360 view of your customers with the World's #1 CRM

Salesforce is a cloud-based CRM that provides an omnichannel platform where users can use award-winning tools to grow sales, service, and marketing.

Leverage customer data to deliver superior products or services

The world’s #1 customer relationship management (CRM) software unites your marketing, sales, commerce, service, and IT teams, so they can collaborate in real time and keep customers everywhere happy.
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Salesforce Sales Cloud

Salesforce Sales Cloud

Salesforce Sales Cloud

Win more customers by understanding their needs.

Develop longer-term customer relationships by acting as their trusted advisor.

1. Get to know your customers’ needs and concerns
2. Offer advice and solutions specific to their situations
3. Automate redundant sales tasks and admin work so you can focus on selling
4. Watch your sales skyrocket

通過了解客戶的需求來贏得更多客戶。

通過充當他們值得信賴的顧問來發展長期的客戶關係。

1. 了解客戶的需求和顧慮
2. 針對他們的情況提供建議和解決方案
3. 自動執行冗餘的銷售任務和管理工作,以便您可以專注於銷售
4. 看著您的銷售額飆升

通过了解客户的需求来赢得更多客户。

通过充当他们值得信赖的顾问来发展长期的客户关系。

1. 了解客户的需求和顾虑
2. 针对他们的情况提供建议和解决方案
3. 自动执行冗余的销售任务和管理工作,以便您可以专注于销售
4. 看着您的销售额飙升

Salesforce Marketing Cloud

銷售人員行銷雲

销售人员行销云

Attract more buyers with personalized marketing

通過個人化行銷吸引更多買家

通过个人化行销吸引更多买家

Create more effective marketing using customer data insights.
– Leverage customer data from multiple pipelines.
– Send more targeted and personalised messages.
– Trigger messages based on customer actions.
– Connect your sales and marketing teams.

使用客戶數據洞察創建更有效的行銷。
– 利用來自多個管道的客戶數據。
– 發送更有針對性和個人化的消息。
– 根據客戶操作觸發消息。
– 連接您的銷售和營銷團隊。

使用客户数据洞察创建更有效的行销。
– 利用来自多个管道的客户数据。
– 发送更有针对性和个人化的消息。
– 根据客户操作触发消息。
– 连接您的销售和营销团队。

Salesforce Analytics Cloud

Salesforce Analytics Cloud

Salesforce Analytics Cloud

Get a bird's eye view of sales and marketing pipelines

鳥瞰銷售和行銷管道

鸟瞰销售和行销管道

Find data-driven insights and take action in real time with Salesforce.
– Analytics are reliable and convenient and get up and running much more quickly than traditional solutions.
– Explore data from any device with the mobile-first design.
– Powerful protection and controls ensure your data is always secure.

查找數據驅動的見解,並通過 Salesforce 實時採取行動。
– 分析可靠方便,啟動和運行速度比傳統解決方案快得多。
– 使用行動優先設計從任何設備探索數據。
– 強大的保護和控制功能可確保您的數據始終安全。

查找数据驱动的见解,并通过 Salesforce 实时采取行动。
– 分析可靠方便,启动和运行速度比传统解决方案快得多。
– 使用行动优先设计从任何设备探索数据。
– 强大的保护和控制功能可确保您的数据始终安全。

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Track and nuture your prospects in one place

在一個地方跟蹤和培養您的潛在客戶

在一個地方跟蹤和培養您的潛在客戶

Get a complete view of your customers, including activity history, key contacts, customer communications, internal account discussions, and management sales deals. Connect to the people you need to close every sale, from anywhere. Show your marketing activities’ impact on your sales pipeline and invest your time on the hottest leads.

全面瞭解您的客戶,包括活動歷史記錄、關鍵聯繫人、客戶通信、內部客戶討論和管理銷售交易。隨時隨地與完成每筆銷售所需的人員建立聯繫。展示您的營銷活動對您的銷售渠道的影響,並將您的時間投入到最熱門的潛在客戶上。

全面瞭解您的客戶,包括活動歷史記錄、關鍵聯繫人、客戶通信、內部客戶討論和管理銷售交易。隨時隨地與完成每筆銷售所需的人員建立聯繫。展示您的營銷活動對您的銷售渠道的影響,並將您的時間投入到最熱門的潛在客戶上。

Align marketing and sales to generate the best leads

協調行銷和銷售以產生最佳潛在客戶

協調行銷和銷售以產生最佳潛在客戶

Generate more pipelines, close more deals, and personally connect to your customers with a full suite of B2B marketing tools.

