salesforce presentation crm

• App Building
• Be Release Ready – Winter ’25
• Integration
• Salesforce Well-Architected ↗
• See all products ↗
• Career Resources
• Salesforce Admin Skills Kit
• Salesforce Admin Enablement Kit
• Career Paths ↗
• Trailblazer Career Marketplace ↗
• Trailblazer Community Online ↗
• Trailblazer Community Group Meetings ↗

Home » Article » How to Rock Your Next Presentation and Demo

How to Rock Your Next Presentation and Demo

Whether it’s to your users, stakeholders, a Community Group, or at an event like Dreamforce, #AwesomeAdmins like you use their communication skills every day to present amazing content. No matter who you’re presenting to or where you’re presenting, there are a few tried and true best practices that can help you rock your presentations and demos.

Understand your audience

First, the key to developing a successful presentation starts with understanding your audience. When you present as a professional in the Salesforce ecosystem, perhaps at a Community Group meeting or at Dreamforce, it’s likely your audience will fall into one of these categories: end users, executives/stakeholders, or fellow Salesforce Admins and Developers. Every audience has different priorities. That’s one of the first things you should think about when you start to develop your content. What you as an admin find important or interesting about a certain feature can be really different from what your end user finds important about it. Knowing this, you can adjust the presentation to tailor content to your audience.

Find your focus

Next, find your focus. When explaining or demonstrating a complex issue or project, it can be difficult to boil it all down to a few slides and a 5-minute demo. Pick one thing you want to focus on. What’s the one thing you want execs to remember about the project (for example, that their reporting will be 10x better)? What’s the one thing you want other admins to remember? This process can save a lot of time.

Once you’ve identified who you’re talking to and what you’ll focus on, you can find the right place to begin your story. Consider what this audience may already know about the subject—and their level of interest. If you assume they have more knowledge or interest than they do, or if you use jargon or get too technical, you’ll lose them. For example, you don’t need to explain what a CRM is to a Salesforce Admin (hopefully, they know this already)!

Build your story

With your audience and your focus in mind, it’s time to start building out your story. Every presentation is a story, and so, to be successful, you want to make sure you include and address key attributes that make every story memorable and powerful. These attributes include:

• Strong title
• Main character
• Logical flow of ideas
• Memorable supporting details
• Conclusion or call to action

Leverage the right framework

The good news is that you don’t have to start from scratch when building out the flow of your story. You can take your story and translate it into slides! But how you do this depends on the story framework you use. Just like in school when you learned how to write an essay or play music and you followed a certain framework, you can apply known frameworks to presentations.

There are quite a few frameworks to choose from: Pain-Solution, New Idea, Outline, Best Alternative, Hero’s Journey, and Springboard Story. If you’re presenting a new solution to stakeholders or users, you may use the New Idea or Pain-Solution framework. If you’re sharing comprehensive enhancements from the latest Salesforce Release, you might use an Outline. In longer presentations, you can even combine multiple frameworks! Frameworks ultimately define the structure that sets the stage for the rest of your presentation.

Create effective slides

Now that you have a good idea of how to structure your presentation to be most impactful, let’s dive into some tips on slides.

Before you get started, think about how and where you’re presenting.

• Are you presenting on someone else’s computer? Google Slides or a PDF of your presentation may be best.
• Are you presenting on a large screen with a focus on visuals or complex animations? Keynote can be an amazing resource.
• Are you presenting virtually? Reduce animation and reliance on visuals.
• Are you presenting internally and need to collaborate and update in real time? Use a tool that allows for easy, quick edits.

Once you know where you’ll build your presentation, start to translate your story into slide titles. Open a spreadsheet or doc and map out your story. The title of each slide should be strong enough that someone reading them one after another can follow your story without even seeing the content of the slide. By doing this, you effectively create a showflow. Just add a column for time and speaker, and you’ll have a complete overview of your presentation!

Now that you’ve done all this careful planning, you can head over to your presentation tool of choice and start to create your deck.

Don’t forget the details when it comes to slides! Add that next-level polish to your deck. These details all feel small, but when you put a bunch of inconsistent formatting together, it can take attention away from your presentation. In this example, you can see how distracting it can be when text, image formatting, and alignment are not taken into consideration. Poor formatting can distract from great content.

Here’s a handy checklist you can use to review your slides and formatting before you present:

• Fix titles and make sure they’re in title case.
• Evaluate subtitles.
• Unify text treatment so that fonts, font sizes, and colors are all consistent.
• Align shapes, objects, and text boxes.
• Resize and crop photos—don’t forget to keep the photos’ original aspect ratios!

Sometimes you may present just slides, but as an admin, you’ll often find yourself in a situation where you’ll present slides and a demo.

Deliver a solid demo

As a Salesforce Admin, being able to deliver a solid demo will give you a huge leg up. Whether it’s to get buy-in from executives on your next big project or to train end users on a new feature or app you’ve built, delivering a successful demo is key. Luckily for you, we’ve developed a demo formula to ensure you build and deliver the right demo for the right person, at the right time!

When deciding what to show in your demo, start with a specific business need. Only show features that deliver on that specific business need. Now, you may have multiple business needs and thus apply this formula multiple times, but remember to remove any part of the demo that doesn’t directly tie back to one of the business needs. Then, highlight the feature that solves the business need. And don’t forget to spend time highlighting how the feature will have impact.

Key tips to deliver your demo seamlessly:

• Set expectations
• Confirm understanding
• Be the tour guide
• Pause and reflect
• Mouse carefully
• Take screenshots/record videos
• Back up orgs
• Talk through it
• Hide sensitive data
• Bookmark links
• Pro tip: Use Keyboard Maestro

Here’s a handy, quick pre-flight checklist of things to do before you demo:

• Restart your computer.
• Turn off notifications and turn on do not disturb.
• Quit all non-essential apps.
• Clean your desktop.
• Set up your browser (use Chrome Profiles, hide Bookmarks bar, go fullscreen).

Practice makes perfect

We hope you take these tips and best practices and put them into action. Share with us on social using #AwesomeAdmin next time you rock your next presentation or demo!

Since joining Salesforce in 2017, Ella has been focused on creating and distributing content to help trailblazers be successful! Today as a marketer on the Admin Relations team, she manages marketing programs that empower, enable, and elevate #AwesomeAdmins!

• Admin Release Countdown: Get Ready for Summer ’24
• Product Announcements You Might Have Missed in 2023
• Admin Release Countdown: Get Ready for Spring ’24
• Everything You Need to Know About Winter ’24 Release Readiness Live

Related Posts

Core Responsibilities of a Salesforce Admin: Your Blueprint for Success

By Eliza Riley | August 21, 2024

As admins, you hold the keys to success for your users and companies to get the most out of Salesforce. You have the unique opportunity to build and manage trusted solutions that drive productivity and innovation through five core admin responsibilities: security, user management, data management, analytics, and a new core responsibility: product management.  The […]

Introducing the Salesforce Admin Enablement Kit

By Juliette Warren | March 26, 2024

How many times have you been asked, “So, what exactly does a Salesforce Administrator do?” We get it, sometimes it’s hard to sum up everything you do, your expertise, and the impact you make at an organization in a clear and concise manner. Here’s the tough reality, though — your ability to communicate these important […]

The State of the Salesforce Admin in 2023

By Rebecca Saar | January 17, 2024

The role of the Salesforce Admin is more important than ever. As customers’ expectations continue to grow, more companies look to digital transformation to deliver that highly personalized, responsive, on-brand experience. At the center of delivering a Salesforce Customer 360 view sits the Awesome Admin—building, configuring, and automating solutions to drive productivity, innovation, and efficiency […]

How to Integrate Salesforce Into PowerPoint

In today’s digital age, where PowerPoint presentations have become a staple in business communication, it is essential to leverage the power of Salesforce, the world’s leading customer relationship management (CRM) platform. Integrating Salesforce into PowerPoint can provide a seamless workflow by allowing you to access real-time data, create dynamic visualizations, and present comprehensive insights to your audience. In this comprehensive guide, we will explore the various aspects of integrating Salesforce with PowerPoint and uncover the steps, benefits, tips, challenges, and best practices for a successful integration process.

Table of Contents

Why Integrate Salesforce with PowerPoint?

Before diving into the technical details of integrating Salesforce with PowerPoint, it is crucial to understand the significance and rationale behind this integration. By combining these two powerful platforms, you can harness the collective potential of Salesforce’s robust CRM capabilities and PowerPoint’s dynamic presentation features. This integration allows you to seamlessly incorporate Salesforce data, reports, dashboards, and analytics directly into your PowerPoint presentations, elevating your communication and enhancing the effectiveness of your message. Let’s delve deeper into the benefits of integrating Salesforce into PowerPoint.

One of the key benefits of integrating Salesforce into PowerPoint is the ability to create real-time, dynamic presentations. With this integration, you can easily update and refresh Salesforce data in your PowerPoint slides, ensuring that your presentations always reflect the most up-to-date information. This is particularly useful for sales teams who need to showcase the latest sales figures, pipeline updates, or customer insights during client meetings or internal presentations.

Benefits of Integrating Salesforce into PowerPoint

Integrating Salesforce into PowerPoint offers numerous benefits for businesses of all sizes and industries. Firstly, it provides access to real-time data, which ensures that your presentations are always up-to-date and reflect the latest information. This real-time integration eliminates the need for manually updating data in slides and reduces the risk of presenting outdated information to clients or stakeholders. Additionally, integrating Salesforce into PowerPoint empowers you to create visually compelling and data-driven presentations. By incorporating dynamic charts, graphs, and visuals directly from Salesforce, you can effectively communicate complex information, improve audience engagement, and leave a lasting impression. Another significant advantage is the ability to leverage Salesforce’s advanced analytics capabilities within PowerPoint. This integration enables you to showcase meaningful insights, track presentation performance, and make data-backed decisions, ultimately driving business growth and success.

Furthermore, integrating Salesforce into PowerPoint streamlines the presentation creation process. With Salesforce integration, you can easily import data and content from your Salesforce CRM directly into your PowerPoint slides. This eliminates the need for manual data entry and copy-pasting, saving you time and effort. You can quickly create customized presentations tailored to specific clients or audiences by pulling relevant data and information from Salesforce with just a few clicks.

Moreover, integrating Salesforce into PowerPoint enhances collaboration and teamwork within your organization. By connecting Salesforce with PowerPoint, you can easily share and collaborate on presentations with your team members. This allows for seamless collaboration, as multiple team members can work on the same presentation simultaneously, making real-time updates and edits. With Salesforce integration, you can also track changes, manage version control, and ensure that everyone is working with the most up-to-date information, fostering better teamwork and productivity.

Step-by-Step Guide to Integrating Salesforce with PowerPoint

Now that we understand the benefits of integrating Salesforce into PowerPoint, let’s walk through a step-by-step guide to help you seamlessly integrate these two powerful platforms. Please note that the integration process may vary depending on the specific tools, versions, and configurations you are using.

Step 1: Installing the Salesforce PowerPoint Integration Add-in: The first step is to install the Salesforce PowerPoint integration add-in. This add-in acts as a bridge between Salesforce and PowerPoint, enabling seamless data transfer and integration. You can download and install this add-in from the Salesforce AppExchange or Microsoft Office Store, depending on the availability and compatibility of your tools.

Step 2: Connecting Salesforce and PowerPoint: Once the add-in is installed, open PowerPoint and navigate to the Add-ins tab. Click on the Salesforce add-in to launch the integration interface. Here, you will need to enter your Salesforce credentials and authorize the integration. Once authorized, you can connect to your Salesforce account and access your CRM data directly within PowerPoint.

Step 3: Importing Salesforce Data into PowerPoint: With the integration established, you can now import Salesforce data into your PowerPoint slides. Whether it’s a report, dashboard, or custom data, you can choose the specific data sources you want to incorporate into your presentation. Simply select the relevant data and drag-and-drop it onto your slides. PowerPoint will automatically create dynamic visualizations and charts based on the imported data.

Step 4: Customizing and Formatting Data Visualization: After importing the Salesforce data, you can customize and format the visual representation to align with your presentation style and requirements. PowerPoint offers a wide range of formatting options, allowing you to change colors, fonts, chart types, and more. This customization ensures that your visualizations are not only informative but also visually appealing and consistent with your brand’s aesthetic.

