sales force

Digital Tool for Agents #3 – Salesforce.com: CRM

Digital Tool for Agents 3 of 100… Salesforce.com is a relatively inexpensive yet incredibly powerful and easy to use customer relationship management (CRM) system. Like many of the tools on this list it is internet-based software, so there is no need to download anything to your own computer. As long as you have an internet connection you will be able to access to your client information in Salesforce.com.

This system is an online warehouse for all of your client data. It makes it easy to stay on top of every lead, every opportunity, and every customer. As with all CRM software, it captures and organizes communications and information from current or prospective customers.

Salesforce.com also has what they call an open API. Now without getting too techy what that means is that other sites can integrate their site or certain portions of their site with Salesfore.com. This makes it much easier for a user of both sites to move their data between the two.

A great example is the ability to integrate your Salesforce.com account with your Constant Contact account (another tool profiled on this list). This integration allows you to pull your contact list from Salesforce.com right into Constant Contact so that you can add the members of that list to an email campaign with great ease.