Salesforce Sales Cloud: A Game-Changer for Modern Business

Signing up to Salesforce Sales Cloud for customer relationship management (CRM) tasks can entirely change how your business operates. The CRM platform is like no other since it can speed up sales, marketing, and customer service processes with advanced Salesforce automation tools.

Join us in the article below as we dive deep into the Salesforce Sales Cloud basics. We aim to discuss everything you need to know about this platform to boost your sales and scale your business seamlessly.

Revenue Growth with Sales Cloud in Salesforce

Sales Cloud is one of the most popular products from Salesforce since it helps businesses sell faster while scaling CRM operations with artificial intelligence tools. Let’s look at a few ways to get the most productive Sales Cloud processes in Salesforce for your business.

1. Insights from Sales Cloud to Speed Up Business Processes

Sales Cloud is considered the best sales software for collecting and analyzing data. The insights can guide your sales teams in strategic planning to help your business scale easily. Working with Sales Cloud ensures that all sales agents work on a single CRM platform to manage contact, lead, opportunity, and account data. Sales Cloud gives you CPQ, Partner Relationship Management, and Lead Management tools to support and automate your sales activities throughout its pipeline.

2. Artificial Intelligence for Increased Sales

Manual and repetitive administrative tasks slow down employee productivity. However, with Salesforce, Einstein, and Sales Cloud employees get tools for generative and predictive AI that help to boost sales and manage forecasts quickly. By removing dreary, time-consuming tasks with the help of these tools, sales agents can spend their energy closing deals instead. Sales Cloud automation tools can also execute sales plans and other common processes if needed.

Faster Processes with Salesforce Sales Cloud Features

We have mentioned before that Sales Cloud is solid software for sales teams. But why? Let’s backtrack a bit and take a look at the advanced features of Salesforce Sales Cloud with use cases to show why it is a powerful platform for creating sales experiences:

1. Researchers can access real-time reports built from Salesforce data that provide insights for business decisions.

2. Managers can use advanced artificial intelligence tools to forecast sales and manage high-velocity sales in Salesforce.

3. Employees can use analytics tools from Sales Cloud features in Salesforce for lead management, opportunity tracking, and the creation of sales reports.

4. Sales Cloud gives an organization access to a sales pipeline to allow different teams access to customer data. In this way, an entire business is able to reach its goals and targets effortlessly.

5. All teams can use Sales Cloud on the Salesforce Mobile app. This feature is beneficial to employees that are constantly on the move but need to work with CRM data 24/7 from any location that has an internet connection.

6. Admins can integrate existing business apps into Salesforce.

7. To extend Salesforce experiences and projects, you can find additional apps like Titan on the Salesforce AppExchange marketplace.

What are the Benefits of Salesforce Sales Cloud?

Since we have gone over some of the features of Sales Cloud, you might be considering starting your year right with a trusted CRM platform that hits all your business goals for 2024. Let’s take a look at two advantages that can be obtained from signing up for Sales Cloud.

First, you get a complete view of customer data stored in a single location. Think of how you can find all customer contacts, communication, and purchase histories on one CRM platform. Sales Cloud can also store information regarding any queries that customers have with your business. The collection of all this data in a single database gives sales agents a source of truth to investigate customer needs and preferences better for closing deals.

The next convenience you get from Sales Cloud, although there are many more, is that it can manage lead data for faster sales operations. For instance, sales agents can organize or monitor leads and repeat customers at every stage of the sales pipeline.

Most importantly, sales agents can easily score and qualify leads with Sales Cloud automation tools which help to prioritize high-ranking leads. Sales agents can leverage this information to engage with the right leads and convert them into customers.

Salesforce Sales Cloud: Flow

When it comes to Salesforce workflow automation for sales, Sales Cloud uses Flow as a tool. It can be found in Salesforce. Sales Cloud Flow in Salesforce can automate sales processes for teams by simply building flows.

