What Does Sales Cloud Provide You?

Close more deals with database management, collaboration, sales tools & more.

Close more deals with database management, collaboration, sales tools, and more!

So you've heard of Salesforce but you don't exactly know why so many obsess over it? That's okay if you are not familiar, here are a few features that will boost your sales team, and give you a better understanding of how Salesforce helps businesses of any size or industry!

Process Automation

We can easily automate repetitive tasks which has the potential to save your team hours and days of work over the long term. Whether you want a field to be updated, an email to be sent, a task to be created, Salesforce can make it happen. Standard internal procedures that occur habitually are perfect processes that need to be automated and open time for your team to be more productive.  By no means is this a one size fits all either, customize your rules that best fits your business needs. One example that many of our clients have benefited from is cleaning up the process of approval requests. Many businesses struggle with tracking the approval requests from managers as they can get lost in emails, but we can give you a straightforward process that tracks the request throughout its journey.

Capturing/Routing Leads

Not only does Salesforce help with capturing leads from social media, your website, or emails, but it is possible to route them to specific Sales users based on the make up of the prospect. This can often be a messy transition but Salesforce gives a seamless process to capture your leads, and convert them into customers.

Opportunity Sales Path

One of the main uses for Salesforce is the opportunity sales path. This gives sales employees a guide to identify their needs, set up a follow up meeting or are about to close on their business. It is important to recognize what stage a prospect is at in order to give them a personalized experience.

Reports/Dashboards

Another feature that employees across your organization will love is the reports and dashboards that are available to them. It is far easier to make data driven decisions when you have a visualization paired with it. We have experience creating reports/dashboards based on whether they are a sales user, support helper, or to an executive. Manipulating data can be difficult in other platforms but it is as easy as a few clicks in the Lightning Experience UI to get the results you desire.