improve efficiency, and leverage the full potential of their ecosystem.

Salesforce offers a variety of integration options to accommodate different business needs:

  1. AppExchange: Salesforce’s AppExchange is a marketplace where businesses can discover and install pre-built applications and integrations that extend the functionality of the Salesforce platform. The AppExchange offers a wide range of apps across various categories, such as marketing automation, finance, customer service, and more. These apps can be easily integrated with Salesforce, providing additional features and functionalities.
  2. APIs and Connectors: Salesforce provides a set of robust APIs (Application Programming Interfaces) that allow businesses to build custom integrations and connect with external systems. The APIs enable seamless data exchange and interaction between Salesforce and other applications, enabling businesses to create custom workflows and automate processes. Additionally, Salesforce offers pre-built connectors for popular applications like Microsoft Office, Google Suite, and social media platforms, simplifying the integration process.
  3. Middleware and Integration Platforms: Salesforce also integrates well with middleware and integration platforms such as MuleSoft (which is owned by Salesforce), Jitterbit, and Boomi. These platforms provide a unified approach to connecting Salesforce with multiple applications and systems, allowing businesses to orchestrate complex integrations and data flows.


Customize Reports and Dashboards

  1. Report Customization: Salesforce offers a wide range of customization options for reports. Users can select the desired data fields to include in the report, apply filters to focus on specific subsets of data, and group data by various criteria. Additionally, users can define sorting and summary options to organize and summarize data effectively. With Salesforce’s drag-and-drop interface, it is easy to rearrange and format report components to create a visually appealing layout.
  2. Dashboard Customization: Salesforce dashboards allow users to create visual representations of their data by combining multiple reports, charts, and metrics on a single screen. Users can customize dashboards by selecting the most relevant reports, choosing the appropriate chart types (such as bar charts, pie charts, or line charts), and arranging components to highlight key metrics. Furthermore, users can apply filters to dashboards to dynamically update the displayed data based on specific criteria.
  3. Conditional Formatting: Salesforce enables users to apply conditional formatting to reports and dashboards. This feature allows for the dynamic styling of data based on specific conditions. For example, users can highlight cells or chart elements based on certain thresholds, such as highlighting sales figures in red if they fall below a target value. Conditional formatting helps in quickly identifying trends, outliers, and areas that require attention.


Automating Workflows

Automating Workflows


With Salesforce’s workflow automation tools, organizations can automate repetitive tasks, eliminate manual data entry, and ensure consistent and timely actions across different departments.

One of the key features for automating workflows in Salesforce is the Workflow Rules. These rules allow businesses to define specific criteria and trigger automated actions based on those criteria. For example, a workflow rule can be set up to automatically assign a lead to a sales representative when it meets certain conditions, such as a specific lead score or industry.


Security and Reliability

Security and Reliability


High-Level Security Protocols

Salesforce has implemented high-level security protocols to ensure the protection and confidentiality of customer data. These security protocols include:

  1. Data Encryption: Salesforce employs robust encryption techniques to safeguard data both at rest and in transit. This ensures that sensitive information remains encrypted and is not accessible to unauthorized individuals.
  2. Multi-Factor Authentication (MFA): Salesforce supports MFA, requiring users to provide additional verification factors, such as a unique code or biometric authentication, in addition to their login credentials. This adds an extra layer of security to prevent unauthorized access to user accounts.
  3. Role-Based Access Control (RBAC): Salesforce utilizes RBAC to manage access privileges. Administrators can assign roles and permissions to users based on their specific job responsibilities, ensuring that individuals only have access to the data and functionalities required for their roles.
  4. Regular Security Audits: Salesforce conducts regular security audits and assessments to identify and address potential vulnerabilities. These audits help ensure that the platform’s security measures are up to date and aligned with industry best practices.
  5. Compliance with Data Protection Regulations: Salesforce complies with various data protection regulations, such as the General Data Protection Regulation (GDPR) and the Health Insurance Portability and Accountability Act (HIPAA). This ensures that customer data is handled in accordance with the applicable legal requirements and provides businesses with peace of mind regarding data privacy and security.
  6. Physical Security: Salesforce maintains highly secure data centers that adhere to strict physical security protocols. These measures include 24/7 monitoring, access controls, and redundant systems to protect against physical threats and ensure data availability.
  7. Security Incident Response: Salesforce has a dedicated security incident response team that promptly investigates and addresses any security incidents or breaches. This enables quick mitigation of potential risks and ensures a swift response to protect customer data.


