We’re excited to start this blog and share our thoughts with you on all things CRM, social media tools, collaboration, and teamwork. We’re a team of digital marketing professionals who have been working in the field for more than 10 years. We’ve seen the rise of many trends, but the one that has intrigued us the most is the growing popularity of social media as a primary tool for business. It’s interesting to watch how businesses are constantly changing their strategies to engage with customers on these platforms.
We hope you’ll join us on our journey through this fascinating world!
Table of Contents
Crm Social Media Tools
As more of the world spends time on social media at home and at work, understanding how your company’s social media posts, customer sentiment, and service priorities play out online. A social CRM software can help your company juggle social posting, manage your online presence, and respond quickly to customer issues. These are the best social CRM systems of 2021.
Compare the best CRM vendors
Product | Social Posting | Analytics | Social Inbox | Pipeline Management |
---|---|---|---|---|
Nimble | yes | no | no | yes |
Salesforce Social Studio | yes | yes | yes | yes |
Freshsales | no | yes | no | yes |
Dynamics 365 Sales | no | yes | no | yes |
Zoho CRM | yes | yes | yes | yes |
GreenRope | yes | yes | yes | yes |
Table of contents
- What is social CRM software?
- Introduction to social CRM software
- Best social CRM products and features
- Best of breed social management apps
- Social CRM: Why it matters
- Common features of social CRM software
- What are common uses and strategies for social CRM tools?
- Creating executive buy-in
What is social CRM software?
In the most general terms, Social CRM can describe any CRM system with integrated social media features. How useful any company will find these features depends entirely on the quality of the tools. In other words, simply linking social media data to account profiles is much less useful than a system that incorporates social analytics and social selling features into contact management.
Businesses have traditionally organized customer interactions around a set of predetermined channels: phone, email, direct mail, or in-person contacts. Given these rigid constraints and predictable contact channels, a traditional CRM works well. But the rise of social media — along with other web-based media and crowdsourced venues — has complicated this structure and given new power to customers, who exercise greater choice in where they make purchasing decisions.
Businesses took notice of this change, and most have adopted their own social media strategies — if not specific social management solutions. But social CRM as a strategy doesn’t just involve being present on social networks; it’s a complete fusion of sales, marketing, and service with the rich, unstructured conversation — and data — that lives in the comments, statuses, shares, tweets, and likes of over 3.7 billion social media users.
Social CRM brings business to the customer, through ads, posts, social listening, and conversations.
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Introduction to social CRM software
Social CRM combines the capabilities of social media management with traditional customer relationship management (CRM) software to help brands engage their customers across social media.
These technologies started as web-based clipping services for public relations departments, but these primitive techniques quickly proved an inadequate match for the velocity of modern social communication. This evident need led to the startup of standalone social analytics tools. The rapid fusion of social media data and business processes triggered a flurry of social acquisitions by major CRM vendors like Salesforce and Oracle in 2012 and 2013. As a result of these big names moving into the social CRM sphere, even smaller and niche vendors have adopted the tools.
Although vendors and thought leaders have made great strides in defining and standardizing social CRM software, there is still a lot of confusion about available products and features. This guide will help you better understand the capabilities of social CRM, how it can benefit your company, and how to choose the best social CRM solution.
Best social CRM products and features
There are a few different ways to package social CRM software.
Some full-featured CRM platforms have built-in social functions and data, such as Nimble’s “intelligent relationship platform.” In other cases, a business can piece together a solution by selecting a standalone social management tool like Hootsuite or Sprout Social that integrates with their existing CRM.
The best solution for your business will likely be the one that provides the most seamless integration between social media activities and your team’s existing customer relationship systems.
Best of breed social management apps
Product | Analytics | Social Inbox | Ads Management |
---|---|---|---|
Napoleon Cat | yes | yes | no |
Buffer | yes | yes | no |
Hootsuite | yes | no | yes |
Sprout Social | yes | yes | no |
Falcon.io | yes | yes | yes |
Social CRM: Why it matters
Why should you care about social CRM? Because your customers do. 90 percent of Americans expect brands to have a social media profile, and 60 percent of Americans plan on interacting with brands on social media. Your customers want to ask you questions via your social media platforms and expect answers.
Social CRM gives businesses the ability to see what people are talking about in real-time and engage in those conversations — whether positioning yourself as a knowledgable expert or just a friendly resource. It provides the opportunity to record more granular data based on social media interactions. When you find conversations about your brand with social media monitoring tools, and when you interact with potential customers, you can track that data in your CRM in addition to email and phone conversations.
