On average, sales rep spends only 32% of their day selling, and the rest of the time they’re looking up information, navigate to too many systems. No company is exempt from sales challenges, even the most high-performing sales teams face obstacles in developing buyer relationships, effectively communicating with prospects and customers and prioritizing their daily schedule.
High Velocity Sales helps Sales Reps to streamline the process and gives everything they need to sell faster all in one screen. In this slide you will get information about top features of High Velocity sales, configuration walk through, access and pricing.
Expert Blog PPT: Salesforce High-Velocity Sales for OpportunitiesCloud Analogy
Salesforce High-Velocity Sales is a simplified solution meant to accelerate the sales process for inside sales teams (including sales development and business development people).
Salesforce High Velocity Sales For OpportunitiesCloud Analogy
High-Velocity Sales helps in increasing inside sales productivity.
It is useful for sales reps who spend a lot of time making sales calls.
This platform is loaded with capabilities that will assist your sales staff take your sales efforts to new heights.
Checklist for successful salesforce implementationCloud Analogy
Hire a Salesforce implementation partner who can guide you beyond the initial implementation. A good Salesforce implementation partner will identify areas in your organization where you can expand Salesforce to increase the efficiency and productivity of your organization.
Admin Best Practices: Introducing Einstein Recommendation BuilderSalesforce Admins
You’re invited to learn about a new AI capability in the Salesforce Platform, Einstein Recommendation Builder. You might be familiar with recommendations while you are shopping on your favorite online retailer. Einstein Recommendation Builder brings a similar recommendation engine capability into the Salesforce Platform that can be leveraged for CRM applications. Join us to hear use cases, see a live demo, and learn how you can start building your own personalized, AI-powered recommendations.
Watch the Trailhead LIVE Episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001Lc9i/admin-best-practices-introducing-einstein-recommendation-builder
1.2+ billion users around the world choose Microsoft Office as their primary tool for productivity. Integrating Salesforce and Office can drive unparalleled experiences for information workers. This webinar will explore Salesforce integration with Microsoft Office using Office Add-ins. Learn about what's new with Office Add-ins, the Office add-ins Salesforce offers, and how to build your own Office Add-ins that integrate with Salesforce.
You might be surprised to learn that Office Add-ins can be developed with ANY web technology and be hosted anywhere in the world. So bring your web developer hat and learn how you can maximize your Salesforce and Office investments with Office Add-ins.
Key Takeaways
- Discover how the Office Add-in architecture has changed to benefit web developers
- Learn about Salesforce Office Add-ins available through the Office marketplace and how they can deliver a great user experience in Office
- Explore key aspects of building custom Office Add-ins that run any device Office runs
- Uncover important resources for extending and integrating Force.com and the Office platform
Intended Audience
This session is geared towards existing Salesforce and Microsoft developers that want to learn how to apply their web development skills to integrate Salesforce into Office through add-ins.
Expert Blog PPT: Salesforce High-Velocity Sales for OpportunitiesCloud Analogy
Salesforce High-Velocity Sales is a simplified solution meant to accelerate the sales process for inside sales teams (including sales development and business development people).
Salesforce High Velocity Sales For OpportunitiesCloud Analogy
High-Velocity Sales helps in increasing inside sales productivity.
It is useful for sales reps who spend a lot of time making sales calls.
This platform is loaded with capabilities that will assist your sales staff take your sales efforts to new heights.
Checklist for successful salesforce implementationCloud Analogy
Hire a Salesforce implementation partner who can guide you beyond the initial implementation. A good Salesforce implementation partner will identify areas in your organization where you can expand Salesforce to increase the efficiency and productivity of your organization.
Admin Best Practices: Introducing Einstein Recommendation BuilderSalesforce Admins
You’re invited to learn about a new AI capability in the Salesforce Platform, Einstein Recommendation Builder. You might be familiar with recommendations while you are shopping on your favorite online retailer. Einstein Recommendation Builder brings a similar recommendation engine capability into the Salesforce Platform that can be leveraged for CRM applications. Join us to hear use cases, see a live demo, and learn how you can start building your own personalized, AI-powered recommendations.
Watch the Trailhead LIVE Episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001Lc9i/admin-best-practices-introducing-einstein-recommendation-builder
1.2+ billion users around the world choose Microsoft Office as their primary tool for productivity. Integrating Salesforce and Office can drive unparalleled experiences for information workers. This webinar will explore Salesforce integration with Microsoft Office using Office Add-ins. Learn about what's new with Office Add-ins, the Office add-ins Salesforce offers, and how to build your own Office Add-ins that integrate with Salesforce.
