Sales Cloud

 

Overview

 

Sales Cloud is a customer relationship management (CRM) platform from Salesforce focused exclusively on the sales processes.  Sales Cloud facilitates end to end sales cycle management.  Starting from leads and ending in winning business opportunities.

 

How Is Sales Cloud Used?

 

Lead Management

Sales representatives use Sales Cloud to capture and track people who have shown interest in the problem your business solves. They can follow up on leads based on prioritized ratings and convert them into sales opportunities. Salesforce also has out of the box functionality to help detect and restrict duplicate leads to eliminate waste.

 

Opportunity Management

Sales teams monitor and manage sales pipelines using Sales Cloud. It allows them to view the status of opportunities, track progress against quotas, and forecast future sales.   Sales Cloud also includes Pipeline Management features that keep the most important opportunities (and critical details about them) in focus.

 

Customer Engagement

Integrated communication tools like Sales Engagement, CTI, email threading, and Web-to-Lead facilitate regular contact between the sales team and clients at various stages of the relationship.

 

Performance Analytics

Highly customizable dashboards and reporting tools give executives real time ability to monitor sales performance, understand trends, measure team performance, and identify areas needing improvement.

 

What is the Benefit?

 

Increased Efficiency

Automates administrative tasks so that the sales team can focus on engaging customers and closing deals. Continued use provides insight into what deals need to be nurtured, what deals need the final push to close, and what deals can be abandoned.

 

Enhanced Decision Making

Provides comprehensive analytics that support informed planning.  Continued and routine use leads to an increase in forecasting accuracy and peace of mind for the Sales team and the business’ future income prospects.

 

Process Improvement

Facilitates the creation of and adherence to standardized sales processes.  This ultimately drives predictable revenue and security for the business is enforced and followed.

 

Who is Impacted?

 

Sales Representatives

Utilize the platform daily to manage contacts, leads, and opportunities.

 

Sales Managers

Oversee team performance and strategy implementation.

 

Marketing Teams

Coordinate with sales to align messaging, strategies, and campaigns.

 

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