Step 5: Refreshing and Updating Data: As mentioned earlier, one of the key advantages of integrating Salesforce into PowerPoint is the ability to access real-time data. Therefore, it is essential to periodically refresh and update the imported data to ensure accuracy and relevance. With just a few clicks, you can refresh the data within PowerPoint, ensuring that your presentations reflect the most recent information from Salesforce.

Following these step-by-step instructions will help you successfully integrate Salesforce into PowerPoint and unlock the full potential of your presentations. Let’s now shift our focus to understanding the integration process in more detail, exploring its features and functionality, and discussing essential tips for a seamless integration.

Step 6: Sharing and Collaborating on Integrated Presentations: Once you have integrated Salesforce into PowerPoint and created your dynamic presentations, you can easily share and collaborate on them with your team or stakeholders. PowerPoint offers various sharing options, such as saving the presentation to the cloud, sending it via email, or presenting it in real-time using online meeting tools. This collaborative approach ensures that everyone involved has access to the most up-to-date information and can contribute to the presentation’s success.

By following these step-by-step instructions and leveraging the collaborative capabilities of PowerPoint, you can maximize the value of your Salesforce integration and create impactful presentations that drive business outcomes.

Understanding the Salesforce-PowerPoint Integration Process

The Salesforce-PowerPoint integration process involves establishing a seamless connection between both platforms, allowing for data exchange and collaboration. The primary requirement for this integration is the installation of the Salesforce PowerPoint integration add-in, which acts as a centralized hub for data transfer and synchronization. Once installed, the add-in provides a dedicated interface within PowerPoint, enabling you to access Salesforce data and incorporate it into your presentations effortlessly. This integration process ensures that your PowerPoint slides remain connected to Salesforce, eliminating the need for manual data entry, copy-pasting, or external data sources. Additionally, it ensures that your presentations are always updated with the latest CRM insights and analytics, thereby enhancing your communication and driving informed decision-making.

One of the key benefits of the Salesforce-PowerPoint integration process is the ability to customize and personalize your presentations using real-time data from Salesforce. With this integration, you can dynamically update charts, graphs, and other visual elements in your PowerPoint slides based on the latest information in your Salesforce CRM. This not only saves time and effort but also ensures that your presentations are always up-to-date and aligned with your business goals.

Furthermore, the Salesforce PowerPoint integration process allows for seamless collaboration and sharing of presentations within your organization. You can easily share your Salesforce-connected presentations with colleagues, stakeholders, or clients, knowing that they will have access to the most accurate and relevant data. This promotes effective communication, streamlines decision-making processes, and enhances overall productivity.

Exploring the Features and Functionality of Salesforce-PowerPoint Integration

The Salesforce-PowerPoint integration offers a wide range of features and functionality to streamline your workflow and enhance your presentation capabilities. Let’s explore some of the key features:

1. Real-Time Data Access: With this integration, you can access real-time data directly within PowerPoint, eliminating the need for manual updates and ensuring data accuracy.

2. Dynamic Visualizations: By integrating Salesforce with PowerPoint, you can create dynamic charts, graphs, and visuals that update in real-time based on the data from your Salesforce platform.

3. Comprehensive Data Import: The integration allows you to import various types of Salesforce data, including reports, dashboards, custom objects, and more, directly into your PowerPoint slides.

4. Customization Options: PowerPoint provides extensive customization options, allowing you to tailor the imported Salesforce data, charts, and visuals to fit your presentation style and branding.

5. Data Refresh and Update: You can effortlessly refresh and update the imported Salesforce data within PowerPoint, ensuring that your presentations remain current and aligned with your CRM platform.

Tips for a Seamless Integration of Salesforce into PowerPoint

While integrating Salesforce into PowerPoint offers numerous benefits, it’s essential to keep some key tips in mind for a seamless integration process:

1. Understand Your Data: Before integrating Salesforce data into PowerPoint, it’s crucial to have a clear understanding of what information you want to present and how it aligns with your presentation objectives.

2. Organize and Structure Data: Properly organize and structure your Salesforce data to ensure it can be easily imported and visualized within PowerPoint.

3. Customize Visualizations: Take advantage of PowerPoint’s customization options to create visually appealing and impactful data visualizations that resonate with your audience.

4. Periodically Update Data: Regularly refresh and update the imported data to ensure the accuracy and relevance of your presentations. Remember to sync your data with Salesforce to reflect any changes.

5. Train Users: Provide proper training and guidance to users who will be using Salesforce and PowerPoint integration to ensure they are familiar with the process and can maximize its potential.

Common Challenges and Solutions when Integrating Salesforce with PowerPoint

Despite its numerous benefits, integrating Salesforce with PowerPoint can pose certain challenges. Some common challenges include:

1. Compatibility Issues: Incompatibility between different software versions or configuration settings can hinder the seamless integration. Ensure that you are using compatible versions and follow the correct configurations.

2. Data Synchronization Delays: In some cases, there may be delays in data synchronization between Salesforce and PowerPoint, resulting in outdated information in your presentations. Regularly update and refresh the data to mitigate this challenge.

3. Data Overload: As Salesforce provides a vast amount of data, it is essential to carefully select and present the most relevant and impactful information to avoid overwhelming your audience. Focus on key insights and use concise visualizations to convey your message effectively.

4. User Adoption and Training: Adapting to new integration processes and tools can be challenging for users. Providing proper training and support can help overcome this challenge and ensure a smooth integration experience.

By humans, for humans - Best rated articles:

Excel report templates: build better reports faster, top 9 power bi dashboard examples, excel waterfall charts: how to create one that doesn't suck, beyond ai - discover our handpicked bi resources.

Explore Zebra BI's expert-selected resources combining technology and insight for practical, in-depth BI strategies.

We’ve been experimenting with AI-generated content, and sometimes it gets carried away. Give us a feedback and help us learn and improve! 🤍

Note: This is an experimental AI-generated article. Your help is welcome. Share your feedback with us and help us improve.

• YouTube Thumbnail Downloader
• Image Compressor
• QR Code Generator
• Environment
• Submit An Article
• Privacy Policy
• Terms and Conditions

What is Salesforce? – A Complete Guide

• by Refresh Science
• March 2, 2022 March 6, 2022

Are you an existing user or a new one who wants to learn more about the Salesforce platform? If yes, then this blog post will help you to get more information about Salesforce and what is it all about.

The most common question asked by the people who are new to Salesforce is what is Salesforce? It is one of the most popular cloud-based CRM platforms that are designed for businesses. It has been developed by the company Salesforce and it helps in managing business processes, customer relationships and sales.

It provides many tools for marketing, lead management, sales and other functionalities. The main purpose of the platform is to enhance sales performance and provide better customer service. This is one of the best ways to manage the leads and customers.

What does Salesforce do?

Salesforce has been designed with the help of technology that is based on the concepts of social networks. It allows you to create a user-friendly environment for your business. The core purpose of the Salesforce platform is to make business processes more effective. It gives you a complete control over all the activities which take place within your business. You can easily access all the data from anywhere and anytime. The platform also allows you to automate various processes and workflows which will improve your productivity and efficiency.

Salesforce is an enterprise resource planning (ERP) software that integrates multiple applications and helps in streamlining business processes. It provides you with various tools to maintain customer relationship, increase sales and marketing effectiveness and enhance customer service. If you want to know more about the features and benefits of Salesforce, then you can read this blog post.

Why is Salesforce CRM important?

It helps in improving the productivity of your company and you can easily access the data from anywhere and anytime. You can manage leads, contacts and customers on a single screen and can also communicate with them on the same platform. It provides a user-friendly environment which helps in increasing the user adoption rate. It provides an easy-to-use interface which allows you to perform multiple tasks with ease.

The Salesforce platform can be used by any size of business whether it is a small or big business. It is one of the best tools that are available for businesses. It has become an essential part of every business and provides better management of customers and their relationship with your business.

What are the 6 benefits of Salesforce [PPT]

What are some of the reasons why you might want to use Salesforce?

1. Salesforce is a cloud-based solution that is secure, easy to use, and accessible anywhere.

2. You can easily manage and track all of your leads, contacts, opportunities, and accounts.

3. You can create custom reports to help you better understand your business data.

4. Salesforce has an extensive app store that makes it easy to add tools for your business.

5. You can also save time by using Salesforce as a CRM (customer relationship management) tool.

6. Salesforce is one of the best apps for sales teams.

Download Salesforce PowerPoint Presentation:

Case management in salesforce [ppt].

Case management in salesforce is a tool that allows salespeople to track, manage, and follow up on leads and sales opportunities.

When a lead comes into your company, it is assigned a case number. Salespeople then create notes in the case management system to communicate with the prospect.

The system also keeps track of the status of each opportunity. If the opportunity closes, the salesperson can use case management to keep track of what was done and who should be credited for the work.

It also allows you to create custom fields to track additional information about the lead or the opportunity.

You can set up triggers in the system to automatically send emails to a salesperson when certain actions are taken in the system. For example, you can set up a trigger so that every time a new lead is created, an email is automatically sent to the sales rep. This will help the rep stay on top of his or her pipeline.

Reports and Dashboards in salesforce [PPT]

Salesforce CRM offers a very intuitive dashboard. This is how you get to the report, dashboard and analysis tool that helps you and your team understand what’s going on with the business. This is the most important page in the entire tool. You can use it to make sense of the information that the various reports provide. If you need to make sense of all of the data, this is the page to learn.

Uses of Reports and Dashboards in salesforce

1. Use Salesforce Reports and Dashboards to Analyze the Sales Process

2. Use the Data to Predict Your Business Future

3. Use the Reports and Dashboards to Create New Opportunities

4. Use the Data to Increase Your Customer’s Confidence

5. Use the Reports and Dashboards to Create New Markets

6. Use the Data to Build a Loyal Customer Base

7. Use the Data to Improve your Marketing Efforts

8. Use the Reports and Dashboards to Make Better Decisions

9. Use the Data to Identify Trends and Problems

10. Use the Reports and Dashboards to Create a Culture of Continuous Improvement

11. Use the Data to Optimize your Business Process

12. Use the Data to Increase Sales

Conclusion:

In conclusion, Salesforce CRM is a cloud-based platform which helps you to manage the sales, marketing, lead generation, customer service and many other functions. Hope You got more information about the benefits of using the Salesforce platform and what it does.

• Collections

customer segmentation

• Salesforce CRM Powerpoint Presentation

Salesforce CRM PowerPoint Presentation Templates And Google Slides

Salesforce CRM PowerPoint Presentation Template

About the slide:, purpose of this slide:, who can use it, features of the template:.

• Slides are available in 4:3 & 16:9
• Well-crafted template with instant download.
• Get slides that are 100% customizable and easy to download
• Customer Relationship Management
• CRM Diagram
• CRM Process
• CRM Strategy
• CRM Business Strategy
• CRM Strategy Planning
• Cubes Model CRM
• Google Slides

31+ Templates

Customer Journey map

108+ Templates

Customer support

92+ Templates

Customer satisfaction

77+ Templates

133+ Templates

Sponsor and Client

56+ Templates

You May Also Like These PowerPoint Templates

Newly Launched - AI Presentation Maker

AI PPT Maker

Design Services

Business PPTs

Business Plan

Introduction PPT

Self Introduction

Startup Business Plan

Cyber Security

Digital Marketing

Project Management

Product Management

Artificial Intelligence

Target Market

Communication

Supply Chain

Google Slides

Research Services

All Categories

Salesforce PowerPoint Presentation Templates and Google Slides

DISPLAYING: 60 of 165 Items

• You're currently reading page 1

Salesforce Business Profile Ppt PowerPoint Presentation Complete With Slides

Induce strategic thinking by presenting this complete deck. Enthrall your audience by deploying this thought provoking PPT deck. It can be downloaded in both standard and widescreen aspect ratios, thus making it a complete package to use and deploy. Convey your thoughts and actions using the forty eight slides presented in this complete deck. Additionally, feel free to alter its components like color, graphics, design, etc, to create a great first impression. Grab it now by clicking on the download button below.

Pitch Deck Of Salesforce Elevator Fundraising Ppt PowerPoint Presentation Complete Deck With Slides

This complete deck acts as a great communication tool. It helps you in conveying your business message with personalized sets of graphics, icons etc. Comprising a set of thirty three slides, this complete deck can help you persuade your audience. It also induces strategic thinking as it has been thoroughly researched and put together by our experts. Not only is it easily downloadable but also editable. The color, graphics, theme any component can be altered to fit your individual needs. So grab it now.

