Certified teamSales Cloud The sales CRM: it brings your prospects, customers and opportunities together in one place so the sales team sells in an orderly way.
What it does Records accounts, contacts and opportunities with their full history Shows the progress of each sale by stage, that is, the sales funnel Automates repetitive tasks and helps forecast how much will be sold How it works Record Every prospect and customer lives in a single record, with their conversations and commitments. Advance Each opportunity moves through the stages of your sales process, with alerts if it stalls. Forecast You see the pipeline and the expected close for the month, by salesperson and by team. Let's talk about Sales Cloud Certified teamService Cloud The customer service platform: it gathers every inquiry in one place, no matter which channel it arrives through.
What it does Centralizes cases from email, chat, WhatsApp and phone in a single inbox Assigns each case to the right person and tracks response times Uses a knowledge base and artificial intelligence to resolve faster How it works Receive The inquiry comes in through any channel and a case is created automatically. Assign The case reaches the right agent, with the customer's full history. Resolve The agent responds with support from the knowledge base and AI, and service is measured. Let's talk about Service Cloud Certified teamMarketing Cloud The platform to plan, automate and measure your marketing campaigns across all channels.
What it does Sends email, SMS, push, WhatsApp and paid advertising from one place Segments your databases by behavior and characteristics Automates customer journeys and measures the result of each campaign How it works Segment You build audiences from your customer databases. Design the journey You define which message each person receives, through which channel and at what moment. Measure You see opens, clicks and sales, and adjust the campaign. Let's talk about Marketing Cloud Certified teamData Cloud Salesforce's data platform: it brings the customer data that is scattered across different systems into a single profile. It is now called Data 360.
What it does Connects your own and third-party sources, even without copying the data Joins sales, service, marketing and web interactions into one profile per customer Calculates useful insights, such as propensity to buy, and activates audiences How it works Connect Your data sources are integrated: internal systems, website, databases and other clouds. Unify Each customer's data is combined into a single profile, even if it comes from different channels. Activate With that profile, audiences are built and actions are triggered across marketing, sales and service. Let's talk about Data Cloud Certified teamAgentforce Artificial intelligence agents that serve your customers and complete tasks on their own, 24 hours a day, within the limits you set.
What it does Answers inquiries, resolves cases, recommends products and books appointments Uses your CRM data to understand the context of each customer Hands the case to a person, with full context, when it goes beyond its scope How it works Define You state in plain language what the agent should do and what its limits are. Connect You connect it to your Salesforce data and the actions it can perform. Serve It talks to your customers on web, messaging or phone and escalates to a person when needed. Let's talk about Agentforce Slack Salesforce's communication and teamwork platform: conversations, files and tools in one place, connected to your Salesforce data.
What it does Brings conversations, files and tools together in channels by team or by customer Shows and updates Salesforce records without leaving the conversation Sends automatic alerts and lets you chat with AI agents How it works Connect Slack integrates with your Salesforce and the tools your team already uses. Collaborate Teams talk and solve things in channels, with the customer's data in view. Automate Alerts and workflows reach the right channel on their own, at the right moment. Let's talk about Slack