What Is Sales Cloud & Why Should I Use It? | YouDigital Insights

Sales Cloud is an integral part of the Salesforce product family. It is a platform that can help companies create a unified profile of their customers, allowing them to engage with those customers more effectively than ever before and provide a business a solid, flexible base from which to scale up. With the mobility it offers, agents are able to take their data with them wherever they go, act quickly on an opportunity and seize it before it’s gone.

What is the Sales Cloud?

Salesforce provided the first-ever all-in-one sales platform, empowering companies to connect with and win today’s modern buyers.

Sales Cloud is a robust tool that makes it easier for organizations to handle lead management, follow up on contacts, and automate tasks, so sales reps can focus on what they do best – closing the deal.

Sales team leaders frequently say, “If it’s not in Sales Cloud, it doesn’t exist”. When everything is in the same place, data can be accurately measured and reported on.

Such analysis gives an overview of the company’s performance – its strengths and weaknesses and from there how to make the next move.


Salesforce Sales Cloud benefits

To best assist sales reps in their roles, Sales Cloud improves the sales process in numerous ways: 

Using accurate data

The sales process is fast-moving and demanding. Sales reps need to have current and accurate data to convert the hottest leads as soon as they appear.

The Sales Cloud system ranks leads and directs them to the right team member, keeping the sales pipeline as efficient as possible.

Sales Cloud facilitates the path from lead to close, allowing users to track every transaction along the way from managing leads, to accurate forecasting and reporting.

Increasing productivity

Through customization, reps can be easily guided through the sales process by following a specifically designed path using Sales Cloud, speeding up administration, and ensuring they move along the pipeline with confidence and efficiency.

And with the mobile app, they can do their job on the move, having all the required information to advance along the sales pipeline on their smartphones. These two steps alone increase productivity and business growth. 

Automating processes

The bane of any sales rep’s life is the repetitive tasks involved in their day-to-day job. Sales Cloud can remove manual tasks through the implementation of automation.

By automating workflows and setting up automatic email tracking, many manual tasks can be absorbed into the Sales Cloud system. This can shorten the sales cycle meaning sales teams can focus more on new opportunities and in growing the business. 


Each business has its own unique needs and Sales Cloud has been created to allow for customizing functionality to suit these individual needs – both for employees and for customers.

Sales Cloud can be finely tuned to a company’s style, language and is suited to businesses of all sizes.

Integrate the Sales Cloud into your business processes

Salesforce Sales Cloud is a great way to manage your sales data, contacts, and pipeline. The software allows you to consolidate all of your sales data into one place so you can easily track your leads, activity, and pipeline. It also provides a way to monitor your team’s performance and to diagnose any issues. 

By integrating the Sales Cloud into your business processes, you can streamline your sales cycle and increase your success.

If you want to dig deeper, read our article on Salesforce Sales Cloud features.

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