If you are looking for a powerful, no-code Salesforce workflow automation software, we suggest you check out Titan Flow. Our Salesforce workflow automation app streamlines processes at speed and scale. We can also connect Salesforce to your favorite third-party storage apps, like Google Drive, One Drive, and more to automatically transfer files without code.

The Perfect Salesforce Sales Cloud Certification for your Sales Team

Before you start using Sales Cloud, it’s a good idea to upskill your sales representatives with Salesforce courses. You can find all the information you need about the Sales Professional credentials on the official Salesforce website and then schedule the Salesforce certification easily by following the instructions on the webpage.

A Salesforce Sales Cloud certification includes a Sales Representative exam that needs to be passed. Once obtained, this Salesforce certification proves that a person understands sales processes in greater detail and has the necessary skills to plan and work with customer data in Salesforce. A certified Salesforce Sales Representative will also be able to manage deals and pipelines better with a greater awareness of how to close deals and predict sales.

This course is ideal for people and teams passionate about discovering more about their customers and making them a focus in business decisions with Salesforce.

This certification can give your sales teams greater knowledge to rake in new profits simply by identifying and resolving customer issues with insightful Salesforce Sales Cloud solutions.

Adding a Salesforce Sales Cloud Implementation into Your Stack

Are you hearing the call to add Salesforce (Lightning) Sales Cloud to your system to streamline sales processes? Follow our Salesforce Sales Cloud implementation guide below to get up to speed with connecting your CRM platform to the other apps in your business:

1. Start by making a list of the applications in your sales process and decide how the data will move between each one.

2. Now, go to Salesforce and use the Connect feature to link external apps to your Sales Cloud.

3. The Connect feature works with External Objects as your data is retrieved from external apps.

4. Next, you need to set up your REST or SOAP API for Salesforce to integrate with other apps. To make API calls, you will need configuration using Postman, Apex, or Python, to name a few.

5. If Sales Cloud does not support integration for a specific app in your sales process, you will need to turn to middleware platforms like MuleSoft or Dell Boomi to connect your apps.

6. Luckily, there is a Salesforce AppExchange marketplace that you can browse for a specific connector app.

7. Remember to use platform events or CDC to set up event-driven integrations. These components will provide real-time data transfers between your apps based on any data changes in Salesforce.

8. Next, you need to configure your OAuth and API tokens to make sure your integrations are secure.

9. And for the final step, you need to test your connection. This step will let you know if your data is syncing correctly across your platforms.

Organize Information Better with a Salesforce Sales Cloud Data Model

When you install Sales Cloud, it’s best practice to understand your data model from the beginning. It will set the stage for how you store your information.

The data model in Sales Cloud refers to the data in your platform and how it is structured. There are many advantages to a well-defined data model in Sales Cloud.

Up first is consolidating all customer data on a single platform. Sales teams can instantly access the most up-to-date and correct contact details or communication histories to close deals faster.

Next, as Salesforce Data Cloud lets you create a flexible data model, you can set it up the way you need that works the best for your sales teams to access and use for the fastest results.

Salesforce Sales Cloud Objects

Another way to put your data in order is with Salesforce Sales Cloud’s standard objects. Use them to store data easily in an organized manner in Salesforce.

Although there are many objects within Sales Cloud, we are going to take a look at two popular ones to show you how they can be used in managing sales and customer data:

Salesforce Sales Cloud Pricing 

To unleash your automated sales processes with Sales Cloud, you need to decide which Sales cloud pricing plan you want to subscribe to. You get five Sales Cloud editions with Salesforce, which are Starter Suite, Professional, Enterprise, Unlimited, and Unlimited+.

The Starter Suite provides simple CRM features for your marketing, sales, and customer service tasks. Its price starts at $25 per user per month, and the bill can be paid monthly or annually.

Choose the Professional edition to work well with your sales goals. It starts at $80 per user per month and is billed to your account annually.