Social CRM is about putting your customer first on your social media channels and using those platforms as a way to connect one on one with them, not just to push marketing.
Common features of social CRM software
As with any software, features will vary from vendor to vendor, ranging from simple social profile access to sophisticated analytics and social media monitoring capabilities. Here are some of the most common features, some or all of which you may find in a social CRM solution:
Enhanced customer profiles
Agents can use data from social media accounts — demographics, job title, location, interests, communication history — to build a more comprehensive understanding of customers. A 360-degree view of each customer’s needs and interests can enable more targeted marketing efforts, better product suggestions, and less redundant issue resolution.
Social listening:
Identify brand mentions and customer trends by monitoring comments, posts, hashtags, and trending topics. Listening can be used to figure out
- What your customers and prospects are interested in
- What troubles them about your brand
- When they’re having issues with a product or service
- Who your biggest influencers are
- Where your next sales opportunity is
Sentiment analysis
Social CRMs with sentiment analysis use natural language processing (NLP) to identify emotions and attitudes your customers express on social media. For example, you can receive a notification when a customer complains about poor service, and follow up with them directly before it becomes a trending topic. Sentiment analysis helps companies with a large customer base process and interpret the high-volume of unstructured data associated with social media.
Social selling
Pitching directly to social connections isn’t always effective, since not everyone who posts about a product is ready to buy. Social selling tools can help you pinpoint prospects who are closest to making a decision, and discover recurring signals so your efforts aren’t wasted. Some social CRMs can even suggest specific ways to engage a prospect based on their demographics and browsing history.
Social marketing
There are innumerable ways marketers can use social CRMs, from lead generation to content management and marketing analytics. Maybe it’s too early to sell to a social prospect, but you know they’re interested — they just need the right information. That’s a perfect opportunity to connect with a new lead and, for example, get them plugged into your drip marketing program.
What are common uses and strategies for social CRM tools?
Social CRM is most frequently used within sales, marketing, and service departments, since these roles require the most direct engagement with customers and prospects. High level decision-makers can also use social CRM tools to measure larger audience trends and monitor brand reputation.
There are a number of strategies organizations can employ to yield higher return on investment:
Gain better knowledge of customers and prospects
Use the data accrued through social listening and enhanced customer profiles to draw valuable insights about your target audience on an individual and/or collective level. Sales and marketing strategists can use this data to add relevance to the products and content they present.
Create value-added customer engagement
Social CRM isn’t just about following your customers on social networks and getting them to like your company page; it’s about adding value to the relationship in both directions. You can add value by resolving a complaint mentioned in a customer’s post, by offering a discount to new followers, or spreading educational and informative content on your feed. The customer adds value to your businesses by pledging their loyalty and (hopefully) spreading the word in their virtual community.
Form new relationships and retain existing ones
Lead generation is one of the most promising aspects of social CRM — the ability to find and connect with new opportunities based on behavioral or linguistic triggers by mentioning a key phrase, or adding an interest tag to their page. These connections increase the volume of leads entering your funnel, which is good for business. But social CRM can also help businesses retain current customers through faster issue resolution and anticipating churn before it happens.
Four out of five customers say they expect a response to a social media complaint within 24 hours. Giving your service reps direct access to issues reported on social media could stop you from losing business to competitors.
Monitor and improve brand reputation
Historically, businesses have designated a single specialist or a select few individuals to monitor social media activity — perhaps a public relations manager or a social media expert. While these individuals still have an important role in the company, the best way to improve your social reputation is by connecting strategy with action.
Social CRM is about gathering information, engaging with the customer, and acting on their needs. Done successfully, this helps your brand gain community advocates, rather than simply advocating for itself.
Creating executive buy-in
If you’re leading the initiative on software procurement, you’ll need to build a compelling business that “sells” social CRM to its future stakeholders in the company. To ensure successful adoption and long-term ROI, it’s important to get leadership on board first. That means they need to agree with the need for a social CRM solution and the value it will add after implementation. Here are some and selling points for specific executives to get you started:
CEO:
Your CEO’s main function is to maximize the value of the company, but it’s likely they have their hands in several different pots at any given time. CEOs are mostly concerned with big-picture plays, which means they’ll want to know how social CRM can improve the company’s core business model. We’ve already discussed the ways that social CRM feeds into better marketing, sales, and service performance. But you can also show your CEO what competitors are doing on social media, and explain how social CRM can give your company a strong upper hand.
