Benefits Of Salesforce Sales Cloud Implementation & Integration: Know It All

1. Customer 360

This feature helps businesses to get an overview of the customers in their company or organization. They can check all the customer-related information such as currently ongoing projects, closed projects, payments, invoices, issues raises, etc.

2. Account & Contact Management

The sales or accounts team can have crucial insights of the client from previous conversations or discussions on multiple channels & key insights from social media platforms.

3. Lead Management

You can easily track the leads, make smarter decisions, and do optimization of the campaign at every stage across different channels.

4. Sales Path

This helps the sales team to effectively manage all the processes of sales while engaging teams with the teams.

5. Campaigns

There are Campaigns in the Salesforce Sales Cloud for effective management of outbound marketing campaigns and analyzing the ROI of such campaigns.

6. Opportunity Management

Manage all the deals & streamline the sales process using Opportunity Management. The sales team can get real-time updates and insights. They can effectively track the product codes, standard or quoted prices, etc., and creation of up-to-the-minute quotes.

7. Product Management

It lets the businesses to seamlessly manage their product master.

8. Pricebook

With Pricebook, you can set different prices for different customers or markets on the basis of demand or availability.

9. Process Builders

For facilitating workflow automation, and improving supervision of sales, Process builders are helpful. It can automate repetitive, manual tasks of sales executives.

10. Tasks & Event Management

Executives can manage their day-to-day activities seamlessly.

11. Reports & Dashboard

The sales managers can get a cohesive understanding of the performance of the team, with figures. Thus, they can direct the team to make smarter decisions and design robust sales strategies.

12. Sales Cloud Einstein

It is helpful for advanced analysis of historical pipeline data, trends & opportunities. It comes with key information for sales executives and insights for faster & effective decision making.

1. Reliable Reporting

Data is an integral part of any business, company, or organization. Your company can get data from many different sources such as business software applications, CRM, social media tools, etc. But just accumulating the data is not useful as if the data is not properly cleaned, sorted, analyzed, or made into any action, there is no use of that data. In today’s time, almost every organization depends on social media platforms to assess its performance. The social media platform metrics will help in knowing the popularity of your brand. Google Analytics is another popular tool for this purpose which can monitor the traffic on your website. But, you can’t be dependent on only those tools alone.

You can do an in-depth analysis of data with the Sales cloud. If you wish to maintain clean data or eliminate every possible error from the data, then it will help in collating, tabulating, & organizing the data popularly. It is easier to interpret due to all the features.

Another advantage is that the CRM platforms can enable organizations to keep a tab on who interacts with their company and how. E.g. through filing a form, sending a mail, or through an ad on social media. You can also run reports to check opportunities, interaction with leads & customers, customer service efforts. Etc.

2. Dashboards

Creating a sheet for your company management includes importing the data manually, decide what is necessary, and then creating a graphical representation of data. However, a CRM solution did almost all this for you. After the successful implementation of Salesforce Sales Cloud, the dashboard is one of the major benefits that you will get.

The dashboard can be set up for every entity of the company that must have the credentials of the CRM platform. For e.g. the digital marketing team lead will be an enthusiast in e-mail marketing or social media metrics through click-through rates of every marketing campaign.

That lead can customize the attribute of the dashboard as per the requirements, and choose options such as how many people have received an email marketing, how many users opened the mail, check out the click-through rate, etc.

On the other hand, a sales director would want to check how many calls were made per hour, how many of those got to convert, etc. A Dashboard helps in knowing all such data easily.

3. Personalized Outreach With Automation

The data-driven audience activities capturing is useful to create personalize marketing campaigns and reaching them through personalized messaging in both manual or automated campaigns. This ability is like an added benefit of the salesforce cloud and lets you set up a series of automated emails that can effectively speak to the audience specifically.

4. Prompt Service

Similarly, the Salesforce data cloud can be used to automate more personalized or targeted outreach with the marketing funnel. It will help the sales team and will improve customer serviceability to help customers.

When the sales team knows the interests of the customer, they can solve the customer needs proactively. Since the data is already provided on the dashboard they don’t need to dig information. It will also save time.

5. Automation Improves Efficiency

Automation is another important benefit of the Salesforce Sales Cloud. It reduces the time that it usually takes to mail or work on leads. It also converts more leading by prioritizing the potential leads. It can also the general or simple question of customers by using chatbots and automated messaging effectively.

Thus, the marketing teams can spend more time brainstorming the next marketing campaign for their audience.

6. Effective Collaboration

Last but not least, Salesforce is cloud-based thus the all the members of the team can access it whenever and wherever they are. They can check the records for making decisions. Every person who is having access to the Salesforce Sales cloud can work using the shared records.