CRM

Sales Cloud: What is the Salesforce CRM All About
CRM, Sales Cloud, Salesforce

Sales Cloud: What is the Salesforce CRM All About?

This is a critical time for all of us as the pandemic is still here. Only new strategies can help us find more leads, increase productivity within our staff, and maintain our clients’ loyalty. Salesforce CRM can help you achieve these goals in the challenging times we all are living in at present. 

CRM or Customer Relationship Management, essentially, is a type of software application built to manage critical data at one central location. In CRM, you may check customer information, send emails, even track your sales progress and follow your social media leads.

 

What is Salesforce Sales Cloud? 

The Sales Cloud is a Salesforce CRM based on the cloud. This cloud includes various tools for purposes that I just mentioned above. Also, Sales Cloud helps businesses in better contact management, sales forecasting, sales force automation, and improving productivity. It enables sales teams, managers, and executives to manage relationships with customers, sales-cycle efficiently, access valuable data about competition & own business, and prioritize tasks.

This system can be beneficial for companies of all sizes and types – B2B and B2C because it is a SaaS (Software-as-a-Solution) model. Meaning that the companies don’t need to work on those on-premise apps that demand servers, new upgraded versions, and have software issues. Salesforce Sales cloud allows companies to reduce their upfront costs, easy upgrades, quick setup & deployment, and scale it as their business grows. 

A robust CRM strategy can help you stay on a leading edge. With Salesforce Sales Cloud, businesses can start focusing on their core businesses and leave the sales & customer relations to the cloud. 

 

Salesforce Sales Cloud

Generate More Sales

Whatever is your industry, geography, or company size, we all want to achieve significant growth in our business. For this reason, we all need to develop a structure which helps our sales reps & managers to do their jobs efficiently, and with the help of the best technology, we can avail for them. Salesforce CRM enables you to make the entire process faster, create workflows, and speed up the approvals process for automating manual tasks, such as assembling complex proposals and filling out orders.  

 

Salesforce CRM

Boost Productivity 

Salesforce CRM is highly portable, and a sales rep can log calls, track opportunities, update data, and respond to the leads anytime and anywhere using their smartphone! This increases their productivity and efficiency! 

Also Read: Leverage Salesforce Sales Cloud and Pardot to Drive Higher Customer Engagement

 

Make Informed Decisions

Without a robust system behind, you may find it challenging to make critical decisions fast. But by tracking conversion rates, lead volumes, and your pipeline all in real-time, you can check the business’s actual state, which allows you to decide better from anywhere. Now you don’t need to carry your office laptop everywhere or connect with the IT staff to create reports. Salesforce CRM analytics software will keep you informed with all the customized sales forecasting reports, and you can build them with immense ease. 

 

Sales Forecasting

How Can Your Business Get the Most Benefits from Sales Cloud?

So, finally, you are ready to go for your share of Sales Cloud to improve your sales efficiency. But before we move further, I think we should discuss the benefits you may get with the Sales Cloud for your business! 

 

Improved Customization

Flexible and quick customization is the key feature that attracts businesses to the Salesforce Sales Cloud. Companies today have varying requirements and needs, and through the enhanced customization with the Sales Cloud, you can quickly develop fine-tuned applications, page layouts, and profiles most suitable for your business purposes. Sales Cloud also lets you build strict record-sharing rules and permissions to mirror the structure & hierarchy of your sales structure. This will help you set up different levels of accessibility to company reports and records. 

Other amazing benefits of Sales Cloud for your business may include:

  • Fully automated customer relationship management
  • Create quotes fast
  • Connect with your customers 
  • Sales Cloud can be integrated seamlessly with other systems 

 

Sales Cloud

Conclusion

If you look at the Sales Cloud from a sales rep’s perspective, it is exceptionally helpful in decreasing redundancies, prioritizing actions, optimizing processes, accessing information, and communicating better to close more deals. On the other hand, managers can use Sales Cloud for its various features that provide a unified view of status and history and tools for designing highly efficient approval processes and workflows. Those in a decision-making position can use the dashboards, forecasting tools, and analysis for making fast and informed decisions. To know more, connect with us or request a consultation here.