If you need more flexibility than the Professional edition, choose the Salesforce Sales Cloud Enterprise edition. You will get CRM-focused functionality specifically for sales activities. This edition starts at $165 per user per month, with the costs billed annually to your company.

We suggest you try the Sales Cloud Unlimited edition if you need advanced automation and AI features for your sales engagement tasks. This edition starts at $330 per user per month and is billed annually.

The last edition that Sales Cloud offers is the Unlimited+ plan, which starts at $500 per user per month. This bill is paid annually, but the platform will offer all the best features from Salesforce, including performance management tools and an integration with Slack for seamless collaborations.

If you are still deciding whether to start paying for these editions, try the Salesforce Sales Cloud demo. There is a free trial option.

Salesforce Sales Cloud & IVR: API Integration

What other exciting integrations can Sales Cloud provide sales teams?

To start, sales teams often have to receive phone calls from clients. For this reason, Sales Cloud provides APIs to integrate your platform with Interactive Voice Response (IVR) systems. You would want this integration for your sales team as it speeds up all their communication workflows. When sales agents are faster at resolving issues, they naturally improve customer experiences.

The Salesforce APIs admins will need to connect Sales Cloud to IVR systems are REST and SOAP. They will also need to get API credentials, such as the Consumer Key and Secret, when they create a connected app to set up this type of integration.

However, these APIs will let your business connect to Sales Cloud automatically. Remember to also get the relevant credentials, such as API keys and authentication tokens, from your IVR system, as these will also need to be configured for the integration to work.

How IVR & Sales Cloud Boosts Customer Experiences and Automates Processes

An IVR system is most commonly used to connect technology and voices. It achieves this with dual-tone multi-frequency (DTMF) tones obtained from a telephone keypad. The reason many companies install an IVR system into their software stack is to automate customer calls. IVR systems are helpful as they can provide information to callers or direct them to a specific team in your business without the need of a sales agent to handle the call.

When connected to Sales Cloud, all the information obtained from the phone call can be automatically pushed to Salesforce for future analysis or monitoring.

Another benefit of integrating Sales Cloud with an IVR system is that you can use customer data from your Salesforce platform to create tailor-made greetings for callers to enhance experiences with your company. Since Sales Cloud collects all your customer data related to purchase histories and other interactions, you could also use this information to create dialogues that provide options to callers based on their unique preferences to further elevate the customer experience.

Salesforce Sales Cloud Services to Automate Everyday Tasks

Another useful solution that adds value to a sales processes is Salesforce Point of Sale (POS). It works directly with Salesforce and your retail POS system so that sales agents can monitor the products in an inventory and speed up sales pipelines.

The Salesforce POS system is ideal for retail management. It gives you tools to complete all sales transactions and manage the stock in your store. What’s more, customer data is pushed to Salesforce so you can track and analyze data to close deals faster.

Sales Cloud Salesforce & Einstein Tools

These types of Salesforce solutions have been out for a while to help businesses streamline sales processes, but what’s new? Let’s take a look at how artificial intelligence (AI) can assist sales workflows.

Salesforce has Einstein GPT that works with all clouds to assist with complex workflows. Einstein GPT was designed to give admins tools that enhance customer experiences with generative AI. For instance, sales teams can integrate Einstein GPT with Slack to communicate directly with customers. The best part about this integration is that you can use Einstein GPT’s research tools and writing aids to respond to customer chats quickly. These same tools can be used when chatting with colleagues in Slack to streamline sales tasks within an organization.

Einstein GPT is only one tool. However, your CRM platform has more AI solutions, like Salesforce Einstein Analytics. You might also know this solution by Tableau CRM, but either way, this AI tool is used to analyze Salesforce data.

There are many advantages to using Einstein Analytics, but the one worth mentioning is that it saves your company money and resources by being cloud-based. You get to skip purchasing hardware to work with your customer data in the office or hire a technical expert to install and maintain the software in your system.

