CRM process automation in Salesforce Sales Cloud allows your reps to communicate effectively with customers, deploy personalised campaigns in just one click, understand prospect interactions, and get alerts on active leads. CRM automation simplifies processes by giving your reps access to a library of marketing-approved email templates and nurturing tracks that they can use to connect with their prospects. Sales Cloud CRM process automation also lets you send messages from Salesforce, the Salesforce1 Mobile App, or your desktop client.
Send messages that are always on target. Engage Campaigns gives your reps access to a library of marketing-approved email templates and nurturing tracks that they can use to connect with their prospects. You’ll be able to send messages from Salesforce, the Salesforce1 Mobile App, or your desktop client.
View a detailed history of your prospects’ engagement with your brand right within Salesforce or on the Salesforce1 Mobile App. Activity tracking lets you understand your customers’ unique interests, and with real-time alerts you’ll know exactly when to reach out.
Interactive, graphical dashboards allow reps to easily monitor and control the success of their own campaigns. Access engagement metrics like opens, and click-through rates so you can understand what is impacting your pipeline.
You don’t learn everything in life by reading a manual. Sometimes it helps to get a helping hand. If you have questions about products, implementation, integration, or anything else, let us know. Our highly trained reps are standing by, ready with answers.