{"id":25285,"date":"2021-12-17T10:50:52","date_gmt":"2021-12-17T15:50:52","guid":{"rendered":"https:\/\/xceedesolutions.com\/?page_id=25285"},"modified":"2022-07-01T11:04:52","modified_gmt":"2022-07-01T15:04:52","slug":"crm-salesforce-sales-cloud","status":"publish","type":"page","link":"https:\/\/xceedesolutions.com\/what-we-do\/crm-salesforce-sales-cloud\/","title":{"rendered":"Customer Relationship Management (using Salesforce Sales Cloud)"},"content":{"rendered":"<h2 style=\"\">Salesforce\u00ae customers report an average 37% increase in revenue after implementing Sales Cloud.<\/h2>\n<h5><strong>Close more sales<\/strong><\/h5>\n<ul>\n<li>Implement a consistent sales process<\/li>\n<li>Keep your Sales team focused on the right opportunities<\/li>\n<li>Empower management analysis and review<\/li>\n<\/ul>\n<h5 style=\"\"><strong>Grow your pipeline<\/strong><\/h5>\n<ul>\n<li>Source and qualify leads<\/li>\n<li>Collaborate with marketing<\/li>\n<li>Identify and manage deals<\/li>\n<\/ul>\n<h2 style=\"\">Customer Relationship Management reimagined to accelerate your growth<\/h2>\n<h6 style=\"\"><strong>What we can help you achieve<\/strong><\/h6>\n<p>Re-implement your CRM | Accelerate your sales cycle | Adopt sales-driven planning<\/p>\n<p>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.<\/p>\n<p><span data-id=\"icon-profile-female\" style=\"\"><\/span><\/p>\n<h4 style=\"text-align: center;\">Organize key contacts<\/h4>\n<ul>\n<li><span style=\"color: var(--tcb-skin-color-5); font-weight: var(--g-regular-weight,normal);\">Know every contact in your customer accounts<\/span><\/li>\n<li>Feed social data into your CRM to view customer interactions<\/li>\n<li>Collaborate with other team members<\/li>\n<li>Get all the information you need to prepare for customer meetings<\/li>\n<\/ul>\n<p><span data-id=\"icon-lightbulb\"><\/span><\/p>\n<h4 style=\"text-align: center;\">Manageopportunities<\/h4>\n<ul>\n<li left;\"\"=\"\" text-align:=\"\">Track all associated activities<\/li>\n<li>Drive consistency through your sales process<\/li>\n<li>Quickly create up-to-the-minute quotes<\/li>\n<li>View critical details of the opportunity in a rich activity timeline<\/li>\n<\/ul>\n<p><span data-id=\"icon-calendar\"><\/span><\/p>\n<h4 style=\"text-align: center;\">Manage your lead pipeline<\/h4>\n<ul>\n<li left;\"\"=\"\" text-align:=\"\">Convert more leads into actual opportunities<\/li>\n<li left;\"\"=\"\" text-align:=\"\">Assign leads to the right people<\/li>\n<li left;\"\"=\"\" text-align:=\"\">Track your marketing campaigns across all channels<\/li>\n<\/ul>\n<p><span data-id=\"icon-thumb-up\"><\/span><\/p>\n<h4 style=\"text-align: center;\">Workflow and approvals<\/h4>\n<ul>\n<li left;\"\"=\"\" text-align:=\"\">Set up business processes and approval requests to be finished automatically<\/li>\n<li left;\"\"=\"\" text-align:=\"\">Simplify your approval process to keep deals moving forward<\/li>\n<\/ul>\n<p><span><img decoding=\"async\" alt=\"\" data-id=\"25547\" width=\"539\" data-init-width=\"1920\" height=\"266\" data-init-height=\"948\" title=\"Opportunity Interface\" src=\"https:\/\/mlb3syvw2f8q.i.optimole.com\/w:auto\/h:auto\/q:90\/f:best\/https:\/\/xceedesolutions.com\/wp-content\/uploads\/2022\/01\/Opportunity-Interface.png\" data-width=\"539\" data-height=\"266\" style=\"\" loading=\"lazy\"><\/span><\/p>\n<p style=\"text-align: center;\"><em>Click to enlarge<\/em><\/p>\n<h4 style=\"\"><span style=\"\">Opportunity management<\/span><\/h4>\n<p>Stay on top of everything associated with your team&#8217;s deals \u2014 which stage they&#8217;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.