You also get to work with Einstein Analytics almost immediately. It can be set up in minutes so that employees can start reporting on data with powerful and world-trusted features.

Salesforce: Sales and Service Clouds

When integrating Salesforce Cloud for businesses that focus on sales, it’s a little bit confusing as to which Cloud one should choose. Continue reading to get an explanation of when to use Sales or Service Cloud.

You can find Sales Cloud and Service Cloud on the Salesforce Customer 360 platform. Each cloud, respectively, can organize sales or customer service processes so that your business operations are running smoothly.

For example, the purpose of Sales Cloud is to make sales processes better. Sales Cloud achieves this goal with advanced automation tools designed specifically for speeding up sales tasks. Additionally, all your sales data is captured into Salesforce, where you can analyze customer behaviors in more detail. A thorough analysis will guide and support your decisions to increase sales.

On the other hand, the purpose of Service Cloud from Salesforce is to support the tasks assigned to your support teams. Service Cloud does this by empowering your customer service agents to pull data from Salesforce quickly so they can provide personalized interactions to customers.

Service Cloud also lets service agents engage with customers across many communication channels via the Salesforce Service Cloud Omni-Channel solution. It gives teams faster response times, which is so essential when dealing with conflict resolution.

Let’s take a look at two other ways the CRM platform can work for your customer service teams when they create a Salesforce Service Cloud customer portal:

If these two platforms are not what you want concerning sales and service processes, check out our article on Salesforce Financial Services Cloud. It focuses on boosting customer experiences and streamlining tasks in the finance industry.

A Salesforce Sales Cloud and Marketing Cloud Integration

Salesforce is not just for sales teams. If you are looking for Salesforce Sales Cloud alternatives for marketing teams, check out Salesforce Marketing Cloud or Titan. Marketers can also benefit from tools and features that automate their unique workflows.

A Google Analytics & Salesforce Sales Cloud Integration

Let’s not forget about the employees who analyze customer data, possibly with the popular Google Analytics. You will be happy to hear that you can integrate Google Analytics into Sales Cloud to speed up sales and marketing activities. We take a look at two ways that this integration can be beneficial to teams. Let’s dive in.

Since Google Analytics is great at monitoring online customer behavior, when you combine its features with Sales Cloud, you get to enrich data. Sales agents get to know customers better by reading data in Salesforce collected from all the touchpoints in unique pipelines.

Although there are many other benefits, the one we would like to mention regarding a Sales Cloud and Google Analytics integration is that sales and marketing teams improve the way they engage with leads.

For example, Google Analytics pushes data from successful channels and campaigns to Salesforce. Now, marketing teams can transfer qualified leads to sales teams that need approaching. This whole process spans different departments, but is a fast way to identify high-qualifying leads and focus on sales performance for an entire business.

Salesforce Commerce Cloud Vs. Sales Cloud

The Commerce Cloud is another product from Salesforce that you could use instead of Sales Cloud. However, it is designed for particular business requirements. As we mentioned previously, Sales Cloud is best used for sales tasks, like managing leads and customer relationships.

On the other hand, Salesforce Commerce Cloud is designed to assist e-commerce businesses. This means that this cloud is dedicated to online shopping experiences. When you add Commerce Cloud to your software system, you get some unique features. Let’s take a look at a few:

Salesforce CPQ Vs. Sales Cloud

Like Commerce Cloud, Salesforce CPQ (Configure, Price, Quote) is a distinct product and differs from the purpose of Sales Cloud. For example, Salesforce CPQ focuses on automating tasks associated with creating quotes. Usually, the process is complex as it has to factor in monitoring products, calculating prices, and creating accurate and reliable quotes.

Adding Salesforce CPQ to your system for sales processes is a great idea if sales agents need help with generating quotes that contain product, service, and pricing details.

We hope to see you soon!

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.