Contact us
 
Salesforce | Sales Cloud

Salesforce | Sales Cloud

With Sales Cloud sales management system, you can connect your customers and close deals anytime and anywhere. You can connect your sales team to other departments such as marketing, service and commercial.

Features

Account Information Management

A complete view of your customer, including activity history, key contacts, customer communication and internal account discussion.

Opportunity Management

Track sales opportunities and move forward faster with a rich customer activity timeline.

Leads management

Help sales to know customers more clearly and intuitively about the choices they make in the journey of purchasing.

Telephone communication

The CRM includes the function to sort out customer phone number information. With Lightning Voice, you can place a call to customer with one click and record the conversation detail in real time.

Mobile device office

You can log calls, respond to hot leads, work on opportunities and access dashboards where you are. It allows you to analyze data and manage user information more conveniently comprehensively.

Email integration

You can use email application which you are familiar with, like Outlook, in the CRM. You can synchronize everything like contacts, events and tasks to Salesforce to move the business forward directly from your existing email messages.

File synchronization and sharing

In Salesforce, you can easily share files in real time, have discussion under the files, manage file versions and keep track of the most updated file content.

Reports and Dashboards

Dashboards offer a real-time picture of how your business is doing in a single view.

Sales forecast

Fast, easy and accurate! With the sales forecasting system, you can know more accurately about leads for your team in real time and take full control of your business with features such as data inserting, visibility coverage and multi-currency support.

Benefits

01

To reach more deals

With the Sales Cloud sales management system, your sales team can track all customer information and interaction on any platform, anywhere, anytime.

02

Get more sales leads and improve conversion

Salesforce sales management system can also help you extract effective leads, allowing you to better allocate resources.

03

Improve work efficiency

With the Sales Cloud sales management system, you can automate complex business processes and dramatically improve productivity.

04

Deep insights and wise decisions

Salesforce brings all sales information to the sales management system, allowing each member of the sales team to schedule sales based on the latest information.

Case Study

LIFE SCIENCE INDUSTRY

A famous life sciences company are managing the customer data and customer inquiry data in the Excel file, which is not efficient and not easy to manage, so CI&T build the CRM system for Bayer Japan to support his new business growth, so that all customer and its inquiry information can be managed it systematically in the new CRM system.



SCOPE

• Migration of existing excel based customer data into the new Salesforce system.

• CRM System can use for maintaining customer information in a simple and fluid way.

• Generate valid orders automatically every month rather than manually.

• Development of interfaces for the customer service team to generate customer billing data and export as a CSV file.

• Can leverage Salesforce case feature to manage the customer regular enquiry.

SCALE

• Greatly reduce manual operation both for customer service team and billing account team.

• Salesforce interface is user friendly and easy to generate the reports for analyzing. 

Global Clients

Being selected by top companies through many challenges
Astellas logo
Aoki logo
Ocean Network Express Logo
Google logo
Johnson and Johnson logo
Motorola logo

Contact our Salesforce specialists!