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Salesforce
Salesforce is an application providing CRM service, marketing automation, analytics, and application development.
- Account
- Campaign
- Contact
- Event
- Order
- Task
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AI Operation Tools
Your Business Process
Use Salesforce for your operation
Ad Spend Tracking
Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.
ModuleMarketing
EntityMarketing Budget / Expense
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Customer Inquiry
General inquiries or messages from prospects; starts the sales conversation.
ModuleSales
EntityContact
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Performance Review
Record and evaluate employee performance; can be linked to goals and review cycles.
ModuleHuman Resources
EntityEmployee
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Supplier / Vendor Registration
Onboard and approve new vendors with necessary compliance and financial information.
ModuleOperations
EntityVendors
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