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Salesforce Easy Focuses on SMB
Salesforce Easy is the newest & easiest way to use
the world’s No.1 CRM platform.
Focused on the needs of small and midsized businesses, Salesforce Easy brings sales, service and marketing tools together in a single app to get more done—in less time.
Easy to Increase Productivity
Hit the ground running fast with three-click sign-up and easy-to-follow onboarding that guides you every step of the way.
Easy to Save Time
Serve customers faster and close more deals by bringing automation to your process with sales cadences and follow-up.
Easy to Cut Costs
Put your sales, service and email outreach tools on one platform to reduce spend and get visibility into your business's health.
Simple Onboarding
Boost rep and agent productivity from day one. Easily onboard with built-in guidance every step of the way.
Built-In Best Practices
Getting your job done is easier than ever with built-in best practices, based on how top sellers have used Salesforce technology during the past 20 years.
Faster Sales
Out-of-the-box sales processes that are tried-and-true help you close more deals faster.
Efficient Service
Save your team’s time and energy with end-to-end support processes built on one platform.
Email Outreach
Easily segment your customers into lists so you send the right emails at the right times.
Automation
Automating manual processes means your sales team spends more time selling and less time inputting data.
What is Salesforce Essentials?
Salesforce is known for offering top-of-the-line and robust CRM solutions. However, its feature-rich platform was more suitable for medium-sized businesses and larger enterprises. To serve the needs of small businesses with limited time and resources, welcome Salesforce Essentials. This is your new solution that provides powerful features for sales and service that are easy to set up, use and maintain. Give it a 14-day free trial!
Salesforce Essentials will help you manage a superior sales and service plan for your small business. Sales Cloud is designed for small sales team to sell smarter and faster with the help of the app’s built-in intelligence. Meanwhile, Service Cloud is geared towards the management of customer support teams to provided ongoing excellent service for your customers.
Built with small businesses in mind, this product simplifies the implementation of a CRM-service setup to your workflows from start to finish. With its out-of-the-box tools and support, setting up the system is faster and easier and won’t take weeks. In addition to its simple setup assistant, users can access “Trailhead” which is a free gamified online learning platform for learning about CRM, sales, and service, among other subjects, with in-depth details. Aside from Trailhead, this CRM solution’s main features include the Salesforce app and Einstein Artificial Intelligence.
Salesforce Essentials is priced annually or monthly, integrating the low-tiered features of Salesforce Cloud and Salesforce Service. This enables small businesses to leverage the Salesforce architecture, which, until the introduction of Essentials, has been accessible only to an enterprise-level budget.
Eliminating data entry helps you organize your workload, save time from tedious single view of your important CRM data like contacts, accounts, and opportunities tasks, and develop richer communications with deeper insights.
Any other questions we can answer about Salesforce Essentials? Let’s talk about a quick start set up plans we can help you with. Receive a free initial one-hour consultation and discover what needs to be done to set up your system from scratch, load your current data and customize your user and service experience.
Sell Smarter and Faster
Increase productivity with Sales Cloud Essentials. Rich with features for small sales teams they can see all needed prospect and client details on one customizable screen. Easily follow up on leads and identify key contacts to sell faster. Increase efficiency by automating sales activities by automatically tracking emails, calls, and meetings using the app’s Einstein Activity Capture feature. Collect and sync key info from your inbox. Make the sale from anywhere. Access and update your data through the Salesforce mobile app.
Deliver Superior Customer Service
With Service Cloud Essentials support teams can have a centralized view of customers service requests. They are connected to multiple support channels of cases that can be accessed on any device for agents to address and resolve them immediately. Automation is available for repetitive tasks such as routing the question to the right agent and assigning work according to expertise and availability. Having a complete view of customer information helps agents stay informed and connecting in resolving issues and answering inquiries.
Highlighted Features
Account Management, Email Optimization, Activity Feed, Activity Tracking, Lightning App Builder, AppExchange Marketplace, Opportunity Management, Case Auto-Assignment, Case Escalation Rules and Queues, Reports and Dashboards, Collaboration Tools, Salesforce Mobile App, Setup Assistant, Einstein Activity Capture, Task Management, and 360-Degree Customer View.
What does Sales Cloud provide you?
Close more deals with database management, collaboration, sales tools, and more!
So you've heard of Salesforce but you don't exactly know why so many obsess over it? That's okay if you are not familiar, here are a few features that will boost your sales team, and give you a better understanding of how Salesforce helps businesses of any size or industry!
Process Automation
We can easily automate repetitive tasks which has the potential to save your team hours and days of work over the long term. Whether you want a field to be updated, an email to be sent, a task to be created, Salesforce can make it happen. Standard internal procedures that occur habitually are perfect processes that need to be automated and open time for your team to be more productive. By no means is this a one size fits all either, customize your rules that best fits your business needs. One example that many of our clients have benefited from is cleaning up the process of approval requests. Many businesses struggle with tracking the approval requests from managers as they can get lost in emails, but we can give you a straightforward process that tracks the request throughout its journey.
