Services
The aim of Salesforce Sales Cloud is to automate the sales process, assisting both sales managers and reps. Relevant Sales Cloud features help to create a well-structured sales process, show how it’s followed, provide extensive customer details and maintain efficient customer communication via multiple channels
How Salesforce Sales Cloud Helps to Sell
Salesforce Sales Cloud provides full-fledged digital workplaces for everyone in sales (sales managers, sales reps, customer success reps, presales specialists). See how Sales Cloud can transform a sales team’s daily work.
Sales Path
Sales Path allows sales managers to define the sales process and makes it easily manageable. It shows what actions are expected from sales reps at each stage, helping sales managers get the expected behavior from their reps.
Lead conversion process
Lead conversion process available in Sales Cloud can be simplified by tailoring it to your business needs (for instance, with B2B and B2C business peculiarities in mind). It’s possible to set up the process of converting a lead into an opportunity, account and contact or just into an opportunity and account, and introduce automated workflows and validation criteria to make lead conversion process smooth and consistent.
Reports and dashboards
Reports and dashboards allow sales managers to track key sales figures along with sales reps’ performance. Highlighting sales reps’ strong and weak points along with factors influencing their productivity allows sales managers to improve their reps’ performance. Advanced sales forecasting paves the way for smarter sales decisions and helps to map out the sales strategy.
Products and Price Books
Sales managers can approve large discounts to certain customer groups based on industry, geography, etc. The feature also allows changing prices while keeping the initial price for the proposals sent earlier. It helps to keep everything under control without exhausting manual efforts when price changes take place
Sales Cloud Einstein
Sales Cloud Einstein provides sales managers with AI-powered analytical capabilities, allowing more accurate sales predictions available due to the advanced analysis of historical pipeline information, business trends and prior opportunity engagement
Process Builder
Process Builder helps create an automated workflow, which empowers sales managers with additional opportunities for supervising their reps’ performance.