What is Salesforce Sales Cloud?

Nov. 4, 2022 ยท 6 minutes

Before the definition of Sales Cloud, here are a few basic definitions to get started:

Management of client relationships is known as CRM. With this system, all of your clients' information is kept in one place, allowing your staff to handle customer contact while keeping track of their complete history. Customers will be pleased as a result.

Salesforce was the first business to move CRM into the cloud, allowing businesses to access all of their customer data online, from any device, anywhere in the globe, and at any time.

Salesforce's CRM system includes Sales Cloud as a component. Sales Cloud was developed for salespeople specifically. Since it is Salesforce's most well-known product, many people mistakenly refer to Sales Cloud as Salesforce.

How to Know That Sales Cloud Is Right for You?

You are familiar with what Sales Cloud is, but how can you tell if you actually need it? Look around your office and consider how you conduct business. Do you notice any of these enduring signs that a better customer tracking system is required?

  • Your consumer information is dispersed everywhere. It is quite challenging to view the entire picture because client information is scattered between sticky notes, Excel spreadsheets, and your email marketing system. When you can't adequately track your business or aren't ready for customer dialogues, growth is stifled.
  • You're losing important data. Important facts are lost and teamwork breaks down when customer data is scattered or only in the minds of sales representatives. Even worse, your client data leaves the organization when representatives do!
  • You lack a strategy for rapid scaling. What occurs when demand spikes or your staff quickly expands? Do a happy dance at your desk first, but then stop and consider whether your present sales methods are scalable. Make sure your systems are scalable to the rate at which your business expands.

 



  • It is a hard and time-consuming process to run reports. Who has the time to manually monitor your sales team's monthly progress in relation to its quota? You want to know how effective your selling process is, but you lack the resources to do so. It's time for a change when you begin to avoid reporting like the plague.
  • To advance a deal, you must sit down at a desk. We all know that salespeople use desktop computers exclusively, work from 9 to 5, and carry floppy discs. Oh, it's not 1999, is it? Mobile is a necessity, not a luxury. On their smartphones, modern sales representatives share information, obtain approvals, and advance agreements.
  • You're confined to the present situation. Your company has particular requirements, therefore you need a system that can adapt to those needs—something you can tailor to your procedures, your clients, and your team.
  • If any of these symptoms ring a bell, you are not alone. Sales Cloud was specifically created to address these issues.

How Sales Cloud Can Help Boost Your Sales?

Sales Cloud gathers all of your customer data in one location, providing you with detailed customer insights and even intelligent lead notifications. You may view real-time reports on the performance of the company, and the user-friendly workspace increases productivity.

Imagine how those unique features could increase sales for your reps. And you'll have the infrastructure in place to help you as you scale when those additional sales result in rapid growth in your business. To put it another way, Sales Cloud may assist you in selling more effectively, more quickly, and in accordance with your preferences.

Manage Your Leads with All the Right Information

Automatically Prioritize and Route Leads

  • Leads that are hot don't last long. Whoever calls first—you or a rival—gets the sale. Instead of starting with the actual hottest prospects, sales people start far too frequently with the biggest, closest organizations. The reason Sales Cloud is the top sales platform in the world is because it addresses this issue by intelligently classifying leads and assigning them to the most qualified reps for a healthier pipeline and bookings.

Manage Your Pipeline from Lead to Close

  • If you are a sales leader, your pipeline is everything to you. Additionally, your reps are responsible for keeping track of their selling activity (or really should). Reps can keep track of everything in Sales Cloud from the moment they become aware of a lead to the moment they clinch the deal. Bid adieu to sticky notes and hello to a clear understanding of your deal flow. Every call, email, and interaction can be easily tracked using Sales Cloud, and team members may be given tasks to complete.

Boost Team Productivity

The fact that there are only 24 hours in a day won't change. You want your sales representatives to concentrate on making sales rather than the administrative hassles that come with it. By relieving them of busywork and data entry, Sales Cloud can direct them through the sales cycle and assist them with prioritizing. The following are a few popular features you can use:

Take the Guesswork Out of Your Sales Cycle

"We had a fundamental belief that doing it right the first time was going to be easier than having to go back and fix it." — Steve Jobs

Most people concur that Steve Jobs wouldn't suggest wasting time fixing your sales team's blunders if you could do it right the first time. Customized coaching may be added to each stage of the sales cycle with Sales Path, ensuring that your reps always carry out their duties perfectly. You are aware of the one step your reps consistently omit? It is impossible to forget with Sales Path.


Our salespeople at Salesforce are obligated to associate a product with a deal. We can then bring in the appropriate knowledge at the appropriate moment. Reps don't have to try to think of the best ways to progress each deal because essential actions like these are already included. They receive the information they require from Sales Path at the ideal time to advance their sales into closed-won status.

Boost Team Productivity

Make Progress from Anywhere with the Salesforce Mobile App

Enable the Salesforce mobile app to make the most of breaks in meetings, elevator rides, sandwich bits, and countless other opportunities.

You can access all of your Sales Cloud data even on the move with the Salesforce mobile app. Your sales representatives can get it for nothing from the Google Play or Apple app stores using your Salesforce license. Seriously, it will save you a ton of time if you take the few minutes to install it.

Or go one step further and use Inbox to automatically log emails, calendar events, and more without the need for data entry.

 


Make Every Day Super Productive

Your sales team must make progress every day in order to meet their monthly and quarterly goals; the job cannot wait until the conclusion of the selling season. Your sales reps must set goals at the beginning of each selling day and keep track of those goals in Sales Cloud. Custom home pages put all the information salespeople require front and center so that each employee can quickly see their most important opportunities, next steps, and dashboards. After all, nothing can inspire each member of your squad like a live scoreboard.

Embrace Automation and Free Your Reps from Manual Data Entry

Nobody enters the sales industry because they enjoy data entering. With Sales Cloud, you can automate any repetitive manual tasks that your reps perform.

Here are a few ways that Sales Cloud may provide salespeople extra time to close deals.

Automated Processes

Your sales reps can avoid the busywork and take the appropriate actions at the appropriate time by automating the sales process. The truly wonderful thing? You can use point-and-click tools to manage workflows and processes using Sales Cloud.

Automatic Email Tracking

Does your team use Gmail, Office 365, or Exchange? Connecting your email to Salesforce will enable salespeople to send one-to-many messages and easily update their records.

Automatic Email Tracking

References

Sales Cloud Basics