Carl, a fictional small-business owner, shows how Salesforce handles sales, customer service, and marketing. The platform tracks deals and leads, routes customer cases automatically, and lets you build apps fast through AppExchange.
Meet Carl, small business owner, Trailblazer wearer of many hats. Good news. Carl just got Salesforce taking his company to the cloud so he can grow his small business much faster, succeeding at every step without all the hiccups. First Carl gives the sales team a quick speech. Carl, Carl, Carl. And sends them off to win more customers. Sales rep Carl dives straight into the lightning sales console, finding a list of the hottest leads. He's able to learn everything about the prospect like which marketing campaign led them there and can see new information the second it comes in like calls and meetings tracking the entire deal along the way, other sales rep Carl checks everything from follow up tasks to the deal size and stage following the best opportunities. With the Salesforce one mobile app always moving deals forward while on the go and other other sales rep Carl can close even the biggest deals right from his phone. Next, should one of these new customers log an issue by phone, email or social channel, a case is instantly created for everyone else so Carls from other departments can chime in and quickly send a solution to help service agent Carl keep customers happier then celebrate their achievement. Customers can also find answers through self service support sites during the rare small business non business hours. Then CMO Carl meets with his marketing team utilizing marketing automation to find more customers. Here they test the latest and greatest marketing materials to optimize engagement and they're able to easily build nurture campaigns specific to potential customer activity, helping accelerate the sales cycle. Alerting reps the moment a prospect is ready to buy and dashboards for sales, marketing and service give him insights to his now exponentially growing company wherever he goes. Back at the office it Carl shows CEO Carl the app he built that morning using the Salesforce platform, then explains they have access to thousands of third party business apps on the Salesforce app Exchange. Carl is pleased with their growing success in such a short time and rallies the troops to share the news. Phrases like unlimited growth, potential profits, soari, many new faces and prospective business developments are heard throughout and now Carl is in the business of booming. Blaze your trail with Salesforce.
