Tag: sales automation

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.

Hi-Tech

6 Ways Salesforce is Transforming the High-Tech Industry

With shorter product life cycles, companies operating in the High-tech sector are expected to deliver a better degree of customer support to sustain competitive advantage. Mediocre processes and poorly integrated systems spell doom for companies, especially in today’s era of rapidly changing customer demands & technologies. The most common challenges that the high-tech companies of today facing are:

  • Creating appropriate roadmaps for application architecture
  • To decipher and deconstruct relevant data from the vast information available
  • To accurately conceptualize solutions, identifying process entities and the relationships between those entities
  • Recommending best practices to customers
  • Devising and implementing recovery plans
  • Meeting B2B demands

To counter these issues, industry-leading high-tech companies are implementing Salesforce to transform their business and streamline sales processes. As a leading Salesforce partner with over 10 years of experience, CEPTES can help you leverage the solutions offered by the World’s #1 CRM provider.

Salesforce Capabilities

Some salient features of Salesforce that help you get the competitive edge in the market are:

  • Ease of use
  • Lightning-fast implementation
  • Point-to-point customization
  • Easy data management and organization
  • Provision to develop and customize your own apps
  • Automation of tasks
  • AppExchange app development

How Salesforce is transforming the high-tech industry

Companies in the high-tech sector that have implemented Salesforce have seen excellent improvements in terms of their sales. There are numerous ways in which Salesforce benefits the High-tech industry, some of them discussed below:

Exceptional Customer support powered by Service Cloud:

Implementing Salesforce Service Cloud will improve customer engagement, with seamless access to web services, chat, and email from any device and a 360-degree customer view. Critical cases can be escalated to development teams for further examination. In this way, real-time feedback on common issues helps your teams to solve them faster.

Next-gen Analytics:

Using Salesforce Analytics, your business users can explore data to discover new insights. Apart from the functionality to create amazing, mobile-friendly dashboards, Einstein Analytics also allows developers to create their own analytics apps that are highly customizable. Such cloud-based analytics tools from Salesforce can help your company adapt quickly to new trends.

Personalized Marketing:

You can get on top of your marketing strategy with an integration with the Marketing Cloud. The platform provides a 360-degree view of the customer, helping you compile customer data and design highly personalized marketing campaigns. You can manage and evaluate your campaigns by leveraging the power of Google Analytics and Salesforce’s advanced AI.

Accelerated Digital Transformation:

Digital Transformation is all about adapting your current process/ business models to prepare for the future, through technology-enabled change. Salesforce’s offerings enable you to automate processes and business models. With the help of Salesforce, you can automate forecasting, lead assignment, contract generation, quoting, and invoicing. Companies can use AppExchange to capitalize on new opportunities, build and deploy applications with point-and-click ease, and meet demands for CPQ. Further, by leveraging a powerful combination of Sales Cloud, Service Cloud, Pardot, and the Project Management tool, you can accelerate your digital transformation journey.

Collaboration:

Salesforce’s Community Cloud offers community portal options for customers and partners. Customer communities help you set up custom web portals for better integration. You can customize your website’s environment as per your needs with this flexible tool. Partner communities make sure that you leverage your partners’ influence to grow your business effectively. Using partner communities, you can share certain parts of your platform with your partners so that they can collaborate on deals and access sales tools. So, processes like deal registration, onboarding, MDF, targeted recommendations, file sharing, etc. become really easy.

Culture of Innovation:

Salesforce Chatter allows users to post interesting blogs, videos, and websites to keep others up to date on the latest trends. Chatter also helps your employees to get answers to their questions, as well as feedback on your work. Chatter fosters a culture of collaboration and innovation within your organization so that the best ideas get cultivated.

With all these tools in its arsenal, Salesforce provides you with enough power to streamline your sales pipeline and achieve the highest level of customer satisfaction. CEPTES has been the trusted Salesforce consulting partner for numerous organizations in the High-Tech sector. With a decade of Salesforce platform expertise, our certified consultants can guide you at every step of the way to assist you in streamlining your critical business processes. To know more, please get in touch.

Salesforce Integration

Top 4 Considerations for Salesforce Integration

One of the most common issues faced by most of the industries is with regard to disparate data sources and the siloed systems. Integrations across a company can bring enormous challenges for both the SaaS/Cloud Service providers as well as the business users. As per research, about 54% of businesses missed their project deadlines in the past six months due to problems related to Cloud Integration. 