生成更多管道,完成更多交易,並通過全套 B2B 行銷工具親自與客戶建立聯繫。

生成更多管道,完成更多交易,並通過全套 B2B 行銷工具親自與客戶建立聯繫。

Real-time dashboard and business intelligence

即時儀錶板和商業智慧

即時儀錶板和商業智慧

Easily track lead volume, conversion rates, and every part of your pipeline for a real-time view of the state of your business.
– Check on your key business metrics from anywhere with Salesforce’s mobile app
– From email and opportunity management to tasks and collaboration, get what you need to close deals faster, on any device

輕鬆跟蹤潛在客戶數量、轉化率和管道的每個部分,以即時查看您的業務狀態。
– 使用 Salesforce 的行動應用程式隨時隨地檢查您的關鍵業務指標
– 從電子郵件和機會管理到任務和協作,在任何設備上獲取更快完成交易所需的一切

輕鬆跟蹤潛在客戶數量、轉化率和管道的每個部分,以即時查看您的業務狀態。
– 使用 Salesforce 的行動應用程式隨時隨地檢查您的關鍵業務指標
– 從電子郵件和機會管理到任務和協作,在任何設備上獲取更快完成交易所需的一切

Automate your workflows with ease

輕鬆實現工作流程自動化

輕鬆實現工作流程自動化

Design and run any business process with drag-and-drop simplicity. Create repeatable success with an automated deal cycle, from discounts to approvals.

通過簡單的拖放設計和運行任何業務流程。通過從折扣到審批的自動化交易周期創造可重複的成功。

通過簡單的拖放設計和運行任何業務流程。通過從折扣到審批的自動化交易周期創造可重複的成功。

Frequently asked questions

CRM stands for “customer relationship management.” This software stores key information like client names, addresses, and phone numbers. It also keeps track of customer activities like website visits, phone calls, emails, and more.

Salesforce is a customer relationship management (CRM) solution that can bring companies and clients together. In one single platform, Salesforce provides your business with powerful marketing, sales, commerce, and service tools as well as a shared view of your organisation.

The Sales Cloud is a cloud app designed to help your sales team sell smarter and faster by centralising client information, logging their interactions with your organisation, and automating most tasks your team has to do every day. This solution allows your people to spend less time on admin work and more time focusing on closing deals. For your sales managers, Sales Cloud provides real-time visibility into their team’s activities, forecasting sales accurately and with ease. Best of all, Sales Cloud is very intuitive and highly customisable to fit the way your sales team works.

Service Cloud is built on the Salesforce customer success platform, giving you a 360-degree view of your clients and enabling you to deliver quicker, smarter, tailor-made services. With Service Cloud, you can automate service processes, streamline workflows, and surface key articles, topics, and experts to transform the agent experience. It connects you one-to-one with every customer, across multiple channels and on any device.

Sales Cloud is a cloud-based, SaaS model, so the software can scale easily to accommodate businesses of all sizes, from sole proprietorships to global enterprises. You can apply Sales Cloud benefits equally to all businesses, regardless of their size.

Sales Cloud is built on a robust, flexible security framework trusted by companies around the world, including those that are in the most heavily-regulated industries.

1) Org Security – Salesforce protects your organisation’s data from all other customer data by using a unique identifier that restricts access at every level from anyone outside your company—including us.
2) User Security – User authentication (both delegated and SAML) combined with network-level security by IP address, session restrictions, and audit trails provides control and visibility into what users are doing in the system and their field history.
3) Programmatic Security – Configurable, authenticated sessions secure access to logic, data, and metadata. Salesforce even offers a source code scanner that produces a report analysing your code’s security.
4) Trust and Visibility – Trust starts with transparency, so Salesforce displays real-time information on system performance and security and offers your organisation tips on best security practices.

Sales Cloud is designed to help your sales team sell smarter and faster. It allows them to manage your company’s contacts, accounts, leads, opportunities, quotes, and deals easily, all on one platform. On the other hand, Service Cloud helps your company run and improve customer service using accounts, contacts, cases, and solutions. It’s designed to help support your past, current, and future client service requests to help you retain your existing customers. Which app you need depends on which area of business you are trying to improve.

Increasingly, clients are engaging with your services or products via mobile apps, but will they be able to access help within your app? Service Cloud offers Snap-ins, which let you embed client support directly into your apps, from case management to SOS. As a matter of fact, SOS is changing the way companies provide in-app mobile support, with live agent video chat, screen sharing, and on-screen guided assistance.

With the Salesforce mobile app, client support managers can access the data and insight they need right from their mobile device to make informed, real-time adjustments.

Couldn’t find the answer you need? Schedule a call with us.

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