Salesforce KPI Scorecard Ppt PowerPoint Presentation Complete Deck With Slides

This complete presentation has PPT slides on wide range of topics highlighting the core areas of your business needs. It has professionally designed templates with relevant visuals and subject driven content. This presentation deck has total of twenty four slides. Get access to the customizable templates. Our designers have created editable templates for your convenience. You can edit the colour, text and font size as per your need. You can add or delete the content if required. You are just a click to away to have this ready made presentation. Click the download button now.

Salesforce Management Ppt Slides Themes

This is a salesforce management ppt slides themes. This is a five stage process. The stages in this process are sales reports, work plan, marketing plan, source of information, call reports.

Dynamic Approval Process Salesforce Ppt Slides Download

This is a dynamic approval process salesforce ppt slides download. This is a three stage process. The stages in this process are approval process begins, contact, approver is assigned, user, contact trigger fires.

Salesforce Effectiveness Business Model Example Of Ppt

This is a salesforce effectiveness business model example of ppt. This is a five stage process. The stages in this process are salesforce automation, training, foundations, implement, task management, activity management.

Salesforce Marketing Lifecycle Diagram Ppt Samples Download

This is a salesforce marketing lifecycle diagram ppt samples download. This is a six stage process. The stages in this process are taxes, subsidies, strategize, monitor and control, compose, saving.

Salesforce Performance Management Diagram Powerpoint Slide Designs

This is a salesforce performance management diagram powerpoint slide designs. This is a four stage process. The stages in this process are sales force automation, sales operations effectiveness, sales operations analytics law, sales operations management.

Active Approval Salesforce Layout Powerpoint Themes

This is a active approval salesforce layout powerpoint themes. This is a five stage process. The stages in this process are proposal management, vision and strategy, technology and data, configuration and pricing, approvals management.

Approval Process In Salesforce Ppt Slides Download

This is a approval process in salesforce ppt slides download. This is a five stage process. The stages in this process are what happens when a record is submitted for approval, to whom should the records be routed, what happens when a record is rejected, what happens when a record is approved, what happens if a record is recalled from the process.

Salesforce Data Analytics Ppt PowerPoint Presentation Outline Design Inspiration Cpb

This is a salesforce data analytics ppt powerpoint presentation outline design inspiration cpb. This is a eight stage process. The stages in this process are salesforce data analytics.

Hire Salesforce Solutions Ppt PowerPoint Presentation Summary Slide Download Cpb

This is a hire salesforce solutions ppt powerpoint presentation summary slide download cpb. This is a seven stage process. The stages in this process are hire salesforce solutions.

Salesforce Managing Ppt PowerPoint Presentation Visual Aids Inspiration Cpb

This is a salesforce managing ppt powerpoint presentation visual aids inspiration cpb. This is a six stage process. The stages in this process are salesforce managing.

Salesforce Talent Management Ppt PowerPoint Presentation Slides Graphic Images Cpb

This is a salesforce talent management ppt powerpoint presentation slides graphic images cpb. This is a six stage process. The stages in this process are salesforce talent management.

Salesforce Contact Form Ppt Powerpoint Presentation Show Tips Cpb

This is a salesforce contact form ppt powerpoint presentation show tips cpb. This is a four stage process. The stages in this process are salesforce contact form.

Salesforce Finance Ppt Powerpoint Presentation Slides Aids Cpb

This is a salesforce finance ppt powerpoint presentation slides aids cpb. This is a three stage process. The stages in this process are salesforce finance.

Salesforce Implement Ppt Powerpoint Presentation File Background Image Cpb

This is a salesforce implement ppt powerpoint presentation file background image cpb. This is a four stage process. The stages in this process are salesforce implement.

Salesforce Collaboration Tools Ppt PowerPoint Presentation Layouts Example

This is a salesforce collaboration tools ppt powerpoint presentation layouts example. This is a five stage process. The stages in this process are salesforce collaboration tools.

Salesforce Reporting Tools Ppt PowerPoint Presentation Infographic Template Gridlines Cpb

Presenting this set of slides with name salesforce reporting tools ppt powerpoint presentation infographic template gridlines cpb. This is an editable Powerpoint three stages graphic that deals with topics like salesforce reporting tools to help convey your message better graphically. This product is a premium product available for immediate download and is 100 percent editable in Powerpoint. Download this now and use it in your presentations to impress your audience.

Salesforce Dashboard Ppt PowerPoint Presentation Summary

This is a salesforce dashboard ppt powerpoint presentation summary. This is a two stage process. The stages in this process are business, marketing, dashboard, graph, speedometer.

Salesforce Campaign Flow Process Timeline Ppt PowerPoint Presentation Layouts

This is a salesforce campaign flow process timeline ppt powerpoint presentation layouts. This is a five stage process. The stages in this process are business, marketing, icon, timeline, management.

Performance Assessment Sales Initiative Report Salesforce Training At Workplace Ppt Icon Templates PDF

Presenting this set of slides with name performance assessment sales initiative report salesforce training at workplace ppt icon templates pdf. This is a four stage process. The stages in this process are silver, gold, platinum . This is a completely editable PowerPoint presentation and is available for immediate download. Download now and impress your audience.

Salesforce Rollout Strategy With Alignment Ppt PowerPoint Presentation Infographics Slideshow PDF

Presenting salesforce rollout strategy with alignment ppt powerpoint presentation infographics slideshow pdf to dispense important information. This template comprises one stages. It also presents valuable insights into the topics including learn evaluate, align, plan, launch, optimize. This is a completely customizable PowerPoint theme that can be put to use immediately. So, download it and address the topic impactfully.

Sales Assistance Boost Overall Efficiency Salesforce Training At Workplace Template PDF

There will be a provision of external training of sales team which will play important role in their development. The external training will be given by experts of various fields. This training will not be free, and charges will cost the firm per employee. Deliver and pitch your topic in the best possible manner with this sales assistance boost overall efficiency salesforce training at workplace template pdf. Use them to share invaluable insights on salesforce training at workplace and impress your audience. This template can be altered and modified as per your expectations. So, grab it now.

Sales Optimization Best Practices To Close More Deals Salesforce Training At Workplace Background PDF

There will be a provision of external training of sales team which will play important role in their development. The external training will be given by experts of various fields. This training will not be free, and charges will cost the firm per employee. Presenting sales optimization best practices to close more deals salesforce training at workplace background pdf to provide visual cues and insights. Share and navigate important information on four stages that need your due attention. This template can be used to pitch topics like silver, gold, platinum. In addtion, this PPT design contains high resolution images, graphics, etc, that are easily editable and available for immediate download.

Sales Department Strategies Increase Revenues Salesforce Training At Workplace Demonstration PDF

There will be a provision of external training of sales team which will play important role in their development. The external training will be given by experts of various fields. This training will not be free, and charges will cost the firm per employee. Deliver an awe-inspiring pitch with this creative sales department strategies increase revenues salesforce training at workplace demonstration pdf bundle. Topics like salesforce training at workplace can be discussed with this completely editable template. It is available for immediate download depending on the needs and requirements of the user.

Salesforce Certified Development Lifecycle And Deployment Exam Outline IT Certifications To Enhance Inspiration PDF

This slide covers details about Exam Outline of Salesforce Certified Development Lifecycle And Deployment. Slidegeeks is here to make your presentations a breeze with Salesforce Certified Development Lifecycle And Deployment Exam Outline IT Certifications To Enhance Inspiration PDF With our easy-to-use and customizable templates, you can focus on delivering your ideas rather than worrying about formatting. With a variety of designs to choose from, you are sure to find one that suits your needs. And with animations and unique photos, illustrations, and fonts, you can make your presentation pop. So whether you are giving a sales pitch or presenting to the board, make sure to check out Slidegeeks first.

Consumer Data Augmentation With Salesforce Dashboard Ppt Pictures Portrait PDF

The following slide displays a dashboard of customer data enrichment with the sales force. It contains information about promoter score, customer loyalty, top performer agents, customer satisfaction, and agent performance. Showcasing this set of slides titled Consumer Data Augmentation With Salesforce Dashboard Ppt Pictures Portrait PDF. The topics addressed in these templates are Promoter Score, Customer Loyalty, Top Performing Agents. All the content presented in this PPT design is completely editable. Download it and make adjustments in color, background, font etc. as per your unique business setting.

2 Step Procedure Diagram For Salesforce Strategy In Banking Ppt PowerPoint Presentation Icon Background Images PDF

Presenting 2 step procedure diagram for salesforce strategy in banking ppt powerpoint presentation icon background images pdf to dispense important information. This template comprises two stages. It also presents valuable insights into the topics including 2 step procedure diagram for salesforce strategy in banking. This is a completely customizable PowerPoint theme that can be put to use immediately. So, download it and address the topic impactfully.

24 Hour Timeframe Diagram For Salesforce Strategy In Banking Ppt PowerPoint Presentation File Background Image PDF

Persuade your audience using this 24 hour timeframe diagram for salesforce strategy in banking ppt powerpoint presentation file background image pdf. This PPT design covers seven stages, thus making it a great tool to use. It also caters to a variety of topics including 24 hour timeframe diagram for salesforce strategy in banking. Download this PPT design now to present a convincing pitch that not only emphasizes the topic but also showcases your presentation skills.

Eight Steps Infographics Of Salesforce Strategy In Banking Ppt PowerPoint Presentation Gallery Themes PDF

Presenting eight steps infographics of salesforce strategy in banking ppt powerpoint presentation gallery themes pdf to dispense important information. This template comprises eight stages. It also presents valuable insights into the topics including eight steps infographics of salesforce strategy in banking. This is a completely customizable PowerPoint theme that can be put to use immediately. So, download it and address the topic impactfully.

Eight Steps Infographics Visual For Salesforce Strategy In Banking Ppt PowerPoint Presentation File Layouts PDF

Presenting eight steps infographics visual for salesforce strategy in banking ppt powerpoint presentation file layouts pdf to dispense important information. This template comprises eight stages. It also presents valuable insights into the topics including eight steps infographics visual for salesforce strategy in banking. This is a completely customizable PowerPoint theme that can be put to use immediately. So, download it and address the topic impactfully.

Eight Phase Process Diagram For Salesforce Strategy In Banking Ppt PowerPoint Presentation Gallery Demonstration PDF

Presenting eight phase process diagram for salesforce strategy in banking ppt powerpoint presentation gallery demonstration pdf to dispense important information. This template comprises eight stages. It also presents valuable insights into the topics including eight phase process diagram for salesforce strategy in banking. This is a completely customizable PowerPoint theme that can be put to use immediately. So, download it and address the topic impactfully.

Salesforce Certified Development Lifecycle And Deployment Exam Outline Inspiration PDF

This slide covers details about Exam Outline of Salesforce Certified Development Lifecycle And Deployment. Deliver and pitch your topic in the best possible manner with this salesforce certified development lifecycle and deployment exam outline inspiration pdf. Use them to share invaluable insights on environments, application, management, risk, methodology tools and impress your audience. This template can be altered and modified as per your expectations. So, grab it now.

Collection Of Information Technology Certifications Salesforce Certified Development Lifecycle Structure PDF

This slide covers details about Salesforce Certified Development Lifecycle And Deployment such as Topics to focus, background and experience, job responsibilities and roles. Deliver an awe inspiring pitch with this creative collection of information technology certifications salesforce certified development lifecycle structure pdf bundle. Topics like management, technological, implementation, methodologies, growth can be discussed with this completely editable template. It is available for immediate download depending on the needs and requirements of the user.

Collection Of Information Technology Certifications Salesforce Certified Development Demonstration PDF

This slide covers details about Salesforce Certified Development Lifecycle And Deployment such as eligibility criteria, exam details, training referrals etc. Presenting collection of information technology certifications salesforce certified development demonstration pdf to provide visual cues and insights. Share and navigate important information on two stages that need your due attention. This template can be used to pitch topics like development, environment, development, required. In addtion, this PPT design contains high resolution images, graphics, etc, that are easily editable and available for immediate download.

5 Focus Area Illustration For Salesforce Strategy In Banking Ppt Infographic Template Format Ideas PDF

Presenting 5 focus area illustration for salesforce strategy in banking ppt infographic template format ideas pdf to dispense important information. This template comprises five stages. It also presents valuable insights into the topics including 5 focus area illustration for salesforce strategy in banking. This is a completely customizable PowerPoint theme that can be put to use immediately. So, download it and address the topic impactfully.