Additionally, in the last 3 years, every one in two businesses completely abandoned a Cloud app due to integration problems. Furthermore, it is estimated that more than half of the Cloud adopters tried using Cloud Integration, but failed at it. This complex data integration issue calls for a solution, and yet again someone has solved it.

The Salesforce platform has successfully introduced its own Integration Cloud. A SaaS offering with the most advanced technology for delivering connected customer and service experiences by using next-gen solutions for Data Integration. Offering a plethora of benefits, like efficiency, accuracy, and quality. Leading to enhanced user experience and ability in improving the ROI of each business user. With the MuleSoft Anypoint Platform, Salesforce customers can integrate data from any system to deliver critical and time-sensitive projects.

The points discussed below elaborate on the functions and benefits of the Salesforce Integration Cloud to boost productivity and improve the ROI.

Better Native ERP Integrations

One of the most worthwhile integrations that can lead to high-performance sales and drive greater ROI is through integrating Salesforce with your existing ERP. Since Salesforce has strong integrations with MS Office Applications and other social media platforms, it allows you to gain quick insights into the sales leads. These integrations, in turn, lead to less manual work and drive more revenue.

Enriched Customer Experiences

For ensuring perfect sales automation, it combines a unique set of services and tools for connecting every system, device, and customer to the surface data irrespective of its residing location. These tools and services also ensure connected Customer Experience (CX) beyond different channels. 

For instance, a developer can make use of the Lightning App builder for integrating the data regarding the commerce order history into the Lightning service console for transforming service interactions into cross-selling and upselling opportunities, and accomplish all it without leaving their comfortable console.

By contributing to the data accuracy, efficiency, and quality, Salesforce Integration Cloud can cause improvements in your ROI.

Enhanced Integration Platform

The Integration Platform offered by Salesforce Integration Cloud can offer a comprehensive solution for all of the needs related to Data Integration. The Integration Platform combines the critical capabilities of a comprehensive Data Quality, Data Governance, and Data Integration solution into a sole unified Cloud-based platform for efficiently integrating real-time organizational data, devices, services, processes, business partners, and systems across any cloud. The extensive Data governance capabilities offered by the Integration Cloud allow the customers in meeting their unique business needs through a single platform for collaborating across projects seamlessly.

The consultants at CEPTES give you intelligent sales process insights that focus on customer needs. These insights play a favorable role in contributing to improving your ROI.

Improved Connectivity

Working inside an organization is a taxing experience, as all the team members need to perform different tasks at a given point in time. One of the major problems faced by the team members is with regard to the non-automation of the routine tasks. If you want your business to have a complete digital transformation, then integrating siloed systems can efficiently work towards automating the routine processes and tasks by connecting to other Salesforce systems, on-premise systems, or external cloud on a unified platform. 

It has an advanced AI and app integration through which the business users can directly embed intelligence into their apps for gaining instant access to additional capabilities that help in keeping their business moving forward. This benefits the team by making them focus on generating sales and improving the revenue of your business. 

What can you achieve with a connected experience?

  • Seamlessly connect any system, Salesforce, or external, whether in the cloud or on-premises, on a centralized platform.
  • Drive API-led connectivity by getting rid of inflexible custom code and optimize business agility with application networks.
  • Enable teams to discover and reuse integration assets to build upon prior projects and address new business priorities.
  • Enable your entire ecosystem of developers, partners, and customers to create new revenue opportunities and top-notch customer experiences with packaged APIs.

Being a global Salesforce partner, CEPTES can provide the consultation and solutions required to boost business efficiency. A highly integrated business solution can increase the performance of existing business architecture. It uses the right strategies for increasing customer engagement and improving the ROI of businesses spread across different verticals. 

Get in touch with us to know more about our end-to-end Salesforce Integration Services.

COVID-19, Small Business

Boost your productivity and sales post-COVID: The ultimate guide for any small business

While most businesses are struggling to re-establish themselves post-pandemic, only a handful of them have the digital capacity to achieve it in time. Today, an uptick in the sales graph is the question of survival for many businesses, but a speedy recovery is only possible through the digitalization of business processes. Being dependent on conventional calls, sticky notes, and exchanging emails to update your team at every stage of a deal is too slow.

