How does Sales Cloud help the Businesses?
Features and Capabilities
Salesforce Sales Cloud is named Gartner Magic Quadrant Leader in Sales Force Automation (SFA) on August 3, 2020 for the straight 14th year; the globally recognized credential certifies the excellence of Salesforce innovation. As one of the top-performing Sales Cloud vendors and Sales Cloud managed services provider, we configure and customize each Sales Cloud feature to maximize the productivity resulting in increased sales volume:
Sales Contact Management
Sales contact management software built for world-class sales teams.Have a complete view of your customer’s data to effectively manage your sales processes with the world’s #1 sales CRM platform.
Know every contact in your customer accounts.
Salesforce’s Sales Cloud contact management software for enterprise and SMBs allows you to access critical customer data including key contacts, communication history, and more. You’ll get a complete picture of all your customers and gather insights about how to engage with them to help close the sale.
Grow beyond your goals with customer social data.
Use a feed of your customers’ social content to understand what they are saying about products or services. You’ll uncover valuable insights into your customers’ issues, so you can proactively provide answers.
Collaborate with teams companywide.
Moving your contact management online and in the cloud enables collaboration amongst teams across the organisation. Our social collaboration tools are designed for you to share insights, relevant documents, and more on every business record and contact to ensure everyone has the most up-to-date data.
Prepare for customer meetings while on the go.
Access the full account and contact data you need to keep deals moving through the sales process, 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 while staying 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 customise 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
The Salesforce lead management system allows you to measure the impact of your marketing activities on your sales pipeline across all channels, including social. Setup automatic lead scoring to convert more leads to opportunities, and win more deals. Discover the world's #1 CRM solution and how your business can convert more leads into loyal customers.
Convert marketing leads into sales with real-time lead management.
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.
Track and manage marketing leads across all channels, including social.
Successfully track and qualify leads from capture to close. Easily manage and track campaigns across all channels, including social media. This helps you make smarter decisions about where to invest, so you can spend less time on lead management and more time on showing the impact of your marketing activities on your sales pipeline.
Route qualified leads to sales agents with automated lead scoring.
Set up an automatic lead scoring and routing system to ensure no leads are overlooked, so sales reps can follow up on hot leads – fast.
Forecast Management
Sales Dashboard Reporting Software - Easily track lead volume, conversion rates, and every part of your sales pipeline for a real-time view of the state of your business. Track sales team performance with customisable sales dashboards, reporting tools and forecasting reports.
Simple drag-and-drop CRM analytics.
Salesforce CRM analytics software keeps you updated with customised 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.
Sales team tracking with real-time performance dashboards.
Track your sales team with performance dashboards and other sales reporting tools. Quickly make changes to components to get the most important information front and centre.
Collaborate from anywhere with mobile analytics.
Use the customer analytics software within our Salesforce mobile app to monitor 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.
Mobile CRM Solutions for Business
Sales Cloud provides your company with a mobile CRM solution that provides everything needed to close more deals, faster, from anywhere. Sales Cloud CRM mobile application will let your reps manage their day, manage sales, access dashboards, search for and access files, and much more. The Sales Cloud mobile app is the best way to make more sales and stay connected to crucial data no matter where you are.
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.
Activity Management
Sell smarter. Not harder. Use applications you already know. Automate low value tasks. Use tools that drive productivity. All to help you focus on tasks that are worth your time and energy.
Turn your inbox into a selling machine.
Supercharge your sales productivity with AI features in Salesforce Inbox. Sell smarter and move deals forward faster — from anywhere — with AI-driven insights and email tracking.
Get deeper customer context from every email.
Make every event and correspondence count. Keep your email, contacts, and calendars seamlessly synced with your Salesforce data across both desktop and mobile.
Get the right CRM data from your email.
Bring any business process into your favourite email app with Salesforce integration. Easily customise the layout to your liking in a few clicks. Allow reps to quickly surface, create, or update CRM information where they spend most of their time.
Close deals from your inbox.
Get a complete view of all your customer interactions with Salesforce integration to Outlook or Gmail. Capture emails instantly into Salesforce, keeping you and your entire team up to date.
Sales Automation
Workflow Automation and Process Management Software
Design, run and manage any business process with point-and-click simplicity. Create repeatable success through the power of workflow automation in your deal cycle. From discounts to business request approvals, build, automate and deliver custom workflows with Salesforce process automation software.
Automate business operations with workflow automation.
Process Builder provides a simple point-and-click interface for automating business processes. Optimise workflow processes for deals over a certain size, create automatic email alerts or auto-assign tasks as a deal moves through different stages of the sales pipeline.
Build workflow processes with drag-and-drop simplicity.
Automate complex sales processes with drag-and-drop actions in Process Builder. Create workflows that guide sales reps through qualification conversations and recommend next steps on a deal. Augment, or even replace, complex manual tasks like custom proposals with custom workflows.
Optimise the sales cycle with automatic approvals.
Automate approval processes for any business requests, including deal discount approvals, travel, and expense reports. Address requests that require manual approval rules directly in Chatter or via email.
What Do We Do as Sales Cloud Managed Services Providers?
Texarion Cloud Solutions has in-depth knowledge, global exposure to the latest practices, and proven expertise in customized Salesforce Sales Cloud solutions. As an innovative Sales Cloud managed services provider, we set up, configure and customize Salesforce Sales Cloud assuring you of improved sales, increased revenue, and better customer relationships. The ever-expanding list of Salesforce services makes us the best trustworthy Salesforce Sales Cloud service providers:
Sales Cloud Consultation as a Sales Cloud Third-Party Vendor
Migration to Lightning Sales Cloud Experience
Salesforce sales Cloud Implementation
Salesforce Sales Cloud Integration
Sales Cloud Customization
