Salesforce Sales Cloud
The aim of Salesforce Sales Cloud is to automate the sales process, assisting both sales managers and reps. Relevant Sales Cloud features help to create a well-structured sales process, show how it’s followed, provide extensive customer details and maintain efficient customer communication via multiple channels. And if properly administered, configured or customized, Sales Cloud can bring your sales more value:
Source: Salesforce Customer Success Metrics Survey
How Salesforce Sales Cloud Helps to Sell
Salesforce Sales Cloud provides full-fledged digital workplaces for everyone in sales (sales managers, sales reps, customer success reps, presales specialists). See how Sales Cloud can transform a sales team’s daily work.
ISSUE
Policies are in text documents. Team members follow them, when they remember.
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FIXED
Policies are supported by validation rules and automated workflows.
ISSUE
Sales managers are busy enforcing policies.
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FIXED
Salesforce automatically notifies sales managers when their attention is required.
ISSUE
Calculations of prices, sales quotas, commissions are in Excel, prone to human error, difficult to maintain.
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FIXED
Salesforce Sales Cloud keeps sales quotas, price books, commission calculation organized.
ISSUE
Approvals and notifications are in manually sent emails, buried in overloaded mailboxes.
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FIXED
Processes are supported by Salesforce workflows configured with a point-and-click tool, Process Builder.
ISSUE
Salespeople struggle with inconvenient CRM, they waste up to 5 hours a day for non-productive activities.
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+38% sales productivity. It may sound too good but it’s confirmed by a Salesforce’s customer success survey.
Key Features of Salesforce Sales Cloud
Look at the key Sales Cloud features, helping both sales managers and sales reps do their job with increased efficiency:
For Sales Managers
Sales Path allows sales managers to define the sales process and makes it easily manageable. It shows what actions are expected from sales reps at each stage, helping sales managers get the expected behavior from their reps. |
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Lead conversion process available in Sales Cloud can be simplified by tailoring it to your business needs (for instance, with B2B and B2C business peculiarities in mind). It’s possible to set up the process of converting a lead into an opportunity, account and contact or just into an opportunity and account, and introduce automated workflows and validation criteria to make lead conversion process smooth and consistent. |
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Reports and dashboards allow sales managers to track key sales figures along with sales reps’ performance. Highlighting sales reps’ strong and weak points along with factors influencing their productivity allows sales managers to improve their reps’ performance. Advanced sales forecasting paves the way for smarter sales decisions and helps to map out the sales strategy. |
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Products and Price Books allow drawing up rules to pricing options for products and services, working with multiple currencies. Sales managers can approve large discounts to certain customer groups based on industry, geography, etc. The feature also allows changing prices while keeping the initial price for the proposals sent earlier. It helps to keep everything under control without exhausting manual efforts when price changes take place. |
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Process Builder helps create an automated workflow, which empowers sales managers with additional opportunities for supervising their reps’ performance. |
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Sales Cloud Einstein provides sales managers with AI-powered analytical capabilities, allowing more accurate sales predictions available due to the advanced analysis of historical pipeline information, business trends and prior opportunity engagement. |
For Sales Reps
Tasks and Events Management. Reps can easier manage their activities (emails, calls, meetings and tasks) with an intelligent activity timeline, available in Lightning Experience UI. It gives reps a thorough overview of their activities related to a certain opportunity or account, available within one record, so reps don’t have to search for this info in different related lists anymore. |
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Social Accounts and Contacts provide sales reps with the info on the contacts or accounts from different social networks (LinkedIn, Facebook, Twitter, YouTube). As a result, sales reps can address their customers’ needs more efficiently. |
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Lightning Voice facilitates communication with prospects and customers, enables one-click calling and automated call logging. What’s more, it allows localizing sales reps’ phone numbers to their sales territories, which contributes to a higher response rate. |
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Process Builder helps to automate lots of manual tasks, like following up on a lead or nurturing an opportunity due to email notifications and automated field updates, which helps sales reps execute their routine tasks faster and easier. |
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Sales Cloud Einstein provides informational support for sales reps’ decisions. They get notified about key moments in their deals, the leads most likely to convert and opportunities they should pay more attention to. Hints on further steps of customer communication also help to turn interactions with clients into an all-round win. |