5 Focus Area Slide For Salesforce Strategy In Banking Ppt Summary Slideshow PDF

Persuade your audience using this 5 focus area slide for salesforce strategy in banking ppt summary slideshow pdf. This PPT design covers five stages, thus making it a great tool to use. It also caters to a variety of topics including 5 focus area slide for salesforce strategy in banking. Download this PPT design now to present a convincing pitch that not only emphasizes the topic but also showcases your presentation skills.

Product How It Works Pitch Deck Of Salesforce Elevator Fundraising Themes PDF

This template covers how salesforce products works and why it is better than other platforms. Deliver an awe inspiring pitch with this creative product how it works pitch deck of salesforce elevator fundraising themes pdf bundle. Topics like product how it works can be discussed with this completely editable template. It is available for immediate download depending on the needs and requirements of the user.

Q2 FY20 Financial Summary Pitch Deck Of Salesforce Elevator Fundraising Graphics PDF

This template covers financial summary of the salesforce company including quarterly results. This is a q2 fy20 financial summary pitch deck of salesforce elevator fundraising graphics pdf template with various stages. Focus and dispense information on one stages using this creative set, that comes with editable features. It contains large content boxes to add your information on topics like operating margin, quarterly results, operating cash flow. You can also showcase facts, figures, and other relevant content using this PPT layout. Grab it now.

Roadmap Pitch Deck Of Salesforce Elevator Fundraising Professional PDF

Presenting roadmap pitch deck of salesforce elevator fundraising professional pdf to provide visual cues and insights. Share and navigate important information on five stages that need your due attention. This template can be used to pitch topics like roadmap. In addtion, this PPT design contains high resolution images, graphics, etc, that are easily editable and available for immediate download.

Salesforce 1 In CRM Pitch Deck Of Salesforce Elevator Fundraising Pictures PDF

This template covers competitive landscape of salesforce company, reasons for why they are market leaders and better than other CRM software companies. Deliver an awe inspiring pitch with this creative salesforce 1 in crm pitch deck of salesforce elevator fundraising pictures pdf bundle. Topics like salesforce 1 in crm can be discussed with this completely editable template. It is available for immediate download depending on the needs and requirements of the user.

Salesforce Business Model Pitch Deck Of Salesforce Elevator Fundraising Demonstration PDF

This template covers the sales force company business model which covers salesforce essentials, lightning professional, lightning enterprise and lightning unlimited packages. This is a salesforce business model pitch deck of salesforce elevator fundraising demonstration pdf template with various stages. Focus and dispense information on four stages using this creative set, that comes with editable features. It contains large content boxes to add your information on topics like professional, enterprise, lightning, business. You can also showcase facts, figures, and other relevant content using this PPT layout. Grab it now.

Salesforce Development Timeline Pitch Deck Of Salesforce Elevator Fundraising Professional PDF

This template covers key accomplishments and milestones of the sales force company from the year 1999 to 2019. Presenting salesforce development timeline pitch deck of salesforce elevator fundraising professional pdf to provide visual cues and insights. Share and navigate important information on thirteen stages that need your due attention. This template can be used to pitch topics like salesforce development timeline. In addtion, this PPT design contains high resolution images, graphics, etc, that are easily editable and available for immediate download.

Salesforce For Subscription Business Pitch Deck Of Salesforce Elevator Fundraising Topics PDF

Deliver an awe inspiring pitch with this creative salesforce for subscription business pitch deck of salesforce elevator fundraising topics pdf bundle. Topics like marketing, sales development, purchase and product, product management can be discussed with this completely editable template. It is available for immediate download depending on the needs and requirements of the user.

Solutions Offered By Salesforce Pitch Deck Of Salesforce Elevator Fundraising Summary PDF

This template covers the solutions offerings by salesforce company such as sales cloud and services clouds includes 5 applications such as sales, marketing, services, collaboration and analysis etc. Presenting solutions offered by salesforce pitch deck of salesforce elevator fundraising summary pdf to provide visual cues and insights. Share and navigate important information on one stages that need your due attention. This template can be used to pitch topics like consumers, revenue, collaborate, customer conversations, resource management. In addtion, this PPT design contains high resolution images, graphics, etc, that are easily editable and available for immediate download.

Statistics Which Make You Choose Salesforce Pitch Deck Of Salesforce Elevator Fundraising Infographics PDF

This template covers statistics which makes customers to choose salesforce over other Customer relationship management tool platforms. This is a statistics which make you choose salesforce pitch deck of salesforce elevator fundraising infographics pdf template with various stages. Focus and dispense information on four stages using this creative set, that comes with editable features. It contains large content boxes to add your information on topics like percent market share, customers, applications. You can also showcase facts, figures, and other relevant content using this PPT layout. Grab it now.

Table Of Content For Pitch Deck Of Salesforce Elevator Fundraising Pitch Deck Of Salesforce Elevator Fundraising Mockup PDF

Presenting table of content for pitch deck of salesforce elevator fundraising pitch deck of salesforce elevator fundraising mockup pdf to provide visual cues and insights. Share and navigate important information on one stages that need your due attention. This template can be used to pitch topics like services, market opportunity, financial. In addtion, this PPT design contains high resolution images, graphics, etc, that are easily editable and available for immediate download.

Team Of Salesforce Pitch Deck Of Salesforce Elevator Fundraising Background PDF

This template is useful for company to demonstrate their team of professionals covering their name and designation. This is a team of salesforce pitch deck of salesforce elevator fundraising background pdf template with various stages. Focus and dispense information on three stages using this creative set, that comes with editable features. It contains large content boxes to add your information on topics like team of salesforce. You can also showcase facts, figures, and other relevant content using this PPT layout. Grab it now.

Timeline Pitch Deck Of Salesforce Elevator Fundraising Download PDF

Presenting timeline pitch deck of salesforce elevator fundraising download pdf to provide visual cues and insights. Share and navigate important information on six stages that need your due attention. This template can be used to pitch topics like timeline, 2016 to 2021. In addtion, this PPT design contains high resolution images, graphics, etc, that are easily editable and available for immediate download.

30 60 90 Days Plan Pitch Deck Of Salesforce Elevator Fundraising Pictures PDF

This is a 30 60 90 days plan pitch deck of salesforce elevator fundraising pictures pdf template with various stages. Focus and dispense information on three stages using this creative set, that comes with editable features. It contains large content boxes to add your information on topics like 30 60 90 days plan. You can also showcase facts, figures, and other relevant content using this PPT layout. Grab it now.

Company Overview Pitch Deck Of Salesforce Elevator Fundraising Infographics PDF

This template covers the details about salesforce company such as they are global leader in CRM, their Headquartered in San Francisco, it is Fastest growing top five enterprise software company etc. This is a company overview pitch deck of salesforce elevator fundraising infographics pdf template with various stages. Focus and dispense information on six stages using this creative set, that comes with editable features. It contains large content boxes to add your information on topics like company overview. You can also showcase facts, figures, and other relevant content using this PPT layout. Grab it now.

Company Values Pitch Deck Of Salesforce Elevator Fundraising Clipart PDF

This template covers companys values and mission that drives constant performance along with salesforce philanthropy model. Deliver an awe inspiring pitch with this creative company values pitch deck of salesforce elevator fundraising clipart pdf bundle. Topics like innovation, customer success, mutual growth can be discussed with this completely editable template. It is available for immediate download depending on the needs and requirements of the user.

Comparison Pitch Deck Of Salesforce Elevator Fundraising Clipart PDF

This is a comparison pitch deck of salesforce elevator fundraising clipart pdf template with various stages. Focus and dispense information on three stages using this creative set, that comes with editable features. It contains large content boxes to add your information on topics like comparison. You can also showcase facts, figures, and other relevant content using this PPT layout. Grab it now.

Competitive Advantage For CRM Company Pitch Deck Of Salesforce Elevator Fundraising Inspiration PDF

This template covers the competitive advantage for salesforce company such as Customizations in Salesforce Classic. Presenting competitive advantage for crm company pitch deck of salesforce elevator fundraising inspiration pdf to provide visual cues and insights. Share and navigate important information on four stages that need your due attention. This template can be used to pitch topics like existing solution, sales force, competitors, expensive. In addtion, this PPT design contains high resolution images, graphics, etc, that are easily editable and available for immediate download.

CRM Is Now The Fastest Growing Enterprise Software Segment Pitch Deck Of Salesforce Elevator Fundraising Slides PDF

This template covers the CAGR of the sales force company as Fastest Growing Enterprise Software Segment in customer relationship management. Deliver an awe inspiring pitch with this creative crm is now the fastest growing enterprise software segment pitch deck of salesforce elevator fundraising slides pdf bundle. Topics like crm is now the fastest growing enterprise software segment can be discussed with this completely editable template. It is available for immediate download depending on the needs and requirements of the user.

Financial Pitch Deck Of Salesforce Elevator Fundraising Microsoft PDF

This is a financial pitch deck of salesforce elevator fundraising microsoft pdf template with various stages. Focus and dispense information on three stages using this creative set, that comes with editable features. It contains large content boxes to add your information on topics like minimum, medium, maximum. You can also showcase facts, figures, and other relevant content using this PPT layout. Grab it now.

Location Pitch Deck Of Salesforce Elevator Fundraising Pictures PDF

Presenting location pitch deck of salesforce elevator fundraising pictures pdf to provide visual cues and insights. Share and navigate important information on four stages that need your due attention. This template can be used to pitch topics like location. In addtion, this PPT design contains high resolution images, graphics, etc, that are easily editable and available for immediate download.

Major Clients Of Salesforce Pitch Deck Of Salesforce Elevator Fundraising Microsoft PDF

This template covers the major clients cater by the salesforce company. This is a major clients of salesforce pitch deck of salesforce elevator fundraising microsoft pdf template with various stages. Focus and dispense information on twelve stages using this creative set, that comes with editable features. It contains large content boxes to add your information on topics like sales, service, marketing journey, commerce, engagement apps. You can also showcase facts, figures, and other relevant content using this PPT layout. Grab it now.

Market Opportunity For Salesforce Pitch Deck Of Salesforce Elevator Fundraising Infographics PDF

This template covers potential market share and growth projections of the salesforce company. Deliver an awe inspiring pitch with this creative market opportunity for salesforce pitch deck of salesforce elevator fundraising infographics pdf bundle. Topics like product, competitor, growth projections can be discussed with this completely editable template. It is available for immediate download depending on the needs and requirements of the user.

Ratings and Reviews

Most relevant reviews.

June 4, 2021

by Romika Dhamija

June 5, 2021

June 7, 2021

by bayaraaa

June 8, 2021

June 12, 2021

by Shubhangi

By vladimir, by hanisha kapoor.

June 14, 2021

June 16, 2021

Site Search

• 1-888-747-9736
• Request a Call

Other Logins Marketing Cloud, Trailhead...

Marketing Cloud

Advertising Studio

Social Studio

Presentation Details

Mobile site search, investor relations, questions we’ll put you on the right path..

Send any questions and requests our way.

Or, connect with Investor Relations at 1-415-536-6250

New to Salesforce?

• What is CRM?
• What is Salesforce?
• Help Desk Software
• Marketing Automation Software
• Explore All Products
• What is Cloud Computing?
• Customer Success
• Product Pricing
• Subscribe to Salesforce

About Salesforce

• Salesforce.org
• Sustainability
• GDPR Readiness

Popular Links

• New Release Features
• Salesforce Mobile
• AppExchange
• CRM Software
• Salesforce LIVE
• Salesforce for Startups
• América Latina (Español)
• Brasil (Português)
• Canada (English)
• Canada (Français)
• United States (English)

Europe, Middle East, and Africa

• España (Español)
• Deutschland (Deutsch)
• France (Français)
• Italia (Italiano)
• Nederland (Nederlands)
• Sverige (Svenska)
• United Kingdom (English)
• All other countries (English)

Asia Pacific

• Australia and New Zealand (English)
• India (English)
• ประเทศไทย (ไทย)
• Terms of Service
• Responsible Disclosure

Newly Launched - AI Presentation Maker

• Salesforce Crm
• Popular Categories

AI PPT Maker

Powerpoint Templates

Icon Bundle

Kpi Dashboard

Professional

Business Plans

Swot Analysis

Gantt Chart

Business Proposal

Marketing Plan

Project Management

Business Case

Business Model

Cyber Security

Business PPT

Digital Marketing

Digital Transformation

Human Resources

Product Management

Artificial Intelligence

Company Profile

Acknowledgement PPT

PPT Presentation

Reports Brochures

One Page Pitch

Interview PPT

All Categories

Powerpoint Templates and Google slides for Salesforce Crm

Save your time and attract your audience with our fully editable ppt templates and slides..

