What is Salesforce Foundations?
Salesforce Foundations is a groundbreaking update that enhances your existing Salesforce CRM with comprehensive sales, service, marketing, and commerce capabilities—all powered by Data Cloud. Available in Summer ’24, this suite seamlessly integrates into your current CRM environment at no additional cost, providing a true 360-degree view of your customers.
How Will Salesforce Foundations Help You?
Unified Customer Experience
- Complete Customer View
- Streamlined Operations
- Real-Time Insights
Cost-Effective Enhancement
- No Additional Cost
- Preserve Customizations
- Flexible Implementation
Modernized User Interface
- Intuitive Navigation
- Personalized Home Experience
- Simplified Administration
Salesforce's Core Capability now unleashed
With advanced opportunity management that comes with Foundations, you can easily track and close deals. Its streamlined account and contact management keeps your customer data well-organized, while enhanced lead tracking ensures you focus on high-priority opportunities. The platform also features:
- Integrated forecasting tools for accurate planning
- Complete sales pipeline visibility for better insights
Transform your customer support experience with Salesforce’s Service Excellence tools. The Foundations Service Console speeds up issue resolution, helping agents deliver exceptional service. Key features include:
- A robust Knowledge Management system for quick access to solutions
- Omni-Channel routing for efficient case assignment
- Email-to-Case threading for consistent communication
Salesforce’s advanced campaign management tools make planning and execution effortless. The platform helps you target the right audience with:
- Customer segmentation tools for personalized campaigns
- Automated campaign flows and templates
- Einstein Send Time Optimization for perfect email delivery timing
Its direct-to-consumer (D2C) online store capabilities let you create seamless shopping experiences. The platform also offers:
- Secure payment processing with “Pay Now”
- Advanced search functionality and customizable store templates
- SEO optimization tools to enhance store visibility
Unlock the power of your data with Salesforce Data Cloud. Unified customer profiles give you a 360-degree view, while advanced segmentation ensures precise targeting. Additional benefits include:
- AI-ready data structure for smarter insights
- Marketing consent data management for compliance
- Campaign audience targeting for focused outreach
- Order confirmation automation to streamline post-purchase communication
Critical factors to keep in mind
Trends with Salesforce and Simpliigence
Doing More with Less
In this video, Simpliigence and Salesforce discuss key trends driving value for businesses by building strong foundations with customers, addressing questions on challenges and solutions.
> What challenges do SMBs face with manual processes and technology adoption?
> How can focusing on specific use cases lead to faster results and better adoption?
> How can businesses optimize their processes and adopt new technologies successfully?
> What role does collaboration play in ensuring smooth Salesforce implementations?
Foundations Harbour Cruise
With David Cohen, Salesforce AE
In this video, Simpliigence and Salesforce present the new features of Salesforce’s Foundations user interface, focusing on enhancements for small businesses. Topics include:
> What upgrades are included in the Pro Suite platform?
> How does the customizable homepage improve task management?
> How do integrated Cloud functionalities provide a comprehensive solution?
> What benefits do omni-channel capabilities bring to customer support?
> How can marketing tools simplify campaign creation?
Getting Started With Salesforce Foundations
Contact your Salesforce account executive
Review edition compatibility
Plan implementation strategy
Schedule team training
Begin phased rollout
Why Simpliigence is Your Trusted Partner for Salesforce Foundations?
Salesforce Foundations represents a significant evolution in CRM capability, offering enhanced functionality, improved user experience, and deeper customer insights—all while maintaining cost efficiency. By carefully planning your implementation and leveraging available resources, your organization can maximize the benefits of this comprehensive suite of capabilities.
Watch out for user adoption rates, customer satisfaction improvements, process efficiency gains, data unification progress, and ROI, to get a clear picture of Salesforce Foundations impact and value.