CMO:
Your chief marketing officer will undoubtedly be interested in the ways social CRM can help your company better leverage its brand to create trust and advocacy in virtual communities, not to mention the obvious benefits to lead generation and market analytics. According to the Pew Research Center, 72 percent of adults now use at least one social networking site. If your company doesn’t have an account or doesn’t check it regularly, consumers will discuss, question, and (sometimes) denigrate your brand, and you’ll never even know.
CFO:
How can it reduce costs and grow revenue? How soon can we expect to see ROI? What are the upfront and long-term costs of ownership? These are questions your chief financial officer will ask. First of all, social CRM isn’t always an added expense. For example, if you’re moving from an older, on-premise CRM to a cloud-based solution, social CRM may actually reduce expenses by replacing high-maintenance IT infrastructure and expensive system upgrades with a single, monthly subscription cost. Social CRM will cut costs associated with long service calls, hold time, and workflow redundancy by allowing reps to target requests and opportunities before they reach the call center. You can expect to see a revenue increase on several counts:
- Higher volume of incoming leads through expanded social influence
- Higher percentage of qualified leads through data-driven social marketing
- More opportunities to identify point-of-need and offer relevant product
Understanding the mindset of your c-level audience will help you craft a better case for social CRM.
best crm with social media integration
Social customer relationship management (CRM) platforms connect with social media sites to allow you to track engagements, monitor audience behavior, and manage your social campaigns. This integration also helps provide richer contact data and lets you respond to customer concerns on social media. We evaluated dozens of social CRM platforms to identify the five best options for small businesses, which are:
HubSpot CRM: Best overall option for sales and marketing teams that routinely utilize Facebook Messenger
Zoho CRM: Great all-in-one choice for small businesses wanting to manage social channels and streamline other operations
Agile CRM: Best for sales teams that prospect on LinkedIn but don’t require LinkedIn Sales Navigator
Salesforce Essentials: Excellent tool for social-savvy customer service and support teams
Nimble: Solid option for teams wanting to access CRM information from within social media browser windows
Best Social CRM Software Compared
Provider
Free Plan
Free Trial for Paid Plans
Starting Price for Paid Plans
Social Features
Help & Support
HubSpot CRM logo that links to HubSpot CRM homepage.
Yes (unlimited users)
14 days (content management system, or CMS, and Operations Hubs only)
$45 per month, includes 2 users seats, $23/month for each additional user Social media management, engagement tracking, and performance reports on Facebook, Instagram, Twitter, LinkedIn, and YouTube (Marketing Hub Enterprise only) Community, knowledge base, HubSpot Academy; extended tier-based support via email, chat, and phone (7 a.m. to 8 p.m. Eastern Time, M-F) Visit HubSpot CRM Zoho CRM Logo that links to Zoho CRM homepage. Yes (up to 3 users) 15 days $14 per user, per month
Social engagement monitoring, social post management, add leads from social media; integrates with Facebook, Instagram, Twitter, LinkedIn, and Google My Business
Self-help guides, community forum, training videos and webinars, tier-based customer support via email (24/7), phone and live chat (24/5)
Visit Zoho CRM
Agile CRM logo that links to Agile CRM homepage.
Yes (up to 10 users)
No
$9.99 per user, per month
Social campaign management, social listening, and audience behavior tracking on Facebook, Twitter, LinkedIn, and Google+
Setup guides, weekly training workshops, scheduled online consultations, support via email (24/5) and phone (M-F, 9 a.m. to 5 p.m. Eastern Time)
Visit Agile CRM
Salesforce logo that links to Salesforce homepage.
No
14 days
$25 per user, per month*
Automatically turn social interactions into cases; integrates with Facebook, Twitter, Instagram, and YouTube
Community support, online learning, demos, and technical support
Visit Salesforce Essentials
Nimble logo
No
14 days
$19 per user, per month*
Social listening, social profile matching, and profile enrichment; integrates with Facebook, Twitter, and LinkedIn
Demos, webinars, blog, knowledge base, video tutorials, onboarding assistance, one-on-one consultations, and email and phone support on weekdays (4 a.m. to 5 p.m. Eastern Time)
Visit Nimble CRM
See fullscreen table
*Based on annual billing. Monthly pricing is also available at slightly higher rates.