The slide showcases key statistics of salesforce software that are its contribute to the companys success, enhanced decision-making, boosted sales revenue, increased customer retention, etc. Present the topic in a bit more detail with this Analytical CRM Software Key Stats Of Salesforce Analytics Software SA SS. Use it as a tool for discussion and navigation on Businesses Achieved Crucial Success, Decision-Making Enhanced. This template is free to edit as deemed fit for your organization. Therefore download it now.

This slide represents details related to problems faced by Sophos in implementing Salesforce CRM. It includes details related to strategies adopted by company and its benefits to business. Increase audience engagement and knowledge by dispensing information using Change Management Case Studies Sophos Cybersecurity Migrated To Salesforce CRM CM SS. This template helps you present information on four stages. You can also present information on Sophos Cybersecurity Migrated, Frequent Salesforce Application Updates, Functionality Of Salesforce using this PPT design. This layout is completely editable so personaize it now to meet your audiences expectations.

The slide showcases positive impact of adopting the analytics software that are it improved data analysis, increased customer retention, enhanced collaboration and streamlined workflow. Introducing Analytical CRM Software Impact Of Implementing Salesforce CRM Analytics SA SS to increase your presentation threshold. Encompassed with Four stages, this template is a great option to educate and entice your audience. Dispence information on Improve Data Analysis, Increase Customer Retention, Enhance Collaboration, using this template. Grab it now to reap its full benefits.

The slide showcases the need to implement sales software in a company such as issues in data capturing, data synchronization, duplicity and limited accessibility. Introducing Analytical CRM Software Need Of Implementing Salesforce CRM Software SA SS to increase your presentation threshold. Encompassed with Two stages, this template is a great option to educate and entice your audience. Dispence information on Pre Implementation, Post Implementation, using this template. Grab it now to reap its full benefits.

The slide showcases KPIs measured by the software that are rep retention rate, new leads in pipeline, customer lifetime value and annual contract value. Introducing Analytical CRM Software Performance Tracking Indicators Assessed By Salesforce SA SS to increase your presentation threshold. Encompassed with Four stages, this template is a great option to educate and entice your audience. Dispence information on Rep Retention Rate, New Leads In Pipeline, Customer Lifetime Value, using this template. Grab it now to reap its full benefits.

The slide showcases software implementation steps that are creating and managing the analytics dashboard, converting data into widgets, creating and optimizing dashboard pages. Introducing Analytical CRM Software Salesforce CRM Analytics Implementation Steps SA SS to increase your presentation threshold. Encompassed with Five stages, this template is a great option to educate and entice your audience. Dispence information on Analytics Dashboard, Data Transformation, Create Dashboard Pages, Make Widgets Engaging, Optimize Dashboard, using this template. Grab it now to reap its full benefits.

The slide showcases the pricing plan of CRM software. It also includes key features offered that are mass emails, forecast management, advance reporting, and third-party integration. Present the topic in a bit more detail with this Analytical CRM Software To Boost Salesforce CRM Analytics Pricing Plan SA SS. Use it as a tool for discussion and navigation on Annual Price Per User, Free Trial Length, Forecast Management, Advanced Reporting. This template is free to edit as deemed fit for your organization. Therefore download it now.

The slide showcases major use cases of CRM solution that are operations, sales, marketing and customer support. It helps in hiring, managing marketing campaigns, improving customer satisfaction, etc. Introducing Analytical CRM Software Use Cases Of Sales Salesforce CRM Solution SA SS to increase your presentation threshold. Encompassed with Four stages, this template is a great option to educate and entice your audience. Dispence information on Operations, Sales, Marketing, Customer Support, using this template. Grab it now to reap its full benefits.

This slide provides a case study of salesforce implementation to improve customer experience, including key elements such as company overview, challenges, solutions implemented, and benefits. Increase audience engagement and knowledge by dispensing information using Case Study 1 Salesforce CRM Customer Relationship Management Software Deployment SA SS. This template helps you present information on three stages. You can also present information on Customer Engagement, Various Channels, Facebook Messenger using this PPT design. This layout is completely editable so personaize it now to meet your audiences expectations.

The slide showcases positive impact of adopting the analytics software that are it improved data analysis, increased customer retention, enhanced collaboration and streamlined workflow. Introducing Impact Of Implementing Salesforce CRM Sales Analytics Software Ppt Presentation SA SS V to increase your presentation threshold. Encompassed with four stages, this template is a great option to educate and entice your audience. Dispense information on Improve Data Analysis, Increase Customer Retention, Enhance Collaboration, using this template. Grab it now to reap its full benefits.

The slide showcases the need to implement sales software in a company such as issues in data capturing, data synchronization, duplicity and limited accessibility. Present the topic in a bit more detail with this Need Of Implementing Salesforce CRM Software Sales Analytics Software Ppt Sample SA SS V. Use it as a tool for discussion and navigation on Issue Data Capturing, Data Asynchronization, Data Duplicity. This template is free to edit as deemed fit for your organization. Therefore download it now.

The slide showcases software implementation steps that are creating and managing the analytics dashboard, converting data into widgets, creating and optimizing dashboard pages. Increase audience engagement and knowledge by dispensing information using Salesforce CRM Analytics Implementation Steps Sales Analytics Software Ppt Slides SA SS V. This template helps you present information on five stages. You can also present information on Analytics Dashboard, Data Transformation, Make Widgets Engaging using this PPT design. This layout is completely editable so personalize it now to meet your audiences expectations.

The slide showcases the pricing plan of CRM software. It also includes key features offered that are mass emails, forecast management, advance reporting, and third party integration. Present the topic in a bit more detail with this Salesforce CRM Analytics Pricing Plan Sales Analytics Software Ppt Example SA SS V. Use it as a tool for discussion and navigation on Annual Price Per User, Free Trial Length, Advanced. This template is free to edit as deemed fit for your organization. Therefore download it now.

The slide showcases major use cases of CRM solution that are operations, sales, marketing and customer support. It helps in hiring, managing marketing campaigns, improving customer satisfaction, etc. Introducing Use Cases Of Sales Salesforce CRM Solution Sales Analytics Software Ppt Sample SA SS V to increase your presentation threshold. Encompassed with four stages, this template is a great option to educate and entice your audience. Dispense information on Operations, Sales, Marketing, Customer Support, using this template. Grab it now to reap its full benefits.

This slide provides a case study of salesforce implementation to improve customer experience, including key elements such as company overview, challenges, solutions implemented, and benefits. Present the topic in a bit more detail with this Case Study 1 Salesforce CRM Integration Solution To Streamline Business PPT PowerPoint Use it as a tool for discussion and navigation on Benefits To Business, Sales Cloud Tool, Facebook Messenger This template is free to edit as deemed fit for your organization. Therefore download it now.

This slide showcases the salesforce customer 360 software with slack which includes Sales, service, marketing, commerce, analytics, integration, safety, industries and sustainability. Deliver an outstanding presentation on the topic using this Crm Customer 360 Software With Slack Salesforce Company Profile Ppt Slides Example File. Dispense information and present a thorough explanation of Performance, Investment, Application using the slides given. This template can be altered and personalized to fit your needs. It is also available for immediate download. So grab it now.

This slide highlights the salesforce total addressable market for sales, service, marketing and commerce, platform and data for financial year 2021 to 2025. Present the topic in a bit more detail with this Expand Total Addressable Market Crm Salesforce Company Profile Ppt Slides Infographics. Use it as a tool for discussion and navigation on Addressable, Service, Marketing. This template is free to edit as deemed fit for your organization. Therefore download it now.

This slide highlights the worldwide customer relationship management software market share which includes salesforce, oracle, Microsoft, sap and adobe. Deliver an outstanding presentation on the topic using this Worldwide Crm Applications Market Share Salesforce Company Profile Ppt Summary Background Image. Dispense information and present a thorough explanation of Applications, Consecutive, Relationship using the slides given. This template can be altered and personalized to fit your needs. It is also available for immediate download. So grab it now.

This slide mentions the cloud services for customer relationship management provided under salesforce architecture. It includes sales cloud, service cloud, community cloud and app cloud. Introducing our premium set of slides with Salesforce Architecture Cloud Services For CRM. Ellicudate the four stages and present information using this PPT slide. This is a completely adaptable PowerPoint template design that can be used to interpret topics like Sales Cloud, Community Cloud, Service Cloud. So download instantly and tailor it with your information.

This slide mentions a comparative analysis between traditional crm architecture and salesforce crm architecture. The basis of differentiation include host, installation, usability, personalization and customers. Introducing our Traditional Vs Salesforce CRM Architecture Comparative Analysis set of slides. The topics discussed in these slides are Personalized Service, Salesforce CRM, Traditional CRM. This is an immediately available PowerPoint presentation that can be conveniently customized. Download it and convince your audience.

This slide represents the data migration steps for the salesforce customer relationship management system. The purpose of this slide is to demonstrate the various stages of the migration process. The steps include preparing data migration, using readymade tools, performing trial data migration, and so on. Presenting our well structured Salesforce Crm Data Migration Process Steps. The topics discussed in this slide are CRM, Stored Data, Data Migration. This is an instantly available PowerPoint presentation that can be edited conveniently. Download it right away and captivate your audience.

This slide highlights the benefits and importance of customer relationship management software which showcases flexible solutions, less bureaucracy, customer retention and communication. Present the topic in a bit more detail with this Importance Of Crm Management System Salesforce Company Profile Ppt Slides Demonstration. Use it as a tool for discussion and navigation on Communication, Segmentation, Flexible Solutions. This template is free to edit as deemed fit for your organization. Therefore download it now.

This slide highlights the sales and service customer relationship management cloud pricing which includes packages essentials, professionals, enterprise and unlimited per user per month. Deliver an outstanding presentation on the topic using this Sales And Service Cloud Crm Pricing Salesforce Company Profile Ppt Slides Graphics Pictures. Dispense information and present a thorough explanation of Service, Relationship, Management using the slides given. This template can be altered and personalized to fit your needs. It is also available for immediate download. So grab it now.

This slide highlights the sales customer relationship management cloud pricing which includes packages essentials, professionals, enterprise and unlimited per user per month. Present the topic in a bit more detail with this Sales Cloud Crm Pricing Salesforce Company Profile Ppt Slides Graphics Template. Use it as a tool for discussion and navigation on Approval Automation, Sales Engagement, Forecast Management. This template is free to edit as deemed fit for your organization. Therefore download it now.

This slide highlights the services and solutions offered by salesforce CRM software which includes marketing, partnership, content, services, AppExchange and sales. Increase audience engagement and knowledge by dispensing information using Salesforce Crm Software Solutions Salesforce Company Profile Ppt Styles Background Designs. This template helps you present information on six stages. You can also present information on Marketing, Partnership, Software Solutions using this PPT design. This layout is completely editable so personaize it now to meet your audiences expectations.

This slide highlights the services customer relationship management cloud pricing which includes packages essentials, professionals, enterprise and unlimited per user per month. Deliver an outstanding presentation on the topic using this Service Cloud Crm Pricing Salesforce Company Profile Ppt Summary Background Images. Dispense information and present a thorough explanation of Essentials, Professionals, Enterprise using the slides given. This template can be altered and personalized to fit your needs. It is also available for immediate download. So grab it now.

This slide highlights the services and solutions offered by salesforce CRM software which includes marketing, partnership, content, services, AppExchange and sales. Increase audience engagement and knowledge by dispensing information using SaaS Company Profile Salesforce CRM Software Solutions CP SS V. This template helps you present information on six stages. You can also present information on Partnership, Content, Services using this PPT design. This layout is completely editable so personaize it now to meet your audiences expectations.

Presenting crm salesforce automation powerpoint slide designs. This is a crm salesforce automation powerpoint slide designs.This is a four stage process. The stages in this process are customer relationship management, crm, crm sales deck.

