Insights

Top 10 Sales Cloud Functionalities

Find customers, close deals, and grow accounts faster with Sales Cloud.

Account and Contact Management

Get a complete view of your customers, including activity history, key contacts, customer communications, and internal account discussions.

Know every contact in your customer accounts.

Access critical customer data including key contacts, communication history, and more — quickly and easily with Salesforce. You’ll get a complete picture of every customer, from social insights to campaign history, to deals they're involved in.

Pull in social data for a deeper view of your customers.

Tap into activity on social media sites such as LinkedIn, Facebook, YouTube, and Twitter to get a good sense of what your customers are saying about your products or services. You’ll uncover valuable insights into your customers' issues, so you can proactively provide answers.

Collaborate with people companywide.

Successful selling involves collaboration across the organization. Salesforce provides a Chatter feed on every account and contact record, allowing you to share insights, relevant documents, and more.

Prepare for customer meetings while on the go.

Access all of the account and contact data you need to keep deals moving, from anywhere. The Salesforce Mobile App pulls in valuable social profile information from your accounts and contacts, giving you deep insights so you can walk into that important sales meeting with confidence.

Opportunity Management

Manage all your sales deals with Salesforce. Even create quotes based on the deal information. And stay connected to the people and information you need to close every sale, from anywhere.

Focus on what’s important. In fact, we’ll highlight it for you.

View critical details in a rich activity timeline of your customer's activity. Know whom you’re competing against, what stage your deal is in, and what moves you need to make next to win. Track all associated activities as they happen and receive updates when action is needed. Send emails simply with templates just a click away.

Streamline the sales process.

Your CRM solution should map to your sales management and business processes, not the other way around. Easily customize our app to reflect your sales and forecasting stages so you can drive process, productivity, and consistency the way you want.

Quickly create up-to-the-minute quotes.

Track which products are part of your deal, including quantity, standard price, quoted price, and product codes. Set up revenue and quantity schedules to mirror payment and delivery terms. With built-in quoting capabilities, you can automatically populate a quote with relevant customer data, generate a PDF from an approved template, and email it to customers directly from Salesforce in just a few clicks.

Provide guidance and congrats.

Deals happen fast. Keep your team informed with real-time updates using the Salesforce Mobile App. Update your deal status, pull in teammates for help, and more — all from your mobile device.

Lead Management

Convert more leads into actual opportunities.

Salesforce lets you track all the right information about your CRM leads. The rich activity timeline lets you see and access the most up-to-date contact information while understanding best practices and relevant documents using Sales Path. You can even see where a marketing campaign lead came from, read the relevant insights you can act on, and write and track emails from the CRM solution. It’s everything you need to convert more leads, faster.

Route and assign leads to the right people.

Set up automatic lead scoring and routing to ensure leads never fall through the cracks, and that the right sales reps follow up on leads while they’re hot.

Track marketing campaigns across all channels.

Be a successful lead tracker from capture to close. You’ll be able to manage and track campaigns across all channels, including social media. This will help you make smarter decisions about where to invest, and show the impact of your marketing activities on your sales pipeline.

Mobile

Salesforce turns your mobile device into a portable sales office. You can log calls, respond to hot leads, work opportunities, or check dashboards, no matter where you are. And with mySalesforce, the experience can be customized to match your brand.

Manage your day on a single, unified app.

View meetings, events, and get account updates on the go with just one app. Join conference calls with a tap, and take meeting notes while in motion. Access and update your CRM data anytime, even while offline.

Close deals fast.

Track accounts and approve deals on the go. Be more productive with in-app notes, events, and task management. Get real-time views of sales performance with dashboards and reports.

Collaborate with your team.

Connect instantly with your colleagues and team members. Create, view, and manage conversations. Send photos or files as attachments for instant collaboration.

Access all your files from anywhere.

Quickly access your files while you’re away from your computer. Easily find files already uploaded to Salesforce and also browse, edit, and share all your files, including Microsoft Office, with just a few taps.

Workflow and Approvals

Design and run any business process with point-and-click simplicity using Workflow. Manage success with flexible approval processes for deal discounts, expenses, and more.

Set your business processes and approval requests to be finished automatically.

Process Builder provides a simple point-and-click interface to automate business processes. You can create automatic email alerts for deals over a certain size, auto-assign tasks as a deal moves through the different stages, and more.

Visualize and create any process with drag-and-drop simplicity.

Complex sales processes can be automated with drag-and-drop actions in Process Builder. Create workflows that guide sales agents through qualification conversations, intelligently recommend next steps on a deal, or automate manual tasks like filling out orders or putting together complex proposals.

