Salesforce Sales Cloud
Sell smarter and faster - from anywhere
The AI-powered platform was Salesforce's first application and is an extremely powerful tool for optimizing customer relationships. From leads to invoicing to customer retention, this platform stores all relevant information about contacts, customers, and prospects in one central location. Reports and dashboards give companies a real-time overview of their business operations.
Excerpt of the most important functionalities of the Sales Cloud:
Lead Management: Make more informed investment decisions by tracking leads and marketing campaigns across all channels
Contact management: details of activity history, customer communications, internal account meetings and many more.
Opportunity Management: Tracking of all sales projects - overview and documentation of status, sales products and offers.
Workflow automation: With Visual Workflow, any business process can be designed and automated quickly and easily using drag-and-drop.
Salesforce Pricing: Sales Cloud Editions & Features
Salesforce Sales Cloud
Essentials | | | | |
---|---|---|---|---|
✔ | ✔ | ✔ | ✔ | Email integration |
✔ | ✔ | ✔ | ✔ | Salesforce Mobile App |
✔ | ✔ | ✔ | ✔ | Lead registration and |
✖ | ✔ | ✔ | ✔ | Collaboration |
✖ | ✔ | ✔ | ✔ | Automation of |
✖ | ✖ | ✔ | ✔ | 24/7 support |
✖ | ✖ | ✖ | ✔ |
Salesforce Service Cloud
Optimization of customer service - across all channels, individually, intelligently and in real time.
With this solution, companies improve the service quality of employees with the help of AI solutions, internal knowledge management functions such as expert search or wikis, and personalized support options via chatbots, live chats and numerous other communication channels. In addition, the Service Cloud offers numerous services for field service - such as appointment management with display of required components and tasks to be completed. Among other things, the intelligent application analyzes customer inquiries, calculates the processing times and provides corresponding recommendations for action.
Excerpt of the most important functionalities of the Service Cloud :
Lightning Service Console: Intuitive and convenient Service Console for more efficient service work through a 360-degree view of the service
Workflow and approvals: Personalization and automation of customer service and approval processes - via drag-and-drop
Automation with macros: Automation of frequently recurring tasks for more efficient processing of customer requirements
Salesforce Costs: Service Cloud Editions & Features
Salesforce Service Cloud | Essentials | Professional | Enterprise | Unlimited |
---|---|---|---|---|
Customer transaction management | ✔ | ✔ | ✔ | ✔ |
Applications for the service console | ✔ | ✔ | ✔ | ✔ |
Knowledge base | ✔ | ✔ | ✔ | ✔ |
Service contracts and claims | ✖ | ✔ | ✔ | ✔ |
Telephony integration (CTI) | ✔ | ✔ | ✔ | ✔ |
Web Services API | ✖ | ✖ | ✔ | ✔ |
24/7 support and configuration service | ✖ | ✖ | ✖ | ✔ |
Field Service Lightning (FSL)
With networked service employees to a smart & efficient field service
As part of the Service Cloud, FSL provides a comprehensive solution for field service. It provides service staff access to schedules, parts and materials, a knowledge base, and the ability to communicate in real time - offline or online.
Advantages:
Optimized schedules and smart job assignment
Image recognition using artificial intelligence increases first-time resolution rate and optimizes service
The mobile app solution gives employees access to all functions while on the move
Managers get a quick overview - in real time - of the team's activities and performance
Salesforce Pricing: Field Service Lightning Editions & Features
Salesforce Field Service Lightning | Dispatcher | Technician | Contractor | Contractor Plus |
---|---|---|---|---|
Work orders | ✔ | ✔ | ✔ | ✔ |
Appointment booking | ✔ | ✔ | ✔ | ✔ |
Asset, inventory and product tracking | ✔ | ✔ | ✔ | ✔ |
Opportunities | ✔ | ✔ | ✖ | ✔ |
Mobile application for Android and iOS | ✖ | ✔ | ✔ | ✔ |
Optimization | ✔ | ✖ | ✖ | ✔ |
Dispatcher console | ✔ | ✔ | ✖ | ✔ |
Salesforce Marketing Cloud
Intelligent customer journeys - personalized and optimized
In the Salesforce Marketing Cloud all digital marketing tools across all channels are brought together on a central platform and enriched with artificial intelligence. Among other things, companies can use the Marketing Cloud to automate their online campaigns and deliver targeted content to specific customers. The cloud solution also makes it possible to track all customer touchpoints across the entire customer journey and analyze customer behaviour. The Marketing Cloud can be connected to various store systems and other data sources.
