Salesforce Sales Cloud Software Key Features

salesforce Sales Cloud

Sales has seen many changes over the years. From door-to-door sales, to telesales and finally, in the mid-90s the first CRM was introduced. This allowed us to track all our sales activities seamlessly. This new age is all about intelligence. There are many opportunities. However, these opportunities come with high expectations from customers. Customers are setting new standards and have high expectations.

Salesforce Sales Cloud Features

Salesforce sales cloud can be the best CRM solution. How? You can run your business efficiently with embedded intelligence. Below are some key salesforce sales cloud features which will help you to understand how you can reach your targets using this robust platform.

1. Management of accounts and contacts

With the sales cloud, you can see all contacts of every customer account. This feature gives you access to the customer’s key information, such as communication history, key contacts and more. This feature allows you to see a complete picture about your customer including insights, the deals they are involved with, and how to contact them.

2. Management of Opportunity

All your sales transactions can be managed while you are busy with other operations, anywhere in the globe. This feature allows you focus on what’s most important to your business. It shows all important information, including your competitors, where you are in the deal process, and what steps you can take to win them. It quickly creates up-the-minute quotes, streamlining your sales process.

3. Lead management

One of the most popular salesforce sales cloud features is lead management. This allows you to convert more leads in real-time opportunities. It keeps track of all your leads. This feature allows you to see the source of your lead and provides the necessary information to help you make informed decisions regarding the route you should take to assign the leads to the right people. It allows you to track your marketing campaigns across all channels.

4. Dashboards and Reports

With the sales cloud, you can create customized sales forecasting reports with ease. You can drag and drop any fields, filters or groups you desire, and the work is done. A real-time view will appear on your report. You can also monitor the performance of your team through dashboards or other sales tools, and make fast decisions.

5. Pipeline and forecast management

Salesforce sales cloud forecasting allows you to predict revenues and provide comprehensive forecasting. It provides a complete view of your entire business and all activities. It provides accurate data insights and predictive AI to help you make the right decisions that will increase revenue.

6. Process Automation

Sales cloud allows for you to automate business processes using drag and drop and achieve success with simple processes. The process builder offers a one-click interface that automates all your business processes. It allows you to create automated workflows, alerts, and notifications for different deals. It automatically assigns tasks to the deals as they move through different stages. This makes the process quick and easy.

7. Data management

For business success, it is essential to give the right data to the right people at the right time. Sales cloud data management will assist you in this endeavor. Lightning data is an AI-powered tool that helps you find smarter business insights, identify potential customers, segments, and maximize your opportunities. You can choose the type of lightning data that perfectly suits your business requirements.

Pardot works in Sales Cloud and helps sales reps serve better

It is obvious that every company wants its salespeople productive. But, how can you make sure your salespeople are more productive, successful, and increase sales pipelines? Pardot enters the fray.

Pardot is smarter, more efficient marketing automation that allows businesses to find and nurture the best leads. This allows sales reps close more deals and increases their business ROI. Salesforce Engage is one of the most prominent parts in this group.Let’s get started with Sell more innovative-

 Dashboards and reports

The sales cloud makes it easy to create custom sales forecasting reports. This feature allows you to simply drag and drop the categories, filters, groups and charts you need, and you’re done. Your report will be displayed in real time. You can also track the performance of your sales team using dashboards and other tools to make quick decisions.

Updated: January 24, 2023 — 2:46 am

Leave a Reply

Your email address will not be published. Required fields are marked *