Banks Can Transform Service Engagement with Salesforce
CRM, Salesforce Anywhere, Salesforce Financial Cloud, Salesforce Integration

Five Ways Banks Can Transform Service Engagement with Salesforce

The banking industry has undergone a massive transformation in the past few years. Just a few decades back, the whole system worked in silos. 

However, this is not the case right now. 

With Fintech, AI & several assistive software, banks are now able to reach the last mile customer. 

However, as it’s said, the innovation should never stop, and this is why, to make the sector more inclusive and approachable, we discuss a few ways banks can transform service engagement with Salesforce

So let’s get started!

 

Identifying the Most Common Issues

You might have heard about Pareto Principle. It states that roughly 80% of consequences come from 20% of the causes for many outcomes. The beauty of this principle is it can be applied to virtually any situation and still holds. 

Now in the banking industry, there are several service requests, such as reporting a lost card, blocking the stolen card, or resetting passwords, and so on. These constitute a huge chunk of all service requests and communication between customers and customer service representatives.

You must identify them through Salesforce integration and tools and start introducing self-service and automation. 

 

Salesforce integration and tools

 

Engage Customer Service Agents in More Complex Tasks

After completing the above-mentioned suggestion, the next task is employing self-service and automation tools in online portals and mobile apps. Chatbots and myriad other ways could do this. 

What benefit would it confer? 

It would free up agents from dealing with trivial issues that could be sorted out by AI, and help agents in devoting more time to crucial issues that require human intervention. 

If we analyze the new inventions and innovation, one thing is common- the urge to reduce human involvement in clerical tasks that could be automated. So why not apply the same to banking operations?

Read: How Salesforce Extends Beyond CRM for Banking and Insurance

 

Engage Customer Service Agents in More Complex Tasks

 

Integrating Self-Service with Salesforce Tools

No matter how good the automation technology is, there would be some issues that need to be dealt with by customer service agents. 

Additionally, some customers don’t wish to utilize chatboxes and other tools, as they require someone they could trust, i.e., a human figure. This is particularly true in cases such as lost credit or ATM card, and so on, when anxiety takes over the ability to think sanely. 

Integrating self-service with Salesforce would bequeath 360-degree data to agents, enabling them to get a holistic idea about customer issues and cater to them accordingly. 

 

Hyper Personalized Solutions

We all want to live a convenient life. It would be great if banks could draw schemes and offers based on our profiles and personal banking activities. 

Salesforce provides several integrations through which customer data could be utilized in offering customers such personalization, which deepens their link with the bank. 

 

Hyper Personalized Solutions

 

Engaging with Inactive Customers

Salesforce allows the ability to look out for inactive customers and send them re-engagement mails such as offers, discounts, attractive credit schemes, and so on. 

This not only activates them but prevents them from being poached by another bank. 

As per research, acquiring new customers is 5-25 more expensive than retaining the existing customer. This is why it makes a lot more sense to reach out to existing clients financially. 

 

Conclusion

Salesforce has made its mark on every industry, and banking is no exception. The industry could be made more inclusive and reach the poorest of the poor, making our society a tad bit more prosperous. We hope the above-mentioned five ways help in transforming service engagements. CEPTES is a Salesforce Silver Consulting Partner that can transform your business value through consultation, digitization, and innovation. If you want to advance your business, connect with us or request a consultation here.

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Cloud, CRM, Salesforce, Salesforce Anywhere, Salesforce Consulting, Solution

How Salesforce CRM Boosts ROI for Start-Ups and Mid-Scale?

Customers are the backbones of any business you talk about. That is why we see businesses playing all sorts of gimmicks and doing all that is possible under the sun to lure more customers. 

The task is not easy at all considering the level of competition out there and the choices that are available to customers these days. 

While large-scale businesses have a huge budget set aside to better manage their patronage, things are quite challenging for the startups and mid-scale enterprises that often face budget constraints when it comes to branding and other customer management activities. 

By necessity, a startup must grow and with that grows its list of clientele (which is what you actually want). Along with that comes the challenge of keeping track of all their business elements, manually. 

