Salesforce: App of the day

Hannah Herman
Hannah Herman / Published July 14, 2020

Don't let the app's cute animal mascots fool you: for many businesses, Salesforce is the gold standard in enterprise customer relationship management (CRM) software. Founded in 1999, the cloud-based app quickly became a leading player in the sales space—before rolling out products for marketers and non-profits, too.

With Salesforce, you can connect to your customers throughout the entire sales cycle, from the moment a lead expresses interest all the way through renewal and upsell. The CRM offers all of the features you need to manage your sales pipeline, like easy ways to see your leads, opportunities, accounts, and any associated revenue. It also allows you to easily connect sales, marketing, finance, billing, and service teams to guide each prospect through a personalized customer journey. With Salesforce, you can see every touchpoint and interaction a customer has had with any of these teams.

Salesforce also offers robust analytics and tracking features so you can keep tabs on how your sales team performs—even if they're spread across time zones and countries. You can plan territories, see team performance, track sales rep execution, and more.

But beyond these standard CRM features, Salesforce offers incredible customizability. You can create custom objects for just about anything and associate them with leads or opportunities. With its comprehensive suite of tools and features, Salesforce is a great choice for businesses that deal with a high volume of sales or a complex, longer sales cycle.

You can automate your CRM with Zapier's Salesforce integrations. Here are a few popular Salesforce automations to get you started.

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