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Sales Cloud – Your Path to Sales Glory

30 Aug

Introduction

The sales department plays a vital role in the success of any organization’s business because they are responsible for making sales, growing the business, and retaining existing customers. The sales team needs to bridge the gap between the potential customer’s needs and the products/services that the organization offers to fulfil their needs.

It is the direct link between a company’s products/services and its customers. Furthermore, a quality sales team helps identify a customer’s unique needs and makes sure that those needs are met.

The sales team impacts an organization’s success via sales lead conversions, building loyalty and trust between customers and businesses, thus leading to business growth and customer retention.

Sales Cloud, a Customer Relationship Management (CRM) software by Salesforce, is a leading provider of sales solutions in the world. It is an integrated platform that brings all the customer information including Accounts, Contacts, Contracts, Opportunities, Products, Price Books, Quotes, and Campaigns together and manages marketing, lead generation, sales, customer service, and business analytics.

Features such as Web-to-lead (that supports the online capture of leads) and auto-response rules are a part of Sales Cloud. It generates revenue for the organization by providing an end-to-end setup for the entire sales process. Salesforce Sales Cloud plays a pivotal role in enhancing the effectiveness of the sales team in an organization and is unique compared to other sales methods for providing both the account information of the customers as well as the product and customer information gathered from the social platforms. It helps in judging the potential of a sales lead and closing the sales faster.

Key Features of Sales Cloud:

  1. With Sales Cloud, converting, and managing the leads become more natural. It helps to invest more time on the hottest leads and convert more leads into real opportunities.
  2. It provides a clear picture and detailed information of the customers, including previous communications with them, discussions, their key contact numbers, and emails. Contact management helps with insights about engaging with the customers and their respective deals.
  3. Opportunities are the on-going deals in Salesforce, and Sales Cloud helps in managing, updating and these opportunities.
  4. The records and their patterns can be visually displayed in reports and dashboards, making it easier for understanding the trends and comparing the metrics in the organization. One can also dig deeper with detailed reports.
  5. It helps in predicting and planning the sales cycle, starting from the pipeline to the closed sales. It helps in forecasting and managing sales expectations throughout the company by giving a real-time view.
  6. It uses workflows and approvals to automate any business process using visual drag and drop interface and simplify the approval process.
  7. It enables organizations to structure the Salesforce data and users in the same way as the sales territories are structured.
  8. It makes sharing files, publishing them, and tracking one’s content in real-time easier and secure through Files sync and share resulting in better collaboration.

Why go for Salesforce Sales Cloud?

Streamlines the Process

Salesforce Sales Cloud can help streamline all the core processes in the organization with features such as file syncing and sharing, email integration, and Visual Workflow extension. The sales process can be accelerated with the user-friendly and intuitive interface. Sales reps can see detailed company information and multiple leads on a single screen, to build their pipeline.

Empowers Lead Generation

Sales Cloud helps in empowering the lead generation process, thereby meeting the essential need for increasing sales. It allows marketers and sales reps to connect with partners, improve customer acquisitions, and boost the ratio of winning the opportunities.

Better Experience for the Sales Reps

Sales Cloud CRM provides numerous significant benefits for sales reps. By getting all the essential data in one system, your team will have immediate access to the details on your team’s deals — stage, products, competition, quotes, and more.

Assignment Rules

Sales Cloud helps to route and assign leads to the right people using assignment rules to ensure leads don’t fall through the cracks, and sales reps follow up on leads while they’re hot.

Better View to Customer Information

Sales Cloud helps in getting a complete view of the customers, including key contacts, activity history, and customer communications. It also gives access to the customer’s critical data, such as their communication history and social content to understand what they say about your products or services. This, in turn, helps to engage with them on deals.

Mobile App

Sales Cloud can be used in the Salesforce mobile app to log calls, respond to hot leads, work opportunities, or check dashboards regardless of the location. One can access all the account and contact information, to keep the deals moving from anywhere and monitor the performances on the go.

Improves Decision-Making

Sales Cloud helps in better decision making by tracking the team’s performance and providing the best prospects to the most efficient sales reps. Also, reports and dashboards give a very detailed picture of the business and ensure it is on the right track. These provide a real-time picture of the business and can be used to create endless customizable reports and dashboards considering various parameters.

Analytics

Technologies such as Einstein AI, available in Sales Cloud, help to streamline tasks with unimaginable speed and automate few core processes. It helps to evaluate and analyze the past deals and get better insights from all sales channels.

Salesforce Sales Cloud at Solunus

Any CRM software, including Salesforce, can be as effective as the people who operate it, regardless of how user-friendly it is or how good and useful features it might have. Sales processes have changed over the years, cold calling and door-to-door sales are slowly becoming obsolete, and much of it now happens in the digital arena. Salesforce Sales Cloud supports the modern sales teams whose problems and issues are entirely different from the past.

To connect to their customers, sales teams no longer have to spend the majority of their time on the field but online. You need a partner who understands your business and your sales processes and does the right customizations, enhancements and other requirements. Whether you want to boost sales, increase productivity or improve customer service, Solunus ensures that you make the most out of your Salesforce Sales Cloud implementation.

Solunus provides its customers with the best solutions, depending on their requirements and dependencies. It offers packages like Salesforce Sales Cloud QuickStart (Tall, Grande, and Venti), to implement and migrate Sales Cloud for companies in a quicker and easier way. It also enables sales methodologies, activity management, workflows, reports, and dashboards to measure the metrics and Lightning implementation with the best Lightning practices.

The Tall pack includes implementation of objects like accounts, contacts, opportunities, quotes, activities, products and price books, Sales Cloud analytics, inter-team collaboration, communication- letterheads and email templates, security model and user management.

The Grande pack comprises of campaigns, contracts, advanced lead, data management, and Salesforce 1 mobile in addition to the basic implementation, to give a broader scope to the users.

The Venti pack includes features like forecasting, order fulfilment, configure the custom object to support the requirements, action plan based on lead stage, Gmail integration/ Outlook integration and DocuSign along with the basic implementation.

Conclusion

Any successful organization should have a strong foundation for a great relationship with customers, partners, and internal employees. As the company expands, these relationships and connections become more sophisticated, and the transactions and processes become more interlinked and interdependent, requiring a lot of information to be passed among various teams who interact with the same customer for a given deal/product/service.

Salesforce Sales Cloud helps streamline the entire process and acts as a central system that manages the various connections/processes efficiently and effectively. With a lot of standard drag and drop, and inbuilt standard Salesforce functionality, with the option of customizing it as per the needs of the customers, and reporting features that provide in-depth analysis, Salesforce Sales Cloud helps manage everything from a single source, helping the company grow and maintain their relationships with their customers – making them genuinely customer-focused.

About Solunus:

Solunus, a North-American based Salesforce Gold Partner, prepares businesses for their next-generation customers. Established in 2014, we simplify Salesforce for you to build more meaningful customer relationships. We partner for a win-win arrangement with clear ROI that the client realizes by the end of the engagement. Our 350+ years of cumulative industry exposure and Salesforce experience underpin our position as the right Salesforce partner. We are a team of Salesforce Certified Professionals, CRM Architects, and certified Agile Scrum Masters with a passion for making a difference.

About the Author

Arpita has about three years of business analysis experience on technologies like SAP FICO, Salesforce. She worked with CA Technologies prior to Solunus. She currently works on the R&D initiatives of building a project management tool and conducting sessions on the best practices in Salesforce. Apart from work, she likes to spend time with friends and family, travel, and explore new cuisines.