With the Salesforce CRM solution, however, these businesses can manage customer interactions, keep track of insightful data, and make informed decisions that lead to business success. 

Before we discuss further the many benefits of Salesforce CRM and how it can help startups and small businesses boost their ROI, let’s quickly understand what Salesforce CRM is all about?

 

A Quick Introduction to Salesforce CRM

Salesforce CRM (Customer Relationship Management) solution is a blessing for startups and mid-scale enterprises as it helps bridge the gap between customers and businesses. In a nutshell, it is a suite of products designed to power up your sales, marketing, service, commerce, IT, and other customer-related activities.

 

Also Read: How Customizing Your Salesforce CRM Can Help You Enhance Productivity

 

Why Startups and Mid-Scale Businesses Must Use Salesforce CRM?

As already discussed above, startups and mid-scale enterprises don’t really have the budget and resources to involve in repetitive and cumbersome tasks. But, they can’t do without customers either! 

This is when Salesforce CRM comes to their rescue. Salesforce CRM provides businesses with access to actionable data and qualified leads useful for getting an insight into relevant data. 

You can simplify various time-consuming tasks, such as generating invoices, billing, following up, etc., and free up your valuable resources that can be better utilized in your business growth.

 

Amazing Benefits of Salesforce CRM for Your Business

With a Salesforce CRM solution in place, you can reduce your overall costs and maximize your revenues by:

  •  Attracting more customers through personalized marketing
  • Providing world-class shopping experience to your customers
  • Getting clear insights into pertinent data
  • Connecting faster with your customers when needed
  • Solving your customers’ problems faster
  • Raising effective marketing campaigns for your new or existing products
  • Adding more loyal customers to your business by predicting their needs
  • Automate several time-consuming and tedious tasks with powerful customer apps

Bring-All-Relevant-Data-at-One-Place-with-Salesforce-CRM

 

Bring All Relevant Data at One Place with Salesforce CRM

Have you been using multiple systems and software solutions to store and manage crucial business data? 

Don’t you find it difficult and tedious to store, manage, and retrieve the data that seems to have been scattered all over- in emails, databases, spreadsheets, and point solutions? 

Why not bring all the relevant customer data at one place? With Salesforce CRM, you can create a single point-of-engagement and truth.

The revolutionary Salesforce technology empowers startups and mid-scale businesses to create, manage, view, and update their customer data from any place and using any device for improving customer engagement. 

Needless to say, customer engagement is the most important step towards increased sales, improved reputation, and boosted ROI.  

 

Fetch Pertinent Client Data to Boost Engagement & ROI

Since all the relevant data is stored in the secure and safe cloud, businesses can retrieve it (using authorized credentials) to run a marketing campaign and carry out other promotional activities that lead to better customer engagement and an accelerated ROI. 

Boost-Engagement-&-ROI

CEPTES is a Salesforce Silver consulting partner who can help to amplify the business value of your Salesforce.com investment through consultation, innovation, and digitization. If you want to grow your business, connect with us or schedule a demo

CRM, Einstein Analytics, Sales Cloud

Enhancing your Salesforce CRM performance with Einstein AI

We all agree Artificial Intelligence (AI) is a disruptive technology in today’s data-driven business world. There are vast amounts of data generating from multiple sources, and it is nearly impossible to collect, store, use, maintain, and access all the data.

Data is the new oil and it is extremely essential for businesses to unlock data secrets in order to achieve better business results. Salesforce as the #1 CRM provider in the world has been transforming businesses of various sizes & types by optimizing critical business processes. And data is playing a significant role in this. Data that is not being used properly is of no use. Even storing & maintaining the data comes with a huge cost. 

Here analytics plays a key role in helping enterprises leverage the power of their CRM data in order to give customer insights so that every customer interaction can be personalized with higher engagement. Salesforce is no different. With the help of next-gen analytics, enterprises can extend the power of the platform and accelerate their journey to success. 

