Introducing Salesforce Foundations: The Next-gen Unified CRM+Data+AI Solution

Martech giant Salesforce has announced Salesforce Foundations for all customers, at no additional cost. This free upgrade provides essential features of Sales, Service, Marketing, Commerce, and Data Cloud all rolled into a unified platform. Customers can build focused marketing and sales campaigns with streamlined user experience, empowering businesses to gain a holistic view of their customers. Overall, Salesforce is magnifying its mission and commitment to deliver personalized, AI-powered experiences across every touchpoint as part of its CRM+AI+Data messaging.

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In an official company announcement, Salesforce’s President and CPO David Schmaier said, “With Salesforce Foundations, businesses of all sizes and industries can now automate sales, service, marketing, and commerce with unified customer data on a single platform, empowering them to integrate their entire front office and deliver real time, personalized customer experiences to drive revenue, answer service issues, create marketing campaigns, set up payments, and more.”

Expanding CRM and CX Capabilities with Salesforce Foundations

Salesforce customers will get access to extended free trials from 25+ partner apps across key functionalities such as:

• Telephony and Video Conferencing: Enable seamless communication and collaboration.
• Document Generation: Streamline document creation and management.
• Contract Management: Simplify contract negotiation and execution.
• Collaboration Tools: Foster teamwork and communication.
• Surveys and Feedback: Gather valuable insights from customers and employees.
• Sales Tools: Optimize sales processes and close deals faster.

The Power of Salesforce Data Cloud

Unlike traditional CRMs, Salesforce Foundations offers a comprehensive suite of features that extend beyond sales and service. By integrating marketing and commerce capabilities, Salesforce Foundations empowers businesses to create connected customer experiences that drive growth and loyalty.

Key Features of Salesforce Foundations:

• Enhanced Opportunity Management: Streamline sales processes and close deals faster.
• Efficient Case Management: Deliver exceptional customer service and support.
• Targeted Email Campaigns: Engage customers with personalized email marketing.
• Secure Payment Links: Facilitate seamless online transactions.

Salesforce Foundations customers can further enhance their systems with thousands of pre-built third-party extensions and integrations available on the AppExchange. Explore free trials from leading partners like DocuSign, RingCentral, and ZoomInfo to tailor your platform to your specific needs.

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At the heart of Salesforce Foundations is the Salesforce Data Cloud. This data cloud harmonizes customer data from across your organization. This unified data foundation enables AI-powered insights and automation, delivering personalized experiences that resonate with your customers.

Key Benefits of Salesforce Foundations:

• Unified View of the Customer: Gain a 360-degree view of your customers, enabling personalized engagement.
• Enhanced Efficiency: Streamline workflows and improve productivity across sales, service, marketing, and commerce.
• Data-Driven Insights: Leverage AI to uncover valuable insights and optimize your customer experiences.
• Seamless Integration: Benefit from pre-built integrations with other Salesforce products and third-party applications.

By adopting Salesforce Foundations, businesses can unlock the full potential of their customer data and deliver exceptional experiences that drive growth and customer satisfaction. For example, sales teams can stay informed about customer service interactions, ensuring a smooth sales process. By breaking down barriers between teams, teams can create a more efficient and effective sales funnel, ultimately driving increased revenue.

Salesforce boasts of a strong customer data management framework, housed within the Salesforce Data Cloud. By automatically surfacing insights from across Salesforce applications and external systems, Data Cloud provides a comprehensive view of your customers. This unified data foundation fuels AI-powered solutions, enabling marketers to create highly targeted segmentation lists based on previously inaccessible insights.