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Salesforce Sales Cloud

You will find everything you must know, to get started with Sales Cloud.

  • Salesforce Overview
  • What Is Sales Cloud
  • Important/Key Features Of Sales Cloud
  • How To Know If Sales Cloud is Right for You?
  • How Sales Cloud Can Helps Boost Your Sales
  • With Salesforce CRM Automation, Free up Your Reps from Manual Data Entry
  • Measuring Sales Metrics
  • Salesforce Forecasting
  • Sales Cloud Data Model
  • What Do We Offer As Salesforce Sales Cloud Services?
  • Typical Pricing per user/per month

1. Salesforce Overview

Salesforce is a cloud-based CRM software that helps businesses manage all aspects of relationship between a company and its customers.

With Salesforce, businesses can connect to more and more customers, partners, and leads.

For instance, you can have information about the contact details of a customer, deals in progress or that is completed, support requests from new customers, or a potential lead, in one place.

Besides that, you will have all data and information about people and departments from the seller’s organization that manages a customer’s account and needs. This improves better partnerships with other organizations.

2. What Is Sales Cloud

Sales Cloud is a part of the CRM system that keeps information about leads, customers, and sales all in one place. This is crated for the salespeople.

It enables you to make insightful decisions, get more deals, close them faster, and get more opportunities.

3. Important/Key Features Of Sales Cloud

Contact Management

Enables the process of recording contact details and track their interactions with the company.

Opportunity Management

Enables information to manage prospects from leads to close.

Salesforce Engage

This is to lower the gap between marketing and sales. You will get alerts on leads and you can personalize every campaign.

Lead Management

Helps manage inbound lead processes, track the campaigns, and analyse returns.

Reports and Dashboards

This allows sales reports and information to tun on the dashboard that is visible before the entire sales team. This removes transparency and motivates necessary sales decisions and actions to be done.

Sales Forecasting

Offers views about expected sales revenues and this can be modified based on real-time data.

Workflow and Approvals

This allows you to automate your organization’s repetitive business processes with simple drag and drop functionality.

Territory Management

This is to create various territory models and with applied rules.

Search, share, and find files faster

This improves collaboration.

Sales Performance Management

This bridges the gap between sales data and goals and helps you track sales performance.

Partner & Channel Management

This improves partner relationships by sharing sales leads and offer views on sales performance. This enables easy onboarding, train, and support sales, partners.

4. How To Know If Sales Cloud is Right for You?

Now you know what Sales Cloud is, but how to know if you need it?
Below are shared a list of concerns that companies face. If you have similar concerns, you will know that the Sales Cloud is right for you.

No centralized customer information

Information about your customer, their contacts, the discussions you had, and anything important is scattered here and there and you are unable to keep the right track.

Losing important information

With scattered customer data is or just in reps' mind, important details go missing and collaboration disrupts. Worse, can happen when a rep leaves your organization and everything goes with them.

No plans to scale fast

Your business expands and your team is growing but no idea if the current processes will scale fast. Ensure that you have a system that allows you to scale fast as your business grows.

Generating reports is tedious and time-consuming

Analysing your sales team monthly progress against its quota appears like a herculean task and you start avoiding them

Stuck with the Status Quo

Every business has unique needs, and so you need a system that can flex with the needs and get customized according to your customers, your processes, and your team.

5. How Sales Cloud Can Helps Boost Your Sales

Sales Cloud centralizes all information, gives customer insights, and also gives intuitive alerts about the best leads. You can see the real-time progress of your business and remain updated.

These functionalities will lead to more sales. An increase in sales will cause huge growth in your company, and you will already have the infrastructural support as you scale.

In other words, Sales Cloud help sell faster and smarter as every business wants.

Manage all your leads with the right information

  • Set priorities automatically
  • Route leads
  • Manage the pipeline from lead to close

Work from any location

You can find the Salesforce app in the mobile play store. Just your sales rep has to install and can access every data in the Sales cloud

Keeps no place for guesswork in the sales cycle

You can set a Sales Path that will help you customize guidance in every sales step. With every step well planned, reps don’t have to think much about how to best approach any deal. Sales Path gives every information and the right time when to close a deal.

Elevate your daily productivity

Sales reps can start their day with a set goal and track everything in the Sales Cloud. With every information before eyes, they can see the opportunities and decisions about the next steps, just with a glance on the dashboard. This live scorecard will motivate every member of your team.

