Salesforce Foundations

Prioritize your best prospects with People Scoring. Gain deeper customer insights by tracking engagement across internal and external web pages. Quickly send emails to your Contact and Lead lists with the redesigned List Sends experience. Streamline billing by generating and sending invoices directly from the new Invoices tab.

  • Prioritize Your Top Leads with People Scoring in Foundations
    Stop guessing which prospects are ready to become customers. People Scoring evaluates both how well leads and contacts fit your ideal customer profile and how actively they're engaging with your marketing. By assigning points for specific behaviors and demographic traits, you can build smarter segments and ensure you're sending the right message to the right person at the right time.
  • Turn Web Traffic into Actionable Insights with Web Tracking
    Build a more insightful picture of your customers' journeys by tracking engagement from both internal and external web pages. By capturing real-time visitor activities, you can build high-intent segments and deliver more personalized marketing experiences.
  • Skip the Wait When Sending Emails to Contact and Lead Lists in Foundations
    Send promotional, transactional, or relational emails to your Contact and Lead lists right away, without the extra processing step it used to require. The redesigned List Sends experience also brings message configuration and audience selection together on a single page.
  • Streamline Billing by Managing Your Invoices in Salesforce Foundations
    Generate and send invoices directly from the new Invoices tab. Create an invoice from an opportunity or quote, then email the PDF to your customer when you close a deal. Email invoices directly with a single click, or download invoices for your own records and send them through your other channels.