You will find everything you must know, to get started with Sales Cloud.
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.
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.
Enables the process of recording contact details and track their interactions with the company.
Enables information to manage prospects from leads to close.
This is to lower the gap between marketing and sales. You will get alerts on leads and you can personalize every campaign.
Helps manage inbound lead processes, track the campaigns, and analyse returns.
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.
Offers views about expected sales revenues and this can be modified based on real-time data.
This allows you to automate your organization’s repetitive business processes with simple drag and drop functionality.
This is to create various territory models and with applied rules.
This improves collaboration.
This bridges the gap between sales data and goals and helps you track sales performance.
This improves partner relationships by sharing sales leads and offer views on sales performance. This enables easy onboarding, train, and support sales, partners.
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.
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.
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.
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.
Analysing your sales team monthly progress against its quota appears like a herculean task and you start avoiding them
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.
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.
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
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.
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.
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!
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
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:
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.
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.
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