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. Read More.
1. Sales Cloud – Your Path to Sales Glory
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
2. 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?
3. 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
4. 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.
5. About Solunus:
Solunus is a dedicated Salesforce partner organization, headquartered in Dallas, Texas. Our
unrelenting focus on comprehending the unique needs of our clients coupled with our unrivaled
expertise of the Salesforce platform enable us to deliver the perfect solutions that create the best
value. Our unflinching commitment to quality and affordability has earned us a 100% Customer
Satisfaction (CSAT) score from all our customers.