Scribd
Upload
26 views27 pages

Sales Cloud

The document discusses Salesforce Sales Cloud, a customer relationship management platform that provides tools to manage business and sales processes. It describes key Sales Cloud features like lead management, opportunity tracking, sales analytics and collaboration. It also outlines benefits like improved sales efficiency, data-driven decisions and customer engagement.

Uploaded by

Maral Freije
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
26 views27 pages

Sales Cloud

The document discusses Salesforce Sales Cloud, a customer relationship management platform that provides tools to manage business and sales processes. It describes key Sales Cloud features like lead management, opportunity tracking, sales analytics and collaboration. It also outlines benefits like improved sales efficiency, data-driven decisions and customer engagement.

Uploaded by

Maral Freije
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
You are on page 1/ 27

What Is Sales Cloud?

The Sales Cloud provides a


comprehensive suite of tools to manage
your business. With the features
to generate leads, manage sales
opportunities, and cultivate relationships,
the Sales Cloud has covered you at every
stage of the sales pipeline. Plus, it can be
used to forecast revenues, set up sales
territories, and organize your reps into
selling teams.
Sales Cloud Overview
Empowering Your Sales Team for Success

 Definition: "Sales Cloud is a customer relationship management (CRM)


platform by Salesforce designed to enhance and streamline the sales
process.“

 Key Features: Briefly mention features like lead management,


opportunity tracking, and sales analytics.

 Benefits: Highlight how Sales Cloud improves sales efficiency,


collaboration, and customer engagement.
Key Features of Sales Cloud
Optimizing Every Stage of the Sales Cycle
 Lead Management: Visual representation of leads moving through the sales funnel.

 Opportunity Tracking: Icons or graphics illustrating the progression of


opportunities.

 Sales Analytics: Display a simple sales dashboard with key metrics.

 Collaboration: Images of collaboration features like Chatter or team-based


interactions.

 Integration: Illustration showing integration with other Salesforce clouds or third-


party apps.

 Call-to-Action: Encourage exploration or a demo of Sales Cloud.


Why should you use Salesforce Sales
Cloud?

Salesforce Sales Cloud saves time on administrative work by including automated


capabilities, allowing salespeople to focus on closing deals! It provides your sales teams
with the tools they need to move customers from leads to cash to loyalty.
You may instantly gain insights into your business as a business leader, so you know
where to focus your efforts and make decisions based on the latest market trends.
Salesforce Sales Cloud Scenario
1 - Introduction: Explore the capabilities of Salesforce Sales Cloud in optimizing the sales journey.
2- Salesforce Sales Cloud Overview: Salesforce Sales Cloud is a comprehensive customer relationship management
(CRM) platform designed to enhance sales processes, lead management, and customer engagement.
3-Lead Management

The key to every successful sales deal is efficient


lead management. Salesforce Sales Cloud allows
you to record the acquired leads and nurture
them through different stages until the deal is
closed.
Sales Cloud provides a good amount of sales
automation to the lead management process,
helping you score and qualify them based on their
responses. We help you record specific details
about every lead you generate and follow them
up in a persuasive but ethical way.
The automated sales pipeline relieves your sales
reps from the time and effort that goes into
several sales processes.
4- Opportunity and product Management:

Salesforce Sales Cloud facilitates effective


opportunity tracking. Sales representatives can
manage and update opportunities, track sales
stages, and collaborate with team members in
real-time.
Manage the products involving the
opportunities being serviced by your team by
keeping a track of their price, quantity, and
unique product codes. Have specific records for
all your products and their status at any point in
time for streamlining your sales processes.
5-Account and Contact Management:

Maintain a 360-degree view of customer accounts


and contacts. Sales Cloud allows for detailed
customer profiling, ensuring personalized
interactions and better relationship management.