You might be surprised to learn that Office Add-ins can be developed with ANY web technology and be hosted anywhere in the world. So bring your web developer hat and learn how you can maximize your Salesforce and Office investments with Office Add-ins.
Key Takeaways
- Discover how the Office Add-in architecture has changed to benefit web developers
- Learn about Salesforce Office Add-ins available through the Office marketplace and how they can deliver a great user experience in Office
- Explore key aspects of building custom Office Add-ins that run any device Office runs
- Uncover important resources for extending and integrating Force.com and the Office platform
Intended Audience
This session is geared towards existing Salesforce and Microsoft developers that want to learn how to apply their web development skills to integrate Salesforce into Office through add-ins.
Salesforce Sales Cloud: Best Practices to Win More DealsCloud Analogy
Salesforce Sales Cloud includes a variety of services and products that help salespeople close more deals and develop stronger customer connections. Check out this presentation for more details on Sales Cloud.
From Sandbox To Production: An Introduction to Salesforce Release ManagementSalesforce Developers
Wondering how to manage multiple Salesforce environments for managing your release? Join us as our Architects show how large enterprises manage Sandbox environments. Learn some of the key considerations in picking sandbox types and migration tools to lay out a process to manage an effective Release Management.
Salesforce Tableau CRM AKA Einstein Analytics helps customers to get predictive analysis of their data, scattered over multiple systems at one platform
Ever wonder how Salesforce uses the Marketing Cloud? Be sure to attend this session to learn how we use the Marketing Cloud to create 1:1 customer journeys. We'll talk about Salesforce1 Mobile app adoption and on-boarding, best practices for event registration, creating on-site mobile experiences, driving leads with social advertising, identifying and engaging advocates on social channels, and more. And we will take a real-time look at how we used the Marketing Cloud during Connections.
When building an enterprise solution or creating an app, data often comes from multiple systems, and business processes frequently cross application boundaries.
Salesforce offers a rich library of programmatic and point-and-click integration tools to customize business processes that span multiple application systems. In this webinar, we will survey the many integration options and technologies available in Salesforce, including newer API and integration features.
This webinar is the first in a series that will explore several ways to integrate systems and services with Salesforce.
Salesforce Release Management - Best Practices and Tools for DeploymentSalesforce Developers
Join us to learn how EMC?s Isilon Storage Division has adopted salesforce.com best practices to better manage deployments on the Force.com platform. We'll also introduce the ?SfOpticon? tool, a custom-built, open-source solution which uses the Force.com Metadata API and Github to monitor, track, branch, package and deploy changes to our salesforce.com environments.
Salesforce Marketing Cloud Training | Salesforce Training For Beginners - Mar...Edureka!
This Edureka Salesforce Marketing Cloud training video for beginners will help you learn Salesforce marketing cloud benefits, what it is, its various features, use case along with marketing cloud demo. This training video is ideal for beginners to learn Salesforce marketing cloud. You can also read the blog here: https://goo.gl/CS6aV4
Implementing a Salesforce CRM will help you in integrating all the business related aspects on one platform. It will also help you in deriving business intelligence with ease. Salesforce implementation is not an ad-hoc activity. It requires careful planning and detailed execution.
Introduction to Salesforce | Salesforce Tutorial for Beginners | Salesforce T...Edureka!
( Salesforce Training: https://www.edureka.co/salesforce-administrator-and-developer-training)
This tutorial will give you an introduction to the Salesforce CRM and talk tell you how & why Salesforce has emerged as one of the leading cloud computing companies today.
This video covers the following topics:
1. Salesforce:- Need & Rise
2. Features Of Salesforce
3. Demo: Salesforce In Action
It is a B2B Marketing Automation tool which help marketing teams to attract, convert and retain customers. It comprises of Automation Rules, Completion Actions and Engagement campaigns.
Why is Org Strategy important, what are the possible org patterns and what are some of the benefits and challenges to consider? This 12-page long white paper describes different org existence models, trade-offs, design best practices, and assessment approach. Please leave your comments.
OpsStars NY Workshop | Connecting Data to People Across Any Go-to-Market ModelLeanData
Lucas Lam, Partner & Client Solutions Manager, LeanData
Today companies leverage a wide variety of GTM strategies and tactics to grow their revenue. In this session, LeanData product experts will walk you through the process, metrics, and future state of multiple GTM strategies - such as inbound, outbound, ABM, Demand Unit Waterfall, etc. Learn best practices from real-world examples of how businesses leverage LeanData Matching, Routing and Marketing Attribution to ensure they get to revenue faster. Irrespective of how you design your sales and marketing funnel, the LeanData platform can be customized to connect your CRM data to the right people in the organization who can use it to win deals. Attend this session to learn how to thrive with multiple GTM strategies and optimize them constantly.
