Do you keep track of your customers and deals using notepads, sticky-notes, Excel spreadsheets, emails, or all the above? Have you ever lost track of a customer or deal with using one of those methods? Have you ever missed a follow-up due to a lack of organization? Do any of your team members or managers know the statuses of your customers or deals? Enter Sales Cloud, Salesforce CRM’s most popular product, designed specifically for salespeople.
Sales Cloud for Sales Reps
Sales Cloud provides sales reps with the ability to keep track of all their leads, customers, deals, daily tasks, and activities; all in one smooth and easy to use place. When utilizing Sales Cloud to its full potential, reps can do their day-to-day work with minimal effort, thus maximizing productivity. Salesforce does most of the administrative work for the reps so that they can spend more time doing what they do best: Selling.
Sales Cloud for Sales Management
That all sounds pretty great right? It gets better. Sales Cloud also provides out of the box reporting and forecasting. This gives management the ability to keep track of their teams and put their reps in a position to maximize profits. In addition to reporting, Sales Cloud offers Dashboards, which can be customized groups of those most important reports, all on one screen. Dashboards can be made visible to all, encouraging competition among sales, and who benefits most when sales reps compete with one another? The company. Did we mention that all of this is available in real time?
Fully Customizable Sales Process
Salesforce gives each of its customers their own environment to work in, fully configurable so that a company can tailor their environment to meet their needs. This includes the Sales Cloud sales process. With the sales process, you can customize each of the stages of your sales – to your exact terminology – to help ensure that every member of your team is on the same page, maximizing their potential to close deals.
On top of this, Sales Cloud provides users with an effective Kanban view of all their opportunities, with drag and drop capabilities to move their deals among stages and automatically recalculate totals based on those stages. This lets reps to move at a high velocity so they can spend less of their time working with data, and more of their time working with leads.
With proper planning and a strong administrative team, Salesforce has many different options behind the scenes to automate just about anything you need to make your sales reps lives even easier. This includes workflows or processes to help move deals along stages, or update fields, or move on to the next step after a deal has been won. Best of all, Salesforce allows companies to connect email, such as Office 365 or Gmail, to their environment so that reps can send and track all email activity automatically with minimal clicks, all within the same application.
With Sales Cloud, the sky is the limit for your sales reps and company. It is just a matter of getting your environment suited to your needs. And because Salesforce is the #1 Cloud CRM provider, all this is possible from anywhere in the world, as long as the user has an internet connection.
To learn more or talk to one of our experienced consultants, contact us today!