Excerpt of the most important marketing tools of the Marketing Cloud:
Journey Builder: Creation of personalized customer journeys that span all channels (email, apps, web) - content is specifically tailored to the interests of the respective customers
Email Studio: Create personalized email campaigns using data from any source (e.g. web analytics, CRM data)
Social Studio: Align social media marketing activities through Salesforce CRM. Measure social media activity across all channels and enable real-time response to all comments and discussions.
Audience Builder: The Salesforce DMP data management platform makes it possible to collect data from various sources on a central platform and thus create even more relevant content/advertising and more detailed customer profiles.
Salesforce Costs: Marketing Cloud Editions & Features
Salesforce Marketing Cloud | Basic | Per | Corporate | Enterprise |
---|---|---|---|---|
Email marketing | ✔ | ✔ | ✔ | ✔ |
Content creation | ✔ | ✔ | ✔ | ✔ |
Integration with the Sales Cloud | ✔ | ✔ | ✔ | ✔ |
Journey Builder | ✖ | ✖ | ✔ | ✔ |
Mobile messaging | ✖ | ✖ | ✔ | ✔ |
Poweredby Einstein | ✖ | Individual features | ✔ | ✔ |
Management of multiple companies | ✖ | ✖ | ✖ | ✔ |
Salesforce Marketing Cloud Account Engagement
B2B Marketing Automation - Personalized and Automated Customer Communication
Thanks to the marketing automation tool Marketing Cloud Account Engagement (formerly Pardot), more and more companies are managing their marketing campaigns and thus increasing their effectiveness and efficiency. Precise targeting and personalized content also increases customer satisfaction and can create long-term customer loyalty.
Excerpt of the most important features & benefits:
One platform for all stages of the online marketing campaign: from design to results analysis
Campaign analyses with A/B tests and SPAM analyses
Facilitated creation of landing pages and registration forms
Customer communication is automated and personalized, and can take place across multiple channels simultaneously
The success of individual marketing activities becomes measurable
Salesforce Pricing: Marketing Cloud Account Engagement Editions & Features
Salesforce Marketing Cloud Account Engagement | Growth | Plus | Advanced |
---|---|---|---|
Lead generation, qualification | ✔ | ✔ | ✔ |
E-mail marketing and | ✔ | ✔ | ✔ |
Marketing and Sales | ✔ | ✔ | ✔ |
Advanced automation & | ✖ | ✔ | ✔ |
Advanced analyses and | ✔ | ✔ | ✔ |
Business units | ✖ | ✖ | ✔ |
Artificial intelligence | ✖ | ✖ | ✔ |
Marketing Cloud vs. Marketing Cloud Account Engagement
As you may have noticed, Marketing Cloud Account Engagement overlaps with Marketing Cloud in some features. This is no coincidence, as both products are aimed at marketing automation and personalization. However, you can use the following as a rough guide when making your selection.
Marketing Cloud:
The complete Salesforce Marketing Cloud comprises a world of its own and is intended for established marketing departments that have the resources and capacity to utilize its range of functions
The Marketing Cloud offers far more possibilities, but customers also have to bear the higher costs for this
Marketing Cloud Account Engagement can either be purchased as a B2B part of the Marketing Cloud solution or implemented as a standalone solution.
Marketing Cloud Account Engagement:
Marketing Cloud Account Engagement is a suitable solution for mid-sized B2B companies and non-profits
It is slightly cheaper than the Marketing Cloud alternative and has a more limited feature set
If the main goal of a company's marketing activities is so-called lead nurturing, then Marketing Cloud Account Engagement is the appropriate solution.
Salesforce Commerce Cloud
Outstanding experience - through personalized and seamless shopping experiences
Salesforce B2C Commerce: Seamless shopping experiences - online, in offline stores and via mobile territories. Based on previous usage behavior combined with artificial intelligence, shopping experiences are personalized from product selection and price to product recommendations and filters. It is also possible to build and manage online stores for multiple brands and regions.
Customer Experience: Conversion rate optimization
Marketing and sales promotion: faster campaign launches, personalized promotions and improved page ranking through SEO optimized website.
Artificial Intelligence: Individual product recommendations from Salesforce Einstein, optimized offers through buying behavior analyzed with AI, automatic completion of search terms.
