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Unlocking Sales Cloud: Streamline Customer Management and Sales Processes

Dive into the world of Sales Cloud and discover how it revolutionizes customer account management and sales processes. Learn about powerful features like organized lead lists, one-click sales quoting, real-time process management, and the innovative ‘Chatter’ tool for enhanced collaboration. Gain insights into maintaining a complete customer picture and effortlessly tracking sales progress. With Sales Cloud, everything you need for sales success is in one place, empowering your team to increase productivity and drive results effectively.

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Unlocking Sales Cloud: Streamline Customer Management and Sales Processes

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  1. By: Leslie Hong

  2. Preview • What is Sales Cloud? • Managing Customer Accounts • Managing the Sales Process

  3. What is Sales cloud? • Leading sales application • Specialized sales tools • ‘Chatter’ • Scheduling & E-mail

  4. Managing Customer accounts • Complete customer picture • Customer related ‘Chatter’ feed • Readily accessible account details

  5. Managing the sales process • Organized list of leads • Converting leads to opportunities • Requesting for discounts • Real time process management • Generating sales quote with one click • Reporting & tracking sales progress

  6. Summary & overview • Everything that you need to make a sale inone place • Real time view of business performance • Increases overall productivity

  7. references • https://www.salesforce.com/crm/sales-force-automation/ • http://www.sprucebugs.com/business_planning.jpg • http://www.mcqw.com/wp-content/uploads/2010/05/sales-funnel-233x300.jpg

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