Presenting CRM salesforce PowerPoint images PPT slide. This is a hundred percent editable PPT with the use of high-resolution visuals. All you need to do is edit the slide as and when needed. In case any help is required, you may refer to the editing instructions section of the set. The slides are compatible with numerous software options as well as format options. You may easily customize and personalize the presentation with company specific details. Also, the PPT is compatible with Google Slides, numerous software and format options. It is used by SAP specialists, sales team and managers.

Presenting this set of slides with name Customer Experience Dashboard Built In Salesforce CRM. The topics discussed in these slides are Performance, Social, Community. This is a completely editable PowerPoint presentation and is available for immediate download. Download now and impress your audience.

Presenting this set of slides with name External ERP Integration With Salesforce CRM. The topics discussed in these slides are Planning, Integration, Processes. This is a completely editable PowerPoint presentation and is available for immediate download. Download now and impress your audience.

Presenting this set of slides with name Icon Of Customer Engagement Integration With Salesforce CRM. This is a three stage process. The stages in this process are Icon Of Customer Engagement Integration With Salesforce CRM. This is a completely editable PowerPoint presentation and is available for immediate download. Download now and impress your audience.

Presenting this set of slides with name Marketing Executive Dashboard For Salesforce CRM. This is a three stage process. The stages in this process are Marketing Executive Dashboard For Salesforce CRM. This is a completely editable PowerPoint presentation and is available for immediate download. Download now and impress your audience.

Presenting this set of slides with name Master Data Management Synchronization With Salesforce CRM. The topics discussed in these slides are Management, Service, Marketing. This is a completely editable PowerPoint presentation and is available for immediate download. Download now and impress your audience.

Presenting this set of slides with name Salesforce CRM For Lead Funnel Dashboard. The topics discussed in these slides are Revenue, Marketing, Sale. This is a completely editable PowerPoint presentation and is available for immediate download. Download now and impress your audience.

Presenting this set of slides with name Salesforce CRM Key Features Including Forecasting. This is a four stage process. The stages in this process are Marketing, Management, Innovative. This is a completely editable PowerPoint presentation and is available for immediate download. Download now and impress your audience.

Presenting this set of slides with name Salesforce CRM Master Data Management Architecture. The topics discussed in these slides are Service, Management, Business. This is a completely editable PowerPoint presentation and is available for immediate download. Download now and impress your audience.

Presenting this set of slides with name Using Salesforce CRM In KPIS And Sales Activities Dashboard. The topics discussed in these slide is Using Salesforce CRM In KPIS And Sales Activities Dashboard. This is a completely editable PowerPoint presentation and is available for immediate download. Download now and impress your audience.

Presenting this set of slides with name Salesforce CRM Competitive Dashboard For Tracking Wins Losses. The topics discussed in these slides are Opportunity, Revenue, Sales. This is a completely editable PowerPoint presentation and is available for immediate download. Download now and impress your audience.

This template covers the problems that is faced by every company in CRM implementation such as end user training, data quality, creating reliable reports etc. Increase audience engagement and knowledge by dispensing information using Challenges Faced In Every CRM Implementation Salesforce Investor Funding Elevator. This template helps you present information on five stages. You can also present information on Salesforce Adoption, End User Training, End User Productivity, Data Quality, Creating Reliable Reports using this PPT design. This layout is completely editable so personaize it now to meet your audiences expectations.

This template covers the competitive advantage for salesforce company such as Customizations in Salesforce Classic Increase audience engagement and knowledge by dispensing information using Competitive Advantage For CRM Company Salesforce Investor Funding Elevator. This template helps you present information on four stages. You can also present information on Economical Ineffective, Economical Effective, Expensive Ineffective, Expensive Effective using this PPT design. This layout is completely editable so personaize it now to meet your audiences expectations.

This template covers the CAGR of the sales force company as Fastest Growing Enterprise Software Segment in customer relationship management. Present the topic in a bit more detail with this CRM Is Now The Fastest Growing Enterprise Software Segment Salesforce Investor Funding Elevator. Use it as a tool for discussion and navigation on CRM Is Now The Fastest Growing Enterprise Software Segment. This template is free to edit as deemed fit for your organization. Therefore download it now.

This template covers competitive landscape of salesforce company, reasons for why they are market leaders and better than other CRM software companies. Present the topic in a bit more detail with this Salesforce 1 In CRM Salesforce Investor Funding Elevator Ppt Icons. Use it as a tool for discussion and navigation on Key Takeaways . This template is free to edit as deemed fit for your organization. Therefore download it now.

• Salesforce-stock
• News for Salesforce

Salesforce Acquisition of Own Company Bolsters Data Security Portfolio: A Buy Rating Justification

Analyst Scott Berg from Needham maintained a Buy rating on Salesforce ( CRM – Research Report ) and keeping the price target at $345.00.

Scott Berg has given his Buy rating due to a combination of factors surrounding Salesforce’s strategic acquisition moves and the anticipated benefits to their security and data management portfolio. The purchase of Own Company by Salesforce represents a significant enhancement to Salesforce’s existing suite, particularly in data protection and management solutions. This acquisition is seen as a bolstering move for Salesforce’s Platform Data Security, Privacy, and Compliance products, potentially giving the company a competitive edge in the market. Furthermore, the timing of the acquisition suggests that it could be a strategic component of Salesforce’s broader vision, which may be further elaborated upon during the Dreamforce event. Berg anticipates that the integration of Own’s technologies could also play a role in advancing Salesforce’s capabilities in artificial intelligence, particularly with respect to safeguarding data against improper AI model exposures. These elements combined suggest a positive outlook for Salesforce’s future growth and innovation, reinforcing the rationale behind the Buy rating.

TipRanks tracks over 100,000 company insiders, identifying the select few who excel in timing their transactions. By upgrading to TipRanks Premium, you will gain access to this exclusive data and discover crucial insights to guide your investment decisions. Begin your TipRanks Premium journey today.

Salesforce (CRM) Company Description:

salesforce.com, inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff, Parker Harris, David Moellenhoff, and Frank Dominguez in February 1999 and is headquartered in San Francisco, CA.

Read More on CRM:

• Salesforce Acquires Own Company to Enhance Data Security
• Salesforce to acquire Own Company for $1.9B in cash
• Salesforce near deal to buy Own for $2B, Bloomberg reports
• Salesforce near deal to buy OwnBackup for $2B, Bloomberg reports
• CRM Stock: Saleforce’s Growth Slows, but Profitability Gains Momentum

Salesforce News MORE

Related Stocks

Salesforce acquires data management firm Own for $1.9B in cash

Salesforce has acquired Own Company , a New Jersey-based provider of data management and protection solutions, for $1.9 billion in cash.

Own is Salesforce’s biggest deal since buying Slack for $27.7 billion in 2021. The company reportedly considered — but ultimately decided against — purchasing data management software firm Informatica earlier this year.

In a press release, Salesforce GM Steve Fisher said the acquisition “underscores [Salesforce’s] commitment to providing secure, end-to-end solutions that protect our customers’ most valuable data.”

“Data security has never been more critical, and Own’s proven expertise and products will enhance our ability to offer robust data protection and management solutions to our customers,” Fisher continued.

Own, launched in 2015 as OwnBackup (the company rebranded last October), provides a range of enterprise-focused data backup tools and services such as automated backup and disaster recovery.

The initial idea was to use software-as-a-service vendors’ open APIs, including Salesforce’s, to extract and back up data from a company’s applications. Beyond Salesforce apps, Own supported SaaS apps hosted on AWS and Microsoft.

Founded by Ariel Berkman, Daniel Gershuni and Eran Cohen, Own managed to raise $507.3 million from investors including Tiger Global, BlackRock, Insight Partners, Vertex Ventures and Salesforce’s own Salesforce Ventures prior to today’s buyout (per Crunchbase ).

As of August 2021, Own was valued at $3.35 billion.

It’s a high valuation — but perhaps one justified by the massive size of the data backup and recovery segment. According to market analytics firm KBV Research, the global data backup and recovery sector was worth $12.9 billion in 2023, growing at a compound annual growth rate of 10.9% from 2017 to last year.

The reasons for the growth are myriad.

Businesses face increasing  threats related to ransomware . There’s also the issue of data center disasters like the fire that  hit France’s OVH in 2021 , leading to significant data loss. In some countries, data management-related regulations like the EU AI Act are coming into force, many with strict data retention and provenance stipulations.

Today, Own has close to 7,000 customers and hundreds of employees. The company offers a portfolio of data archiving, seeding, security and analytics capabilities that have greatly expanded beyond the company’s early product. Own CEO Sam Gutmann sees Own complementing Salesforce’s existing data management tooling and “enabl[ing] Salesforce to offer a more comprehensive data protection and loss prevention set of products.”

That’d be a natural evolution for Own. As my colleague Ron Miller previously wrote , the majority of the company’s backup and recovery business involves the Salesforce ecosystem.

“We’re excited to join forces with Salesforce, a company that shares our commitment to data resilience and security,” Gutmann said in a statement. “Together with Salesforce, we’ll deliver even greater value for our customers by driving innovation, securing data and ensuring compliance in the world’s most complex and highly regulated industries.”

Salesforce expects the transaction to close in Q4 of its fiscal year 2025, subject to regulatory approvals and customary closing conditions.

Own could very well signal Salesforce’s return to big acquisitions a year after the company said it would shift away from M&A, under pressure from activist investors. (It went so far as to disband its M&A committee.) In recent weeks, Salesforce has closed smaller acquisition deals, snatching up startups PredictSpring (an omnichannel commerce platform) and Tenyx (which makes AI-powered voice agents).

More TechCrunch

Get the industry’s biggest tech news, techcrunch daily news.

Every weekday and Sunday, you can get the best of TechCrunch’s coverage.

Startups Weekly

Startups are the core of TechCrunch, so get our best coverage delivered weekly.

TechCrunch Fintech

The latest Fintech news and analysis, delivered every Tuesday.

TechCrunch Mobility

TechCrunch Mobility is your destination for transportation news and insight.

Telegram reportedly ‘inundated’ with illegal and extremist activity

A New York Times analysis of more than 3.2 million Telegram messages from 16,000 channels found that the messaging platform has been “inundated” with illegal and extremist activity. Specifically, The Times…

Bluesky grows to 9M+ users

Bluesky keeps growing: The company announced that as of Friday morning, it had added 3 million new users, bringing its total user count to more than 9 million. In other…

Payroll startup Warp disavows ‘affiliate’ who posted about white superiority

Warp, a young payroll startup in New York, is in the spotlight following controversial posts from an account tied to the company. On Thursday, an account posting under the name…

Canva wants you to pay a lot more for its AI features

Canva is dramatically increasing prices for some customers. Canva Teams subscribers on older pricing plans will see a 300% increase for a five-person plan, jumping from $119.99 per year to…

Boeing’s Starliner performs flawless touchdown without on-board crew, program’s future remains uncertain

After months of delays and uncertainty, Boeing’s Starliner capsule has returned from the International Space Station, touching down in White Sands Space Harbor, New Mexico, just after midnight on Saturday. …

Aptos CEO Mo Shaikh shares his journey to web3 and market opportunities in Asia and Middle East

TechCrunch sat down with Shaikh this week at the Korea Blockchain Week 2024 conference in Seoul to talk about Aptos’ expansion; its partnerships with major Asian web2 companies; and how…

Featured Article

Startups are getting fined, or sometimes banned, by individual states

The problem, experts say, is that each state has its own complex fees, tax, and business registration requirements.

For security, we have to stop picking up the phone

Today’s scams can be as simple as picking up a phone call. To avoid the next fraud, there are good reasons to let your calls run to voicemail.

