Salesforce FAQ

Salesforce® is a cloud-based platform for customer relationship management (CRM). It's an integrated CRM platform that can put your company's marketing, commerce, service, sales and other departments on a fast track to a more efficient and profitable future.

When you’re focusing on your core business, finding the time to compare and contrast competing CRM solutions isn’t easy. Whether you choose a CRM in the cloud or a traditional CRM software, finding the right fit for your business is critical. You want to be sure you choose the right CRM not just for what works now, but what will make your business successful in the future.

Salesforce puts cloud-based customer relationship management above other CRM tools as it offers a wide variety of CRM categories and systems to meet your needs, including Sales Cloud, Marketing Cloud, Service Cloud, Analytics Cloud, Data Cloud, Community Cloud, App Cloud, and IoT. They serve more than 150,000 businesses and customers around the globe.

Award-winning account and contact management, sales automation, opportunity tracking, lead scoring, forecasting, and reporting, all accessible from your desktop and mobile devices, makes Salesforce the #1 CRM for businesses of all sizes.

Every Salesforce module like Marketing Cloud or Sales Cloud can be used independently out of the box, or can immediately collaborate with each other. All of the data you have aggregated in the Sales Cloud can be put to use in the Marketing Cloud and vise versa. The same data can also be used in the Service Cloud in order to enrich your data and turn it into useful information.

Salesforce supports dozens of languages out of the box, while also offering the capability to translate any customization you require. Each user can select which language they want to use for themself.

All you need is a computer, tablet or mobile device with a web browser. Salesforce is entirely situated in the cloud and there are no on premise components required, all you need is a web browser and Internet access.

If it can run one of the supported web browsers it can use Salesforce.

Yes, Salesforce is 100% cloud-based, and as such it requires Internet access. This incredibly powerful cloud-based CRM gives you the possibility to literally perform your work while sitting on the beach, enjoying a sunset. Whether you want to spoil the sunset with work is completely up to you.

Depending on the size and complexity of the company and its business processes it might be necessary to have one or more technical persons acting as the company Salesforce administrator. These people should undergo basic Salesforce training and review relevant workshops to fully understand the platform and how it can be best configured for their company. Using this knowledge, that person can also easily perform many other customizations without intensive training.

The usual ways are by reaching out to Salesforce itself or through your trusted Salesforce partner who can help negotiate the terms of the purchase. It is very useful to have a committed partner in this transition process who can also help you set up your organizational needs.

In most cases within 24 hours of the purchase.

Your license is tied to an email address and it does not matter what device you use to access Salesforce, even at the same time. The same license and level of security can also be used through an automation framework.

You can easily make this change with Salesforce. Be sure to always consider what features you are gaining and losing when making licensing changes.

Salesforce allows you to change any behavior at any given moment, and even the default behavior can be modified or overridden. With the purchase of Salesforce you also get several isolated environments (called “sandboxes”) for development and testing purposes. As it is strongly recommended that you implement changes in a controlled manner, you should only deploy changes to production after thoroughly testing those changes in your sandboxes.

Once those changes are developed, tested and approved for production deployment, those changes may be implemented and available within minutes. Depending on the size of the changes involved and maturity of your environment, this may vary. The important thing is that it happens in the background and you do not experience any downtime whatsoever.

Salesforce allows for data import and export. This includes customers, products, orders, etc., from a wide variety of data sources. The import can be accomplished with the use of Salesforce delivered capabilities or with the help of the third party tools. It can be performed manually on demand, or automatically on a user-defined schedule.

One of Nubilum’s specializations and particular expertise is migrating client data from virtually any source into Salesforce as well as integrating your Salesforce environment with others.

Compared to many other systems and platforms, Salesforce has always been very friendly to collaboration with other systems. You are the owner of your information and you can import, export, delete or run reports on it at your discretion. Exporting your data does not require any additional payments as it’s an integral part of your licence.

You get integration capabilities immediately for free. If you already have an ERP or CMS system, why should you manually maintain a list of them separately in two places? Salesforce offers you synchronization capabilities by providing an open, yet secure API.

If you can imagine it, we can deliver it. Some requirements will not be possible in Salesforce, and we can help you make the right decisions for your particular situation.

You won't be able to make a phone call through Salesforce, but we can integrate a VOIP system or an online communication platform like Zoom or Whatsapp into your Salesforce environment.