Sales Cloud Implementation
Sales Cloud Implementations
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
Key Features of Salesforce Sales Cloud
For Sales Managers
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.
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.
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.