Salesforce Sales Cloud
Sell Faster, Sell Smarter
Sales Cloud Benefits:
- Help your sales team close more deals, quicker and more effectively
- Improve lead nurture and direct them to the correct team at the right time
- Increase your productivity by streamlining complex sales processes and having all your activities and data on one platform
- Access reliable reporting and dashboards to gain sales insight, and metrics on ROI
- Manage your business better with customer tracking and team performance info in one central place
- Save your reps valuable time with process and workflow automation
- Give management a real-time view of business performance and marketing campaign effectiveness
Built-in tools allow you to automate your unique sales processes with a simple point-and-click interface. With Sales Cloud’s Process Builder, you can design custom workflows that keep deals moving by recommending next steps or automating essential and everyday tasks, delivering a more accurate and streamlined experience.
Organize and get to know every contact in your client’s accounts, get critical information about your customers, and find out their challenges so that you can take proactive actions. With account hierarchies in Salesforce Sales Cloud, you can get a detailed tree-view of your accounts and all the connected relationships.
Easily access and track essential lead details so you can assign it to the right people, ensure nothing critical falls through the cracks, and keep moving the lead easily through the pipeline.
Convert all of your lead details over to an opportunity, view a detailed activity timeline and plan what moves to make next while keeping up to date on all stages and communications.
Build real-time reports, check important business metrics, and track the team’s performance using Salesforce Sales Cloud dashboards. Reports and dashboards give you at a glance business tracking as well as in-depth analysis to enable better business decisions.
Create real-time sales forecasts based on out-of-the-box KPIs, giving you a comprehensive view of your entire pipeline and business. Flexible forecasting allows you to ensure accuracy and consistency while also enabling you to make immediate adjustments whenever you need them.
Get your sales processes directly on your mobile device. Your sales team can provide a rapid response to clients and check accounts at any time and help ensure you don’t miss any deals and opportunities, no matter where you are.
Want even better news? Salesforce upgrades new functionalities for Sales Cloud three times a year. This means that your application will always be getting the latest in technology enhancements, all without you lifting a finger.
Is Sales Cloud Right For Me?
Sales Cloud can help any business from 1-person shops to multinational corporations. If any of the following sound like you, this may be the CRM software you need:
You want to better monitor sales metrics to understand if your organization is achieving its sales goals
You need customized order management, tracking, customer engagement, and marketing, and improve your forecasting tools
You are looking to connect your marketing and sales teams, and keep all data under one roof
You need to update old legacy systems and develop a more mobile and scalable way of doing business
You want to improve your sales process with validation rules and automated workflows
You want to close deals faster, manage leads better and simplify internal and external communication
You are looking to improve management of the revenue generated from your book of business and keep sales quotas and commission calculations organized in Salesforce
You want to improve the management of customer interaction, contacts, leads and accounts to build stronger and more personalized relationships with your customers
Salesforce Business Analyst
Salesforce Business Analyst
The Cloudsquare Difference
Innovative, Lean, and Future-Proof
We are a certified Salesforce partner with 200+ successfully completed projects and comprehensive experience implementing Salesforce across various industries and sectors. We help big and small businesses succeed with their CRM strategies, offering consulting, implementation, business intelligence, managed services, and custom tailoring of solutions to fit your needs.
When you work with us you can expect:
- Cost-Effective Solutions
- A ‘Process First’ Approach
- Rapid Response Times
- Open and Transparent Communication
- Quick Deployment and Flexible Project Management
- Ongoing Support and Documentation
- West Coast, East Coast and Everywhere in Between
Our in-depth knowledge of the platform lets us push it to its limits and take advantage of the full power of Salesforce, often far beyond what the competition can offer. We listen to your unique business needs, and architect a roadmap that focuses on your essential needs and leaves out the unnecessary features. By starting small, we validate what your team cares most about and can easily enhance over time. Our unique approach helps clients create a better business, helping them to grow and achieve both their short and long-term goals.
Customer Success Stories
After procuring some Salesforce licenses, ThoughtWorld needed to quickly implement Sales Cloud for their brand-new sales team, with only a 3 week deadline. They lacked in-house Salesforce experts and were seeking a Salesforce minimal viable product (MVP) set up so their sales team could start tracking pipeline activity.
The company had difficulties competing with similar businesses in their industry due to a lack of CRM, limited visibility into the sales pipeline, inability to capture lead source attribution, and a slow submission process.
The company didn’t have a CRM in place, which limited the visibility into sales lifecycle, data tracking, and reporting on crucial key performance indicators (KPIs).
The company continued to use the same system of generating leads and sales for eighteen years. Leads were being taken down on paper, searched for through thousands of documents, and eventually lost.
How a leading lender in financial services modernized its underwriting processes and streamlined its Salesforce implementation, improving 100% user adoption and increasing closed/won deals a 15%.
Interested in seeing how Sales Cloud can improve your sales process?
Schedule your complimentary Salesforce consultation today.