Today, the billion-dollar question is: How can small businesses develop a crisis and recovery strategy that ensures a boost in sales, post COVID-19? This is where cloud offerings come into the picture.

Thankfully, there are infinite possibilities on what we can achieve, once we head in the right direction. Here are a couple of tips that can ensure an exponential boost in productivity and make you ready for a post-pandemic scenario : 

Acceptance

Accepting the situation is key. To get an edge over the COVID-aftermath, make sure to review business models, revenue models and lead generation tactics. Chart out fresh plans to boost sales productivity and recovery strategies. 

Analysis

Small businesses must cope with the fact that a business model or a sales team that relies heavily on offline structures, must transition to digital platforms for a higher success rate. Relying on traditional methods alone might not provide the best results in these turbulent times, but add to it a competent sales process automation platform, and voila! Witness a boost in sales productivity like never before. 

Sales Partner

Needless to say, sales is one such field wherein time is of the essence. Most small businesses follow the traditional style of maintaining hand-written logs, manually setting up appointments, using sticky notes to scribble useful information, and so on. Such a format might work in conventional situations, however, it also causes delays- something small businesses can’t afford in a post-COVID scenario.

Investing in a technology partner to inculcate sales automation strategies, is bound to be profitable. 

Customer Retention

Post-pandemic is bound to present an unprecedented situation for SMEs (Small and Medium Enterprises). Not only will they be striving to stay afloat, but competing to gain an edge over each other. Information gaps, lack of active feedback measures and delayed grievance redressal might result in poor communication with customers, thus putting a dent on customer satisfaction.

Thankfully, you can pipeline all your data, address queries and grievances much faster and turn cold leads into potential customers leveraging a powerful  CRM.

Digital Transformation

A digital transformation would entail tracking real-time data to make important decisions. The reason why a Salesforce CRM is an exemplary choice for small businesses is because of its striking features tailored for small businesses, intuitive automation, robust analytics tools that help spot trends in the data, realise touch points required to close a sale, flag any delayed or overdue opportunities, scale the difference between actual and predicted sales and increase customer retention.

CRM will empower and assist your teams to work remotely and engage customers. For small businesses to survive, nay, thrive post-COVID, they’d need to undergo a digital transformation, implement a Salesforce CRM and make way for automation

CEPTES, a Salesforce partner, has been focusing on helping MSMEs boost their productivity and accelerate their business for over a decade. Take on the post-pandemic challenge head-on, and get success with CEPTES. To know more, please get in touch.

Digital Transformation, Sales Cloud, Salesforce Essentials

Remote Selling: Ensuring Productivity of a Remote Sales Team during the Pandemic

The current global scenario caused offices to be shut down, forcing most people to work from home, and this, de facto, includes sales teams. Sales have always been the kind of field that relies a lot on in-person pitches and meetings. So it’s understandable if your primary concern is how to make sure your sales team sell from home efficiently, without feeling demotivated or disengaged & without hampering the overall sales productivity. 

It is undeniable that the pandemic has dampened the shine of the sales team and their forte. However, there is a tremendous wealth of opportunities, ready to be made use of, if businesses are nudged towards a digital transformation.  

Let’s take a look at the major pain-points of a sales team working from home, and then integrate solutions for the same:-

Change how you work

It’s a tricky task to sell efficiently from home. Your sales team is bound to miss departmental camaraderie and one-on-one meetings with clients, where they could pursue them to no ends. Trying to replenish a similar culture while working remotely, might not prove successful. Instead, the time is nigh for a digital transformation. Now is the time to tap into the field of virtual selling, by building a high productivity workspace, even from home. 

Increasing productivity

The current situation might have put a dent in spirits, thus creating a decline in productivity. Tackle situations like these by integrating Salesforce Sales Cloud, world’s #1 sales automation tool. Having highly powerful CRM tools to rely on would make a world’s difference. Imagine a dashboard that allows you to see every important detail in one glance or a tool that shows you the entirety of a client’s specifications, and a virtual assistant that reminds you of hot leads. 

With Sales Cloud, you get all of this and more, thus creating an immediate boost in sales and productivity. Selling from home just got a whole lot more comfortable and efficient.  