Salesforce B2B Commerce: With the special B2B functions of the B2B Commerce Cloud , companies can make it easier for their business customers to store online. Examples include:
Custom online store designs for individual views of each account with authentication via login
Fast reordering with just a few clicks
special contractual prices by account/customer
customized product catalogs
Shopping cart with hundreds of items per order
Prices for the B2B and B2C Commerce Cloud are available on request.
Salesforce CPQ
Customized offers, tailored to the needs of the customer
The Salesforce CPQ (Configure-Price-Quote) solution is particularly well-suited for companies whose products are highly configurable and have extensive product portfolios. Using seamless CPQ processes and automated end-to-end processes, companies can create more accurate quotes and contracts and accelerate the receipt of payments. The Salesforce CPQ solution sits directly on top of a Salesforce platform and can automatically configure and price products and services, factoring in discounts, rebates, and upsell/cross-sell options. The solution enables fast and accurate quoting.
Salesforce Costs: CPQ Editions & Features
Salesforce CPQ
CPQ | | | | |
---|---|---|---|---|
✔ | ✔ | ✔ | ✔ | Extended product catalog and price book |
✔ | ✔ | ✔ | ✔ | Advanced approvals and order management |
✖ | ✔ | ✔ | ✔ | Consumption-based pricing |
✖ | ✔ | ✔ | ✔ | Invoicing and sales plans |
✖ | ✖ | ✔ | ✔ | Complex revenue reporting |
✖ | ✖ | ✖ | ✔ | Automated payments and allocations |
✖ | ✖ | ✖ | ✔ |
Tableau CRM / Einstein Analytics
Insights, recommendations & predictions using artificial intelligence
With the AI-powered analytics software Tableau CRM , formerly Einstein Analytics, Salesforce offers its customers the possibility of intelligent data evaluation. Companies that add the business intelligence (BI) solution to their Salesforce solution can make decisions based on AI-powered data analysis.
Einstein Analytics is a standalone solution that can be fully integrated into the Salesforce platform. The solution works either with data from all Salesforce Clouds or therefore completely with data from the Salesforce Platform. Without Salesforce environment with data from third-party systems such as SAP. This data is analyzed by artificial intelligence, revealing previously hidden relationships and identifying new business opportunities and optimization potential.
The features at a glance:
Analysis and integration of Salesforce data and external data
Customizable dashboards that show trends, recommendations, forecasts, and more.
Augmented analytics: decision support for business decisions through "what if questions"
Forward-looking insights: forecasts of future results and recommended measures
Salesforce Pricing: Tableau CRM / Einstein Analytics Editions & Features
Tableau
Einstein Predictions | | | |
---|---|---|---|
✔ | ✖ | ✔ | Sales Analytics and Service Analytics |
✖ | ✔ | ✔ | Analytics Studio |
✖ | ✔ | ✔ | Data platform |
✖ | ✔ | ✔ | Einstein Discovery |
✔ | ✖ | ✔ | Einstein Data Insights |
✖ | ✖ | ✔ |
Community Cloud
Give your partners, customers & stakeholders a window into Salesforce
The Community Cloud can be used to create internal and external communities. For example, companies can create portals for customers, employees or external partners. The three most common types are:
Self-Service Portals: On the one hand, self-service portals promote exchange between companies and customers; on the other hand, customers can also support and advise each other within this self-service community. Company employees can guide the exchange and the course of the discussions and thus promote knowledge building for all participants.
Customer portal: In the customer portal, customers can view all orders they have placed, access items, and update information or create transactions. This makes it easy for customers to obtain information and at the same time relieves the burden on customer service.
Partner Central: This is the management solution for collaboration between companies and their partners.
Templates can be used for the design of the respective portals, which in turn can be adapted to the respective company branding.
Salesforce Costs: Community Cloud Editions & Features
Salesforce Community Cloud
Partner Community | |
---|---|
✔ | Partner Central Template |
✔ | Lead distribution and order entry |
✔ | Marketing Resources |
✖ | Campaigns |
✔ | Channel analyses |
✖ | Programs and levels |
✖ |
Salesforce Trailhead - the simple Salesforce learning platform!
Another special feature of Salesforce is the Trailhead learning platform. Here, everyone has the opportunity, free of charge, to learn how to operate Salesforce, what tasks the administrator has to perform, and even consultants can prepare for their certificates here. Trailhead's diverse areas cover all of Salesforce's clouds and functionalities, creating motivation through interesting tasks and a rewarding points system.