How a viral AI image catapulted a Mexican startup to a major adidas contract

Antonio Nuño, Fatima Alvarez, and Enrique Rodriguez have been friends since they were five years old. As teenagers, they became volunteers helping indigenous communities — first in Mexico, then in other countries — and saw that many of the women were artisans.  The trio came to realize that these artists…

Second Byju’s auditor exits in a year amid bankruptcy proceedings

BDO, the auditor for Indian edtech startup Byju’s, has resigned with immediate effect, marking the second auditor departure for the embattled startup in about a year and further intensifying concerns…

Google to receive punishment for search monopoly by next August, says judge

A federal judge says he will deliver a punishment in Google’s antitrust case by August 2025, according to The New York Times, after ruling earlier this month that Google had…

ChatGPT: Everything you need to know about the AI-powered chatbot

ChatGPT, OpenAI’s text-generating AI chatbot, has taken the world by storm since its launch in November 2022. What started as a tool to hyper-charge productivity through writing essays and code…

The maiden voyage of Blue Origin’s massive new rocket won’t be for NASA

The world will have to wait a little longer to see Blue Origin’s massive New Glenn rocket fly for the first time. That rocket had been scheduled to launch two…

Watch live as Boeing and NASA attempt to bring empty Starliner back to Earth

After 93 days on orbit, Starliner is coming home.  The spacecraft is a “go” for undocking from the International Space Station at 6:04 p.m. EST, though it will be leaving…

Wealthy Harris donors are reportedly pressing for ouster of FTC Chair Lina Khan

Some of Vice President Kamala Harris’ wealthier donors are informally asking for FTC Chair Lina Khan to be replaced, reports Bloomberg. It’s not really surprising: Her expansive definition of antitrust…

How a cold email to a VC helped salon software startup Mangomint raise $35M

Mangomint seeks to make it easier for spa and salon owners to run their businesses.

University of Texas opens robotics program up to incoming freshmen

The honors program is one of the first in the U.S. that allows incoming freshmen to apply for the program as part of their initial admission application.

C-Zero is raising $18M to make emission-free hydrogen using natural gas, filings reveal

By using readily available natural gas as the feedstock, C-Zero hopes to produce emission-free hydrogen for less than other green hydrogen startups.

Meta will let third-party apps place calls to WhatsApp and Messenger users — in 2027

Meta on Friday published an update on how it plans to comply with the Digital Markets Act (DMA), the European law that aims to promote competition in digital marketplaces, where…

Roblox introduces new earning opportunities for creators, teases generative AI project

At the annual Roblox Developers Conference, the company announced on Friday a series of changes coming to the platform in the next few months and years. Most notably, Roblox is…

How to watch the iPhone 16 reveal during this year’s big Apple Event

Apple is likely to unveil its iPhone 16 series of phones and maybe even some Apple Watches at its Glowtime event on September 9.

Startups have to be clever when fighting larger rivals

Welcome to Startups Weekly — your weekly recap of everything you can’t miss from the world of startups. Want it in your inbox every Friday? Sign up here. You won’t…

NFL kicks off in Brazil for the first time, but reporters and fans can’t post on X due to nationwide ban

The Philadelphia Eagles and the Green Bay Packers will face off tonight in their first game of the NFL season. But this season opener is a bit different. As the…

VC pitch show ‘Meet the Drapers’ partners with TikTok

Venture capitalist Tim Draper’s international pitch competition, “Meet the Drapers,” is partnering up with TikTok as it heads into its seventh season. Under the new tie-up, entrepreneurs will pitch their…

Public EV startup with an indicted CEO is looking to raise an additional $100 million

It’s tempting to think the trend of EV startups merging with special purpose acquisition companies (SPACs) to go public has ended, seeing how many of them are struggling or defunct.…

The New Data Pipeline: Fivetran, DataStax and NEA are coming to TechCrunch Disrupt 2024

In the world of modern AI, data is more than just a resource — it’s the fundamental core that aligns decision-makers, supports processes and enables innovation. As AI applications become…

Transport for London outages drag into weekend after cyberattack

In a brief update ahead of the weekend, the London transport network said it has no evidence yet that customer data was compromised.

Instagram jazzes up its DMs with stickers, photo editing, and themes

Meta-owned Instagram is jazzing up the inbox by adding new features for photo editing, sticker creation and themes. The company is trying to make Instagram more appealing as a messaging…

Last call: Boost your brand by hosting a Side Event at TechCrunch Disrupt 2024

Keep the excitement of TechCrunch Disrupt 2024 alive by hosting an exclusive Side Event after hours. Don’t miss out — today is the final day to apply for free! Maximize…

Students and recent grads: Last day to save on TechCrunch Disrupt 2024 Student Passes

Today’s your final chance to secure your TechCrunch Disrupt 2024 Student Pass with a $200 discount! Maximize your savings by opting for the Student 4+ Bundle and bring four or…

• Today's news
• Reviews and deals
• Climate change
• 2024 election
• Fall allergies
• Health news
• Mental health
• Sexual health
• Family health
• So mini ways
• Unapologetically
• Buying guides

Entertainment

• How to Watch
• My Portfolio
• Latest News
• Stock Market
• Biden Economy
• Stocks: Most Actives
• Stocks: Gainers
• Stocks: Losers
• Trending Tickers
• World Indices
• US Treasury Bonds Rates
• Top Mutual Funds
• Options: Highest Open Interest
• Options: Highest Implied Volatility
• Basic Materials
• Communication Services
• Consumer Cyclical
• Consumer Defensive
• Financial Services
• Industrials
• Real Estate
• Stock Comparison
• Advanced Chart
• Currency Converter
• Credit Cards
• Balance Transfer Cards
• Cash-back Cards
• Rewards Cards
• Travel Cards
• Credit Card Offers
• Best Free Checking
• Student Loans
• Personal Loans
• Car insurance
• Mortgage Refinancing
• Mortgage Calculator
• Morning Brief
• Market Domination
• Market Domination Overtime
• Asking for a Trend
• Opening Bid
• Stocks in Translation
• Lead This Way
• Good Buy or Goodbye?
• Financial Freestyle
• Capitol Gains
• Living Not So Fabulously
• Decoding Retirement
• Fantasy football
• Pro Pick 'Em
• College Pick 'Em
• Fantasy baseball
• Fantasy hockey
• Fantasy basketball
• Download the app
• Daily fantasy
• Scores and schedules
• GameChannel
• World Baseball Classic
• Premier League
• CONCACAF League
• Champions League
• Motorsports
• Horse racing
• Newsletters

New on Yahoo

• Privacy Dashboard

Yahoo Finance

Here’s why salesforce (crm) traded lower in q2.

Investment advisory firm Ithaka Group  released the “Ithaka US Growth Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here . The second quarter of 2024 saw a surge in optimism among global markets, driven by the anticipation of a looser monetary policy from the Federal Reserve and the ongoing development prospects presented by artificial intelligence (AI). This positive outlook increased the S&P 500 by 4.3% for the quarter and 15.3% for the year, the Russell 1000 Growth (“R1000G”) by 8.3% for the quarter and 21.7% for the year, and the Dow decreasing by 1.7% for the quarter and increasing by 3.7% for the year. In the second quarter, the portfolio underperformed and returned 4.2% (gross of fees) compared to the Russell 1000 Growth’s (R1G) 8.3% return. Stock Selection led the portfolio to underperform in the quarter. In addition, please check the fund’s top five holdings to know its best picks in 2024.

Ithaka US Growth Strategy highlighted stocks like Salesforce, Inc. (NYSE: CRM ), in the second quarter 2024 investor letter. Salesforce, Inc. (NYSE:CRM) offers Customer Relationship Management (CRM) technology that brings companies and customers together. The one-month return of Salesforce, Inc. (NYSE:CRM) was -0.58%, and its shares gained 11.30% of their value over the last 52 weeks. On September 4, 2024, Salesforce, Inc. (NYSE:CRM) stock closed at $247.68 per share with a market capitalization of $236.782 billion.

Ithaka US Growth Strategy stated the following regarding Salesforce, Inc. (NYSE:CRM) in its Q2 2024 investor letter:

"Salesforce, Inc. (NYSE:CRM) is the largest pure-play cloud software company, holding a leading market share in customer relationship management applications and a top-five market share position in the company’s other clouds (Marketing, Service, Platform, Analytics, Integration, and Commerce). The company’s software subscription term-license model differs from the traditional perpetual-license software model in two respects: (1) the software is hosted on centralized servers and delivered over the internet, as opposed to traditional enterprise software that is loaded directly onto customers’ hard drives or servers; and (2) the revenue model is subscription-based, typically charging monthly fees per user as opposed to charging one-time licensing fees. The stock’s weak relative performance followed its fiscal first quarter earnings announcement, where the company missed top-line and cRPO (current remaining performance obligations) estimates while also issuing weak forward guidance."

A customer at a teller's desk, demonstrating the company's financial services.

Salesforce, Inc. (NYSE:CRM) is in 8th position on our list of 31 Most Popular Stocks Among Hedge Funds . As per our database, 117 hedge fund portfolios held Salesforce, Inc. (NYSE:CRM) at the end of the second quarter which was 154 in the previous quarter.  In the fiscal second quarter, Salesforce, Inc. (NYSE:CRM) delivered $9.33 billion in revenue , an increase of 8% year over year. While we acknowledge the potential of Salesforce, Inc. (NYSE:CRM) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock .

In another article , we discussed Salesforce, Inc. (NYSE:CRM) and shared Goldman Sachs’ best hedge fund stock picks and the top stocks. Mar Vista Focus strategy’s Q2 2024 investor letter noted that Salesforce, Inc. (NYSE:CRM) faced pressure during the quarter, but it is expected to benefit from its generative AI offerings. In addition, please check out our hedge fund investor letters Q2 2024  page for more investor letters from hedge funds and other leading investors.

READ NEXT:  Michael Burry Is Selling These Stocks  and  A New Dawn Is Coming to US Stocks .

Disclosure: None. This article is originally published at Insider Monkey .

How much does Salesforce cost: a breakdown of its small business plans

Katherine Haan is a former financial advisor turned small business coach. Katherine holds an MBA, and is a former staff writer for Fit Small Business. She is a regular contributor to Forbes and maintains a popular lifestyle and travel blog.

Cassie is the business and banking editor at Fortune Recommends. She obtained her degree from Northern Kentucky University and is a certified SCRUM master. Prior to joining the team at Fortune Recommends, Cassie was a deputy editor at Forbes Advisor and a Central Operations Project Manager at Fit Small Business.

Picking the best customer relationship management (CRM) software can make a massive impact on your business running smoothly. Salesforce offers several CRM options to suit a variety of business needs, although narrowing down which option to choose can take a little time. We’ve done the heavy lifting to help you sort out how much Salesforce costs and which plans might be best for your situation. 

What is Salesforce?

Founded in San Francisco in 1999, Salesforce got its start as a cloud-based CRM. It now has more than 150,000 customers across the globe and offers solutions for every company in every stage, from startup to small business to global enterprise. It also offers artificial intelligence (AI) solutions, including the ability to write sales emails, conduct customer service, handle sensitive data, and more.

How many types of Salesforce CRM software are there?

It’s no secret that Salesforce has a ton of CRM options, with nearly 100 products in its arsenal. For smaller businesses and startups, there are simple packages with essential sales tools and customer service functionalities. For more comprehensive options required of larger companies, Sales Cloud and Service Cloud help manage sales processes and customer interactions. There are also specialized CRMs, such as for healthcare, retail, finance, and more. Chances are, if you have a specific need, Salesforce has a solution for it. 

To appreciate the breadth of Salesforce’s offerings, you should understand how these CRM tools can enhance customer interactions at every level of business.

“CRMs are fundamental to building and maintaining real relationships with customers and prospects. By being able to easily see the last touch point your company had with them, whether that’s a conversion, email, or phone call, you know what to speak about next time you catch up. This makes CRMs a powerful tool for improving customer satisfaction and loyalty because let’s face it, it’s pretty awkward if you start talking to a customer about something that’s no longer relevant or has already been resolved by your colleague!” —Leanne Bates, former marketing manager at reckless

Popular small business CRM services from Salesforce

More Salesforce services

• Commerce Cloud
• Marketing Cloud Account Engagement
• Einstein AI
• Salesforce CPQ (Configure, Price, Quote)

How much does Salesforce CRM cost for small businesses?

Salesforce has a variety of plans suited for small businesses, all designed for various budgets and company needs. Most prices are per user per month, allowing you to scale up or down as staff sizes vary. Below is a detailed breakdown.

Salesforce Starter Suite: best for email marketing

For small businesses and startups that need to manage customer relationships, including through email marketing, Salesforce Starter Suite is a good option. It’s an affordable way to get started and comes with essential tools to engage with and grow your audience.