HubSpot CRM: Best Overall Social CRM & Best Free Option
HubSpot logo that links to HubSpot homepage.
Overall Score: 3.99 OUT OF 5
What We Like
Free plan supports an unlimited number of users and Facebook Messenger integration
Offers social post scheduling features
Social campaign return on investment (ROI) reports
What’s Missing
Free plan lacks access to customer support and is only limited to forums
No Pinterest integration
Social media management tools are available in Marketing Hub’s higher tiers only
HubSpot CRM Pricing at a Glance*
Free: Supports an unlimited number of users
HubSpot for Startups: Ranges from $40 to $89 per month
Marketing Hub: Starts at $45 per month (up to 1,000 contacts)
Sales Hub: Starts at $45 per month (up to 2 users)
Service Hub: Starts at $45 per month (up to 2 users)
CMS Hub: Ranges from $270 to $900 per month
Operations Hub: Starts at $45 per month
Free trial for CMS and Operations Hub: 14 days
Add-ons for paid plans:
CRM Suite: Starts at $45 per month
API (application programming interface) Limit Increase: $500 per month for up to 1 million API calls per day
*Based on annual billing. Monthly pricing is also available at slightly higher rates.
HubSpot CRM is our top recommended social media-friendly CRM because of its robust integrations with Facebook, Instagram, LinkedIn, Twitter, and YouTube. You can publish social content within the CRM, monitor keyword mentions, and compare the performance of different platforms, campaigns, and publishing times. Its social management tools are available in the Marketing Hub’s Professional and Enterprise tiers.
One of the disadvantages of using this platform for advanced sales and marketing is its pricing, which can be limiting for small businesses. Its free edition offers Facebook Messenger integration, but you need to pay at least $800 per month to access its social media management capabilities. If you need a lower-level pricing tier, consider using Zoho CRM, which offers social data enrichment, lead generation, and engagement starting at $14 per user, per month.
HubSpot CRM Features
Core CRM: Contact management, contact website activity, companies, deals, tasks and activities, company insights, prospects, ticketing, reporting dashboard, email tracking, email templates, documents, and calling
Social CRM: Integrates with Facebook, Instagram, Twitter, LinkedIn, and YouTube (Marketing Hub Enterprise only); social media management, keyword monitoring, and social media return on investment (ROI) reports
Sales: Live chat, basic bots, team email, quotes, calling, email scheduling, email tracking, shared inbox, canned snippets, document, meeting scheduling, reporting dashboard, deal pipeline, Messenger integration, sales analytics, CPQ (configure, price, and quote), predictive lead scoring, conversation routing, and goals
Marketing: Web forms, email marketing, ad management, shared inbox, list segmentation, basic bots, mobile optimization, reporting dashboard, email reply tracking, Messenger integration, team email, live chat, campaign management, collaboration, contact and company scoring, A/B testing, website traffic analytics, and teams
Service: Ticketing, email scheduling, live chat, shared inbox, calling, canned snippets, tickets closed reports, rep productivity reports, reporting dashboard, email tracking, ticket pipelines, channel switching, meeting scheduling, basic bots, help desk automation, custom surveys, conversation intelligence, goals, and playbooks
Content management system (CMS): Premium hosting, content delivery network (CDN), website builder, personalized customer experience, website optimization, content strategy, web apps, team management, and multi-domain traffic experience
Operations: Data sync, contact management, deals, ticketing, email reply tracking, email health reporting, custom user permissions, custom field mappings, list segmentation, multiple currencies, programmable automation, and custom reports
Mobile app: Android and iOS apps; mobile CRM, caller ID, live chat, team collaboration, voice notes, emailing, and meeting outreach
Help and support: Community, knowledge base, comprehensive HubSpot Academy library of video tutorials and articles, developer documentation, and blog; tier-based customer support via email, chat, and phone weekdays from 7 a.m. to 8 p.m. Eastern Time
While HubSpot CRM’s marketing automation and social media capabilities are extensive, it is also an excellent tool for managing customer relationships, leads, deals, and pipelines. Read our HubSpot CRM review to discover some of the other ways this software benefits growing businesses.
Visit HubSpot CRM
Zoho CRM: Best All-in-One Social CRM With Operations Support
Zoho CRM Logo that links to Zoho CRM homepage.
