Are you a business owner seeking to grow your customer base and improve your overall business performance and looking for the perfect tool to make it happen? In your research, you must have come across Salesforce Sales Cloud, and you may have many questions, including what it is and is Sales Cloud available with Salesforce.
Well, this article answers these questions and more! Read on to get an outline of Sales Cloud and how it can help you.
What is Sales Cloud?
Sales Cloud is a module within the Salesforce CRM software designed to allow organizations to sell their products faster and smarter. This is done by centralizing customer information, and keeping a log of all interactions. And enabling cross-team collaboration and automation of general tasks.
Sales Cloud keeps all your customer and prospective customer information in one place, which helps your sales team be more productive. As it is built upon the Salesforce 360° platform, Sales Cloud does not require businesses to remove their legacy systems. Many organizations leverage the Salesforce interface to present data from multiple back-end systems.
Sales Cloud, in essence, helps manage your entire sales process without your team having to deal with manual administrative tasks and instead turn them into sales strategists.
Is Sales Cloud available with Salesforce?
Sales Cloud is a part of the Salesforce 360° platform that unites all the different parts of a business, such as marketing, sales, e-commerce, customer service, and IT, all in one place. Sales Cloud is a separate module within Salesforce, and most businesses, when seeking to purchase Salesforce, do so to make use of Sales Cloud.
However, if your business does not require the unique benefits of Sales Cloud, other modules, such as service cloud, are available to suit your particular requirements.
Salesforce comes in many editions, and different editions have different features. You must know exactly what your business needs when purchasing Sales Cloud to get what you’re looking for. This is especially important for small businesses or start-ups as funds can be tight, and every penny saved can mean a lot.
Who can use Sales Cloud?
Sales Cloud is not just for sales reps and executives; many different departments of an organization can benefit from the features available in Sales Cloud.
Here are a few teams that can utilize Sales Cloud:
Account managers can use Sales Cloud to see how their customer relationships are doing. They can see whether their customers are unhappy. Or if it is time to renew contracts, and they can use Sales Cloud to view their portfolios and take preemptive steps.
Customer service executives can use Sale Clouds management tools to onboard new customers. This sets up the customer for success as all departments within the organization can receive a full view of the customer. This allows great collaboration across departments.
Sales Clouds pipeline and forecasting management tools allow sales executives to react to market changes in real-time. The reports and dashboards in Salesforce further enable executives to get a bird’s eye view of the entire organization’s sales which they can use to make data-driven decisions.
Marketing teams can use Sales Cloud’s Campaigns tool to connect their prospects to marketing initiatives to track conversion rates and gauge their campaigns’ effectiveness. The tool can also show the influence marketing has had on opportunities. So the marketing teams can see the campaign’s ROI.
Sales Cloud also integrates most of the popular marketing platforms seamlessly so marketing teams can be more productive than ever before.
What are the features of Sales Cloud?
Sales Cloud provides businesses with many features that lead to greater organizational productivity.
Among the most impactful components are:
This module keeps all customer information, such as contact info and a log of previous communications with the customer.
You can change quotes in real-time according to interactions with the customer. This is especially important when providing deals.
This feature alerts active leads and allows you to create custom campaigns targeted toward them.
This feature allows you to assign leads to the people most suited to convert them and track campaigns.
Reports and Dashboards
Sales Cloud provides comprehensive reports and real-time dashboards that you can use to make decisions quickly.
This feature provides accurate sales forecasts which can be changed using real-time data.
Workflow and Approvals
The drag-of-drop interface of this feature allows a swift and simple approval process and supports the automation of many business processes.
Sync and Share
With Sales Cloud, you can search for, share, and find files faster, leading to more collaboration.
Sales Performance Monitoring
With this feature, you can create a link between your sales data and sales goals. And it also helps monitor your sales team’s performance.
Salesforce and Sales Cloud have become important tools for businesses of all sizes. It helps business reach their sales and business goals while increasing productivity. Sales Cloud allows enterprises to scale and grow larger without dealing with the costs associated with that growth.