Salesforce Starter Suite

• Account, contact, lead, and opportunity management
• Lead assignment and routing
• Web-to-lead capture
• Customizable email templates
• Lacks AI tools
• No advanced reporting or forecasting features
• Lacks sales territory features
• No built-in quote or contract tools
• Limited collaboration features

Why we like it

Salesforce Starter Suite is a great entry point for small businesses and startups to build a CRM foundation. With this tool, businesses can manage their contact, conversations, leads, and opportunities. It comes with custom email templates, lead capturing for those inquiring about your product or signing up for a newsletter, and these all get put in as a lead in the CRM system. 

From there, the contact’s information is tracked, managed, and then followed up on by your sales team via email marketing or through a phone call. This saves time on manual data entry, allowing the sales team to reach out when a lead is warmer, which can improve conversion rates.

Learn more: read our Salesforce Starter Suite review .

Salesforce Starter Suite pricing & plans

With Salesforce Starter Suite, you can get its basic plan, as well as a pro plan with even more features.

Salesforce Small Business Sales: best for lead management

To turn leads and prospects into customers, the Salesforce Small Business Sales plan makes it easy. Track your leads, automate your workflows, and get detailed analytics to make informed decisions throughout the entire sales process.

Salesforce Small Business Sales

• Sales automation tools to streamline workflows
• Detailed reporting and analytics for data-driven decisions
• Track and manage leads
• Can be complex for smaller businesses or solo entrepreneurs
• Higher cost compared to simpler CRM solutions
• Must pay for its most expensive package for AI

When you need to streamline sales operations, Salesforce Small Business Sales is the tool that’ll get you there. It will automate your lead management so that each potential client is followed up on, and each touchpoint along the way is tracked along the way. With detailed reports and analytics, businesses can pivot and make informed decisions that drive growth. Set up a custom workflow to tailor Salesforce to your businesses’ specific needs. While it’s a heavier tool than some of the simpler CRM sales solutions and will require more extensive onboarding, it’s an invaluable resource for the right business.  

Salesforce Small Business Sales pricing & plans

From small teams to large enterprises, Salesforce Small Business Sales has a solution for you. While monthly rates are listed for budgeting purposes, all of these plans are only billed annually.

Salesforce Small Business Service: best for customer service

With Salesforce Small Business Service, businesses can manage customer service cases, automate their service processes, and solve problems quickly. Here’s a closer look.

Salesforce Small Business Service

• Multichannel support, including chat, phone, and self-service portals
• AI-driven insights and automation
• Customizable workflows to match specific business needs
• Can be complex and overwhelming for smaller businesses
• It’s expensive
• Requires a structured customer service process to leverage its capabilities fully

We like Salesforce Small Business Service because it allows businesses to provide the best customer support no matter what the service channel—self-service options, through chat, email, or phone. Businesses can manage interactions with customers from a central database and see each contact point in one place, so queries resolve themselves quickly. With AI features, cases route intelligently, and workflows are automated so customer service agents can be more efficient, which improves overall customer satisfaction. 

With AI-powered chatbots to handle simple, routine inquiries, agents are free to handle more complex tasks, such as escalated service requests. With a self-service portal, customers can look up answers without ever having to reach out to a customer service agent.

Salesforce Small Business Service pricing & plans

From basic support features to AI-driven tools, Salesforce Small Business Service has several options for a variety of needs. As with the Sales product, all plans are billed annually.

Salesforce Small Business Marketing: best for multi-channel marketing

Leveraging AI, Salesforce Small Business Marketing lets businesses create targeted, multichannel campaigns to bring in customers. Here’s what you need to know.

Salesforce Small Business Marketing

• Send time optimization for better engagement
• Multichannel marketing capabilities, such as email and short message service (SMS)
• AI-driven campaign creation and optimization
• Higher cost compared to simpler marketing tools
• Complexity may be overwhelming for small teams
• Some features may be unnecessary for businesses with basic needs

AI has swept the world by storm, and small businesses can harness its power thanks to Salesforce Small Business Marketing. Salesforce uses Einstein Copilot to generate entire campaigns, segment your list, and develop email content all with a single prompt. Best of all? This takes only minutes to do. You can train the AI to make better outputs too, so your campaigns sound human-like and not at all like a robot. 

In addition to all of its AI-powered tools, businesses can grow their customer base by meeting them where they hang out most. Whether this is through email or SMS, Salesforce looks at data across each department—sales, service, and commerce—so you’re taking the next right action based on all the data, rather than looking at the next action in a silo.

Any time a lead engages across any one of your marketing channels, a notification is sent to the sales team. This way, they can hop on any hot leads and know when it’s time to onboard a customer.

Salesforce Small Business Marketing pricing & plans

There is one plan offered under the Salesforce Small Business Marketing umbrella. Here’s what you need to know:

Salesforce Slack: best for collaboration

With a centralized system for project management and communication, Slack is ideal for businesses that need to keep in touch in real time. It has been a communication powerhouse for years and was acquired by Salesforce in 2021.

Salesforce Slack

• Real-time messaging, file sharing, and project management features
• Centralized platform for communication and collaboration
• Extensive integration capabilities with various tools and apps
• Potential for distractions due to constant notifications
• Learning curve for nontechnical teams

With more than 2,600 apps, you can integrate with a ton of other products to centralize your workflows and collaborate across teams so that you don’t have to switch between different programs or tools constantly. With channels, huddles, and Workflow Builder, you can automate tasks and communicate in real time, so employees are all on the same page. With Slack, you can share files, manage projects, and communicate across departments. 

Businesses can organize their conversations by topic with unlimited channels too. For example, create an off-topic channel for intermittent chatter or have a channel for human resources (HR) updates or company-wide announcements. With huddles, users can have real-time audio and video meetings, which is ideal for teams small and large.

To accommodate a variety of communication needs, Slack by Salesforce offers several plans both with and without integrations. However, the pricing between what’s offered through its small business channel and directly through Slack is different. Here’s a breakdown:

Which Salesforce CRM product is right for me?

Ana Moura, global customer CRM senior manager – CDP advisor at Stanley Black & Decker, Inc., says, “CRM programs give companies the opportunity to design, implement, and refine processes that involve different teams. It offers an opportunity for all these teams to work together and share customer-focused KPIs [key performance indicators] that can also help match such processes with the marketing technology best suited to support and improve them.” While a CRM is important for any business, investing in a Salesforce CRM product takes both time and financial resources, so getting it right the first time can save a lot of trouble.

Here are some questions to ask yourself before signing up:

• What is the primary goal you want to achieve with a CRM? Is it to improve sales, customer service, or marketing?
• How large is your team, and what level of complexity can they handle?
• Do you need advanced features, such as AI-driven insights or workflow automation?
• What’s your budget, and how much are you willing to invest in a CRM solution?
• Is it for you to have multichannel support, such as chat, phone, and self-service portals?

If you’re still not sure which plan is right for you, consider going with its basic Starter plan, which costs $25 per user, per month. This way, you’re not diving in headfirst to a CRM that’s too big or complicated for your business’s requirements. You can always scale up as your needs evolve. Another option is to hop on a phone call with its sales team, and they can make suggestions based on your business size, needs, and pain points.

Compare Salesforce alternatives

Frequently asked questions

Can i upgrade my salesforce plan as my business grows.

Yes, as your business needs evolve, you can upgrade your Salesforce plan. Many businesses start with its Starter plan and then upgrade their plan as their business grows.

Is Salesforce suitable for solo entrepreneurs?

While Salesforce charges per user and you can use its tools as a solopreneur, there are simpler, less-expensive CRM options out there that might be a better fit.

Does Salesforce offer a free trial?

Yes, Salesforce has a free trial so you can test out the features to see how it works for your business. The trial period is 30 days.

• Entrepreneurs need more from their business checking accounts .
• We’ve done the hard work to find the best business credit card for your small business.
• Choosing the best CRM platform for your small business is easy with our ranking.
• VoIP systems are not all created equal. Our list ranks the best VoIP services on the market.

About the contributors

EDITORIAL DISCLOSURE : The advice, opinions, or rankings contained in this article are solely those of the Fortune Recommends ™ editorial team. This content has not been reviewed or endorsed by any of our affiliate partners or other third parties.

Top Articles

Best marketing CRM of 2024: must-have features, flexibility, and affordability

The best free CRMs of 2024

Salesforce CRM

Learn how to use customer relationship management (CRM) software to grow your business.

Skills you will gain

Business solutions, salesforce platform, discover more.

Available on these trails

• Get Started with Lightning Experience
• Learn CRM Fundamentals for Lightning Experience
• Build Apps Fast with Salesforce Platform Services

Gain an Edge Using Pro's Market Moving News Breaks — 50% OFF

Pro members get actionable news alerts up to 30 minutes before other traders — Get our lowest prices

• Get Benzinga Pro
• Data & APIs
• Our Services
• News Earnings Guidance Dividends M&A Buybacks Legal Interviews Management Offerings IPOs Insider Trades Biotech/FDA Politics Government Healthcare
• Markets Pre-Market After Hours Movers ETFs Forex Cannabis Commodities Binary Options Bonds Futures CME Group Global Economics Mining Previews Small-Cap Real Estate Cryptocurrency Penny Stocks Digital Securities Volatility
• Ratings Analyst Color Downgrades Upgrades Initiations Price Target
• Ideas Trade Ideas Long Ideas Short Ideas Technicals From The Press Jim Cramer Rumors Whisper Index Stock of the Day Best Stocks & ETFs Best Penny Stocks Best S&P 500 ETFs Best Swing Trade Stocks Best Blue Chip Stocks Best High-Volume Penny Stocks Best Small Cap ETFs Best Stocks to Day Trade Best REITs
• Money Investing Cryptocurrency Mortgage Insurance Yield Personal Finance Forex Startup Investing Real Estate Investing Prop Trading Credit Cards Stock Brokers
• Cannabis Cannabis Conference News Earnings Interviews Deals Regulations Psychedelics

Expert Outlook: Salesforce Through The Eyes Of 28 Analysts

Throughout the last three months, 28 analysts have evaluated Salesforce CRM , offering a diverse set of opinions from bullish to bearish.

In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.

Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $302.75, a high estimate of $350.00, and a low estimate of $236.00. Surpassing the previous average price target of $289.63, the current average has increased by 4.53%.

Diving into Analyst Ratings: An In-Depth Exploration

A clear picture of Salesforce's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.

Key Insights:

• Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Salesforce. This insight gives a snapshot of analysts' perspectives on the current state of the company.
• Rating: Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to 'Underperform'. These ratings convey the analysts' expectations for the relative performance of Salesforce compared to the broader market.
• Price Targets: Delving into movements, analysts provide estimates for the future value of Salesforce's stock. This analysis reveals shifts in analysts' expectations over time.

Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Salesforce's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.

Stay up to date on Salesforce analyst ratings.

Get to Know Salesforce Better

Salesforce provides enterprise cloud computing solutions. The company offers customer relationship management technology that brings companies and customers together. Its Customer 360 platform helps the group to deliver a single source of truth, connecting customer data across systems, apps, and devices to help companies sell, service, market, and conduct commerce. It also offers Service Cloud for customer support, Marketing Cloud for digital marketing campaigns, Commerce Cloud as an e-commerce engine, the Salesforce Platform, which allows enterprises to build applications, and other solutions, such as MuleSoft for data integration.

Salesforce: Delving into Financials

Market Capitalization: Exceeding industry standards, the company's market capitalization places it above industry average in size relative to peers. This emphasizes its significant scale and robust market position.

Revenue Growth: Salesforce's revenue growth over a period of 3 months has been noteworthy. As of 31 July, 2024, the company achieved a revenue growth rate of approximately 8.39% . This indicates a substantial increase in the company's top-line earnings. When compared to others in the Information Technology sector, the company faces challenges, achieving a growth rate lower than the average among peers.

Net Margin: Salesforce's net margin excels beyond industry benchmarks, reaching 15.32% . This signifies efficient cost management and strong financial health.

Return on Equity (ROE): Salesforce's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of 2.44%, the company may face hurdles in generating optimal returns for shareholders.

Return on Assets (ROA): Salesforce's ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of 1.52%, the company may face hurdles in achieving optimal financial returns.

Debt Management: Salesforce's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.2 .

Analyst Ratings: What Are They?

Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.

In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.

This article was generated by Benzinga's automated content engine and reviewed by an editor.

© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

Analyst Calendar

Join Benzinga Edge and unlock all the major upgrades, downgrades, and changes to the market's most accurate analysts.

Trade confidently with insights and alerts from analyst ratings, free reports and breaking news that affects the stocks you care about.

Salesforce is closed for new business in your area.