Ultimate Guide to Salesforce Sales Cloud

If you are finding it hard to execute and manage your sales, you’re losing business. This is true whether you’re a startup vying for the Fortune 500 list or a small business owner with years of experience under your belt. If that describes your situation, then you need to consider some strategies that can help you mitigate the problems and streamline your sales processes. One solution to consider? Sales Cloud by Salesforce.

Sales Cloud is a CRM solution that aims to eliminate any issues that detract from and hinder the sales of your business. With it, you can streamline your sales processes, gain valuable insights, and utilize business analytics to close deals.

Want to know more? Here’s an in-depth guide that will help you learn everything you need to know about Sales Cloud and whether it’s the right choice for you and your business.

What is Salesforce Sales Cloud?
Before diving into the details of what Sales Cloud is, let’s talk about Salesforce. Salesforce has made a name for itself in the SaaS industry, but being one of the first companies to operate and sell a cloud-based customer service management (CRM) system. Since then, it has offered a range of SaaS products that are engineered to elevate every aspect of the sales and business experience. Sales Cloud is one of those ventures.

Sales Cloud is a cloud-based CRM tool, it is designed specifically to support and enhance the sales division of any business. By utilizing customer data, business analytics, and streamlining the administrative task of running a successful sales team, Sales Cloud can help your business increase sales, manage leads, and grow your business.

Salesforce Sales Cloud Features

Whether Sales Cloud is the right CRM solution for you and your business will depend on a variety of factors. You will have to do your due diligence before making a final decision. To help, we’ve detailed some of the most important reasons to consider utilizing Sales Cloud. Here are some of the top benefits that Sales Cloud can offer your business.

Lead Generation and Management

Any sales-focused business knows the importance of leads. Not only do leads offer new opportunities to generate income, but they can also provide a new trail of prospects to follow. In short, they are the lifeblood of any successful sales business.

Sales Cloud is a feature-rich software solution that enhances the lead generation and management operations of any business. Sales Cloud allows you to track leads from the moment you acquire them to the second they sign on the dotted line. Sales Cloud generates a top-level overview of every lead to ensure that everyone on your team is supplied with the right information to help close the deal regardless of where they are in the sales funnel.

Not only can Sales Cloud offer valuable insight and oversight of the lead, but it also enables you to tailor every campaign on every channel to maximize its effectiveness. Efficient and results-driven — Sales Cloud can improve your lead acquisition and ROI on your marketing campaigns.

Business Analytics

The only way to guarantee that your sales team is effective is to make informed decisions. To do that, you need the facts. All of them. Sales Cloud provides this and more. With Sales Cloud, you can view detailed reports that any member of your team can create. Additionally, your dashboard will show you a real-time overview of your business from wherever you happen to be. Sales Cloud can be utilized on the go to help you close deals from anywhere.

Need to know what your team is working on, where they are with a lead, or what results to expect at the end of the week? Sales Cloud offers “Sales Forecasting” which makes it easy for you to gain an in-depth view of what you can expect from your team. Simple, but powerful, tools make it easy for you to track your best representatives, organize and adjust when needed, and view your pipeline in its entirety. With Sales Cloud, it’s all there — at the click of a mouse.

Streamlined Workflow

Organization is crucial to the success of your business and your sales team. Everyone needs to be on the same page to ensure consistent excellent performance. Sales Cloud makes this possible by generating a visual workflow. You can design and customize workflows that you use throughout your business with ease and simplicity. Utilize flexible approvals, so your team can act quickly to close any deal.

Sales Cloud was built with functionality in mind, even if you’re on the go! You can sync files and share them via your mobile device. It’s easy to be productive whether you’re lying on your couch or sitting in the office. Communication is a priority, so Sales Cloud allows you to respond to leads, view your dashboard, and log calls via the mySalesforce mobile app.

What’s new?

In June 2021, Salesforce introduced new features to optimize revenue built right into Sales Cloud 360. The new product features will help revenue teams unlock customer, deal, and pipeline data to redefine sales processes. They include:

• • Pipeline Inspection, providing actionable pipeline insights into top key performance indicators, week-over-week changes, deal health, real-time coaching moments, and deals that need course correction;
  • Flexible forecasting based on custom fields;
  • AI-powered Einstein Conversation Insights, with video and call transcripts and visualizations that identify important signals to revenue;
  • Revenue Analytics Templates within Tableau CRM to automate and enrich the forecasting process, display actionable insights, and understand the traits of customers who prioritize features when purchasing over others who prioritize low cost.

Sales Cloud Pricing

One of the most important things to consider when looking into Sales Cloud for your business is pricing. It’s imperative to stay within your budget or reflect on the ROI that you can expect from implementing Sales Cloud before making a final decision.

That said, Sales Cloud offers a variety of pricing options and a tiered feature model. You can make a list of the tools you need and the ones you can do without, this will help you find the best solution for you and your business.

The most budget-friendly option, Essentials, goes for $25 a month for each user paid out annually via a single payment. The Essentials option only allows for up to 10 users. The most inclusive option provides users will all of the tools that Sales Cloud has to offer and is priced at $300 a month per user also paid annually.

Key Takeaways

While there are many benefits of Salesforce Sales Cloud, it’s imperative to perform research to ensure that you make an informed decision that will benefit you and your business. If you are considering Sales Cloud for your business you are considering a more streamlined workflow, a plethora of tools to enhance your sales operations, and access to organized analytics.

In short, there’s no denying it’s an excellent CRM solution. Do your due diligence to determine whether Sales Cloud is right for your business!

Featured image attribution: Salesforce.com