Salesforce.
Com Cloud Overview
Jan 23rd, 2014
2000 West Park Drive
Westborough MA 01581 USA
Phone: 508 389 7300 Fax: 508 366 9901
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Agenda
What is Sales Cloud
What is Service Cloud
What is Collaboration Cloud
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Sales cloud
"sales" module.
Sales Cloud Implements Sales and Marketing
a start-to-end setup for the entire sales process
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Sales cloud – Business Entities
Accounts
Contacts
Leads
Contracts
Opportunities
Products
Price books
Quotes
and Campaigns
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Sales cloud – Business Functions
CONSOLE FOR SALES
Give inside sales teams an experience that matches how they work and
they’ll work smarter, faster. Now reps can see sales intelligence, detailed
company info, and multiple leads on a single screen so they’ll build pipeline and
grow deals faster.
CONTACT MANAGEMENT
Bring social intelligence to your sales process. Gain insights from popular
social media sites — like Facebook, Twitter, LinkedIn, YouTube, and Klout — right
within Salesforce to help you increase productivity
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Sales cloud – Business Functions
MARKETING AND LEADS
Optimize campaigns from lead to close on every channel. Make smarter
decisions about where to invest and show the impact of your marketing activities
on your company's bottom line
PARDOT MARKETING AUTOMATION
Create, deploy, and manage online campaigns that increase revenue.
Now your sales and marketing teams can work hand-in-hand to generate and
qualify sales leads, shorten sales cycles, and demonstrate marketing
accountability
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Sales cloud – Business Functions
OPPORTUNITY MANAGEMENT
Get all the details on all your team’s deals — stage, products,
competition, quotes, and more. See where leads come from and stay connected to
the people and information you need to close every sale.
COMMUNITIES FOR SALES
Connect sales teams directly with channel partners to share goals,
objectives and activities in one secure, branded location. Communities enables
partners to find experts, collaborate on deals, and access critical information
from any location. Close sales faster and win more partner deals with
Communities.
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Sales cloud – Business Functions
FORECASTING
Fast, easy, accurate. Get in-line editing, override visibility, multi-
currency support, custom forecast categories, and a complete, real-time view in
to your team's forecast
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Service Cloud
"service“
It is designed to allow you to support past, current, and future clients'
requests for assistance with a product, service, billing
Public Knowledge Base, Web-to-case, Call Center, and the Self-Service
Portal, customer service automation
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Service Cloud – Business Entities
Accounts
Contacts
Cases
Solutions
Articles
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Services cloud – Business Functions
CONSOLE FOR SERVICES
With Service Cloud, you can manage all of your cases faster, in a unified
agent experience. And the Salesforce1 Platform makes the console really sing — on
your desktop and mobile devices.
MULTI-CHANNEL
Multi-channel customer service is a whole new ballgame. With connected
objects and predictive intelligence, Service Cloud gives you the power to provide
the customer service of the future.
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Services cloud – Business Functions
CASE MANAGEMENT
Service Application empowers your staff to efficiently resolve all types of
cases, from the simplest to most complex, collaborating within or across teams
KNOWLEDGE
Quickly search your knowledge base for relevant answers. Or make it
easy for customers to do it themselves. Either way, your customers get the
answers they need, exactly the way they want to get them.
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Services cloud – Business Functions
COMMUNITIES FOR SERVICES
Service Cloud Communities allow customers to help themselves and each
other. Wherever they are and whatever device they are on, communities give
them the tools for self-service troubleshooting.
SOCIAL SERVICE
Deliver service to your customers on the social media channels where
they live, on whatever device they are using. Give your agents the tools for
collaboration that allow them to deliver outstanding customer service.
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Collaboration Cloud
application data goes right into your real-time feed, keeping everyone in
the loop. Where everyone is on top of what matters most to them and business
collaboration finally comes naturally. And where you make smarter decisions and
watch productivity go through the roof.
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Collaboration Cloud– Features
Profiles
Use Salesforce Chatter profiles across multiple business applications to
promote collaboration. Let colleagues and partners access your business profile to
share important information and learn about you. The experience and data is
consistent everywhere and updated in real time.
Status updates
Users in other applications, or even the applications themselves, will be able to
provide updates with the Salesforce Chatter platform. This makes it easy to
monitor real-time activity across multiple business processes like recruiting,
materials, or any application using the Salesforce Chatter platform
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Collaboration Cloud– Business Functions
Groups
Gather teams together to collaborate on business topics and problems. With the
Salesforce Chatter platform, users of Salesforce1 Platform applications will create
groups to collaborate and share important business information directly in those
applications.
Feeds
Monitor all activity in one place, for all the business systems that are important to
you. Group and personal feeds reflect all the activity you care about in real time,
so you can make important business decisions and proactively solve problems.
Finally, you'll have one place to see all important updates and information.
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Collaboration Cloud– Business Functions
Content sharing
Share important documents, like spreadsheets, presentations, or other files in
Salesforce1 Platform applications using Salesforce Chatter . Documents you choose
to share with groups or in feeds are available to your colleagues, all inside your
business applications. You'll easily share and discover important business content
using Salesforce Chatter .
App updates
What if your apps could reach out and chat with you? Keep tabs on changes to the
status of a case, order, or project. Salesforce Chatter features will be available on
all objects built using the Salesforce1 Platform platform. So everything you create
or use will be able to send updates to Salesforce Chatter feeds and profiles, with
all the security and performance that salesforce.com offers
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Collaboration Cloud– Business Functions
Salesforce Chatter API
The Salesforce Chatter platform includes a bundle of social APIs such as feeds,
profile, updates, and other components. These APIs let developers and partners
create new collaboration applications on Salesforce1 Platform , or elsewhere, and
use the new features offered by Salesforce Chatter to make their applications
more collaborative, sticky, and relevant
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THANK YOU
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