Salesforce holds the top spot in the industry when it comes to streamlining business processes. Having been around for over 20 years now, Salesforce has helped over 150,000 businesses worldwide manage their customer relationships with their CRM software.
Sales Cloud is a CRM that helps salespeople monitor the progress of their sales leads, manage sales opportunities, and manage their sales pipeline. Sales Cloud is an essential tool for anyone in a sales or sales support role. It is also a powerful tool for any small business to utilize.
If you are going to be spending money on a CRM, you need to make sure you know how to use it to get all the benefits. In this blog, we'll look at six different ways to utilize Salesforce Sales Cloud to its fullest.
How To Utilize Salesforce Sales Cloud To Its Fullest
1. Customize As Per Your Needs
One of the main reasons customers see such excellent benefits in Salesforce Sales Cloud is its ability to easily customize sales processes and respond to changing customer demands more rapidly. Furthermore, you'll find efficiencies and streamline key business processes, all from the initial stage of your business.
Salesforce Sales Cloud helps you tailor your business as per your customers' needs as it offers enhanced customization to develop fine-tuned apps for your processes and page layouts that align with your objectives.
2. Make Salesforce The Core Of Your Business Processes
Sales reps may feel most comfortable using tools other than Salesforce because that's what they're accustomed to, but doing so means that you'll divide your team into silos, making it harder for everyone to work together. From day one, make it clear to your team that building pipelines and closing deals will only be counted through Salesforce, so there won't be any confusion or room for error.
You can then run every presentation - just in case anyone would like to make the argument against the use of their product - straight from the tool with confidence, knowing it's a 100% accurate method of collecting and storing data.
Don't forget to check out: Set Your Sales Cloud Implementation Up for Success
3. Automate Your Business Processes
Thousands of businesses new to Sales Cloud find that they are taking many manual notes. If a sales rep is spending half their time not selling, wouldn't it make sense to automate all the other things so you can spend more time selling?
Using Sales Cloud with automation technology helps build automated data recording and tracking systems that'll slash the amount of time your team spends on administrative tasks by approximately tenfold. This enables them to focus far more on what matters: making sales.
Leverage drag-and-drop functionality for designing business processes, real-time approvals from within chatter feeds, automated price approvals and escalations, and more.
4. Interconnect Applications With Sales Cloud For Smoother Functionality
What are the first things sales associates do every morning? They open all their tabs with different applications they’ll use throughout the day. Usually, they're opening up their commission statuses, researching new leads, and finding contact information in everything from email to a project management system that's difficult to work out. Still, they're juggling so much at once that they don't have time to fix it.
You can start doing more to make things simple by connecting your Sales Cloud account with other apps, so people only access information from a single place. You can do this through an application programming interface (API). An API is a set of routines, protocols, and tools for building software applications.
The Salesforce APIs are robust and secure, which means you can use standard methods from your existing business apps to connect to Salesforce. Additionally, you have access to Salesforce AppExchange. This marketplace consists of several applications ready to use. These user-friendly applications cover every aspect of sales, so you can choose one that best aligns with your needs.
5. Develop And Test Processes For Better Team Functionality
Since everyone in your organization will rely on Sales Cloud for day-to-day operations, you have to ensure that any changes to workflow or customizations don't disrupt the work being performed. Test your changes in sandboxes before putting them into production. This way, you'll be able to monitor how every modification impacts your business without actually doing it on an important org.
Sandboxes are safe to test environments where your team can experiment with different types of technology to develop apps, scripts, sites, etc., without affecting your original code or website. By providing them with a safe testing ground, you're allowing them to practice their ideas before rolling them out across your entire business, which means you get to have that innovation sooner rather than later.
6. Leverage AI To Smartly Manage Customer And Sales Data
Sales reps would like to have their own personal data scientists and sales assistant who could help them find the best leads, opportunities, or insights. To make this a reality, Salesforce has brought AI solutions with Sales Cloud Einstein that sales reps can use to build quality pipelines faster and nurture leads based on quality scores assigned by AI.
Einstein Opportunity and Account Insights identifies when deals are on track or at risk and puts you ahead of account developments. It even tracks news like M&A activity to keep you ahead of the game.
You can give your sales reps more time to sell by connecting their email, calendar, and contacts to Salesforce. Einstein Activity Capture automatically connects relevant emails and meetings to the right Salesforce records, creating a more convenient environment for your reps, raising productivity, eliminating manual entries, and making AI even smarter.
Check out another amazing blog by Melonleaf here: How Salesforce Pardot AI Will Boost Email Engagement?
These six ways to get more value from Sales Cloud will help you sell more. Connect the suitable salespeople and customers with the right message at the right time. It's surprising how a few small changes can give you such powerful results. One example is automation: combine it with personalization and customization, and you can create specific messages for each customer that build relationships over time.
With Sales Cloud, you will always be able to make more money. You can build on your current success by selling everything you have by implementing new features that work seamlessly in the trusted cloud. Since everything works together so well in Sales Cloud, you'll never outgrow the platform, and the more you learn about it, the more money and success you can make for yourself.
Utilize your Salesforce Sales Cloud with innovative customized solutions as per your requirements delivered by Melonleaf. We are the leading Salesforce experts who are specialized in Salesforce Consulting, Implementation, Integration, CRM Migration, and Salesforce Development.
Contact our Salesforce Consultant for improving your business productivity and maximized revenue generation.