Salesforce Overview: These are the Tools Salesforce Has to Offer You
We provide you with an overview of the software landscape of Salesforce
- What is Salesforce?
- What tools does Salesforce offer?
- 1. Business Intelligence Tools from Salesforce
- 2. CPQ Software from Salesforce
- 3. Customer Data Platform from Salesforce
- 4. Social Media Marketing Tools from Salesforce
- 5. Marketing Automation Software from Salesforce
- 6. CRM and Customer Service Tools from Salesforce
- 7. E-Commerce Tools and Shop Systems from Salesforce
- Integrations to Salesforce
- Additional Services from Salesforce
Here you will learn everything you need to know about Salesforce and get an overview of all the tools included in Salesforce's Customer Relationship Management platform.
What is Salesforce?
Salesforce is a Customer Relationship Management platform (CRM) that helps companies manage their customer relationships. Salesforce offers a variety of tools and features that allow companies to manage their customer data, nurture contacts, and generate leads. Salesforce also allows to connect customer data with external data sources to get a complete picture of customer relationships.
What tools does Salesforce offer?
Salesforce offers a range of additional tools. These include Salesforce CPQ, Salesforce CDP or Salesforce Social Studio. Below you will learn what the individual tools are and get an overview of the Customer Relationship Management platform.
1. Business Intelligence (BI) |
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2. CPQ Software |
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3. Customer Data Platform |
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4. Social Media & Email Marketing |
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5. Marketing Automation Software |
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6. CRM & Customer Service |
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7. E-Commerce |
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1. Business Intelligence Tools from Salesforce
Salesforce Einstein – CRM
- Demo video available on the website
- Artificial Intelligence
Salesforce Einstein – is a CRM assistant that uses artificial intelligence to make decisions, increase employee productivity and enhance customer satisfaction. The tool includes features such as forecasting and recommendations, embedding insights into records or apps, and integrations like AI in workflows and business processes.
- free trial available
- Tableau Desktop available for Windows and Mac operating systems
- Web browser available for Chrome, Microsoft Edge, Firefox and Safari
Tableau – the Business Intelligence and Analytics platform Tableau from Salesforce offers different solutions to bundle data in individual dashboards, visually prepare and create reports and reports. The functions include interactive dashboards, which fetch data from different sources such as Big Data, SQL databases, spreadsheets or cloud applications.
The tool is compatible with various other applications. These include, among others, Excel, Microsoft SQL Server , Amazon Redshift, Google Analytics, VERTICA, Snowflake and other Salesforce tools.
2. CPQ Software from Salesforce
Salesforce CPQ
- Demo video available on the provider's website
- Pipelines and forecasts from partners* in real time
Salesforce CPQ – is a software that supports companies in their sales processes and automates them. The focus is on price calculations and quotation creations. The tool ensures that consistent discounts and prices are communicated when creating multiple quotes. In addition, integrations of electronic signature options, accelerated approvals or the creation of invoices for subscriptions or licenses can be made.
The company also offers the Salesforce Sales Cloud. This includes the features of CPQ software including additional features.
3. Customer Data Platform from Salesforce
Salesforce CDP
- Demo video available on the provider's website
- Real-time data and support through artificial intelligence
Salesforce Data Cloud for Marketing – Focuses on customer data, which allows marketers to use reliable data from a central source of information as a single source of truth. With Salesforce CDP, data from any source can be unified into a complete overview and target group segments can be created via drag and drop. Likewise, analyses of the collected data can be made.
4. Social Media Marketing Tools from Salesforce
Salesforce Social Studio – Social Planning
- Demo video available on the provider's website
- Real-time data available
Salesforce Social Studio – focuses on managing, planning, creating, and monitoring posts. Social Studio offers a powerful real-time publishing and interaction platform. Other features include Workspace Calendar, Ads Campaign Integration, and Content Performance Measurement. In addition, analyses can be created on collected data such as posts, campaigns or goals.
5. Marketing Automation Software from Salesforce
Salesforce Pardot – B2B Marketing Automation
- Deliver content automatically and cross-channel (email, web, mobile, etc.)
- Demo can be requested on the website
Salesforce Marketing Cloud Account Engagement (aka Pardot) – is a B2B marketing automation solution based on Salesforce. Pardot enables the cooperation of marketing and sales teams in lead generation and nurturing. Patriot differs from other CRM programs in that it plays a role in analyzing customer experience. It provides reports on sales and provides insights into customer satisfaction and loyalty.
With the integration to Salesforce Genie it is also possible to use real-time data – team- and channel-wide.
6. CRM and Customer Service Tools from Salesforce
Salesforce CRM
- Demo available on the provider's website
- 30 days free trial
Salesforce Sales Cloud – is a cloud-based CRM platform and allows to manage leads, sort support requests and maintain customer lists. With Salesforce CRM, companies can automate their sales processes, improve their customer service management and make their marketing campaigns more effective.
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Salesforce Genie – CRM
- Demo video available on the provider's website
- Real-time data
- Partnerships with snowflake, Google, amazon ads, Meta
Salesforce Genie – the CRM tool is a real-time platform to use freshly generated customer data in Customer 360. These data can be networked from all applications, devices, and real-time streams. Salesforce Genie supports in strengthening customer relationships and optimizing business processes.
Salesforce Service Cloud – Customer Service
- free trial available
- AI-supported interaction with customers* possible
- Customer service console, live chat and community software as well Integrated call center software and telephony.
Salesforce Service Cloud – offers a central platform with which customer interactions and their data can be organized. With the platform, customer service, digital support, and field service can be interconnected. Integrations include self-service portals, AI-supported chatbots, direct interaction via chat, SMS, WhatsApp, Facebook Messenger and other channels such as special field service tools.
Using web service APIs such as REST, SOAP etc., external systems and data can be networked with Salesforce.
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7. E-Commerce Tools and Shop Systems from Salesforce
Salesforce Commerce Cloud – E-Commerce
- Demo video available on the website
- suitable for B2B and B2C
- for companies with digital channels as well as for customer experience and store management
Salesforce Commerce Cloud – allows to connect with users and (potential) buyers both online and offline. Salesforce Commerce Cloud is a cross-platform e-commerce solution. The solution offers a range of features and tools that allow companies to optimize and personalize their shop. These include, among others, functions for product management, customer loyalty and building marketing.
Relevant articles:
- What is Headless Commerce and why is the approach on everyone's lips in E-Commerce?
- What to consider when choosing a new e-commerce platform
- With this checklist you implement an online shop
Integrations to Salesforce
All Salesforce tools are compatible with Slack, which allows business processes to be automated. In addition, all Salesforce tools are compatible and complement each other.
Additional Services from Salesforce
In addition to the above mentioned tools, the company also offers the Salesforce Platform . This serves as a central platform for all Salesforce applications and helps users* to customize the individual products as well as integrating them into other systems.
The application Mulesoft from Salesforce also helps to integrate data from any systems.
The company also offers a solution in the field of sustainability. With the Net Zero Cloud users* can reduce CO2 emissions and support their own sustainability. This is done by tracking, analyzing environmental data, which are played out as a report.
