Salesforce Sales Cloud

Progress Bar 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.

Opportunity records enable the maximum transparency of the sales process. Sales managers can benefit from seeing the detailed activity information and sales reps involved while observing each sales stage. What’s more, sales managers can adjust opportunity steps to the sales process specific to the company.

​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 sales strategy.

Products and Price Books allow to draw up different approaches and rules to pricing options for products and services. Sales managers can approve large discounts to certain customer groups based on industry, geography, etc. The feature also allows changing prices while keeping the previous price for the proposals sent earlier. It helps to keep everything under control without exhausting manual efforts when price changes take place.

Process Builder helps to create an automated and easily manageable workflow, which empowers sales managers with additional opportunities on supervision of their reps’ performance.

Lead records provide extensive information on leads. This enables sales reps to track their leads’ source and status and get an idea of how to turn them into opportunities.

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 better address their customers’ needs.

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.

Process Builder helps to automate lots of manual tasks, like filling out orders or putting together complex proposals, giving sales reps convenience in executing their routine tasks.

Data.com gives access to comprehensive company and customer contact information. Thus, this feature provides rich prospect details, allows to automatically update and enrich existing leads, contacts, and accounts and keeps sales reps fully informed on their prospects and leads.

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.

1. Salesforce Essentials ($25/user/month)

This Salesforce edition provides basic services with the key Sales Cloud features and is good for small companies with a sales team of up to 5 members.

2. Lightning Professional ($75/user/month)

Since this Sales Cloud edition has no user limits, it’s a proper choice for mid-sized and large companies with one sales department. In comparison with the previous edition, this one boasts richer functionality. Starting with the Professional edition, users get access to the Process Builder feature. However, the Professional edition allows automating only 5 processes.

There’s also a restriction on integrating the Salesforce solution with external systems. If an organization with the Professional edition wants to connect external systems (ERP, PMS, etc.) to Salesforce, it will result in additional costs for each request.

3. Lightning Enterprise ($150/user/month)

The edition’s name speaks for itself: it’s an ideal option for enterprises, which require powerful system capabilities. It inherits the previous edition’s key features, and frees its users from the limitations in terms of workflow and approval processes, integration, and so on. Thus, the reasons to opt for the Enterprise edition may be as follows:

1. Your company has a set of specific workflow rules and approvals to automate.
2. You want to integrate your CRM with several external systems.
3. You manage various sales territories.
4. You manage various sales teams.
5. You need advanced sales forecasting and reporting.

4. Lightning Unlimited ($300/user/month)

Lightning Unlimited is the edition suitable for huge companies with hundreds of users.

If you’ve already reached the limits of the Enterprise edition, you may consider a few points to make sure you need to go for Lightning Unlimited:

1. You need multiple sandboxes with different capabilities, like a storage limit, the type of data copied, and the frequency of refresh.
2. You want priority access to support, a full training library and a comprehensive knowledge database.
3. You have extensive requirements for objects, fields and data standards regulated by validation rules.

Sales Cloud for B2B complex sales

We back up our customers’ complex sales with Sales Cloud solutions, which allow to meet B2B buyers’ high expectations, effectively communicate with multiple decision-makers, build stable and trustworthy relations with them, and help them reach a decision.

Sales Cloud for B2B transactional sales

We help to optimize the sales process, making it well-structured and consistent. Automated communication with prospects helps sales reps with prompt responses and supports their productivity in general. Thanks to CRM insights, sales reps close deals quicker.

Sales Cloud for B2C sales

We provide advanced CRM solutions, which include automated tracking of customer data and collecting customer feedback. In addition, we can integrate Sales Cloud with an ecommerce solution and the POS system for more effective omnichannel sales.

Consulting

We provide recommendations on the choice of Sales Cloud edition, necessary customizations and integrations. We also help you to plan implementation with a view to your company’s IT strategy, identify your pain points and come up with the ideas of how to manage them with Sales Cloud features.

Implementation

Whether you need to implement a Sales Cloud-based solution from scratch or proceed with configuration and customization of your current solution, ScienceSoft’s team can help you do that. If you need to integrate your Sales Cloud with ERP, CTI, email, social media, other Salesforce clouds or e-commerce platforms like Magento, our professionals will handle that too.

Migration from other CRM to Salesforce Sales Cloud

Safely migrate from your current CRM or an older version of Sales Cloud in Salesforce Classic to Salesforce Sales Cloud Lightning with our consultants. They will ensure secure transfer of your sales-related data from your current solution and help to prevent issues hindering the sales process, like data corruption and a user adoption problem.

Support

Get comprehensive Salesforce support and user training from our team able to ensure your system’s stability, successfully manage system performance problems and tune the solution to the sales process peculiarities.