Salesforce: Sales Cloud Introduction and Features

26.12.2019
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Introduction to Sales Cloud

Sales Cloud, a part of the SFDC platform which mainly focuses on improving the output of the sales team of an organization and hence increasing the sales. It is one of a kind that is better as compared to other sales methods, as it provides both the account information of the customer as well as the data gathered from the social platforms about the product and customer. It helps in determining the potential of a sales lead and closing the sales faster. Salesforce.com provides 5 versions of the sales cloud on a per user per month basis. Further SFDC provides 3 levels of support for the cloud.

Following are the key features for the sales cloud:-

  1. Contact Management

    It gives us complete information on customers including previous communications, discussions, key contact numbers, and emails.

  2. Opportunity Management

    It helps to create and change quotes in response to sales interaction and deal scenarios.

  3. Salesforce Engage

    It gives alerts on active leads and develops personalized campaigns.

  4. Lead Management

    Helps in assigning the leads to the right people and tracks the campaigns.

  5. Reports and Dashboards

    It helps to create dashboards that can be drilled down for further information. It leads to faster decisions.

  6. Sales Forecasting

    Gives a proper view of the sales forecast which can be adjusted, based on real-time data.

  7. Workflow and Approvals

    It helps in simplifying the approval process and automate any business process by using the visual drag and the drop interface.

  8. Territory Management

    It helps in creating different territory models and apply rules to them.

  9. Files Sync and Share

    Search, share and find files faster. It leads to greater collaboration.

  10. Sales Performance Management

    It helps in creating a link between sales data and sales goals. It also helps in creating performance summaries.

  11. Partner Management

    It helps in easily connecting with partners and giving them a view of sales performance figures. It also helps in easy onboarding, training and promoting sales partners.

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