Sales Cloud Features
Contact Management
Centralize and manage a complete image of your customers and their activity. Provide sales reps access to customer's contact details, conversations, or internal discussions regarding client's activity. Create an efficient way of working for sales agents by organizing and scheduling tasks or meetings.
Opportunity Management
Manage and monitor every status of all open opportunities in your company and visualize the entire process of converting a possible customer to an existing one. Depending on every customer specific, set prices, discounts, products or delivery times and automatically generate offers or other types of documents required in your sales process.
Lead Management
Centralize and track all the information about your leads, starting with every channel that generates opportunities, marketing campaigns and other relevant details for your company. Automatically assign leads to the right agents and set up lead scoring grids to maintain and increase their interest for your company's products.
Reports and Dashboards
Generate reports and dashboards regarding sales processes, conversion rates, the costs generated for converting leads into opportunities or sales team’s performance. Create your own reports or choose one of the templates offered by Salesforce to make informed decisions at any time and to measure your company’s success.
Salesforce Mobile
Sell faster with Salesforce Mobile App! Access and update all the information you need about clients, leads or opportunities in one single app. Visualize your scheduled appointments, events, customer statuses, and sync or share files with your team wherever you are. Increase sales agent’s productivity and provide them mobility and updated data in real time.
Email Integration
Sales Cloud integrates with Outlook and Gmail platforms in order to centralize any type of interaction that your company has with its customers. By integrating your e-mail with Salesforce, all your messages are centralized in Salesforce CRM platform and can be accessed at any time to observe and analyze all discussions between company representatives and opportunities.
Sales forecasting
Sales forecasts helps you understand and make real-time decisions about sales processes. Generate forecasts and make predictions regarding the following sales plans. Track sales representatives' progress and make informed decisions about future sales.
Workflow and Approvals
Generate automated workflows for guiding sales agents to follow best practices in the sales process. Optimize your team's working time and automate manual task related to order confirmation, generating documents, and preparing offers. Create e-mail alerts for closed sales or for closing certain transactions with customers.
Sales Cloud – Sell faster and smarter
Salesforce CRM for Sales places the user in the middle of the customer experience and helps him build personalized experiences for each opportunity. Sales Cloud reduce the manual processing of customer data and prioritize the actions applied to the sales processes depending on the stage of each opportunity. Sales Cloud helps companies surpass the goals set for sales growth and make the most of every opportunity encountered.
Why Salesforce CRM and Sales Cloud?
Grow your business easier than ever
Automate work processes, optimize access to valuable and important customer information, and monitor the progress of your business in real time. Salesforce is a CRM sales platform that brings customers and companies together and builds lasting relationships between them. With Salesforce CRM for sales, you will create a holistic image of your customers and you will be guided to a new successful sales strategy.
Skill up your people and win with Virtual Sales.
Learn new ways to connect to your customers through virtual engagement with rich CRM insights. Unify buyers and account data into a single source of truth and get access to data from anywhere.
Real time alerts from Anywhere
Subscribe to receive real time alerts from Anywhere when an opportunity changes the status and act powered by AI. And most important, make Data-Driven Decisions. Consolidate pipeline data and use AI to identify Gaps and drive predictable revenue.
Discover new methods of managing remote sales teams
Be at one click distance from your clients when they need you and enable your employees to be productive from anywhere and on any device. Access files from anywhere (mobile or computer), from any device and close deals faster.
Create Trusted Relationships
Leverage data and insights to help predict and optimize revenue, customer engagement and more. Reach the right audience, with the right message, in the right moment and location. Build a whole new engaging experience for both customers and sales teams with Sales Cloud 360