<\/p>\n<p><span><img decoding=\"async\" alt=\"\" data-id=\"25550\" width=\"539\" data-init-width=\"1920\" height=\"266\" data-init-height=\"948\" title=\"ContactInterface\" src=\"https:\/\/mlb3syvw2f8q.i.optimole.com\/w:auto\/h:auto\/q:90\/f:best\/https:\/\/xceedesolutions.com\/wp-content\/uploads\/2022\/01\/ContactInterface.png\" data-width=\"539\" data-height=\"266\" style=\"\" data-link-wrap=\"true\" loading=\"lazy\"><\/span><\/p>\n<p style=\"text-align: center;\"><em>Click to enlarge<\/em><\/p>\n<h4 style=\"\"><span style=\"\">Contact management<\/span><\/h4>\n<p style=\"\">Access all the information you need about contacts, including communications with the contact and their activity on social media.<\/p>\n<p><span><img decoding=\"async\" alt=\"\" data-id=\"25546\" width=\"539\" data-init-width=\"1920\" height=\"266\" data-init-height=\"948\" title=\"Dashboard\" src=\"https:\/\/mlb3syvw2f8q.i.optimole.com\/w:auto\/h:auto\/q:90\/f:best\/https:\/\/xceedesolutions.com\/wp-content\/uploads\/2022\/01\/Dashboard.png\" data-width=\"539\" data-height=\"266\" style=\"\" loading=\"lazy\"><\/span><\/p>\n<p style=\"text-align: center;\"><em>Click to enlarge<\/em><\/p>\n<h4 style=\"\"><span style=\"\">Dashboards<\/span><\/h4>\n<p style=\"\">Use powerful dashboards to get an instant snapshot of your pipeline, revenue, and accounts. Drill down into the data using powerful analytics.<\/p>\n<p><span><img data-opt-src=\"https:\/\/mlb3syvw2f8q.i.optimole.com\/w:auto\/h:auto\/q:90\/f:best\/https:\/\/xceedesolutions.com\/wp-content\/uploads\/2022\/01\/Activities.png\"  decoding=\"async\" alt=\"\" data-id=\"25549\" width=\"539\" data-init-width=\"1920\" height=\"266\" data-init-height=\"948\" title=\"Activities\" src=\"data:image/svg+xml,%3Csvg%20viewBox%3D%220%200%20100%%20100%%22%20width%3D%22100%%22%20height%3D%22100%%22%20xmlns%3D%22http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%22%3E%3Crect%20width%3D%22100%%22%20height%3D%22100%%22%20fill%3D%22transparent%22%2F%3E%3C%2Fsvg%3E\" data-width=\"539\" data-height=\"266\" style=\"\" data-link-wrap=\"true\" loading=\"lazy\"><\/span><\/p>\n<p style=\"text-align: center;\"><em>Click to enlarge<\/em><\/p>\n<h4 style=\"\"><span style=\"\">Activity tracking<\/span><\/h4>\n<p style=\"\">Record and keep track of every single activity involving your accounts and contacts. Whether it&#8217;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.<\/p>\n<p><span><img data-opt-src=\"https:\/\/mlb3syvw2f8q.i.optimole.com\/w:auto\/h:auto\/q:90\/f:best\/https:\/\/xceedesolutions.com\/wp-content\/uploads\/2022\/01\/Workflows.png\"  decoding=\"async\" alt=\"\" data-id=\"25548\" width=\"539\" data-init-width=\"1920\" height=\"266\" data-init-height=\"948\" title=\"Workflows\" src=\"data:image/svg+xml,%3Csvg%20viewBox%3D%220%200%20100%%20100%%22%20width%3D%22100%%22%20height%3D%22100%%22%20xmlns%3D%22http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%22%3E%3Crect%20width%3D%22100%%22%20height%3D%22100%%22%20fill%3D%22transparent%22%2F%3E%3C%2Fsvg%3E\" data-width=\"539\" data-height=\"266\" style=\"\" loading=\"lazy\"><\/span><\/p>\n<p style=\"text-align: center;\"><em>Click to enlarge<\/em><\/p>\n<h4 style=\"\"><span style=\"\">Automated workflows<\/span><\/h4>\n<p style=\"\">Stop wasting time and risking errors on processes that can be automated! Leveraging Salesforce&#8217;s Flow Engine, we can optimize your workflows and eliminate unnecessary manual labor.