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What Is Salesforce? A Beginner’s Guide To Understand Salesforce

Salesforce products

What Is Salesforce?

Salesforce is the world’s best customer relationship management (CRM) platform. However, it helps your marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep your customers happy everywhere.

In recent years, there has been a big surge in Cloud Computing Technologies. One such technology which has had an immense impact on the world of computing is Salesforce. In this blog, I will acquaint you with Salesforce and will reply: What is Salesforce?

Why use Salesforce? Where is Salesforce being utilized? And also, why organizations are searching for experts with Salesforce Certification Training?

How It All Began?

Before Salesforce, Customer Relationship Management (CRM) solutions were hosted on a company’s own server. Can you imagine the cost and time it took for companies to have their own CRM solutions? It used to take months or even years to set it up.

This led to an increase in cost by millions of dollars. Even after setting up, they were extremely hard to use. What would be a feasible solution to this? I am sure you guessed it – building affordable CRM software and delivering it entirely online as a service.

This was the main idea behind Salesforce. Starting as a Software as a Service (SaaS) company, Salesforce has grown into the fifth-largest software company in the world.

But what Made Salesforce popular?

The answer to this is pretty simple, it was Cloud Computing. Salesforce wasn’t just about a better product at a fraction of the cost. Moreover, it was about replacing the lengthy installation process and moving everything to the internet.

What’s more, it changed the business model – no more long-term contracts or expensive licensing deals, anyone could use Salesforce with only a simple 50-dollar monthly subscription fee.

What Are The Services And Products That Salesforce Offers?

To understand what is Salesforce, you need to know the different services and products that Salesforce has to offer and when to use them. Through Salesforce, you can access a wide range of products and services in Cloud, Social and Mobile domains.

Salesforce Cloud Services

Salesforce Sales Cloud –

The Sales Cloud is a CRM stage that empowers you to deal with your association’s business, showcasing and client bolster features. If your company is engaged in business-to-business (B2B) and business-to-customer (B2C), then the sales cloud is the service your sales team needs.

Salesforce Marketing Cloud –

The marketing cloud furnishes you with one of the world’s most dominant computerized showcasing stages. The marketers in your organization can use it to manage the customer journey, email, mobile, social media, web personalization, content creation, content management, and data analytics.

Salesforce Service Cloud –

The Service Cloud is a service platform for both your organization’s customer service and support team. It provides features like case tracking and social networking plug-ins for conversation and analytics.

This not only helps your agents to solve customer problems faster but also gives your customers access to answers. Using these answers your customers can solve problems on their own.

Salesforce Community Cloud –

If you need a social platform for your organization to connect and facilitate communication among your employees, partners and customers then Salesforce Community Cloud is the service you need. You can use this platform to exchange data and images in real-time.

Salesforce Commerce Cloud –

The commerce cloud enables your organization to provide seamless customer service and experience irrespective of your customer’s location (online or in-store). It also provides for customer data integration so that your consumers can have a better experience.

If your goal is to provide a customer with a positive, engaging customer experience, Commerce Cloud is the service you need.

Salesforce Analytics Cloud –

The Analytics Cloud provides a business intelligence platform for your organization to work with large data files, and create graphs, charts, and other pictorial representations of data. It is optimized for mobile access and data visualization and can be integrated with other Salesforce clouds.

Salesforce App Cloud –

To create custom applications that will keep running on the Salesforce stage, you can utilize the Salesforce App Cloud. It gives you a gathering of improvement instruments that you can use to make custom applications. A portion of the devices in the App Cloud include:

  •, allows admins and developers to create websites and applications in the main application.
  • AppExchange is an online application marketplace for third-party applications that run on the platform.
  • Heroku Enterprise gives developers the flexibility to create apps using their preferred languages and tools.
  • Salesforce Thunder is enormous information and tenets handling motor intended to break down occasions and take customized activities.
  • Salesforce Sandbox allows developers to test ideas in a safe and isolated development environment.

Salesforce IoT Cloud –

When your organization needs to store and process Internet of Things (IoT) data, you can utilize the service of Salesforce IoT cloud. The stage is worked to take in monstrous volumes of information produced by gadgets, sensors, sites, applications, clients, and accomplices. On getting this information, the stage starts activities to give you continuous reactions.

Salesforce Health Cloud –

If you are a Health IT organization and require a CRM system that incorporates doctor-patient relationships and record management, the Health Cloud is what you need. Through the patient profile, you can support the one-to-one relationship by integrating information from multiple data sources.