Simplify the approval process to keep deals in motion.

Automate the approval process for simple or sophisticated business requests, including deal discount approvals, and travel and expense reports. You can respond to approval requests directly in Chatter, or via email.

Files Sync and Share

Now it's easier to share and collaborate on files, publish the best and most relevant content, and track it all in real time. Quickly find what you're looking for from anywhere, on any device.

Collaborate on files as a team from anywhere, on any device.

Collaborate on a wide range of files as a small team, across your organization, or externally with customers. Follow files and be notified when a new version is uploaded. See version history and comments. Drag and drop multiple files for fast and easy uploads to Salesforce. And maintain complete control over sharing settings, including who has viewing, editing, and collaboration rights.

Search for and find files, fast.

Put all of your files, content, and customer information in one place to make it easier than ever to find what you’re looking for. With quick filters, you can find what you need by group, library, most recent, and your own files. You can also follow a file to ensure you never have to search for it again.

Publish the latest information and eliminate mistakes.

Keep the most up-to-date sales tools in front of your sales and marketing teams. Eliminate mistakes in the sales cycle by managing and publishing the most accurate product specs, contract documents, and price lists. Quickly see commonly viewed files, get real-time alerts whenever content is updated, and use tags to easily classify content across libraries.

Reports and Dashboards

Dashboards offer a real-time picture of your business at a glance. Dig deeper with Reports that anyone can easily create.

Build reports without help from IT.

Our CRM analytics software keeps you updated with customized sales forecasting reports that you can build with ease. Just drag and drop the fields, filters, groupings, and charts that you want, and get an immediate real-time view.

Modify charts in your report, on the same screen.

Track team performance with dashboards and other sales reporting tools, and quickly make changes to components to get the most important information front and center.

Make critical decisions from anywhere.

Use the customer analytics software within our Salesforce Mobile App to help you check on your key business metrics from anywhere. From email and opportunity management to tasks and collaboration, get what you need to close deals faster, on any device.

Email Integration

Use the email applications you already know, and work faster right inside your inbox. Sync everything from contacts and events to tasks and more with our CRM email tracking software.

Use Lightning for Outlook to sync important emails.

Every business relies on email to connect with customers. Our Outlook CRM software integration gives you a complete view of your customers. Sync emails instantly to Salesforce, keeping your entire team up to date.

Create new deals on the fly.

Lightning for Outlook works the way you do. Bring any business process right inside of your favorite email application, like creating new deals or customer support requests, with just a click.

View contacts and calendars across every device.

Your calendar drives your day. Don’t waste time on data entry. Lightning Sync keeps your Outlook, mobile device, and Salesforce calendars in sync seamlessly. Add rich context to every meeting invite and contact inside Outlook with no effort required.

Sell smarter from your inbox with SalesforceIQ.

SalesforceIQ brings the power of the world’s #1 CRM platform to email. With sales intelligence built-in, our suite of apps streamline the rep’s workflow, allowing them to update pipeline data in real time, move deals forward faster, and get insights to close more deals. Whether you’re on the go or at your desk, sell smarter with SalesforceIQ.

Salesforce Quote-to-Cash

Easily deliver sales quotes, contracts, and invoices to improve forecasting and collect cash faster, all on the Customer Success Platform.

Create and deliver accurate sales quotes fast.

Help your sales reps select the right products and services for each customer every time. Ensure consistent pricing and discounting. Build customer-friendly quotes easily and accurately.

Generate branded proposals and contracts.

Use customizable templates so your proposals and contracts look the way you want. Automatically include the right collateral and and even incorporate electronic signatures for an easier buying experience.

Sales Forecasting

Get a real-time view of your entire team’s forecast, including in-line forecast adjustments, and override visibility up and down the management hierarchy.

Get an accurate view of your entire business with comprehensive forecasts.

See a complete view of your entire pipeline and your business, and take action where necessary. Provide rapid updates to help management make decisions. Then easily apply your judgment to forecasted amounts at the rep, period, and summary levels. You can also view details about any previous adjustments that you or your team has provided, while leaving the underlying opportunity data intact.

Track your top performers.

See which reps are on track to beat their targets with real-time leaderboards. You'll be able to set your goals even higher with a flexible performance chart.

Forecast for complex sales teams.

Even if your company has a complex sales organization, Salesforce can help. Overlay Splits allows you to credit the right amounts to sales overlays, by revenue, contract value, and more. You can then view the forecast by overlays to see how they’re contributing to your number. You'll also be able to make real-time adjustments.

If you need more detailed information about the product check vendor’s product site: https://www.salesforce.com/eu/products/sales-cloud/features/

 


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