Sales Cloud Implementation

Sales Cloud Implementations

Let us help you get the most out of Sales Cloud. We know the sales environment and how process, technology and information mobility must come together to ensure that the demands of your sales organizations must be met..

Quickstarts to get you going


Lead and Opportunity Management


Salesforce Mobile for the mobile workforce


Management Reporting and Dashboard Setup


Quote and Proposal Setup


Live Sales Cloud Training for Sales Teams

Through interactive consultations and through a thorough planning, development and implementation process our professionals ensure that your business needs are met and that your CRM is ready to use by your world class Sales Teams.

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.

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.

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.

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.

Process Builder helps create an automated workflow, which empowers sales managers with additional opportunities for supervising their reps’ performance.

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.

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.

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 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.

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.

Salesforce Sales Cloud Overview Demo

Would You Like to Know How Sales Cloud Can Work for You?

With extensive experience in delivering CRM solutions and services, Eruditeworks helps businesses to drive bigger sales with Salesforce Sales Cloud. Share your sales automation needs and we will be happy to show how Salesforce Sales Cloud can meet them.