  • An efficient method of data management
  • Optimized way of sales strategy
  • A more accurate way of sales forecasting
  • Increased customer satisfaction
  • Reduces the cost
  • From purchase history, it can determine the buying trends
  • Better sentiment and intent analysis recommends products and up-selling
  • Increases productivity

Einstein Analytics which is the only business analytics solution native to Salesforce, allows users to accelerate sales, enhance customer service, optimize business processes, and maximize ROI from their marketing campaigns. 

Now the main topic arises, How Einstein AI enhances CRM performance?

  • Einstein AI mainly works on Sales, Marketing, and Services.
  • The AI spends time with customers, knows the customer needs, and then predicts the best next step. It understands the points where business lags, and it indicates to expand your business better.
  • Einstein AI keeps a check on the social media platform and decides what people like the most. By this, it predicts the best customers at every campaign, reaches them at the right time to deliver the right services and products.
  • Knowing the customer’s needs can cross-sell and upsell the product at the right time, and it can predict the product break before using that product.
  • Einstein AI has shown significant change and development patterns in the business, shifting the domain from business-oriented to customer-oriented.
  • Einstein AI takes care of the past reviews for guiding light to the future strategies. If that service or product is highly appreciated, it works to make it better, and if the service or product is criticized, it works to reflect better results.

You will be astonished to know that,

  • Einstein AI can work very smoothly without hiring a data scientist.
  • It can automatically simplify and predict the routine tasks. 
  • It can manage the customer responses and creates more enthusiasm within the customers to buy the products.

To summarize,

  • Einstein AI works very smoothly; it manages every customer’s responses and deals with every customer properly to enhance the business and increases productivity.
  • It checks every customer’s interest from their social media and deals with that type of product.
  • The Einstein AI checks the past responses and makes the service or product the better way for the future, and it also checks the customers’ criticism, and it reflects to give the best results. 
  • Einstein AI works without any data scientist, and it manages customer responses to create satisfaction within the customers.

CEPTES, as a Certified Salesforce Silver consulting partner with over a decade of technical expertise, provides the service starting from the initial build to test and deploy with an accelerated development cycle. 

To give your employees and partners a consistent view of data and access to new insights using Einstein Analytics, get in touch with our team.

CRM, Real estate

Why you Need a Real-estate CRM – Top Five Reasons

The real estate sector has been one of the top contributors to any economy. With continuous process automation & digital transformation, the industry can streamline it’s critical business processes & sustain in a highly dense competition. However, the real estate industry is one of the most inactive technology adopters in order to automate certain repetitive manual tasks and concentrate more on accelerating revenue growth. 

However, the current pandemic has caught the sector hard and modern-day realtors are looking for innovative ways to bounce back strong. Driving more sales and minimizing manual tasks are the key goals, and this is where a powerful CRM comes into the picture. 

In the new normal of a virtual world, where it has become more essential to reach to your target audience digitally, realtors today are looking to enhance their reach, accelerate sales processes for faster deal closures, minimize human interventions in critical business operations with next-gen automation, leverage the power of analytics to unlock business insights & drive top-notch customer engagement to streamline future sales funnel. A comprehensive CRM solution tailored to meet specific real-estate business goals can help realtors achieve more in less time.

So, here are the top 5 reasons why you need a real estate CRM for your business. 

Efficient Database Management:

  • Managing a customer database is a tedious task for any real estate developer and broker (Channel Partner).
  • Daily working on the excel sheets, managing leads, and the right information is complicated; also, data is not available at one click.
  • Multiple executives work on handling customer queries and managing databases, which results in so many errors in data.

Lead Nurturing:

  • The whole industry works on daily lead generation to get clients from the market. Lead nurturing will help a company to know the potential of any inquiry received. 
  • It can also help you to capture the leads online through any platform. You can get the details and communicate with any of the leads.
  • Through the CRM, you can email or SMS and keep nurturing leads, till leads reach at the bottom of your sales funnel for final closure.

