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.
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?
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.
Automatically Prioritize and Route Leads
Manage Your Pipeline from Lead to Close
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:
"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.
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.
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.
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.
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.
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.