What Are the Benefits of Salesforce?

Salesforce is one of the largest and most popular cloud platform providers in the world. Their marketing automation, customer relationship management (CRM), and other software give them a ton of advantages over their competitors which their customers love.

1. Customer Information

One of the biggest advantages of using Salesforce is the information it retrieves — both the quality and the quantity. When you use Salesforce, you can look at every individual account, contact, task, event, and opportunity that’s tied to a lead, which gives your company a lot of information before approaching potential customers.

There are a couple of reasons this is so important.

First, it lets you easily track all of the information you need to keep your customer profiles organized. You have all the data you need in one advantageous area. You can even look into any lead or customer you need — regardless of whether they’re appointed to different agents.

This offers a more complete, holistic approach to managing your growing business.

In addition, shared customer information also lets you and your employees enjoy your leisure time and vacation days without worrying about personally accommodating clients, leads, or prospects. Any of your reps can easily cover for another one who’s out of the office, eliminating any gaps that you could have in your customer support model.

This digital design is a direct upgrade from physical resources and even Excel sheets. Salesforce is comprehensive, responsive, and convenient to use, so you no longer have a need for manila folders or digital files full of spreadsheets.

2. Account Planning

With all of the customer information you need right at your fingertips, you — and all of the reps at your company — can make plans for accounts independently. That gives you the hands-on approach that you need to really make a connection with clients, and it also lets your reps modify their plans to achieve better results.

There’s even an option in Salesforce to create to-do items so you and your reps can use lists to stay organized throughout the day.

You can also create reminders on calendars so you can tell anyone to follow up with your customers, account managers, or upper management about import duties. Essentially, you make sure nothing falls through the cracks.

In addition to the organizational tools, the amount of time that you or anyone else in the company has spent on each specific account can be seen. This is especially helpful for service-based businesses with lots of clients who subscribe to different packages or plans.

If you notice that you’ve spent too much time on a client for what that client spends, your company can adjust accordingly.

With these account planning options, managing clients becomes a much simpler process.

3. Time Management

With comprehensive customer information and a wealth of planning resources at your disposal, you naturally get the benefit of outstanding time management. You have all the information you need to prioritize work for your clients, and that means you can also organize tasks for different accounts according to that same criteria.

Along with that, you can use the built-in calendar tools to better visualize your schedule for the day, week, month, or year. That means you can constantly stay on the ball through all of the steps in nurturing a potential lead.

4. Team Collaboration

Salesforce also lets you easily communicate with the other members of your team. The “Chatter” feature gives you a chance to converse with people or gatherings about business-related data, similar to customers, domains, and other essential details.

Chatter also lets you add different team members to accounts or opportunities that need special attention. This, in turn, makes it easier for your team to prioritize and schedule their tasks. This will help you to work with more leads and finalize more sales.

5. Accessibility

Salesforce is a cloud product, and that means it’s available wherever you have Internet access. It even has a mobile app that you can use to stay in touch with your business and your team.

This makes it a perfect match for the hands-on business owner or the marketing manager who wants to stay in constant communication with their team.

The reason this is a huge advantage is that it means you don’t have a centralized location for your data. There’s no filing cabinet, local server, or anything else. It’s all kept safe and sound in the cloud where you can always access it.

What is Salesforce used for?

Go digital fast and empower your teams to work from anywhere.

Engage customers with relevant, empathetic digital marketing from anywhere.

Quickly launch and scale eCommerce built around your customer — from anywhere.

Sell smarter and grow your business faster from anywhere.

Provide great customer service from anywhere.


Since its release, Salesforce has helped a large number of businesses to better manage their customers and grow. If you too are looking for the perfect CRM for your business, look no further. With its exceptional highlights, it will begin paying profits in the blink of an eye.

Pletratech is a prominent Salesforce Implementation & Development company with the expertise needed to drive Salesforce-powered change in your enterprise. Using effectively, our consultants can certainly help clients provide innovation and value from customer operations.

Above all, Pletratech is the best salesforce development company and consulting company that offers Consulting, Solutions, and Services. Through our best-quality resources, in-house skills, and experience, we provide companies across the globe with cost-effective and stress-free services & solutions.

As a matter of fact, these solutions leverage advanced technologies, business process knowledge and domain expertise to help clients achieve a noticeable competitive advantage.

The company’s in-house training program prepares the clients by not only incorporating upcoming technologies into their existing IT infrastructure but also allowing them to utilize technology for innovation, differentiation, and growth.