Capturing/Routing Leads
Not only does Salesforce help with capturing leads from social media, your website, or emails, but it is possible to route them to specific Sales users based on the make up of the prospect. This can often be a messy transition but Salesforce gives a seamless process to capture your leads, and convert them into customers.
Opportunity Sales Path
One of the main uses for Salesforce is the opportunity sales path. This gives sales employees a guide to identify their needs, set up a follow up meeting or are about to close on their business. It is important to recognize what stage a prospect is at in order to give them a personalized experience.
Reports/Dashboards
Another feature that employees across your organization will love is the reports and dashboards that are available to them. It is far easier to make data driven decisions when you have a visualization paired with it. We have experience creating reports/dashboards based on whether they are a sales user, support helper, or to an executive. Manipulating data can be difficult in other platforms but it is as easy as a few clicks in the Lightning Experience UI to get the results you desire.
What does Service Cloud provide you?
Case Management
Knowledge Base
Live Chat to quickly resolve customer problems
The Service Cloud platform is a customer support app that connects your service and sales so you can provide a seamless solution to whatever headache your customer might be facing. We will walk you through a few of the awesome features that make Service Cloud a game changer for any team.
Case Management
Cases can be created using Email-to-Case, or Web-to-Case and then automatically forwarded to a user/queue based on case attributes. Support agents are notified of cases coming in and can easily toggle through the slick Salesforce user interface when handling multiple cases. One of the dynamic features of case management is escalation rules as cases that haven’t been solved after a specific amount of time can be forwarded to a new agent. This gives management peace of mind that there aren’t any cases slipping through the cracks. Also use auto response rules to let customers know that their inquiry has been noted and that a live agent will get back to them soon.
Other Features
We’ve talked about the main features of Service Cloud but of course, Salesforce always has more than the basics. Use analytics to find the strengths/weaknesses of your team or utilize Mobile so your team has the option to work on the go.
Live Web Chat
Would your support agents rather try to solve a customer issue through direct messaging rather than hopping on the phone right away? Often times, a case can be resolved through a few messages and if not your agent has qualifying information that will be handy for the call. We can connect Live Chat with your website and customize it so it fits your needs.
What is Marketing Cloud/Pardot?
Messaging and Automation
Use Email Studio to send messages tailored for your clients based on unique data points and previous engagement. This scalable feature promotes efficiency and effectiveness while also improving the internal communication of your team. Also use Mobile Studio and Journey Builder to increase customer engagement, and create a smooth process of on-boarding a new customer and eventually push notifications to loyal customers.
Data and Advertising
Advertising Studio is a innovative product that allows your team to reach the right audience with a campaign that is relevant to them. Whether you want to onboard new customers, engage current ones or upsell customers with products they might like based on historic data, Advertising Studio has proven to be highly effective. Also use Data Studio to connect with bigger and more targeted audiences to make better use of your marketing budget.
Social Media
Has your team ever felt like there is a disconnect between your digital marketing efforts and social media? This is where Social Studio can save the day.
The customer has more power than ever with the ability to fire off a tweet in seconds that can harm your reputation, so having the ability to quickly resolve these cases with Social Studio increases customer satisfaction rates and will connect these leads with members of your sales team.
Measurement and Analytics
Products like Datorama and Google Analytics 360 allows you to unify all marketing efforts and help you understand where you have room for improvement and where you are killing it. Visualize your data to better understand the story of how well your money is being spent and then effectively align your messaging based on audience segment.
What is Experience Cloud?
The solution to connect with your customers, partners, and share content for your users.
Customer Service
Make life easier for your Service Cloud team by deflecting cases that can be solved through common questions answered with your content in the community cloud. Empowering your customers to find solutions on their own goes a long way to promote customer satisfaction.
Partner Relationships
Make it easy to onboard new partners and build stronger relationships with current partners. Community Cloud has proven to increase partner engagement, increase deal registration and usually increased sales when utilized correctly.
Track Key Performance Indicators
After implementing a self-service community for your customers and partners, you can track key metrics that tell you whether this is a worthwhile investment. Having one system to connect to external customers gives you a better understanding of what your customers want out of you. Set up different data categories so users can easily find the topic they are looking for.
Not only does Community Cloud help your customers and partners, it also eases the workload for your employees. Community Cloud is a tool often forgotten about from Salesforce customers but it can be highly valuable to your team when implemented correctly.
Social Media
Has your team ever felt like there is a disconnect between your digital marketing efforts and social media? This is where Social Studio can save the day. The customer has more power than ever with the ability to fire off a tweet in seconds that can harm your reputation, so having the ability to quickly resolve these cases with Social Studio increases customer satisfaction rates and will connect these leads with members of your sales team.
Measurement and Analytics
Products like Datorama and Google Analytics 360 allows you to unify all marketing efforts and help you understand where you have room for improvement and where you are killing it. Visualize your data to better understand the story of how well your money is being spent and then effectively align your messaging based on audience segment.