Relationship Management:

  • Do you know why channel partners, close top deals, and get so many referrals? It is because of their relationship with people.
  • We know it’s a bit difficult for companies to do it, but your CRM can help you build strong relations with prospects and end customers. 
  • It will always remind you about your activities with any prospect or customers, like birthdays, anniversary, which will help build personal relationships. 
  • You can always send them festival wishes, newsletters, and any information with one click through CRM.
  • So CRM not only helps you to maintain a database but allows you to build relationships to drive business.

CRM helps you to automate your marketing:

  • A Real Estate CRM can directly capture all online leads through integration.
  • You can also set your email or SMS campaigns, and you can run drip campaigns, which can keep nurturing leads.
  • Different CRM Tools can capture all the activities and communicate with the related prospects. Like chatbots, Mailers, SMS, and data capturing can ease your marketing efforts and help you save your time on each activity.

Reports:

  • A real estate CRM can help you to generate lots of unique reports at one click.
  • These reports can help you to know the detailed analysis of the activity happening around each department’s project. 
  • Reports will not only help you to analyze the performance of individual team members, but it can also help you analyze which marketing activity is working for you and ROI on each activity.
  • You can generate lots of reports like leads, visits, marketing spends, ROI on each effort, source of leads, and ratio to visit and closure.

Wrapping up

Salesforce has been doing exceptionally well in transforming the real estate industry with its Customer 360 platform by optimizing critical business processes such as sales, service, marketing, etc. With Salesforce powered CRM realtors can improve sales processes, achieve greater visibility, reduce significant operational costs & time, enhance productivity, and ensure a comprehensive 360-degree customer view. As a Salesforce partner company, CEPTES offers CRM solution ‘RealE360’ tailored for real-estate players. To know more, please get in touch.

ALSO READ: How Salesforce Can Help Your Real Estate Business

CRM, Salesforce

How customizing your Salesforce CRM can help you enhance productivity

As a powerful CRM tool, Salesforce can be configured and customized according to the business needs. We can customize each & every type of record, standard tabs,  including the addition of the custom fields and setting of the page layouts.

We can also customize search, tagging, and user interface options for our org. In addition to that, every Contact Manager, Group, Professional, Enterprise, Unlimited, and Performance Edition user can customize various personal display options.

What is Customization in Salesforce CRM?

Salesforce CRM customization is the custom development and coding to add robust features to the CRM platform. We can integrate these customized features with our business as per our need to have a scalable impact.

Customization of Salesforce CRM is not only easy to use but also will help to grow the business exponentially.

Salesforce Customization Examples:

There are numerous examples of customization, and few of them are;

Apex triggers, Apex Classes, Different third-party integrations, visual force emails, alter the page layout using CSS and building visual force pages.

Few Best Practices of Salesforce CRM Customization

For the success of Salesforce Customization, below are few best practices that need to follow. 

  • Plan well ahead before the customization. 
  • Organize and prioritize the customization process.
  • Use a sandbox environment to create the customizations without affecting other users. 
  • Always take help from the Salesforce Experts.
  • Use other required tools that will help in the customization. 
  • Test very well before the final deployment of the customization.
  • For better communication, use simple, concise, and structured naming conventions. 
  • To avoid change or duplicate, add details about the feature, which will help other developers to understand the customizations.
  • Provide help texts for the ease of the usage of the customization to the end-user.

Few must have Salesforce CRM Customizations are

Custom Portal 

Salesforce custom portal will help a great end-user experience. As an example, the custom client portal will help to enhance the client’s and our convenience. 

Likewise, Salesforce partners, or Salesforce employees portal can use to streamline the communications among the partners or teams to boost and grow the business.

Customized Dashboards

A custom dashboard in Salesforce CRM will help us to view a 360-degree view of our business processes and opportunities. 

Now, let’s consider the applicability of customized dashboards in the  Real estate industry. We have extensive data from clients, and we want to keep track of our sales funnel. Having a personalized dashboard, we can create custom modules to have a record of our leads, buyers, sellers, property listings, brokers, agents, etc.

Customized Views

Customized Views is the next Salesforce customization that can improve business performance. With this, our customers can have flawless experience and extend the functionality of our Salesforce. 

Now, we won’t face the issue of default restrictions, as customized views will give more functionalities such as list views, custom forms, options to upload the attachments, etc.

