1. See all your customers at once.
The account list view gives you the ability to see all of your clients in one glance.
Access, learn, strategize, and engage with your customers in an efficient and quick way.
Address stalled deals, and coach your team to success.
Get your day ready, engage with clients, and address issues.
Keep and track of all of your client contacts in one place, across the company.
Grow your pipeline and see where your deals are at every step.
See how real-time, easy-to-customize reporting drives more business.
Manage your team, set up selling standards, and create accurate reporting and forecasting.
Spend your time wisely — on selling, not on administration. Go mobile so all time is uptime.
Streamline process across all functions, work the way you want.
The account list view gives you the ability to see all of your clients in one glance.
Open any account to instantly view key details, including must-see business news highlighted by Einstein AI.
The contacts list displays everyone you know in a given account, along with their information.
Find everything you need to know about a contact in one place. You’ll be able to see what you’ve talked about, what connection you’ve had with them, and how to best reach them.
It’s easy to check out your past activity with a customer. It’s all there for you in one consolidated list.
When you need to create new activities for the future and associate them with clients, don’t worry. It’s easy.
The account list view gives you the ability to see all of your clients in one glance.
See a list of the deals that haven’t been addressed in a while.
You can see all of your deals at once in the Sales Pipeline report component. The bar chart widget shows your deals broken down by stage.
You’ll be able to sort your opportunities based on your priorities. This will help you see your stages from different angles.
Everything you need to know about the deal is available at a glance, including critical develops that are easy to miss without Einstein AI.
You can provide tips, tricks, and specific resources at every stage of the deal cycle.
Tools on the Home page allow you to see your day at a glance so you can plan for what’s ahead.
The Assistant shows you where you need to focus for a productive day, while Einstein AI surfaces your next winning sales move.
Just a few taps gets you all the details for every meeting in your calendar.
Salesforce® Engage makes it easy for your team to send templated marketing emails. You’re also able to track the results and get real-time notifications.
Receive valuable analytics and reporting in real time so you can make the right decisions in your business.
The Pipeline by Stage component makes it easy to track your funnel across your entire team. You’re also able to see who’s performing, and provide help to those who need it.
Chatter provides you and your team with real-time file sharing and collaboration.
With the contact list view, it’s easy to see company contacts in one place. You can search and filter in countless ways.
View and scan through what you need to know about your contact quickly and easily. Then click to see more details.
The contact detail view provides a holistic view of everyone important within an organization and how your contact fits within that structure. This will help you be able to track the activity history and review the information that matters to your business.
When you want to get a better view of the account, all you have to do is hover over the name of the account to see the details.
The account view reveals contextual information about every action across an entire account. You can see the account owner, plus the most relevant news uncovered by Einstein AI, at a glance.
See what open opportunities or open service cases exist with the account. You can see the size of the deals, who owns them, when they’re due to close, and more. And of course, you’ll be able to know who to get in touch with and what’s been discussed in the past.
Thanks to simple, customizable dashboards, it’s easy to see everything you need to know about the state of your business.
For example, this component shows you how much business you’ve closed, so you always know how much further you need to go to crush your quota.
This dashboard component visually displays your entire pipeline by stage — either for individual reps or in aggregate for sales managers.
When you want more insights, it’s easy to drill down. With just a click on any dashboard component, you’ll see a full, customizable report.
See your deals progress from one stage to the next.
All the basic information about each opportunity, such as the type of deal and who’s assigned to it, is laid out. And with a click, you can see all the details of any opportunity.
Sales Cloud makes each detail in every deal in your pipeline easy to see, including urgent insights uncovered by Einstein AI. With Sales Cloud, it’s easy to assign tasks, track the data that matters, and keep deals moving.
Sales Cloud comes with powerful, built-in and customizable dashboards for all your business needs that make it easy to see how your business is running at a glance.
This dashboard component displays the total pipeline for your business broken out by stage.
Sell exactly how you want by rearranging components, or even quickly making your own. For example, bring in a new pie chart to help you track pipeline by stage.
Thanks to the Salesforce1 Mobile App, all of your dashboards — custom or otherwise — are available with real-time data wherever you are.
When you want to know the story behind what your dashboards are telling you, it’s a single click to get a detailed report that provides you with an incredible amount of information about your business. You can filter and sort data in many ways to help you quickly answer your questions.
Filtering reports is easy and incredibly powerful. For example, here we can filter all the opportunities in our pipeline by a specific time frame. Let’s see what’s closing this quarter.
Now that we’ve filtered this report, it’s easy to see the deals that are closing soon. Discover what you need to get done to get across the finish line.
Our intuitive interface makes it easy to track every detail of your sales deals and use Einstein AI to uncover the best actions to take next to close the opportunity.
You can set up sales processes for different deals and selling types, providing you with easy controls to cut through the complexity of enterprise sales.
Show your organization’s best practices on every sales opportunity. In-line guidance helps accelerate sales deals and onboard reps faster.
Work with your team to close business, collaborate, set tasks, request help, and search on skills and roles when you need help.
Turn pipeline and opportunity data into detailed and accurate forecasts with drag-and-drop deal updates.
Dynamic, customizable dashboards give you a complete view into your business. Track your pipeline, activities, and more, all in one place.
All your CRM solution objects, custom apps, third-party applications are all available on your mobile phone, so your entire CRM solution goes where you go.
Everything your reps need to do that day is waiting for them on one screen. It’s like a personal assistant with agendas, contacts, and opportunities to work on at your fingertips.
Salesforce® Engage makes it easy for your sales team to send templated marketing emails. You’re also able to track the results and get real-time notifications.
Entering data isn’t a pain anymore. The action bar makes it easy.
Make sure your reps are moving a deal forward by providing next-step best practices, assigning tasks, and following up on progress.
Our mobile dashboards make it easy to manage your team's performance.
A streamlined user interface means reps can sell smarter and faster, all the time.
There are many ways you can customize almost anything in Salesforce for your unique needs and business goals.
Brand your application, add components, and create customized pages to meet the needs of your reps, execs, and partners.
Need to access remote data from third-party software? It’s easy with Lightning Connect.
If you require more functionality built on the Salesforce platform, check out our AppExchange. The odds are you’ll find just what you need.
Installing an app is easy. In fact, it only takes seconds.
With our Microsoft Outlook integration, you’re now able to save emails directly to the appropriate records.
