The aim of Salesforce Sales Cloud is to automate the sales process, assisting both sales managers and reps with the platform’s rich functionality. 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. And if properly administered, configured or customized, Sales Cloud can bring your sales more value:
increase in sales productivity
increase in sales revenue
increase in the opportunity win rate
Source: Salesforce Customer Success Metrics Survey
Look at the key Sales Cloud features, helping both sales managers and sales reps do their job with increased efficiency:
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 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 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 sales strategy.
Products and Price Books allow drawing up rules to pricing options for products and services, working with multiple currencies. Sales managers can approve large discounts to certain customer groups based on industry, geography, etc. The feature also allows changing prices while keeping the previous price for the proposals sent earlier. It helps to keep everything under control without exhausting manual efforts when price changes take place.
Process Builder helps to create an automated workflow, which empowers sales managers with additional opportunities on supervision of their reps’ performance.
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.
Tasks and Events Management. Reps can easier manage their activities (emails, calls, meetings and tasks) with an intelligent activity timeline, available in Lightning Experience UI. It gives reps a thorough overview of their activities related to a certain opportunity or account, available within one record, so reps don’t have to search for this info in different related lists anymore.
Social Accounts and Contacts provide sales reps with the info on the contacts or accounts from different social networks (LinkedIn, Facebook, Twitter, YouTube). As a result, sales reps better address their customers’ needs.
Lightning Voice facilitates communication with prospects and customers, enables one-click calling and automated call logging. What’s more, it allows localizing sales reps’ phone numbers to their sales territories, which contributes to a higher response rate.
Process Builder helps to automate lots of manual tasks, like following up on a lead or nurturing an opportunity due to email notifications and automated field updates, which helps sales reps to execute their routine tasks faster and easier.
Sales Cloud Einstein provides informational support for sales reps’ decisions. They get notified about key moments in their deals, the leads most likely to convert and opportunities they should pay more attention to. Hints on further steps of customer communication also help to turn interactions with clients into an all-round win.
1. Salesforce Essentials ($25/user/month)
This Salesforce edition provides basic services with the key Sales Cloud features and is good for small companies with a sales team of up to 10 members.
2. Lightning Professional ($75/user/month)
Since this Sales Cloud edition has no user limits, it’s a proper choice for mid-sized and large companies with one sales department. In comparison with the previous edition, this one boasts richer functionality. Starting with the Professional edition, users get access to the Process Builder feature. However, the Professional edition allows automating only 5 processes.
There’s also a restriction on integrating the Salesforce solution with external systems. If an organization with the Professional edition wants to connect external systems (ERP, PMS, etc.) to Salesforce, it will result in additional costs for each request.
3. Lightning Enterprise ($150/user/month)
The edition’s name speaks for itself: it’s an ideal option for enterprises, which require powerful system capabilities. It inherits the previous edition’s key features, and frees its users from the limitations in terms of workflow and approval processes, integration, and so on. Thus, the reasons to opt for the Enterprise edition may be as follows:
4. Lightning Unlimited ($300/user/month)
Lightning Unlimited is the edition suitable for huge companies with hundreds of users.
If you’ve already reached the limits of the Enterprise edition, you may consider a few points to make sure you need to go for Lightning Unlimited:
We back up our customers’ complex sales with Sales Cloud solutions, which allow to meet B2B buyers’ high expectations, effectively communicate with multiple decision-makers, build stable and trustworthy relations with them, and help them reach a decision.
We help to optimize the sales process, making it well-structured and consistent. Automated communication with prospects helps sales reps with prompt responses and supports their productivity in general. Thanks to CRM insights, sales reps close deals quicker.
We provide advanced CRM solutions, which include automated tracking of customer data and collecting customer feedback. In addition, we can integrate Sales Cloud with an ecommerce solution and the POS system for more effective omnichannel sales.
In addition to providing comprehensive Salesforce solutions, Qrapp has a range of related services to offer, including Sales Cloud consulting, customization, integration, migration, and support.
We provide recommendations on the choice of Sales Cloud edition, necessary customizations and integrations. We also help you to plan implementation with a view to your company’s IT strategy, identify your pain points and come up with the ideas of how to manage them with Sales Cloud features.
Whether you need to implement a Sales Cloud-based solution from scratch or proceed with configuration and customization of your current solution, Qrapp's team can help you do that. If you need to integrate your Sales Cloud with ERP, CTI, email, social media, other Salesforce clouds or e-commerce platforms like Magento, our professionals will handle that too.
Safely migrate from your current CRM or an older version of Sales Cloud in Salesforce Classic to Salesforce Sales Cloud Lightning with our consultants. They will ensure secure transfer of your sales-related data from your current solution and help to prevent issues hindering the sales process, like data corruption and a user adoption problem.
Get comprehensive Salesforce support and user training from our team able to ensure your system’s stability, successfully manage system performance problems and tune the solution to the sales process peculiarities.
We help you to address your sales-related needs in full with efficient enhancements of Sales Cloud functionality. Be it code-base customization (for instance, to set up custom workflows and processes), custom integration (for example, with SharePoint), custom Salesforce app development or creation of mobile view using your branded UI, we can perform these enhancements to provide you with the solution that works and looks like you want it to.
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