Less time on spreadsheets, more time to sell

Sales reps are often found spending a large chunk of time filling out spreadsheets, looking for data from various sources, researching potential leads, preparing quotes, and so on. Why spend so much time doing tasks that can be automated? With Sales Cloud, you get to sell from home intelligently, without bothering about manual labour. Salesforce paves the way for sales automation like never before. They also allow your sales representatives to seamlessly collaborate with other sales representatives, as well as members from different teams.

Communicating with the team

Guaranteed, it was convenient when people could update each other through offline meetings. Intelligent cloud infrastructures allow you to maintain even better standards of seamless communication, even though your entire team is working remotely. Now you can access, edit, securely share and track data in real-time.

Process automation features enable email integration, distribution of leads, and quicker flow of crucial information. No more relying on sticky notes, doodled messages, WhatsApp updates or grapevine communication. Integrating CRM tools leads to better communication channels, which in turn creates a boost in sales and productivity

There’s no limit to what small businesses can achieve through an affordable Salesforce platform tailored for them. CEPTES is a leading Salesforce Platform Service provider that hand-holds small businesses through digital transformations through seamless CRM integration so that their sales can continue to skyrocket, even when working from home.

Get in touch with us to know more.

Pardot, Sales Cloud

Leverage Salesforce Sales Cloud and Pardot to Drive Higher Customer Engagement

These days, everything is digitalized. People are spending more time on smartphones than they are in their real lives. As a result, marketers, and businesses are rethinking their strategies to get to digital channels.

And, they are indeed successful. 

However, the question is, how much success is ‘OKAY’ success?

Being on social media and using Google Ads to connect to the right audience is fine. It is a way to get leads. But what do you do to turn those leads into customers and then repeat customers?

You nurture them.

There are so many sophisticated means to handle and nurture leads. This is because engagement is the essence of getting more sales. So, regardless of what industry you are currently operating in, we have come up with a resourceful guide to show you what Sales Cloud and Pardot can do to your business.

What is Pardot?

One thing that any B2B marketer must dread is to have no projects in the pipeline. Pardot is an automated B2B automation tool to help you network, form quality connections, and boost sales to bring closure to many deals.

Want to know how Pardot can help you?

Understand your Leads Better:

Pardot can help you gauge website analytics in general and audience tracking and CTA metrics in particular. 

Generate More Leads:

Pardot offers inbound marketing automation tools through the creation of search-friendly content, email campaigns, and similar marketing resources.    

Boost ROI:

Pardot offers website metrics for you to make well-informed business decisions, thereby helping you boost your business’ ROI.

Drive Personalization:

Once you know who your customers are and what their needs are, you can offer personalized content. This way, you can drive higher engagement and inch closer to sales closure.

Campaign Management:

You can run multiple campaigns on different channels and generate reports regarding their success rate.

Read More: How to enable your marketing & sales team to better connect with the modern B2B buyer

How to Leverage the Prowess of Salesforce Sales Cloud to Drive Customer Engagement?

Organizations can leverage the Salesforce Sales Cloud with the next-gen sales process automation that will streamline the entire sales pipeline and help sales reps generate more leads. Appropriate Sales Cloud functionalities give assistance to create a well-structured sales process, demonstrate how it’s fulfilled, offer comprehensive customer insights, and keep effective client communication via multiple channels. If we have carried out and set up or customize the Sales Cloud appropriately then it can bring a lot more value to the business.

Some of the core features that the Salesforce sales cloud boast are as presented below:

Lead Conversion Process: 

Lead conversion processes are readily available in Sales Cloud and it can be broken down by customizing it to your specific business needs, either with B2C or B2B. It is viable to establish the process of converting a lead into an opportunity. By creating automation in workflow and adding a few validation criteria; you can make the lead generation process more easy, convenient, and consistent. 

Tasks & Events Management: 

Sales reps can easily handle their tasks like calls, emails, and meetings in a timely manner with a smart task management timeline, which is offered by Lightning Experience UI. It provides representatives a comprehensive summary of their daily tasks which is associated with specific opportunities or accounts. This information is readily available within one single record, so reps do not need to look back or search for this information in various places. 