6. With Salesforce CRM Automation, Free up Your Reps Of Manual Data Entry

The everyday manual task of data entry is tedious and is time-consuming. With automation, you can save time, no matter it may seem just a minute, but in cumulative, will save BIG.

To simplify the idea:

(1-minute) X (a task repeatedly is done by your rep) X (the number of reps in your company) = Big savings!

7. Measuring Sales Metrics

For successful sales, you must know what you want and how to stay on the course. The Sales Metrics tell about the sales data points that represent an individual team or a company’s whole performance.

Key steps to do

  • Prioritize the KPIs and let everyone across the sales team know about the figures that count.
  • Set monthly pipeline and targets.
  • Maintain total transparency by managing performance through the dashboard.
  • Monitor pipeline from lead to close. With highlighted factors like pushed opportunities, lesser activities in an area, and missed information, the reps will know where more work should be done.
  • Establish quarterly business reviews, run them on the dashboard, and discuss with the team about critical aspects and areas of improvement for better performance.

8. Salesforce Forecasting

This enables smart and accurate forecasting about sales revenue. This helps the sales team to predict and plan from a pipeline to close sales and manage the company’s sales expectations.

Using a company’s prior information and other relevant data, you can determine an estimated sales revenue over a period.

Below are some criteria to include in the forecasting process:

  • Know the trends
  • Understand the competition
  • History of successful sales
  • Pipeline Sale
  • Economy and regulatory changes
  • Changes in material cost
  • Marketing strategies and implementations
  • Seasonal influences

The sales forecasting offers a real-time view of your entire team’s forecast. You can easily see the pipeline and repair errors before they affect it. With collaborative forecasting, you can get quick updates and predict with more accuracy. Own a strategy to reward performance and set higher goals.

You can get customized templates that will work for your business.

9. Sales Cloud Data Model

A data model defines relationship between different sets of data and tells how every information is related to individual users and your business.

For example, the sales manager has the responsibility of improving his team productivity. He starts with mapping his goal to a specific metric and tracks the benefit. Next, he uses this to identify the Sales Cloud feature with which he can help his team achieve goals.

To achieve his target, the sales manager must know the productivity improvements. For this, he and his reps log every call, email, and every discussion on a deal.

Next, he finds out the most activities for closed deals. With this insight, he tells his sales reps to spend more time on those activities (say more time on making calls and live chats).

What the sales manager did is navigate between two distinct sets of data: closed deals and the activities done to close the deals. Enabling the sales manager to see both the data was determined by the Cloud data model, keeping in focus the relationship between opportunities and activities.

This is just a basic understanding of how a Cloud Data Model works. It relies mainly on two elements: Objectives and Fields.

A standard object comprises data. You can consider an object as a form required to collect and store crucial information on a specific subject. Standard objects comprise of many objects and they come already set in the Sales Cloud.<

Every object is made of fields. Fields are essential for your objects to function. With fields, you can define object relationships. With the company field for every contact, you closed a deal, you can connect all the contacts in the Sales Cloud.

10. What Do We Offer As Salesforce Sales Cloud Services?

  • Sales Cloud consultation to help you choose the right version that suits your business needs and goals
  • Get more leads, close more deals, and help boost business revenue
  • Deliver a 24/7 customer service from anywhere on any device
  • Customize fields to meet your needs
  • Customize Sales Path
  • Set up collaboration forecast
  • Set up various lead capturing channels
  • Improve collaboration between sales and marketing teams
  • Track activity and store data by Field force.
  • Process automation by Process Builder or Workflow.
  • Connect with your customers, partners, and employees to address concerns for better business results.
  • Sales Cloud implementation, integration, and migration services.
  • Integrate Salesforce with other systems
  • Salesforce Typical Pricing per user/per month

    We provide best pricing In industry.

  • Salesforce Essentials

  • Lightning Professional

  • Lightning Enterprise

  • Lightning Unlimited

  • Account, Contact, Lead, and Opportunity Management
  • Yes
  • Yes
  • Yes
  • Yes
  • Email Integration (Gmail & Outlook)
  • Yes
  • Yes
  • Yes
  • yes
  • Mobile app
  • Yes
  • Yes
  • Yes
  • Yes
  • Lead registration and rules-based lead scoring
  • - -
  • Yes
  • Yes
  • Yes
  • Collaborative Forecasting
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  • Yes
  • Yes
  • Yes
  • Workflow and Approval automation
  • - -
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  • Yes
  • Yes
  • 24/7 support and configuration services
  • - -
  • - -
  • - -
  • Yes

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