Imagine if your sales cloud homepage could look like the regular news feed on your social media account. Well, you don’t have to, because that is precisely what Salesforce’s homepage looks like! The homepage quickly brings you up to speed with the goings-on in your firm. Playing catch up within the firm should be the last thing on an employee’s plate, and Salesforce helps put his mind at ease. The features are as follows:
Salesforce helps your sales guy skip the small talk and get right to business. In essence, he gets to lay his hands on critical customer data, including communication history of critical contacts, within a matter of minutes. The tool helps your team get an insight into how and where they should engage with the contacts to close the deal efficiently.
With access to the customers’ social media feed, you can uncover insights about the problems they have and lay down solutions on the table at your next meeting. Further, with contacts on the Cloud, organization-wide collaboration is relatively simple and easy to manage. Finally, as Salesforce has gone mobile, there is no need for nerves before a big meeting. All the insights you need will be right where you left them.
All details of customer activity are there for you to see in the opportunity tab. Besides the activity details, there is also deal-related information, including standard price, quantity, and quotes. You can generate a quote and email it to a client using Salesforce. What’s more, you can customize the Sales cloud to reflect different stages of the entire sales cycle with a focus on productivity and consistency. And with the mobile app, all your notes and quotes are right where you need them when you need them, even when you are on the go.
All the emails and marketing campaigns, among other pre-sales activities, aim to do one thing: increase leads. But leads by themselves are useless unless they can become opportunities. The activity timeline gives you a glimpse of the right information that can help turn a lead into an opportunity. Salesforce’s lead management activity timeline lets you in on the latest contact information and related documents brought to you by Sales Path.
By setting up an automatic lead scoring, no lead will ever fall through the cracks. In addition, the right sales reps will be on the leads when they are hot.
Even social media becomes a necessary channel to track campaigns. You can easily show whether or not a marketing campaign is effective with the data available here in lead management. This data helps the company be wise about future investments.
4- Reports and Dashboards
With Salesforce, you don’t need the help of IT to build yourself a dashboard or a report. With the inbuilt CRM analytics, you have to drag and drop some fields and apply suitable filters and charts for immediate real-time view.
The dashboards are for tracking the team performance. The reports have to reflect the changes in the dashboard. The Sales cloud allows you to modify the chart so that you can see these changes on the report on the same page.
Going mobile gives you access to every crucial piece of data in one place. What’s sensational is that you can access and update customer information, even while you are offline. From in-app notes to real-time updates, the mobile app has got everything you need to make you productive. Further, the mobile app not only helps you access files anywhere but also collaborate instantly with your team by creating and managing conversations on the go.
Lightning for Outlook and Lightning for Gmail help with the integration. This integration is important because you get to view customer mails on every device. You can also create deals on the go with the contact view. With mobile, you can send emails from the feed. Besides these advantages, Salesforce Inbox helps update pipelines, providing real-time insights to sell smarter.
Salesforce provides Forecasts at the rep, period, and summary levels. Without changing the underlying data, you can modify other details that help better forecasting. A comprehensive view of the pipeline, coupled with forecasting, enables you to make smart decisions. With the complete view of everybody’s pipeline and sales data, the manager can track the best performers and keep them motivated. Further, the manager can create overlay splits and project forecasts for complex sales teams as well.
8-Workflow and approvals
Process Builder helps you auto-assign approvals as the deal progresses through the various stages. The tool also enables you to automate the different steps and processes if they are complex, with workflows and intelligent recommendations. There is also this tool called Chatter that helps a manager approve requests directly.
9-Files Sync and Share
A manager can collaborate with his entire team and check the latest version of a file that is uploaded. There are always different versions when two or more sales folks are involved in a complex deal. Uploading a file is just a drag and drop maneuver.
Quick filters help a user find a file that he is looking for in a group, library, or repository. A manager can also check out commonly viewed files and classify content across various libraries.
Sales folks can send and monitor personalized messages with the help of Engage Campaigns. With activity tracking, a salesperson will know exactly when to act to land a deal. Besides the above benefits, access to data like CTR and mail open of campaigns helps sales folks uncover trends and understand what exactly needs to be communicated to the client to close a deal fast.
Finding required information at the right time helps Sales to a great extent, especially if the gathered data can be viewed and edited in one place, like the feed. Salesforce does precisely this, and you can also track any person who would have the right information through a simple search. With sales opportunities and organizational knowledge in one place, a salesperson can easily drive progress even from the mobile app.
