Salesforce is a cloud-based Customer Relationship Management (CRM) platform that makes sales, service, marketing and more easier for both businesses and their customers. Use the Salesforce applications for small, midsize and enterprise organizations, with a focus on sales and support.

Salesforce CPQ & Billing

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Configure-Price-Quote takes the pain out of complicated pricing, helping sales reps rapidly create estimates, proposals, quotes and orders. It allows image-based product selection constrained by configuration rules. Managers appreciate control over discounts and processes. The CPQ software connects product catalog and populates quotes and orders in CRM.

Salesforce configure-price-quote software comes in three editions, including full Quote-to-Cash that supports billing and collection. It helps to create quotes that are complete, accurate, and tailored to delighted customers.

Salesforce Billing, extends Salesforce CPQ to streamline the entire quote to payment process, enabling customers to:

  • Adapt to changing business models by unifying the entire quote-to-payment process on Salesforce. Now, any business can sell and bill one-time transactions, subscriptions, and usage-based products in one place, eliminating the need to build complex integrations or duplicate systems.
  • Automate the Customer Lifecycle with workflows to handle co-terminations, prorations, add-ons, upgrades, swaps, reductions, and renewals, removing painfully manual processes and errors.
  • Make smarter financial and planning decisions by building a 360-degree view of the customer that includes order, contract, invoice, and payment data to provide a new level of visibility into the entire lead-to-payment process.

 Make Marketing Easier with Marketing Cloud

  • AI Marketing Insight
    Let the data guide your marketing strategy using AI to automatically identify warm leads, discover new segments and power predictive recommendations.
  • Integrated Approach to Marketing
    Weave your marketing tactics together to present a unified front across all of your mediums such as advertising, marketing, commerce, sales, service, and apps.
  • Easy to Use
    Take advantage of pre-built templates, simple messaging flows, and mobile apps to make creating and executing cross-channel marketing campaigns a breeze.

Marketing Cloud

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This unified marketing platform lets marketers get to know their customers personas, engage with them in the way they want across any channel. Use this tool to engage with customers on a personal level for both B2B and B2C audiences.

Salesforce Sales Cloud

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With Salesforce Sales Cloud, your sales team can automatically capture data and get instant insights, such as top leads, next steps, and suggested actions in order to close more deals and create better business outcomes. Make your selling process simple, scalable and repeatable by unifying your data across the entire enterprise, connecting every channel throughout the buyer’s journey. This mobile-enabled, AI-powered CRM system allows team leaders to see everything from sales forecasts to team performance on any device, any time.

 Sales Cloud Perks

  • Increase Productivity
    Speed up your sales process by automating workflows utilizing Sales Cloud’s flexible approvals processes and mobile capabilities.
  • Boost Your Leads
    Get the sales data you need in order to make the best decisions about where to invest your marketing money to achieve greater results.
  • Better Business Decisions
    Use real-time dashboards to look at your businesses big picture and bottomline in a snap and forecast future sales.

 Service Cloud Solutions

  • AI Enabled Customer Service
    Einstein analytics gives customer service agents a better understanding of each customers and their specific needs in order to serve them better.
  • Self-Service Resolution
    Empower customers to solve their issues themselves with a self-service community that connects them to product and service knowledge, helpful peers, and subject-matter experts.
  • Better Field Service
    Ensure that technicians out in the field have the right tools for the job with the help if Einstein AI technology.
  • Case Details Dashboard
    Never go searching for relevant case information again. Service Cloud provides a detailed dashboard of all pertinent information to help service agents resolve customer issues faster.

Service Cloud

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Increase your customer satisfaction by providing the best possible customer support.Service Cloud enables customer care teams to deliver smarter, more personalized support anywhere across the platform instantly. Connect with customers via their prefered platform such as phone, email, chat, or another SMS messaging app of their choice with LiveMessage. Use the Service Cloud to provide your customers with custom solutions to their unique problems.

Salesforce Community Cloud

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Salesforce Community Cloud is a CRM-powered forum, portal, and website builder that works for any business is any industry. Create your website they way you want it with completely customizable templates and theme that bring your brand to life. Just add your design your site, add your data and launch your site!

 Why You Should Choose Community Cloud

  • Self-Service Customer Care
    The self-service portals and forums let customers take control of their customer care experience.
  • Personalized Portals
    Provide your users with a customized portal where they can access articles, update their accounts, and create and manage cases and claims.
  • Partner Relationship Management
    Create a complete channel management solution for you and your partners with a dynamic PRM site.

 Bring Your App to Life

  • No Hardware Necessary
    Salesforce Platform provides the hardware, software, and service, on a single code base.
  • Build Apps Faster
    Every application service you need is included from workflow engines to API services, integration services, authentication, event log framework, analytics, collaboration services, and more.


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With Salesforce Platform you can customize any app or process and connect your data to. This cloud-based platform as a service solutions allows brands to build apps around the needs of your customers, partners and employees and their needs in order to serve them better. Quickly build and deploy cloud applications that are secure.


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Take your CRM to the next level by building apps with the Lightning platform. Use this intuitive tool to quickly and easily create engaging and responsive apps that can drive better business outcomes.

 Easy App Creating Capabilities

  • Drag and Drop Developing
    Easily build responsive apps and pages by simply dragging and dropping content.
  • Modernize Complex Processes
    Lightning allows users to convert complicated and intricate processes into apps creating more productivity and efficiency within the business.

Take the guessing out of B2B Marketing

  • Lead Scoring
    Know which prospects are the most likely to result in a sales with lead scoring based off recent activity and engagements with your brand, all available directly in Salesforce.
  • Stay Connected with Strategy
    Engage alerts let members on the sales and marketing teams know when a prospect interacts with marketing material, allowing sales reps to reach out at the right time.
  • Quick and Creative Content
    Create unique emails and landing pages with forms to capture the attention and contact information of leads and push them through the sales funnel.
  • Review ROI of Marketing Efforts
    Examine the ROI for your marketing and sales efforts by reviewing in-depth reports in Salesforce.


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Align your marketing and sales team for B2B marketing success. Monitor prospects activity, gain insights into which leads are most likely to engage with your brand and more data-driven marketing decisions. Use real-time tracking capabilities on any mobile device to keep an eye on your efforts from anywhere and nurture leads through your sales funnel to close more deals.


Contact the digital transformation experts at A5 today to find out how we can guide your business to greater success.

A5Phone: +1-844-226-6344

US Headquarters:
6800 Koll Center Pkwy, Suite 160
Pleasanton, CA 94566

San Francisco:
535 Mission St, 14th Floor
San Francisco, CA 94105

Offshore Center of Excellence:
Level 7, Mfar Greenheart Building,
Manyata Tech Park, Hebbal Outer Ring Road, Bangalore, 560045, India

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