glossary

CRM and Salesforce fundamental terms

What is CRM?

What does the acronym CRM mean?

What is Salesforce?

What does Salesforce do?

What is Salesforce used for?

What tasks does Salesforce perform?

How does Salesforce work?

Description of how Salesforce works

Sales Cloud

What is Sales Cloud?

Service Cloud

What is Service Cloud?

Marketing Cloud

What is Marketing Cloud?

Pardot

What is pardot?

Experience Cloud

What is Experience Cloud?

Salesforce AI

What is Salesforce AI?

Tableau

What is Tableau?

QuickStart Package

What is a QuickStart package?

Sales automation

What does sales automation mean?

Marketing automation

What does marketing automation mean?

Service automation

What does service automation mean?

Contact management

What does contact management mean?

Opportunity management

What does opportunity management mean?

Quote management

What does quote management mean?

Quote to cash

What does quote to cash mean?

Einstein Analytics

What does Einstein Analytics do?

Trailhead

How does Trailhead help you?

Dashboards and reports

How do dashboards and reports help you?

Mobility

How does Salesforce mobile app help you?

Email integration

What does email integration mean?

File synch and share

How does file synch and share help you?

Collaboration

How does collaboration help you?

Territory management

How does territory management work?

Einstein Analytics

What does Einstein Analytics mean?

Salesforce Flow Builder

What is Salesforce Flow Builder?

Einstein Activity Capture

What is Einstein Activity Capture?

Email integration

How does email integration work in Salesforce?

Mobile applications

How does Salesforce helps business mobility?

Public Cloud

What is the Public Cloud?

On-premise systems

What is an on-premise system?

we advise you on business process automation

case studies I seek advice