Reliable Data Storage

Reliable Data Storage

Salesforce provides reliable data storage solutions that ensure the integrity and accessibility of critical business information. As a cloud-based CRM platform, Salesforce offers robust and secure data storage capabilities that meet the needs of businesses of all sizes. Here are some key features that make Salesforce a reliable data storage solution:

  1. Scalability: Salesforce’s data storage is highly scalable, allowing businesses to store and manage large volumes of data without worrying about capacity constraints. Whether a business has thousands or millions of records, Salesforce can accommodate the growth and scale seamlessly.
  2. Data Redundancy: Salesforce employs data redundancy practices to ensure the availability and reliability of stored data. Multiple copies of data are stored in geographically distributed data centers, minimizing the risk of data loss due to hardware failures or natural disasters. This redundancy provides businesses with peace of mind knowing that their data is protected and accessible at all times.


System Backups

Salesforce provides robust system backup capabilities to ensure the protection and availability of your data. The platform incorporates comprehensive backup mechanisms to safeguard your critical information in the event of data loss, system failures, or other unforeseen circumstances.Salesforce performs regular and automated backups of your data, storing it in multiple geographically dispersed data centers. These backups are designed to protect against data loss and provide redundancy in case of any issues. The frequency of backups may vary based on factors such as data volume and activity, but Salesforce strives to ensure that backups are performed frequently to minimize the risk of data loss.


Pricing and Support



Affordable Subscription Plans

Salesforce offers a range of pricing packages to accommodate different business needs. Here are some of the complete pricing packages offered by Salesforce:

  1. Salesforce Essentials: This package is designed for small businesses and includes essential CRM features such as contact and account management, opportunity tracking, email integration, and basic reports and dashboards. It offers a user-friendly interface and is priced competitively to suit the budgets of small teams.
  2. Salesforce Professional: This package is suitable for growing businesses and provides a more comprehensive set of features. In addition to the essentials, it includes advanced CRM capabilities like lead management, campaign management, collaboration tools, and customizable dashboards. It offers enhanced automation and scalability features to support business growth.
  3. Salesforce Enterprise: The Enterprise package is ideal for larger organizations with more complex sales and marketing needs. It offers advanced customization options, workflow automation, sales forecasting, and territory management. This package also includes access to the Salesforce AppExchange, where businesses can find and install third-party apps and integrations to extend the platform’s functionality.
  4. Salesforce Unlimited: The Unlimited package is the most comprehensive offering from Salesforce. It provides unlimited access to all features and functionalities, including advanced analytics, API access, and premium support. This package is suitable for enterprises with complex business processes and extensive customization requirements.

To get specific pricing details for each package and explore additional options, it is recommended to contact Salesforce directly or visit their official website, as pricing structures and promotions may change over time.


24/7 Customer Support

Customer Support


Salesforce Customer 360 is a comprehensive solution that enables businesses to gain a complete, unified view of their customers across multiple touchpoints and interactions. It brings together data from various sources, including sales, service, marketing, and commerce, and consolidates it into a single, holistic customer profile.

With Customer 360, businesses can break down data silos, enhance collaboration, and improve customer experiences by providing personalized, consistent interactions across all channels. It enables companies to understand their customers’ preferences, behaviors, and needs in real time, allowing for more targeted marketing campaigns, personalized sales engagements, and proactive customer service.



Salesforce CRM


Salesforce CRM is a robust, comprehensive platform that is designed to optimize your customer relationships, streamline your operations, and enhance your business performance. By offering a suite of integrated applications that cater to every facet of your business, Salesforce CRM puts the power in your hands to drive growth and realize your full potential. However, to get the most out of this powerful tool, you need a trusted partner with in-depth Salesforce knowledge and expertise. Ubique Digital Solutions is a your digital transformation partner. We are committed to helping businesses like yours harness the power of Salesforce CRM to fuel success. Take the leap towards greater business efficiency and growth. Connect with Ubique Digital Solutions today and see your business soar to new heights. Partner with us and let’s co-create your success story.



Q: Is Salesforce CRM suitable for small businesses?

Yes, Salesforce CRM is suitable for businesses of all sizes, including small businesses. It offers scalable solutions that can be adapted to the needs and budgets of small businesses, providing them with tools to manage their customer relationships and sales processes effectively.


Q: Does Salesforce CRM integrate with other applications?

Yes, Salesforce CRM offers a wide range of integration capabilities. It can integrate with various third-party applications, such as email clients, marketing automation tools, e-commerce platforms, and productivity software, to streamline workflows and data sharing.


Q: Is Salesforce CRM secure?

Yes, Salesforce CRM has robust security measures in place to protect customer data. It provides features like user authentication, data encryption, access controls, and regular security updates to ensure data confidentiality and integrity.


Q: Can Salesforce CRM be accessed on mobile devices?

Yes, Salesforce CRM has mobile applications available for iOS and Android devices. This allows users to access and manage their CRM data, collaborate with team members, and stay connected with customers while on the go.


Q: Does Salesforce CRM provide analytics and reporting capabilities?

Yes, Salesforce CRM offers powerful analytics and reporting tools. It allows users to generate customized reports, track key performance metrics, visualize data through charts and dashboards, and gain insights to make data-driven decisions.

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