When will we choose our Salesforce CRM Customization?

We can choose Salesforce CRM customization in any of the below situations:

  • Integration of third-party (like ERP, an e-commerce system, etc.) need for better performance of the business process to execute.
  • When we need more detailed reports and dashboards that are interactive and well-built to get the required information.
  • When it is difficult for the end-users to adapt to the configured platform.
  • When we have some budget and dedicated timeline set for customization.
  • When we have large amounts of complex business data which is difficult to cover with the default functionality of Salesforce.

Now we know the customization of Salesforce CRM, we can implement whenever we feel the need to help our platform & grow the business. 

With customized CRM, we can streamline processes, increase revenue, enhance productivity, get more ROI, and much more.

If you are looking for Certified Salesforce consulting services, then contact us today!

CRM, Salesforce

Top 3 Reason “Salesforce Customer 360” can be a Game-Changer in 2020

Do you know around three-fourth of the customer wants their expectation & needs to be understood & fulfilled? Whereas there is another fact that only 47% of the customer agrees their expectations fulfill, and 53% are not? So, as an SME with limited budget & resources, do you worry about how to meet with ever-changing customer expectations and win the rat race? If you answered “YES,” then don’t worry, “Salesforce Customer 360”, which is an integrated CRM (Customer Relationship Management) system, has the solution for you & your customer. It will unite customer data across marketing, sales, customer service, and more into a single platform.

Salesforce Customer 360 is a cost-effective way to connect you to all customer touchpoints so that the company will have a single view of every customer and can deliver the experience they deserve. 

Salesforce Customer 360
*Image source – Salesforce

Deliver superior support with a single customer view 

 Most of the time, in a busy day to day life with multiple tasks, when we try to contact the customer care to solve any of our problems, we notice there is a long waiting queue of other customers before our number comes.

When our turn comes, we are explaining all your pain points with emotion. We think our problem will get resolved, and later we realize that the agent is transferring the call to some other department or to his senior where we have to explain our whole story from the beginning. Sometimes due to various reasons, if the issue doesn’t resolve in a single call, then we have to repeat the process once again. Have you ever realized how it will feel when our customers will experience the same feeling with our service?

To avoid such disappointment, Customer 360 records all the customer communication automatically, and any agent from any department will get the past context and proceed from there. This experience will make the customer feel that someone understands their pain points. 

Deliver superior support with a single customer view 

*Image source – Salesforce

Deliver personalized customer experiences

If we follow our old traditional method of capturing all customer details in a spreadsheet or for some reason, if we note down the same in a sticky note, then most of the chances are either we misplace, or we will not get when we need that.

In this scenario, we communicate either entirely new or with half-cooked information which is altogether embarrassing to both the customer and us also. And in this cut-throat competition as an SME, personalized customer experience is critical to building trust & long-term relationships.

Customer 360 fulfills this need; we can pull all the customer details with the conversation, which will not only help to know them better but also will help in selling as per their need.

Deliver personalized customer experiences

*Image source – Salesforce

Make it easy for your business to scale and grow

I hope you agree to sustain & grow; every business should meet their customer expectations, and without that, the customer will switch over to the competitor without any second thought for the better deal.

According to research, 58% of Small Medium Business leaders say over the next two years, meeting customer experience expectations is a challenge for growth. So, the question comes here is, how can we achieve the same?

The ultimate solution for this is by leveraging the benefit of technology, and the most compelling benefits of Customer 360 are:

  1. Even though as a startup or small business, you can well manage with a one-two person team.
  2. You can replace different tools for the market, sell, and customer support with a single device, which is easy to use & maintain.
  3. It supports small to large enterprise-level, which is no need for switching to anything else.
  4. A customized solution for the business as you need.  

Make it easy for your business to scale and grow
Let’s Conclude:

Salesforce can help you find customers, win their business, and keep them happy so you can grow faster than ever. If you are looking for Certified Salesforce consulting services, please contact us today!