Seems like a magic wand – Mobile CRM Solutions are today’s solution to enhance leads in any business and assist in converting them into actual clientele. Be it any fraternity, for any business to succeed it is most essential to generate maximum leads as possible and that is what a CRM solution does the best. Have a look at how and why is a CRM solution the right choice for augmented lead generation
Read More At: http://ecrmsolutions.co/blog/ecrm-lead-generation-vital-indispensible-ingredient/
Salesforce Sales Cloud: Best Practices to Win More DealsCloud Analogy
Salesforce Sales Cloud includes a variety of services and products that help salespeople close more deals and develop stronger customer connections. Check out this presentation for more details on Sales Cloud.
From Sandbox To Production: An Introduction to Salesforce Release ManagementSalesforce Developers
Wondering how to manage multiple Salesforce environments for managing your release? Join us as our Architects show how large enterprises manage Sandbox environments. Learn some of the key considerations in picking sandbox types and migration tools to lay out a process to manage an effective Release Management.
Salesforce Tableau CRM AKA Einstein Analytics helps customers to get predictive analysis of their data, scattered over multiple systems at one platform
Ever wonder how Salesforce uses the Marketing Cloud? Be sure to attend this session to learn how we use the Marketing Cloud to create 1:1 customer journeys. We'll talk about Salesforce1 Mobile app adoption and on-boarding, best practices for event registration, creating on-site mobile experiences, driving leads with social advertising, identifying and engaging advocates on social channels, and more. And we will take a real-time look at how we used the Marketing Cloud during Connections.
When building an enterprise solution or creating an app, data often comes from multiple systems, and business processes frequently cross application boundaries.
Salesforce offers a rich library of programmatic and point-and-click integration tools to customize business processes that span multiple application systems. In this webinar, we will survey the many integration options and technologies available in Salesforce, including newer API and integration features.
This webinar is the first in a series that will explore several ways to integrate systems and services with Salesforce.
Salesforce Release Management - Best Practices and Tools for DeploymentSalesforce Developers
Join us to learn how EMC?s Isilon Storage Division has adopted salesforce.com best practices to better manage deployments on the Force.com platform. We'll also introduce the ?SfOpticon? tool, a custom-built, open-source solution which uses the Force.com Metadata API and Github to monitor, track, branch, package and deploy changes to our salesforce.com environments.
Salesforce Marketing Cloud Training | Salesforce Training For Beginners - Mar...Edureka!
This Edureka Salesforce Marketing Cloud training video for beginners will help you learn Salesforce marketing cloud benefits, what it is, its various features, use case along with marketing cloud demo. This training video is ideal for beginners to learn Salesforce marketing cloud. You can also read the blog here: https://goo.gl/CS6aV4
Implementing a Salesforce CRM will help you in integrating all the business related aspects on one platform. It will also help you in deriving business intelligence with ease. Salesforce implementation is not an ad-hoc activity. It requires careful planning and detailed execution.
Introduction to Salesforce | Salesforce Tutorial for Beginners | Salesforce T...Edureka!
( Salesforce Training: https://www.edureka.co/salesforce-administrator-and-developer-training)
This tutorial will give you an introduction to the Salesforce CRM and talk tell you how & why Salesforce has emerged as one of the leading cloud computing companies today.
This video covers the following topics:
1. Salesforce:- Need & Rise
2. Features Of Salesforce
3. Demo: Salesforce In Action
It is a B2B Marketing Automation tool which help marketing teams to attract, convert and retain customers. It comprises of Automation Rules, Completion Actions and Engagement campaigns.
Why is Org Strategy important, what are the possible org patterns and what are some of the benefits and challenges to consider? This 12-page long white paper describes different org existence models, trade-offs, design best practices, and assessment approach. Please leave your comments.
OpsStars NY Workshop | Connecting Data to People Across Any Go-to-Market ModelLeanData
Lucas Lam, Partner & Client Solutions Manager, LeanData
Today companies leverage a wide variety of GTM strategies and tactics to grow their revenue. In this session, LeanData product experts will walk you through the process, metrics, and future state of multiple GTM strategies - such as inbound, outbound, ABM, Demand Unit Waterfall, etc. Learn best practices from real-world examples of how businesses leverage LeanData Matching, Routing and Marketing Attribution to ensure they get to revenue faster. Irrespective of how you design your sales and marketing funnel, the LeanData platform can be customized to connect your CRM data to the right people in the organization who can use it to win deals. Attend this session to learn how to thrive with multiple GTM strategies and optimize them constantly.
