Salesforce Sales Cloud simplifies and automates sales, benefiting both managers and reps. It creates a structured sales workflow, saving time on training and providing valuable customer insights. Communication with customers is efficient through various channels.
When properly set up, Sales Cloud improves sales productivity by up to 38%, boosts revenue by 28%, and increases the opportunity win rate by 26%.
We want to improve your sales processes using Sales Cloud configuration for real-time insights. We’ll achieve this by adding the following features:
By implementing these enhancements, we’ll modernize your sales processes, empowering you to achieve greater success.
We specialize in helping your sales teams implement effective strategies. Here’s how we do it:
Goal Setting & Dashboards: We work together to set clear goals and create informative dashboards for real-time insights into sales performance.
Guidance & Chatter: We support your team throughout the sales process, providing guidance and fostering collaboration through our platform’s chatter feature.
Personalized Lightning Views: We customize Lightning views to focus on top prospects, boosting efficiency and targeted engagement.
Automated Alerts: Our system generates alerts to remind sales reps of important next steps, ensuring progress isn’t delayed.
Sales Path for Teams: We create customized sales paths for different teams, aligning processes with their specific needs.
Automated Approval Processes: We automate approval workflows, reducing manual effort and ensuring consistency.
Our mobile sales app is designed to give your entire team easy access to your Salesforce platform, whether they’re in the office or out in the field. Key features include:
Data Access: Easily retrieve and update data, stay updated with news and notes, communicate through chatter, and manage your calendar.
Workflows: Streamline your sales processes with efficient workflows, ensuring smooth and organized operations.
App Integrations: Seamlessly integrate with other applications, expanding the functionality and versatility of your mobile sales experience.
Customized Lightning Components: Customize the app to meet your specific needs by incorporating personalized Lightning components, creating a user interface tailored to you.
Salesforce A (Mobile Admin Access): Provide administrators with mobile access, allowing them to efficiently manage and oversee Salesforce operations while on the move.
Experience a comprehensive mobile sales solution that empowers your team with unmatched accessibility and functionality within the Salesforce ecosystem.
The use of Cloud technology enables you to streamline endorsements and repetitive workflow assignments through automation.
Additionally, it provides you with valuable real-time access to endorsements (via Chatter feed), product specifications, discounts, and recommendations.
When using Salesforce Knowledge, you can automate tasks by creating workflow rules and approval processes for different approvals.
Workflow rules can send emails or update fields when certain article criteria are met. I.E. sending an email to the article owner when a new article is created from a case.
Approval processes help automate article approval. You can create processes that require specific teams to approve articles.
Sales Cloud empowers you to address important situations quickly. It helps you take action right away instead of reacting later. It works well with your plans and strategies, allowing you to create effective sales and advertising plans.
It extracts useful information for campaign planning, meeting your specific needs.
This powerful tool gives you valuable insights to make informed business decisions.
You can also have group discussions on a collaborative platform. This helps generate ideas and analyze problems based on reports from your team.
The platform explores indicators related to customer support, applications, sales, and more.
Salesforce CRM, Would’s best Sales Automation tool, you need to grow your business! Your business will grow a minimum of 30% YOY if you implement Salesforce CRM as per the Best Practices. Our experienced consultant will be there to assist you to select and implement the
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