Your Outside Sales team needs Salesforce web software tools. Which ones are the most popular?

1 Salesforce Essentials

Salesforce Essentials is a web software tool designed for small businesses and startups that want to get started with Salesforce quickly and easily. It includes the core features of Salesforce, such as lead and contact management, opportunity tracking, email integration, reports and dashboards, and mobile access. Salesforce Essentials also has a built-in chatbot, Einstein, that can help you automate tasks and get answers to your questions. Salesforce Essentials is ideal for outside sales teams that have a simple sales process and need a basic CRM solution.

3 Salesforce Field Service

Salesforce Field Service is a web software tool that helps outside sales teams deliver exceptional service to their customers. It includes features such as scheduling, dispatching, routing, inventory management, work orders, invoices, and customer surveys. Salesforce Field Service also has a mobile app that allows outside sales reps to access and update their information on the go, as well as a map that shows them the best route to their appointments. Salesforce Field Service is ideal for outside sales teams that provide installation, maintenance, repair, or other field services to their customers.

4 Salesforce CPQ

Salesforce CPQ is a web software tool that helps outside sales teams create accurate and professional quotes and proposals for their customers. It includes features such as product configuration, pricing rules, discounts, approvals, and electronic signatures. Salesforce CPQ also has a guided selling feature that helps outside sales reps select the best products and services for their customers based on their needs and preferences. Salesforce CPQ is ideal for outside sales teams that sell complex or configurable products and services.

5 Salesforce Pardot

Salesforce Pardot is a web software tool that helps outside sales teams generate more leads and nurture them until they are ready to buy. It includes features such as landing pages, forms, email marketing, lead scoring, lead assignment, and campaign management. Salesforce Pardot also has a B2B marketing analytics feature that helps outside sales reps measure and optimize their marketing efforts. Salesforce Pardot is ideal for outside sales teams that sell to other businesses and need a powerful marketing automation solution.

6 Salesforce Platform

Salesforce Platform is a web software tool that allows outside sales teams to build their own custom apps and workflows on top of Salesforce. It includes features such as app builder, flow builder, process builder, and code builder. Salesforce Platform also has a low-code and no-code option that enables outside sales reps to create apps and workflows without any coding skills. Salesforce Platform is ideal for outside sales teams that have unique or specific needs and want to customize their Salesforce experience.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?