Overall Score: 3.96 OUT OF 5
What We Like
Cost-effective CRM solution with a free plan and low price-per-user options
Social listening tools
Messaging features
What’s Missing
Social integration is not available for Free plan users
Mobile app does not include visual pipeline
Customer support in lower plans is limited to self-help resources and phone support
Zoho CRM Pricing at a Glance*
Free: Up to 3 users (minimal features)
Standard: $14 per user, per month
Professional: $23 per user, per month
Enterprise: $40 per user, per month
Ultimate: $52 per user, per month
Free trial: 15 days
Special CRM Editions:
Bigin: $0 to $12 per user, per month
Zoho CRM Plus: $57 per user, per month
Add-ons:
Additional file storage: $4 per month per 5GB
Additional data storage: $2 to $4 per 100 MB
Additional data backup: $12 per request
*Based on annual billing. Monthly pricing is also available at higher rates.
Zoho CRM is one of the most affordable and feature-rich CRM software options on the market. It enriches your CRM data with information taken from your Twitter and Facebook profiles. It also offers tools for social monitoring, messaging, and automatically converting social activities into new leads. A paid Zoho CRM subscription gives you access to Zoho Social Lite, which allows you to publish an unlimited number of posts on all social sites from your CRM.
While Zoho CRM offers a Free plan, this tier does not include social tools. HubSpot CRM’s free tools, on the other hand, include a Facebook Messenger integration. Its premium Marketing Hub plans also offer solid social campaign reporting capabilities.
Zoho CRM Features
Sales automation: Leads, contacts, accounts, deals, tasks, events, call logs, notes, sales forecasting, email insights, multiple currencies, scoring rules, assignment rules, email parser, and multiple pipelines
CRM customization: Page customization, rename tabs, custom fields, custom modules, page layouts, and custom list views—Zoho CRM tops our list of the best customizable CRMs
Social CRM: Enrich data with Twitter and Facebook profiles, social tabs, automated lead generation from social media, and social interaction with leads/contacts; Zoho Social Lite (for paid plan users only) allows you to manage your brand’s social media presence on Facebook, Twitter, Instagram, LinkedIn, and Google My Business (GMB)
Zia AI (artificial intelligence): Data enrichment, conversational CRM AI assistant, reminders, best time to contact, smart automations, assignment suggestions, AI for emails, and best recommendations
Reports and analytics: Standard and custom CRM reports, scheduled reports, charts, key performance indicators (KPIs), funnels, target meter, comparator, cohorts, anomaly detector, dashboard, webform analytics, webform A/B testing, and workflow reports
Marketing automation: Email templates, email opt-out, mass email, marketing campaigns, customer segmentation, and auto-responders
Web forms: Web-to-lead, web-to-contact, and web-to-case forms
Team collaboration: Motivator (gamification), calendar, status updates, direct messages, attach files to leads, tagging, and groups for team collaboration
Inventory management: Products, price books, sales quotes, sales orders, invoices, vendors, and purchase orders (Professional and higher plans only)
Integrations: Apps for online meetings, telephony and PBX (private branch exchange), team collaboration, office productivity, storage, analytics, email marketing, customer service, finance, business operations, website visitor tracking, and maps and route planning
Mobile app: Android and iOS apps manage deals, contacts, tasks, analytics dashboards, RouteIQ (route planning), and mobile card scanner (convert business cards into CRM contacts)
Customer support: Knowledge base, FAQs, community forum, training, videos, webinars, e-books, and Zia on-screen tips; tier-based customer support via email (24/7), phone (24/7 for critical cases only and 24/5 for others), and live chat (24/5)
Zoho CRM is an all-in-one CRM that gives startups the option to begin with a free CRM software and upgrade to higher plans as they scale up. Head over to our Zoho CRM review page for more details on its pros and cons, features, and integrations.
Visit Zoho CRM
Agile CRM: Best Social CRM for LinkedIn Prospecting
Agile CRM logo that links to the Agile CRM homepage in a new tab.
Overall Score: 3.83 OUT OF 5
What We Like
Social listening tools
Has social media post and publishing capabilities
Inbox and direct messaging
What’s Missing
Social tools are not included in the Free plan
No Instagram integration
More than one social media integration requires higher-tier pricing plans
Agile CRM Pricing at a Glance*
Free: Up to 10 users (limited features available)
Starter: $9.99 per user, per month
Regular: $39.99 per user, per month
Enterprise: $64.99 per user, per month
*Based on annual billing. Monthly pricing is also available at slightly higher rates, and two-year contracts are available at slightly lower rates.