CRM, Salesforce

Unleash Sales Productivity – A Complete Guide for Sales Leaders & Reps

As a sales professional obtaining sales numbers is the flag at the top of the mountain you’re climbing. It is what’s on the horizon as you march forward, and it is what as a sales leader you’ll arrive as you lead from the front. As great transformations require great leadership, sales leaders can set the standards for the sales reps to enhance productivity, boost morale, and overcome challenges. 

Talking about today’s sales processes, when you track the time that you are spending with your leads or customers, sharing emails with them pitching about your services/solutions, and planning for future engagements, it gives you quite a clear picture of the sales funnel. As a sales rep, you want your focus on the real-time that you are spending on selling. And as a sales manager, you would want to keep an eagle’s eye on the team metrics to keep a track of their productivity and to formulate strategies on how it can be enhanced. 

Now whether you are a sales rep or manager, the bottom line is to improve the sales of the company. The goal is to sell more quantity in lesser time to optimize the company’s top line. So to help you with that, we have formulated this guide that would aid sales reps and managers alike to boost sales productivity. 

Sales Managers

  1. Optimization of the Onboarding process: An effective sales training is the first step toward the success of your team. A proper and well-defined onboarding of new employees reduces the training time and increases the time new reps are spending on their main task. The sales training content should be detailed enough for your reps. It is better to have experienced mentors who can aid the new ones in the training. 
  2. Coordination with the Team: Scheduling daily, weekly, and monthly meetings with the team can help them align with the process and get the right direction to achieve the overall goal. This is the best opportunity to motivate the team, asking their feedback, and pinpoint areas where improvements can be done. Such discussions lead to better coordination, eventually leading to better productivity.
  3. Sync the Marketing and Sales Team: When both marketing and sales are in sync with each other, there is a definite surge in sales productivity. As a business owner or manager, it becomes crucial for you to ensure that your marketing and sales employees work in sync with each other to become more productive. 
  4. Implement Intelligent Sales Tools: Sales tools aren’t just for huge organizations; if implemented and utilized well, sales tools can provide in-depth to small and medium-sized businesses as well. These tools are an easy way to keep the track of data, keeping it organized, and selling more. For managers, sales tools like CRMs, route planning apps, and communication apps are their ally to measure the performance and work of reps. 

Sales Reps

  1. Brush Up the Sales Pitch: A perfectly-versed sales pitch is the right hand of any sales rep. As a sales rep, you must understand your market, research about their requirements, and uncover their pain points. Then, offer your service/solution in such a way that they become the apt solution for these pain points. Once you get your perfect sales pitch, the chances of closing a higher number of deals increase manifold, thus boosting your sales productivity. 
  2. Get Better Leads: One of the most important aspects of a sales rep is to get leads. But here’s a catch: rather having a long list of leads, it is better to have a smaller, but a quality list of leads where the chances of closure are higher. Select the leads that are best suited for your product/solution as these leads would have high conversion rates. You can segment the leads according to the market understanding. 
  3. Use a CRM: Utilizing automation tools like CRM can assist you to stay organized when you have heaps of data. With the help of a good CRM, you can easily keep a track of your customers and potential leads all in one place. The CRM can also help you automate your daily tasks and you will be able to focus more clearly on your work.

Though these are the basic, yet the most fruitful tips to boost up your sales productivity. Salesforce as a platform is helping sales leaders and reps of multiple global enterprises in making their sales process streamlined, drive intelligent selling, delivering personalized buying experiences, creating highly personalized sales journeys for each of the customers, and enhancing the overall sales productivity. So what are you waiting for? Start aligning your sales with these tips leveraging the power of Salesforce and experience the best sales productivity. 

To start your journey on the Salesforce platform, please get in touch.

CRM, Salesforce

How Salesforce CRM can improve your Sales?

In order to thrive as a best-in-class sales-driven business, organizations need to develop skills and leverage cutting-edge automation tools. In today’s business world, there is no room for mediocrity. It is very essential to perform to remain competitive. Sales expertise along with refining customer relationships and processes drive higher sales. However, with the growing business, it becomes tough to personalize every customer interaction. This is where the role of a Customer Relationship Management (CRM) system comes in to help sales reps to enhance the effectiveness of their customer interaction and retention along with new lead creation. 