<\/p>\n<h2 style=\"\">Real quantified benefits (3-Year)<\/h2>\n<p style=\"text-align: center;\">998<span style=\"font-size: 51px;\">%<\/span><\/p>\n<p style=\"text-align: center;\"><strong>ROI in 1.2 months<\/strong><\/p>\n<p style=\"text-align: center;\">Source: <a href=\"https:\/\/essentials.salesforce.com\/wp-content\/uploads\/2021\/06\/Salesforce-Essentials-ROI-case-study-5P-Consulting-2019.pdf\" style=\"outline: none;\" target=\"_blank\" rel=\"noopener\">Nucleus Research<\/a><\/p>\n<p style=\"text-align: center;\">27<span style=\"font-size: 51px;\">%<\/span><\/p>\n<p style=\"text-align: center;\"><strong>Increase in lead volume<\/strong><\/p>\n<p style=\"text-align: center;\">Source: <a href=\"https:\/\/www.salesforce.com\/au\/blog\/2018\/08\/crm-101--part-2--6-ways-crm-can-help-your-business-grow.html\" style=\"outline: none;\" target=\"_blank\" rel=\"noopener\">Salesforce Relationship Survey<\/a><\/p>\n<p style=\"text-align: center;\">30<span style=\"font-size: 51px;\">%<\/span><\/p>\n<p style=\"text-align: center;\"><strong>Increase in lead conversion<\/strong><\/p>\n<p style=\"text-align: center;\">Source: <a href=\"https:\/\/essentials.salesforce.com\/wp-content\/uploads\/2021\/06\/Salesforce-Essentials-ROI-case-study-5P-Consulting-2019.pdf\" style=\"outline: none;\" target=\"_blank\" rel=\"noopener\"><\/a><a href=\"https:\/\/www.salesforce.com\/au\/blog\/2018\/08\/crm-101--part-2--6-ways-crm-can-help-your-business-grow.html\" target=\"_blank\" style=\"outline: none;\" rel=\"noopener\">Salesforce Relationship Survey<\/a><\/p>\n<h5 style=\"\"><strong>Key benefits and features<\/strong><\/h5>\n<h2 style=\"\">Salesforce\u00ae Sales Cloud empowers your team to grow your company<\/h2>\n<p><span><img data-opt-src=\"https:\/\/mlb3syvw2f8q.i.optimole.com\/w:auto\/h:auto\/q:90\/f:best\/https:\/\/xceedesolutions.com\/wp-content\/uploads\/2019\/04\/salesforcelogo.png\"  decoding=\"async\" alt=\"\" data-id=\"1346\" width=\"239\" data-init-width=\"728\" height=\"168\" data-init-height=\"512\" title=\"salesforcelogo\" src=\"data:image/svg+xml,%3Csvg%20viewBox%3D%220%200%20100%%20100%%22%20width%3D%22100%%22%20height%3D%22100%%22%20xmlns%3D%22http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%22%3E%3Crect%20width%3D%22100%%22%20height%3D%22100%%22%20fill%3D%22transparent%22%2F%3E%3C%2Fsvg%3E\" data-width=\"239\" data-height=\"168\" style=\"\" loading=\"lazy\"><\/span><\/p>\n<p style=\"text-align: center;\">1<\/p>\n<h4>Increase lead conversion<\/h4>\n<p>Increase the impact of your marketing arsenal \u2013 email, social, marketing automation, advertising \u2014 by integrating them with a CRM platform \u2014 so you can convert prospects into customers faster.<\/p>\n<p style=\"text-align: center;\">2<\/p>\n<h4>Deepen your customer relationships<\/h4>\n<p>Explore and capture your customers&#8217; challenges, engage them with relevancy, and scale your one-to-one relationships.<\/p>\n<p style=\"text-align: center;\">3<\/p>\n<h4>Grow your sales, faster<\/h4>\n<p>Improve your sales efficiency, boost the effectiveness of your team, increase upsell and cross-sell opportunities, uncover potential referral business, and reduce the time to close.<\/p>\n<p style=\"text-align: center;\">4<\/p>\n<h4>Boost your team&#8217;s productivity<\/h4>\n<p>Free up your team from manual operations so they can spend more time talking to prospective customers and strengthening relationships with existing ones.