Salesforce Sales Cloud Overview
We wrote it on our sales fundamentals for small businesses article, and we write it again. Yes, we are quoting ourselves.
If there were no sales, there wouldn’t be any customers.
With that in mind, also know that even the most charismatic salesperson cannot survive every customer interaction unscathed without being able to access every detail shared with those same customers: deals made, pricing offered, outstanding issues, customer requests. At some point, something will fall through the cracks and a bad customer experience will occur - it’s only natural.
Well, we are here to tell you that it’s not necessary to let it happen. That we have the means to keep everything tidy and accessible, to help and empower your salespeople to have the best customer interactions possible, every time.
What is the Sales Cloud?
Salesforce Sales Cloud is a CRM (Customer Relationship Management) platform that is designed to help you with your sales, marketing, analytics, and customer support fundamentals whether you are a B2B (business-to-business) or a B2C (business-to-customer) enterprise.
Like every other Salesforce product, it is cloud-based (hence, the ‘Cloud’ in the name) and it’s fully customizable to bring all the different bits and pieces of information regarding your customer together in one place.
Tools of the trade
Account and Contact Management - activity history, key contacts, communications, internal discussions, and more. All in one view.
Opportunity Management - see stage, products, competition, quotes, and more. Stay connected to the people and information you need to close sales.
Lead Management - lets you track every lead from click to close, allowing you to optimize it as it evolves.
Reports and Dashboards - so you can create meaninful reports and dig deeper into the data.
Pipeline and Sales Forecasting - set custom KPIs, edit capabilities, oversee the team’s pipeline, and improve forecast accuracy.
Process Automation - use Visual Workflow drag-and-drop to design any business process
Mobile CRM - turn your mobile device into a portable sales office
Revenue Intelligence
Benefits at a glance
personalization of the sales process
increased opportunities
accurate forecasting
boost productivity
steady growth
streamlined business processes
shortened sales cycles