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Salesforce CRM

CRM solutions for complete customer insight

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Salesforce CRM

Close deals faster

Close more deals at a faster rate with contact management, collaboration and marketing tools within Salesforce. Gain a complete overview of your customer's activity history, key contacts, customer communications, and internal account discussions to help you run your business more efficiently. Gain insight within Salesforce from social media sites and stay connected to the people and information you require to close sales.

Gain more leads

Salesforce allows you to track in depth information about your CRM contacts. Gain an overview of the most up-to-date contact information while understanding best practices and relevant documents using Sales Path. Track the source of a marketing lead, get information at your fingertips and write and track emails from within Salesforce, giving you the necessary tools to become successful by managing your campaigns across all channels.

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Improve productivity

Turn your smartphone into a portable sales office. Salesforce enables you to log calls, respond to leads, work opportunities and check dashboards anytime, anywhere. You can quickly access your files whilst away from the office and instantly connect with your colleagues and team members, increasing productivity throughout your business.

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Make detailed decisions

Discover the powerful tools of Salesforce turning data into actionable insights that everyone within your business can access from any location. Dashboards offer a real-time overview of your business at a glance, allowing you to gain detailed reports that are simple to create. Stay updated with customised sales forecasting reports you can build with ease.


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Which solution is best for your business?

Lightning Professional:


Complete CRM for any size team.


  • Accounts and contacts
  • Chatter collaboration
  • Mobile access
  • Offline mobile access
  • Email integration with Outlook
  • Google Apps integration
  • Task and activity tracking
  • Customisable dashboards
  • AppExchange integration
  • Lightning app builder

Lightning Enterprise:


Deeply customisable sales CRM to support your business.


  • Accounts and contacts
  • Chatter collaboration
  • Mobile access
  • Mobile offline access
  • Email integration with Outlook
  • Google Apps integration
  • Task and activity tracking
  • Customisable dashboards
  • AppExchange integration
  • Lightning app builder
  • Advanced forecasts
  • Advanced reporting
  • Custom profiles
  • Visual workflow
  • Exchange sync

Features

Contact Management

Gain quick and easy access to critical customer data, key contacts and communication history. Use Salesforce to gain a thorough overview of all your customers, how to engage with them and deals they're in involved in. Salesforce allows you to view your customer's social content, enabling you to understand their likes and dislikes, services and any issues they might be having, in which case you may be able to provide them with a proactive solution.

Reports and Dashboards

Stay up-to-date with Salesforce analytics and create customised sales forecasting that you can build with ease. To gain an instant view of real-time reporting, just drag and drop the fields, filters, groupings and charts that you want or need. Easily track team performance with dashboards and quickly make changes to components to get the most important information. Use customer analytics within Salesforce to close deals faster and view them on any device.

Salesforce App

Manage your entire business on the Salesforce mobile app and gain a clear overview of meetings, events and account updates on the go. Quickly access files when away from the office and even edit and share all your files in just a few taps. With the Salesforce app you can join conference calls and take meeting notes whilst you're on the move, allowing you to instantly connect with your colleagues and customers ensuring you are never out of the loop. Close deals faster by tracking accounts and approving deals from any location and gain real-time views of sales performance with dashboards and reports. Access and update your CRM data at anytime, even while offline.

Sales Forecasting

Gain a complete and accurate overview of your business and entire pipeline with comprehensive forecasts. Salesforce gives you the ability to see which team members are on track to beat their targets with real-time leaderboards. This allows you to set new goals with a flexible performance chart, even if you have a complex sales process, Salesforce can help.


Why Solutions?

Our expert team will help you understand how Salesforce can be configured to support your business effectively. We help you through every step of the implementation process, from consultation and installation through to supporting your software and your business once you are up and running.

We provide full product training to help your users get the most out of the software and to become more effective in their engagements with your customers.

As a Salesforce Consulting Partner, with many years’ experience in delivering Salesforce for clients, our team of fully-accredited Salesforce Certified Professionals can help you transform the way you do business, freeing up the valuable time you need to focus on achieving your business goals. To find out how Salesforce can give you complete control over your business, call us today on 0115 840 5075 or email enquiries@solutionsforaccounting.co.uk.

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