Agile CRM allows you to interact with your customers and monitor brand mentions on Facebook and Twitter. Its publishing tools allow you to cross-post, schedule social posts, and send direct messages to your customers using your CRM. You can also add its LinkedIn widget so you can use your CRM to check profiles, connect, get updates, and send LinkedIn messages to your contacts.
Like Zoho CRM, its social listening tools are available only with paid plans. On the other hand, Agile CRM allows up to 10 users with its free plan, which is better than Zoho CRM’s three-user free plan. Another disadvantage of Agile CRM is the absence of built-in social campaign reports. If this is an important feature for you, consider using HubSpot CRM.
Agile CRM Features
CRM sales essentials: Contact management, centralized database, calendar, documents, and deals
Social CRM: Social monitoring, lead capture, social campaign management, social activity tracking, lead interaction, lead conversion, post scheduling, and social widgets; integrates with Facebook, Twitter, Google+, and LinkedIn
Sales enablement: Lead scoring, appointment scheduling, gamification, project management, lead prospector, CRM reporting, e-Docs and proposals, document signing, and email finder
Telephony: Inbound CTI (computer telephony integration), auto-dialer, voicemail drops, call recording, call scripts, post call automation, call conferencing, and virtual PBX (private branch exchange)
Marketing: Marketing automation (email marketing, email tracking, and newsletters), web engagement (landing pages, web forms, and CRM analytics), and mobile marketing
Service: Help desk, service automations (canned responses and ticket feedback), live chat, and knowledge base
Mobile app: Android and iOS apps offer a mobile dashboard, contact management, deal tracking, events and tasks, and Google Calendar sync
Help and support: Setup guides, training workshops, and 24/5 customer support via email and phone
Check out our Agile CRM review to explore the other benefits your company can gain from using this software.
Visit Agile CRM
Salesforce Essentials: Best Social CRM for Customer Support Teams
Salesforce Essentials Logo
Overall Score: 2.94 OUT OF 5
What We Like
Multichannel customer support
Automatic case and ticket creations
Messenger integration
What’s Missing
Pricing is limited to one paid plan
No social listening and social posting capabilities
Does not offer native integrations
Salesforce Essentials Pricing at a Glance
Annual pricing: $25 per user, per month
Monthly pricing: $35 per user, per month
Free trial: 14 days
Add-ons:
Lightning Dialer for Essentials (inbound and outbound calls from Salesforce phone channel): $2.80 per 100 minutes, per month
Lightning Dialer (click-to-dial and automatic logging): Starts at $7 per user, per month
Inbox: $25 per user, per month
Social Intelligence: $35 per user, per month
Salesforce Essentials is a robust CRM for small businesses focused on providing support and interacting with their customers. Its social customer service feature allows you to turn social interactions into cases (similar to a ticketing or task system). These interactions include posts to your Facebook page, mentions and direct messages on Twitter, comments on YouTube, and comments and replies on Instagram.
What Salesforce Essentials lacks are social listening and social posting capabilities. In addition, it only offers a single pricing plan, limiting the choices of small businesses either looking for a free option or a scalable solution that fits their budget. Meanwhile, Zoho CRM offers both free and affordable paid plans. Under its paid options, you can also monitor social mentions and publish posts on social media.
Salesforce Essentials Features
Salesforce Essential social updates and interactions
View social updates and interactions from within your CRM. (Source: Salesforce)
Lead management: Lead qualification, lead assignment and routing, web-to-lead capture, mass email, campaign management, email templates, and rule-based scoring
Core CRM: Account and contact management, opportunity management, customizable sales processes, task management, activity feed, deal collaborators, and calendar
Sales forecasting: Collaborative forecasting, custom opportunity fields, and enterprise territory management
Quotes and orders: Contracts, sales orders, products and price books, and quotes
Reports and dashboards: Real-time configurable reports and dashboards; advanced reporting features include cross-filters, joined reports, and history tracking
Collaboration: Files, topics and recommendations, and the Chatter apps (Salesforce’s real-time collaboration app)
Automations: Business processes, customizable profiles and page layouts, roles and permissions, and approval automation
Mobile app: Android and iOS apps; team collaboration, deals, customer service tools, personalized marketing, offline access, and sales forecasting
Help and support: Community support, interactive webinars, events, guided journeys, online learning, demos, and technical support with two-day response time; paid support plans include 24/7 phone support and expert coaching sessions
Conclusion
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