Salesforce Foundations: Your Essential CRM Power-Up

Transform Your CRM with Unified Capabilities

Salesforce Foundations delivers a powerful suite of integrated features that enhance your existing CRM with no additional cost. Available on a limited basis in Summer ’24, this offering provides:

✔ 360° Customer Insights – Unified profiles powered by Data Cloud
✔ Cross-Cloud Productivity – Streamlined workflows across sales, service, marketing, and commerce
✔ Adaptable Interface – Configurable UX improvements to match your operational needs

Contact your Salesforce account executive to enable Foundations in your org

Core Capabilities by Function

Sales Acceleration

  • Opportunity Management: Visual pipelines and forecasting
  • Account/Contact Management: Unified relationship tracking
  • Lead Management: Intelligent routing and scoring

Service Excellence

  • Omni-Channel Console: Unified agent workspace
  • Knowledge Management: AI-powered article recommendations
  • Email-to-Case: Automated customer request handling
  • Macros: One-click process automation

Data Intelligence

  • Unified Profiles: Single customer view across touchpoints
  • Smart Segmentation: Dynamic audience grouping

Commerce Tools

  • Digital Storefront: Ready-to-deploy eCommerce
  • Instant Payments: Secure “Pay Now” functionality
  • Search & SEO: Built-in product discoverability

Marketing Power

  • Campaign Management: End-to-end program execution
  • Flow Templates: Prebuilt automation blueprints
  • Send Time Optimization: AI-driven delivery timing

Implementation Guide

Eligibility & Activation

  • Supported Editions: Enterprise, Unlimited, and Developer Editions
  • Activation Process:
    1. Review org compatibility
    2. Contact Salesforce account executive
    3. Enable features through setup menu

Key Considerations

  • Gradual rollout recommended for large orgs
  • Permission sets required for feature access
  • Data Cloud integration prerequisites apply

Why Customers Choose Foundations

“After implementing Foundations, we reduced our sales cycle by 15% through better visibility into customer interactions across teams,” reports Michael Chen, Revenue Operations Director at TechCorp.

Productivity Benefits

  • 40% faster case resolution with unified service tools
  • 30% higher campaign ROI through integrated marketing insights
  • 25% fewer system switches with cross-cloud navigation

Getting Started

  1. Assess your current Salesforce configuration
  2. Consult with your Salesforce representative
  3. Pilot key features with a test user group
  4. Measure impact on critical KPIs
  5. Scale successful components org-wide

Transform your CRM experience today – Foundations delivers enterprise-grade capabilities without enterprise complexity.

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