Seems like a magic wand – Mobile CRM Solutions are today’s solution to enhance leads in any business and assist in converting them into actual clientele. Be it any fraternity, for any business to succeed it is most essential to generate maximum leads as possible and that is what a CRM solution does the best. Have a look at how and why is a CRM solution the right choice for augmented lead generation
Read More At: http://ecrmsolutions.co/blog/ecrm-lead-generation-vital-indispensible-ingredient/
How High-Performance Sales Teams Squeeze The Most Out of Every LeadInsideSales.com
Featuring Ryan Williams, VP of Sales at LeadGenius, Mike Plante, VP of Demand Generation at InsideSales.com, and Max Altschuler, CEO at Sales Hacker
Acquiring more leads is one way to build a strong pipeline. Maximizing the potential of each lead is another. High-performance sales teams do both.
In this webinar you will learn how to:
-Enrich leads with custom data to decrease your sales cycle
-Prioritize and score leads for better tracking and forecasting
-Identify conversion-increasing data to turn leads into opportunities faster
-Speed up your response time
Register for the webinar here:
http://www.insidesales.com/webinar/view?t=squeeze-the-most-out-of-every-lead&a=vec063
Zero to 100 - Part 2: Building a Repeatable, Scalable Growth ProcessDavid Skok
Zero to 100 is a learning program from David Skok. It is a detailed instruction manual for how to take your startup from zero to $100m, with a particular focus on the area of building a go-to-market machine. So many of today’s founders come from a product or technical background, and have never been involved with sales and marketing. Right after starting their venture, they are hit with the huge problem of how to build their go-to-market organization and processes. It breaks the journey down into 9 steps, and explains why it is crucial not to skip steps in this journey in the rush to get ahead. The major emphasis of the course focuses on building a repeatable, scalable and profitable growth machine. Once you have that in place, you are ready to hit the gas and scale like crazy.
To see videos of the presentations, click here: https://www.forentrepreneurs.com/matrix-growth-academy-zero-to-100-videos/
Getting started with salesforce- deploy and empower your usersHarleen Mann ?
Deploy and empower your end users
Engage with your users and take action to
achieve your goals
BY "Your Getting Started with Salesforce Community Team"
2. Key Takeaway
• High Velocity Sales (HVS) Overview
• USBs of HVS, how it helps Inside Sales
Rep to get smarter!
• Key Features
• Configuration Walkthrough
• Pricing
4. USBs Of High Velocity Sales
Overcomes Challenges in Sale Process
Creates Winning, Repeatable Sales
Cycle
Help Reps Sell Faster And Smarter
Helps in Lead Prioritization
All in One Screen
5. High Velocity Sales Top Features
Sales Cadence Work Queue
Einstein Activity
Capture
Einstein Lead
Scoring
Lightning Dialer
Lightning Sales
Console
6. Sales Cadence
• Sequences of sales
outreach activities
• Can add email, wait,
phone call, call scripts,
branch to decide which
route to take.
• Connect to other sales
cadence
• Helps in easy onboarding
of new rep
7. Add Cadence
to Record
• From List View / Record
Detail View
• Add to Sales Cadence :
add prospect to existing
sales cadence
• Add to My List : Add
separate call or email
8. Work Queue
• Show prioritized list of
emails, calls, and tasks
• Build strong pipeline
• Reps can also tackle their
own list of one-off activities
from My List
• Reps can skip a step or mark
it complete
• Can segregate items
9. Einstein Activity
Capture
• Associates events and emails
to records from Microsoft or
Google account
• Goodbye to manual activities
logging
• Contact data is captured to
create email insights
• Can control activities sharing
10. Einstein Lead
Scoring
• Works on AI
• Helps sales reps to convert
and prioritize more leads,
faster
• Scores using historical lead
closing data and factors
involved
• Select all fields or only
business driven fields
11. Lightning Dialer
• Call contacts by clicking their
phone number in Salesforce
• Log calls, take notes in the
app, and more.