Store and track all necessary details regarding


your previous, existing, and potential customers
stored within the objects of Accounts and
Contacts.
Salesforce Sales Cloud allows you to keep
complete track of the contacts and their respected
roles stored within your system. Also, keep a track
of the team members and executives handling
specific accounts along with their roles.
5 - Quotes and Contracts Management

Deals can be closed much faster and more effectively through appropriate quotes and
contracts management.
Use the platform of Salesforce Sales Cloud for creating automated quotes using the best
templates. Once the quotes are created, deliver them to your clients using personalized and
interactive emails.
6-Campaign Management:

A lot rides on marketing and sales campaigns for


generating more leads and closing more deals. Create
and manage personalized campaigns through
Salesforce Sales Cloud.
Once your campaign is live, use automated tools for
tracking the effectiveness of the campaign and
evaluating the activities being carried out regarding
the same.
Sales Cloud allows you to integrate two or more
campaigns through campaign hierarchies. Add new
members in your marketing or sales campaigns and
track the activities performed by each of the
members to get wholesome campaign reports.
7- Mobile Accessibility: Access Salesforce Sales Cloud on the go through mobile applications. Stay connected
and manage leads, opportunities, and customer interactions from anywhere.
9- Approval And Workflow
8- Analytics : This allows you to sales force automation endorsements,
Leverage robust analytics tools to gain insights repetitive workflow assignments. It also offers you more
into sales performance. Generate customizable prominent admittance on real-time for endorsements (through
reports and dashboards to track key metrics, Chatter feed), product specifications, discounts, and
monitor trends, and make data-driven recommendations.
decisions. Devise and manage any procedure by pull and drop. The
terminal consequence is more crucial deal reformations and
more eminent potency.
Salesforce Sales Cloud
 Generate more business leads, promote incomes, and close
more sales throughout your business
 Streamline forms for quicker goals to client issues
 Convey a creative client administration from anyplace,
whenever, on any gadget
 Mechanize marketing exercises, improve coordinated effort
between deals and marketing groups and assemble one-to-
one client adventures
 Associate with your clients, accomplices, and workers and
address concerns quicker for client brilliance
 Improve effectiveness and show signs of improvement bits
of knowledge by reducing human-operated procedures and
information gathering
 Convey a superior and bound together trade understanding
for your client
Benefits of Salesforce Sales Cloud
• Improved Lead Conversion Rates
• Enhanced Customer Relationship Management
• Streamlined Sales Processes
• Real-time Collaboration and Visibility

Conclusion: Salesforce Sales Cloud empowers sales teams with a comprehensive CRM solution,
fostering efficiency, collaboration, and data-driven decision-making throughout the sales lifecycle.
How Sales Cloud and CPQ fit together in your
Salesforce
1. Significantly reduced Sales Efforts: When the deal reaches a stage at which a proposal has to
be presented, Sales have to navigate across multiple teams and systems to fetch accurate
product, pricing and accepted discount range. This leads to unnecessary allotment of Sales rep
bandwidth. Enabling Salesforce CPQ ensures:
2. Faster Sales by having details on the product, pricing, and customer auto fetched for Sales on
the same system
3. One-click Quote generation where Sales just has to configure the parameters if needed
4. 360-degree view into Customer data: Salesforce CPQ aids Sales reps by providing a
consolidated view of the quotes, proposals, assets, and contracts associated with the customer.
5. System Updates: Sales reps have to keep track of any product upgrades, removal, price
changes, etc. to ensure they are quoting correct parameters. CPQ eliminates the effort by auto-
updating any updated introduced in the product, pricing or discounting data.
Seamless Integration of Sales Cloud and
CPQ
Streamlining Sales Processes for Enhanced Efficiency

 Salesforce Sales Cloud serves as the CRM foundation, managing customer data,
opportunities, and sales activities.

 Salesforce CPQ seamlessly integrates with Sales Cloud, creating a unified


environment for sales teams.

 The integration ensures consistent and accurate data flow between Sales Cloud
and CPQ.
Key Benefits of Sales Cloud and CPQ Integration

Optimizing Sales Processes and Enhancing Collaboration


 Efficient Product Configuration: Manage product catalogs and configurations
within Sales Cloud using CPQ.

 Streamlined Quote Generation: Generate professional quotes seamlessly from


Sales Cloud opportunities using CPQ.

 Automated Pricing and Discounts: CPQ automates pricing and discounting


based on predefined rules.

 Collaborative Approval Workflows: Enable collaborative approval processes for


quotes directly within Sales Cloud.

 Unified Reporting and Analytics: Sales teams benefit from unified reporting,
gaining insights into pipeline and quote performance.
Conclusion : Through seamless integration, Salesforce Sales Cloud and CPQ work in unison to
empower sales teams, optimizing processes and driving enhanced efficiency across the entire sales
lifecycle.

You might also like