Salesforce OmniStudio 2023: Custom Sales Processes to Empower Employees

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: May 11th, 2023

A sales team within an organization is usually responsible for developing a custom sales process as part of its key deliverables. A customized sales process is a vital guideline or approach that explains the business goals, the customers that the business will target, and a sales strategy for the business products and services.

Accelerated Sales with a Custom Sales Process

The custom sales process helps sales representatives convert prospective clients into customers by following a few predefined steps outlined in the custom sales process. Each sales process is unique to the sales team that creates them, but we have provided an example of a high-level custom sales process for your benefit:

Determine the sales objectives of the business.

Point out who your target audience is.

Outline a sales process in steps that flow visually with a chart or diagram.

Fill out the activities that will be actioned at each step in the sales process.

Identify which software tools will aid your sales process.

Monitor the sales process and optimize it where you can.

Train your staff on the sales process and support them with any guidance.

A custom sales process is unique and developed for a specific business. One organization’s sales process cannot be assumed to work and be a model for success for another business venture. Each sales process needs to be developed per a company’s specific needs, customers, and sales objectives. 

Salesforce OmniStudio to Streamline Processes

Many tools can help your business develop custom sales processes, but we have found one that stands out amongst the rest – OmniStudio. Follow us below as we introduce Salesforce OmniStudio and give you a quick breakdown of the pros and cons of choosing this platform to develop custom sales processes.

OmniStudio is a powerful product offered by Salesforce to create, manage, and optimize your sales process. It makes a great addition to your software programs if you already work with the #1 CRM platform on the market – Salesforce. 

A few other advantages of choosing OmniStudio to develop a custom sales process exist. Let’s take a look:

Salesforce OmniStudio can help you grow your brand’s identity and presence to a broader target audience through various channels, which include online platforms, social media outlets, email, and in-person meetings.

As a result of connecting to a broader audience through OmniStudio and being available on customers’ channels of choice, your business will enhance customer satisfaction. When customers are happy, they turn into repeat customers who show loyalty to your products and services.

OmniStudio can help your business design custom sales processes that are personalized to customer needs, interactions, and preferences.

You can also enter different markets with the help of OmniStudio. Without a dependency on a single market, your business can expand its revenue streams and avoid any risks related to changes in consumer behavior or market shifts.

Use OmniStudio to optimize sales efforts and improve sales performance by evaluating the data obtained in the custom sales process.

Make successful data-driven decisions based on the analysis of your sales process developed with the help of OmniStudio.

With OmniStudio, your business can be more agile as you have visibility of market trends through the data you receive, allowing you to change your sales strategy if needed.

OmniStudio can help you gain a competitive advantage against others in the market using traditional single-channel sales processes.

OmniStudio is a dynamic platform, but it also needs careful consideration before making it your final choice. Here are a few disadvantages we found online for selecting OmniStudio to develop custom sales processes:

OmniStudio needs careful planning, implementation, and constant maintenance to develop a successful sales process.

It can be difficult and slow for small businesses with limited resources to create a custom sales process with OmniStudio, as they would need experts in sales, data analysis, and tech integration.

OmniStudio is a premium Salesforce product that could be costly for smaller businesses due to additional subscriptions, customization, and ongoing maintenance fees.

There will be a delay in productivity and sales performance as your staff must learn how to use the tools, technologies, and processes offered by OmniStudio.

Your business will start to depend on OmniStudio and will be impacted by any technical glitches, outages, or bugs that might disrupt your sales process.

OmniStudio has limited features, so customizing your sales process may require extra time, effort, and resources for your business requirements.

You might encounter integration hurdles when combining your OmniStudio sales process with other marketing software. You should hire a technical expert to help troubleshoot your specific needs for seamless integration.

Team members need time to adapt to the new OmniStudio sales process. Your business may require help with change management strategies to onboard staff with the latest sales process. Staff resistance to using the new sales process could impact your sales performance drastically.

Better Sales Decisions with Titan or OmniStudio?

Developing a custom sales process with OmniStudio in Salesforce has a few benefits. However, it is essential to note that significant cons are associated with the platform that needs to be considered. Before you decide, let us tell you about our custom sales process offering!

Titan is a powerful software solution extending digital experiences for Salesforce. We are an ideal alternative to OmniStudio and can help you create or manage your custom sales processes from end to end. Here is a solid example of a custom sales process that Titan can offer your business.

1. Rev Up your Data Collection

Titan can integrate with various marketing channels to capture leads automatically for your convenience. Potential customers can be identified through website forms, social media campaigns, email campaigns, and more! Customer data is captured and pushed to Salesforce via these channels in real time.

2. Easily Transform Leads into Customers

Configure Titan to qualify leads on their purchasing interests. You can set up the following custom criteria with Titan:

Demographic Information

Interest in Marketing Content

Other Custom Factors

These custom qualification criteria will help your sales team categorize leads and pinpoint those most likely to convert to customers.

3. Empower Sales Team with Advanced Communication Tools

Titan provides your business with communication tools to help your sales team engage with qualified leads. Some of these tools include:

Automated Emails

Live Chat

Video Calls

You can also use Titan to create sales scripts, store them as templates for future use, and optimize your sales pitches for consistency.

4. Accurately Generated Salesforce Proposals & Quotes

Titan provides your business with access to generating custom proposals and quotes. Generate these documents with pre-defined templates that can be personalized with data from a lead, product, service, price, and other important information pulled directly from Salesforce.

5. On Demand Document Management

Use Titan to allow your sales team to automatically distribute generated documents to collect e-signatures in the sales process.

6. Order Management: 100x Faster

Titan can be used to create, process, and manage sales orders after a sales document has been electronically signed.

7. Data Visibility with Titan & Salesforce Integration

Titan is 100% integrated with Salesforce, your #1 CRM platform. This means that Titan has a seamless bi-directional data flow throughout your custom sales process that pushes and pulls data to Salesforce. This integral feature ensures that the sales team can track and access all customer data to manage sales efficiently.

8. Renew Custom Sales Processes

Track and measure the success of your custom sales process with Titan’s analytics and reporting features. Titan provides custom-generated reports on sales metrics which can include:

Conversion Rates

Deal Sizes

Sales Cycle Times

Use these metrics to improve your custom sales process today.

9. Titan Delivers Extended Sales Support

To assist in great customer experiences and to focus on creating long-lasting customers, Titan offers post-sales support which includes:

Customer Onboarding

Order Tracking

Customer Service Interactions

10. Build Custom Sales Processes

Use Titan to improve your custom sales process constantly. Titan offers your business the advantage of making insightful data-driven decisions based on analytics, reports, and feedback from your sales team. Your sales process can be further customized after these decisions have been made to adhere to your new business standards.

If you liked learning about Salesforce Omnistudio’s declarative tool, why not read about Titan Web Apps?

Do you want no-code Salesforce solutions for any standard or custom object? We have the product for you! Contact us through one of our social media channels below:

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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.