Reports and Dashboards:

Reports and Dashboard panel enables senior managers to track crucial sales numbers which are attached to their sales representative’s overall performance. The system highlights the sales professional’s strong and weak factors, and also shares other aspects that can help sales managers to enhance their representative’s productivity. Advanced sales planning always leads the way for smarter sales decisions and aid to draw up the sales technique. 

Read More: How to get the most out of your Sales Cloud implementation?

Final Words

As an Indian SMB, you need to focus on your business operations and leave sales and marketing to the experts. Here experts mean Pardot and Salesforce Sales Cloud.

You can leverage these tools to simplify your marketing endeavours and boost your productivity and efficiency. The duo—Salesforce Sales Cloud and Pardot—can help you save time, optimize your sales & marketing processes, enable personalization, and improve the overall efficiency of your business.

We, at CEPTES, boast rich experience in helping SMBs to drive engagement. To know more, please get in touch.

Real estate

How Salesforce Can Help Your Real Estate Business

COVID-19 is impacting the global economic structure. Liquidity has been decreasing, and the waves of liquidity crunch are splashing over the real estate industry. Once booming, the real estate industry has become quite competitive and fierce. Demand for residential and commercial properties have slumped, and so have the sales of small and medium real estate businesses.

In times like these, Salesforce CRM has emerged as one of the most prominent solutions for real estate agents, brokers, and developers to track their customers, manage minutest of information, and also even the market listings. 

Salesforce CRM offers easy to use functionality, is highly customizable, and flexible enough to adapt to any existing system, and business processes. In addition, the system has capabilities to merge multi-channel leads to one destination. The team can work in collaboration, from all the emails and calls exchanged with the end-user to complete documentation that can be stored in a single dedicated location allowing you to pull the information at any given point of time. Entire data is displayed as one record, so anyone can easily analyze the data and take their wise decision towards it seamlessly. 

Salesforce in Real Estate – Multiple Problems, One Solution:

From getting in touch with the prospects to the final stage of closing the lead, there are various actions and steps involved. It is extremely important for any type of business to have a well-organized process, identify communication, and establish touchpoints across channels with customers. Moreover, recognize the responsibility and make every individual answerable at each step.

The most essential part is to keep an eye on each step throughout the sales process which can not only help maximize the sales revenue but can also ensure that the organization has the most effective client experience. The Salesforce CRM helps you to connect these multiple dots and bring project management, property management, customer management, inventory management, agent management, quality inspection, and vendor management on to one unified platform.

Agents, brokers, and developers can conveniently track and take care of all clients, their agreements, and concentrate on closing more deals using Salesforce sales automation solution. 

Let’s see how Salesforce can help minimize the pain points that realtors deal with:

Lack of Analytics to Know Potential Customers Better:

Agreed, that the pen and paper mode of analytics and recording is comfortable. But, how suitable is it for your real estate business in the long-term?

Salesforce offers in-built analytics to bring the right data from across millions of data checkpoints to help create a customer persona. Once you know your customers’ needs, you can offer them properties as per their liking and improve your revenue potential.

Fierce Competition and Low Demand:

Low demand in the real estate industry implies that multiple competitors are following one customer and offering competitive prices. The chances of lead conversion are extremely remote.

Salesforce offers a cloud-based storage system, which means your team will be able to carry out operations despite being away from their workstations. Salesforce will encourage prompt response and quick actions, which would eventually lead to enhanced customer experience.

Absence of Streamlined Communication:

The advent of multiple communication channels has, in turn, increased the complexity. Emails, phone calls, WhatsApp, and multiple chats and calling modules are all used to communicate internally as well as with leads and customers.

Salesforce can unify this communication to a single point, which means your team and you are on the same page regarding the follow up of any particular client or lead. Better team collaboration means increased productivity and efficiency.

In a nutshell, Salesforce is a single solution to the above-mentioned pain points and more.

CEPTES is Your Partner in Endeavours:

At CEPTES, we devise custom and ready-to-deploy Salesforce solutions for your real estate business. Our rich experience in delivering excellent Salesforce solutions to real estate businesses helps us dive deep into the problem and offer a precise solution. 

Salesforce isn’t business for us; it is the way of life. Our team constantly works towards evolving Salesforce solutions to be able to offer seamless integration with any real estate business process. We do not believe in the traditional client-vendor relationship; we believe in partnership and mutual growth.

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?