• Prerecorded voicemail
messages
• Select all fields or only
business driven fields
• Comes with separate cost
13. Configuration
• Enable High Velocity Sales
• Assign necessary permission
set licenses to sales rep and
sales managers
• Setup Einstein Lead scoring
• Set up Lightning Dialer
• Set up Einstein Activity
Capture
• Configure Lead, Contact and
Account layouts, list views
14. High Velocity Sales
Pricing / Licenses
• Permission Set License
• High Velocity Sales
• Permission sets License
• High Velocity Sales User
• High Velocity Sales
Cadence Creator
Sales organizations employed field sales representatives (also called outside sales representatives) who have met their clients and closed deals face-to-face. However, nowadays sales is undergoing an important transformation.
Many sales organizations, especially B2B sales organizations and B2C companies that sells high value goods and services, invest more and more in a new sales model that enable them to handle high touch transactions remotely. This new sales model, called inside sales, involves multiple touch points and requires inside sales representatives to work in teams, and cooperate with managers and marketers in order to convert leads into customers.
So looking at the market demand Salesforce has introduced HVS
Einstein High Velocity Sales Cloud offers sales reps a platform to boost sales productivity with artificial intelligence (AI). This platform provides sales reps a single location for resources and tools that enable them to engage with prospective customers.
Shifting through multiple system to gather information and losing focus on what they are good at : selling.
It looks like the layout of High Velocity Sales allows you to handle everything on a single page, saving you time and increasing your productivity.
Benefits : Cost effective, Time saving, Flexibility, Measurement of customer engagement
Over comes Challenges in Sale Process :
Salesforce Sales Cloud includes three main challenges: bringing new sales recruits up to speed, ensuring quality and consistency of sales processes, and closing deals.
With high-velocity sales, sales department tries to contact a large list of prospects using different channels, like email, chat or phone, Sales managers can automate a guided process by providing sales people with specific steps to follow (such as calling or e-mailing a prospect) and specific content to use (such as e-mail templates and call scripts).
It looks like the layout of High Velocity Sales allows you to handle everything on a single page, saving you time and increasing your productivity.
Sales Cadences: These are sequences of activities created for different types of prospective customers.
Work Queue: a prioritized list of emails, calls, and custom sales action
My List :These are separate one-off calls and emails that aren’t tied to a sales cadence
Einstein Activity Capture: Save time by syncing your email and calendar with Salesforce. Email and events are automatically added to the activity timeline of related records. You’re also required to use it in order to send emails in Lightning Experience.
Einstein Lead Scoring: Prioritize your most valuable leads with a numeric score to see which leads are the most likely to convert.
Lightning Dialer: It’s Salesforce’s in-app calling solution! Make and receive calls, take notes, leave prerecorded voicemail messages, and track call disposition, all natively within Salesforce.
Sales Cadence : Helps Sales manager and sales ops team to program best sequences of sales outreach activities so their team know exactly what they need to do and when to optimize their day.
With Winter 20 release , we get option to add branch
Can be automated, and assigned to each lead, contact or private account
Einstein Lead Scoring, a key capability of Sales Cloud
Einstein, helps sales reps convert more leads, faster.
It uses artificial intelligence to automatically analyze
your historical sales data and discover the top factors
that determine whether a lead is likely to convert to
an opportunity. Sales reps can segment and prioritize
leads, and gain insight
into the factors that
explain why leads are
likely to convert t or
not. The factors are
displayed d on each
lead record, helping
sales reps prepare for
every call quickly. It’s
like giving each rep a
personal data scientist
to take connection and
conversion rates to the
next level.
Models are updated monthly to make sure you have
the most accurate predictions for your leads. Leads are
scored every hour using the latest model. If something
changes on one of your leads, it will be rescored within
the next hour
Einstein analyzes your past leads, including any custom fields, to determine which current leads have the most in common with leads that have previously converted. By default, Einstein scores your leads using all lead fields. If your admin is certain a field doesn’t affect lead quality, they can tell Einstein to ignore the field.
The product is simple to set up and use.
Reps save time with the Salesforce integration and out-of-the-box features such as prerecorded voicemail messages.
Features like local area codes help increase sales engagement and connection rates.
Communicate more efficiently with prospects and customers with click-to-call natively built in Salesforce.
The product is simple to set up and use.
Reps save time with the Salesforce integration and out-of-the-box features such as prerecorded voicemail messages.
Features like local area codes help increase sales engagement and connection rates.
Communicate more efficiently with prospects and customers with click-to-call natively built in Salesforce.
Einstein Analytics Platform Admin enables all permissions required to administer the Analytics platform, including permissions to enable creating Analytics template apps and Apps.
Einstein Analytics Platform User enables all permissions required to use the Analytics platform and Analytics template apps and Apps