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

Take Your First Step with Salesforce Foundations

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

Technical Requirements
A compatible Data Cloud license is needed, along with a review of architecture considerations for multiple orgs and an assessment of current customizations.
Regional Availability
Marketing features vary by region, with Commerce Pay Now unavailable in India, Brazil, and Japan; contact a Salesforce representative for regional specifics.
System Limitations
Review edition-specific allocations, consider data storage requirements, and assess API limits and usage.

Trends with Salesforce and Simpliigence

  Doing More with Less

Foundations Harbour Cruise

With David Cohen, Salesforce AE

Senior Director Sales, Simpliigence.

[email protected] | +1 (289) 527-0577‬ |   LinkedIn

“Senior Director of Sales with over 8 years of expertise in Salesforce, driving revenue growth and building high-performing sales teams. Skilled in utilizing Salesforce and strategic insights to deliver exceptional client outcomes and foster long-term success across diverse industries”

Getting Started With Salesforce Foundations

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.

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