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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

Automotive INDUSTRY

An automotive group were deeply invested in Salesforce but were unsatisfied around how this integrated with their core digital processes with deep divisions between the incumbent partner, IT, and the business.


The Salesforce delivery approach was largely ‘IT’ led, with waterfall style releases, no CI/CD or testing automation and little integration with the wider digital delivery ecosystem.




Solution

We embarked on a cultural and foundational transformation to tackle the root causes of the issues and brought the program in line with modern digital best practices.

The program now has four teams working across two brands for the US and Canada. Work covers Service Cloud, Sales Cloud, and Marketing Cloud.

Results

• 10X improvement in release cadence.

• Launched salesforce app to dealer communities.

• Notable improvement seen in case management, CSAT, and sales metrics.

• 80% improvement in team morale in first 18 months.

Contact our Salesforce specialists!