Salesforce is the world’s #1 CRM provider that offers business of every size a platform to manage their customers and their journey. The platform extends a variety of products and services to discover customer insights, understand needs, and solve complex business problems. The extensive range of Salesforce products works together to improve sales pipeline and drive exceptional customer experiences. Some of the leading products include;

  • Sales Cloud: Automate sales process, find leads, close deals faster, grow accounts, and accelerate productivity.
  • Service Cloud: Close cases faster, manage field service, personalize customer support and predict needs for superior customer experience.
  • Marketing Cloud: A unified marketing platform to know consumers, engage them and personalize their experience across every touchpoint.
  • Community Cloud: Engage with your partners, customers, vendors, and employees in a whole new way to boost engagement. 
  • Salesforce Platform: Build an amazing experience around customers with intuitive business apps developed on the Salesforce Platform.
  • Salesforce Analytics: Discover data-driven insights, predict outcomes, find recommendations, and act smartly with Einstein Analytics.

How to leverage Salesforce to boost your Sales?

After going through all these above Salesforce offered solutions, you must be thinking how your business can use these and how you can get the best out of your Salesforce implementation? We will give you the top five ways Salesforce can help you maximize your Sales pipeline in this era of digital transformation. 

Sales Process 

Sales Cloud which is the #1 sales automation tool is designed to automate the sales process and includes a wide array of features. Sales Cloud helps sales reps work smarter by automating various sales processes, increasing efficiency, accelerating sales productivity, creating a pipeline of leads, closing deals faster, and making insightful decisions with data – from anywhere using any device. Popular Sales Cloud features like Contact & Opportunity Management, Account & Lead Management, Workflow & Approvals, Sales Collaboration, Reports & Dashboards, Sales Forecasting, etc. helps sales reps to achieve their goals. 

READ THIS: How to get the most out of your Sales Cloud implementation?

Marketing Campaigns 

Marketing Cloud helps marketers to drive relevant and highly personalized customer journeys including exceptional customer experiences across multiple touch points such as email, mobile, social, web, etc. from a unified platform. Some of the leading features include Journey Builder, Email Studio, Salesforce DMP, Salesforce Data Studio, Social Studio, Advertising Studio, Mobile Studio, etc. Marketing Cloud runs customized campaigns which generate quality leads. 

Customer Service

In today’s business world, if you don’t offer best-in-class customer service, your customers will switch to a rival brand. In order to maximize revenue, you need to retain most of your existing customers. Salesforce Service Cloud helps organizations make their customer service efficient by enhancing service quality and driving high-class user-experience. Customer service agents can leverage Service Cloud to close cases faster, manage Field Service, offer intelligent self-service, personalize customer care, predict future needs to keep the conversation flowing. 

ALSO READ: Top Benefits of using Service Cloud for Customer Service

Collaboration

Salesforce Community Cloud offers an opportunity to connect & collaborate with customers, partners, vendors, and employees to establish interactions. With out-of-the-box templates, and themes you can engage the audience and streamline the communication. With a connected reseller, distributor, partner ecosystem, your sales can be increased by offering seamless access to all the information. Partners can register new leads, update records, manage funds which enable them to close deals faster. 

Next-gen Analytics

With Salesforce analytics, sales reps can uncover actionable insights to accelerate sales based on real data. Einstein Analytics which is the only business analytics solution native to Salesforce, leverage AI in order to discover business insights, predict results, drive efficiency, accelerate sales, enhance customer service, optimize business processes and maximize ROI from their marketing campaigns. 

Wrapping up

Salesforce has now further extended its global CRM market share & stretched to 19.5% which is 2X of its nearest rival. The ease of use, rich functionalities, scalability, analytics, and customizability makes the CRM giant everyone’s first choice sales automation and enhancement tool. As a Salesforce Silver Consulting Partner, CEPTES helps organizations implement Salesforce and get the most out of their investment. Get in touch today to start your Salesforce CRM journey.

ALSO READ: How to use Salesforce with a small team?