Salesforce® customers report an average 37%
increase in revenue after implementing
Sales Cloud.
- Implement a consistent sales process
- Keep your Sales team focused on the right opportunities
- Empower management analysis and review
Grow Your Pipeline
- Source and qualify Leads
- Collaborate with Marketing
- Identify and manage deals
Customer Relationship Management reimagined to accelerate your growth
What we can help you achieve
Re-implement your CRM | Accelerate your sales cycle | Adopt Sales-Driven Planning
Our approach to Customer Relationship Management allows you to implement the best practices throughout your processes to (a) organize contacts, schedule tasks, and manage deals, (b) stay connected to all the people and information needed to close sales, (c) evaluate and track the impact of marketing campaigns on your pipeline so you can prioritize your leads, and (d) design and run business processes rapidly and simply.
Organize contacts
- Know every contact in your customer accounts
- Feed social data into your CRM to view customer interactions
- Collaborate with other team members
- Get all the information you need to prepare for customer meetings
Manage opportunities
- Track all associated activities
- Drive consistency through your sales process
- Quickly create up-to-the-minute quotes
- View critical details of the opportunity in a rich activity timeline
Manage your pipeline
- Convert more leads into actual opportunities
- Assign leads to the right people
- Track your marketing campaigns across all channels
Workflow and approvals
- Set up business processes and approval requests to be finished automatically
- Simplify your approval process to keep deals moving forward
Monitor and track the stage of your opportunities
Include all the customer details needed to move the deal forward
Opportunity Management
Stay on top of everything associated with your team’s deals — which stage they’re in, which products are being negotiated, competitors, quotes and more. Keep track of all the interactions, people and information needed to close the sale.
View where the contact fits within the company’s hierarchy.
Access all the contact details you need, when you need them.
Contact Management
Access all the information you need about contacts, including communications with the contact and their activity on social media.
Build layouts that give you the information you need in an instant.
Dashboards
Use powerful dashboards to get an instant snapshot of your pipeline, revenue, and accounts. Drill down into the data using powerful analytics.
List of all of the activities performed by your team and the customer about this opportunity.
Activities Tracking
Record and keep track of every single activity involving your accounts and contacts. Whether it’s meetings, emails, phone calls, or sending a contract to be signed, the entire communication trail is there for your team right when it needs it.
Choose from several different actions.
Include conditional logic within flows
Salesforce’s Flow Engine allows us to design complex automated workflows for you.
Automated Workflows
Stop wasting time and risking errors on processes that can be automated! Leveraging Salesforce’s Flow Engine, we can optimize your workflows and eliminate unnecessary manual labor.
Real Quantified Benefits (3-Year)
998%
ROI in 1.2 months
Source: Nucleus Research
27%
Increase in lead volume
Source: Salesforce Relationship Survey
30%
Increase in lead conversion
Source: Salesforce Relationship Survey
Key Benefits and Features
Salesforce® Sales Cloud empowers your team to grow your company
Additional Features and Benefits
Account Management
Gain total visibility into your customers, including key contacts, communications with the customer, internal discussions around the account and all activity history. Monitor the customer’s activity on most popular social media sites such as Facebook, Twitter, LinkedIn, and YouTube — right from within your CRM.
Opportunity Management
Stay on top of everything associated with your team’s deals — which stage they’re in, which products are being negotiated, competitors, quotes and more. Keep track of all the interactions, people and information needed to close the sale.
Lead Management
Monitor your leads from initial click to close. Optimize your marketing and sales campaigns across all channels. Leverage lead data to deploy your marketing dollars intelligently.
External Data Enrichment
Integrate your preferred prospecting data sources like ZoomInfo or Uplead. Identify key decision-makers faster. Quickly define and map your territories. Enhance your team's productivity with fresh data.
Communication
Interact with your customers with a single click leveraging personalized email campaigns elaborated by your marketing team. You'll be able to track how prospects are engaging with your messaging and take advantage of real-time alerts to connect when your prospects are most ready to engage.
Business Workflow
Use Visual Workflow to rapidly design and automate any business process with drag-and-drop simplicity. And drive success with flexible approvals processes for deal discounts, expenses, and more.
Console Views
Customize your CRM to the exact workflow of your sales team and enable them to work more intelligently and more rapidly. Give them a single view that includes intelligence, information and contact information to accelerate execution.
Mobility
The Salesforce1 Mobile App turns your salespeople's cell phones and iPads into portable sales central. They can log calls and activities, communicate with leads, work on opportunities, or verify reports no matter where they are.
