Cloud Experts India

Salesforce CRM – Sales Cloud

Implement Salesorce CRM and grow your business 30% Year on Year. We have a dedicated and experienced Salesforce Consulting Team to cater to all your CRM needs with highly personalized services and promise of a long-term engagement to enable your success.

What is Salesforce Sales Cloud?

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%.

Sales cloud



Lead Management

We customize your Sales Cloud CRM to match your lead generation process and help you convert leads into customers effortlessly. We offer the following features to consolidate your data in one platform:

  1. Easy data upload: You can upload data individually or in bulk without any hassle.

  2. Optimized sales path: We prioritize and guide leads through the sales process for efficient lead management.

  3. Automated workflows: Our system automates tasks from managing the pipeline to closing deals, streamlining your sales cycle.

  4. Automated inbox: We set up features to send one-to-many emails, saving you time and effort in communication.

  5. Tracking lead activity: We provide tools to monitor and record lead interactions, giving you a clear view of the engagement process.

By configuring these features, we aim to improve your sales efficiency and simplify lead conversion.

Pipeline & Forecasting

We want to improve your sales processes using Sales Cloud configuration for real-time insights. We’ll achieve this by adding the following features:

  1. Pipeline Reports and Forecasting Tools: Get detailed information on categories, timeframes, teams, and trends to make accurate predictions.
  2. Interactive Dashboards: Analyze sales data visually and easily for better decision-making.
  3. Instant Messaging: Communicate efficiently with stakeholders on any device for prompt collaboration.
  4. Opportunity Kanban: Manage and track opportunities at different stages with alerts and updates for successful closures.
  5. In-Depth Analytics: Gain valuable insights into sales performance for identifying areas to improve and making data-driven decisions.

By implementing these enhancements, we’ll modernize your sales processes, empowering you to achieve greater success.


Sales Productivity

We specialize in helping your sales teams implement effective strategies. Here’s how we do it:

  1. Goal Setting & Dashboards: We work together to set clear goals and create informative dashboards for real-time insights into sales performance.

  2. Guidance & Chatter: We support your team throughout the sales process, providing guidance and fostering collaboration through our platform’s chatter feature.

  3. Personalized Lightning Views: We customize Lightning views to focus on top prospects, boosting efficiency and targeted engagement.

  4. Automated Alerts: Our system generates alerts to remind sales reps of important next steps, ensuring progress isn’t delayed.

  5. Sales Path for Teams: We create customized sales paths for different teams, aligning processes with their specific needs.

  6. Automated Approval Processes: We automate approval workflows, reducing manual effort and ensuring consistency.

Salesforce Mobile App

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:

  1. Data Access: Easily retrieve and update data, stay updated with news and notes, communicate through chatter, and manage your calendar.

  2. Workflows: Streamline your sales processes with efficient workflows, ensuring smooth and organized operations.

  3. App Integrations: Seamlessly integrate with other applications, expanding the functionality and versatility of your mobile sales experience.

  4. Customized Lightning Components: Customize the app to meet your specific needs by incorporating personalized Lightning components, creating a user interface tailored to you.

  5. 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.


Approval And Workflow Automation

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. 

Analytics ( Data that Matters )

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.

carlos-muza-hpjSkU2UYSU-unsplash (1)

CRM Will Help To Close Deals Faster

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

Lets Check Some Statistics

Completed Projects
Worldwide Client
Customer Ratings
Salesforce Consultant

Connect with an expert who can share more about our solutions and answer any questions you have.

ProVen Can Revolutionize Procurements For You.

Hear From Our Amazing Customers

Recent Blogs


RFI Vs RFP Vs RFQ In today’s business world, there are many options for enterprises looking to switch immigration providers. They consider factors like service,

Read More »


We would love to hear from you. Let’s Engage