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Accounts and contacts

Sales reps get a complete customer picture at a glance—including contacts, assets, account history, latest news, and more with Salesforce CRM Sales. All so they can build stronger, longer-lasting relationships.

Sales Datasheet | Demo | Analyst Research

 

Get a complete customer view

Salesforce CRM Sales provides quick access to all critical account data, including contact information, customer org charts, relevant documents, partners involved in the account, and more. Sharing rules control who can see specific data within shared accounts and contacts.

Define team members

You can define all the people at your company involved in managing an account, along with their respective roles (executive sponsor, dedicated support rep, etc.). Automatic team assignments save valuable time.

Work productively as a team

Coordinating customer-facing activities and events is a critical part of closing business and managing customers. Salesforce CRM helps you keep your reps organized and working together with calendars, tasks, activity reports, activity tracking, and more so your customers get the quality attention they need.

Map customers’ organizations

With Salesforce CRM, you can capture and track all key relationships at a customer account. You can define parent-child relationships between accounts to depict complex organizations with multiple subsidiaries or divisions.

Manage customer reference programs

Salesforce CRM is the natural place to identify and manage the accounts that can serve as marketing and sales references. You can track reference activities and communication with these critical customers right alongside other account activities.