Choosing the right kind of territory modeling improves the conversion rate of leads. Salesforce allows the manager to decide the hierarchy and territory assignments, and the same assignment rule can be used for different territories if the manager thinks the success is replicable. The Run Rules option helps you assign territories from the confines of a hierarchy.
13-Sales Data and Intelligence
It is evident from the above features that every process in the Salesforce is intelligence and data-driven. The customer data, their social media activities, the questions they ask, the problems they have, and the solutions that your firm has for the said problems, among other information, are processed to give you actionable insights.
Building an ecosystem of resellers to help with the go-to-market move is more straightforward with Salesforce. With out-of-box features, your firm can enhance partner engagement. The firm can train and onboard these folks, and easy knowledge sharing can accelerate the process.
Extending Marketing Cloud with clicks can help any firm manage co-marketing campaigns with partners driving their demand up and forging a long term, rewarding partnership. The firm can design a dashboard for partners and help the latter understand where they stand vis-à-vis their KPIs. Further, guided setup and customizable information access work wonders to help a firm maintain a relationship with a vendor without compromising on security.
1-B2C Journey Management
Attributes and purchase behavior of your customers help understand them better. You can process this data to trigger them with real-time events, including purchases, mobile app downloads, and closed service cases, to boost your customer management and embrace change by continuously tracking their course corrections in predicted purchase behavior.
Scheduling messages, distributing custom reports, and importing data from any source, helps you focus on creating great campaigns and not fuss about menial tasks. Einstein, an option in the Salesforce Marketing Cloud, helps with the content recommendation for customers. These recommendations identify engaged subscribers and increase conversions. This way, you can leverage your profile data using DMP targeting subscribers across channels.
The audience studio helps you capture relevant consumer data, process this data, create segmentations, and reach the customer segments who are likely to respond and activate the data from anywhere.
Automating mobile campaigns can help send attractive MMS and SMS messages. A user can build complete user profiles from data across all channels and CRM tools. With a simple push message, any marketer can send phone alerts, deals, and discounts.
5-Social Media Marketing
Using Salesforce, you can Gather intelligent feedback from marketing, sales and service campaigns, put them together, and process reports. Further, you can watch out for trends that are up and coming from customizable dashboards. This is supported by machine learning sentiment analysis and image recognition, which help to monitor discussions.
With data across all the cloud products-Sales, Marketing and Service included, your advertising can now become more relevant, thereby driving the sales numbers up. Irrespective of the audience size, you can synchronize customer data from any digital channel and ensure it is up to date. Further, captured audience records help you understand which social media channel would be best to target them for advertisements.
Using Salesforce, you can understand and view all the paths your consumer takes on the channels you own and identify customers who swerved from the path and re-engage with them.
8-B2B Marketing Automation
Use triggers like time and user interactions to automate sending emails and performing marketing tasks, and target offers personalized messages based on preexisting information.
When you think Salesforce datorama, think cross channel analytics and insights-for B2C Marketers (Email, social, advertising, etc.) For B2B Marketers, you can optimize pipeline projections and lead conversion through a unified report with analytics. Further, it enables you to publish optimum content with the help of built-in tools to get you insights and analytics.
With productivity tools, including keyboard shortcuts, ready-to-use templates, and macros at your agents’ disposal, the console helps provide a 360-degree view of the customer.
You can quickly resolve cases by combining processes and requisite information captured from each customer interaction.
By optimizing article search and recommending articles, you can resolve cases with excellent turnaround time and increase agent productivity.
4-Workflow and Approvals
Automation of tasks like approval removes the time lag to move from one process to the next, either in the resolution of cases or addressing a service request. Further, by visualizing workflow, you can identify bottlenecks. This visualization can also help describe the approval process in a sequence of steps, thereby simplifying the said process and improving efficiency.
Four words-Discovery, integration, centralization, and action.
Use Einstein Discovery to analyze data, integrate Lightning console and Service Cloud, centralize your Key Performance Indicators, and take action when and where required to ensure complete customer and agent satisfaction.
Association is everything when it comes to a service call-logging your calls, and associating them with contact records helps you simplify everything that pertains to a service request or an escalation. Behind each phone call is information, a force to reckon with thanks to the numbers becoming clickable links. You can use Service Cloud to make every call and capture every relevant data possible without touching your phone.