<\/p>\n<p style=\"text-align: center;\">5<\/p>\n<h4>Offer superior customer service<\/h4>\n<p>Provide your entire team with immediate access to a customer\u2019s complete history, so they can quickly and easily provide personalized messages and solutions, which build trust.<\/p>\n<p style=\"text-align: center;\">6<\/p>\n<h4>Increase customer retention<\/h4>\n<p>Proactively address at-risk accounts and present new opportunities to satisfied customers with perfect timing.<\/p>\n<h2 style=\"\">Additional features and benefits<\/h2>\n<p style=\"\"><strong>Account management<\/strong><\/p>\n<p style=\"\">Gain total visibility into your customers, includ0ing key contacts, communications with the customer, internal discussions around the account and all activity history. Monitor the customer\u2019s activity on most popular social media sites such as Facebook, Twitter, LinkedIn, and YouTube \u2014 right from within your CRM.<\/p>\n<p style=\"\"><strong>Opportunity management<\/strong><\/p>\n<p style=\"\">Stay on top of everything associated with your team\u2019s deals \u2014 which stage they\u2019re in, which products are being negotiated, competitors, quotes and more. Keep track of all the interactions, people and information needed to close the sale.<\/p>\n<p style=\"\"><strong>Lead management<\/strong><\/p>\n<p style=\"\">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.<\/p>\n<p style=\"\"><strong>External data enrichment<\/strong><\/p>\n<p style=\"\">Integrate your preferred prospecting data sources like ZoomInfo or Uplead. Identify key decision-makers faster. Quickly define and map your territories. Enhance your team&#8217;s productivity with fresh data.<\/p>\n<p style=\"\"><strong>Communication<\/strong><\/p>\n<p style=\"\">Interact with your customers with a single click leveraging personalized email campaigns elaborated by your marketing team. You&#8217;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.<\/p>\n<p style=\"\"><strong>Business workflow<\/strong><\/p>\n<p style=\"\">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.<\/p>\n<p style=\"\"><strong>Console views<\/strong><\/p>\n<p style=\"\">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.<\/p>\n<p style=\"\"><strong>Mobility<\/strong><\/p>\n<p style=\"\">The Salesforce1 Mobile App turns your salespeople&#8217;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.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Salesforce\u00ae customers report an average 37% increase in revenue after implementing Sales Cloud. Close more sales 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 [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":25616,"parent":25215,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"categories":[],"tags":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Customer Relationship Management (using Salesforce Sales Cloud) - Xceede Solutions<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/xceedesolutions.com\/what-we-do\/crm-salesforce-sales-cloud\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Customer Relationship Management (using Salesforce Sales Cloud) - Xceede Solutions\" \/>\n<meta property=\"og:description\" content=\"Salesforce\u00ae customers report an average 37% increase in revenue after implementing Sales Cloud. 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