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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