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7 Advanced Sales Cloud Features Sales Teams Use to Scale Faster
7 Advanced Sales Cloud Features Sales Teams Use to Scale Faster

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Salesforce Sales Cloud is a specific solution designed to help teams increase their chances of converting leads into loyal customers. With the advanced Sales Cloud features, sales representatives can automate the entire process, have a sorted list of high-converting leads, and understand customer behavior better to make data-driven decisions. Apart from these, the complete platform offers multiple functionalities. This blog aims to shed light on the advanced features, ensuring your sales team leverages this platform to close deals faster, enhance the customer experience, and achieve higher sales.

Top 7 advanced Sales Cloud features for sales teams

Lead management

Sales representatives can manage their lead interactions in a single dashboard, irrespective of whether the customer reaches them via email or phone. With this structured process, the leads do not fall, the reps can focus on nurturing the leads instead of manually updating the tasks (Sales Cloud manages this). The simplified interactions provide customers with a consistent customer experience, enhancing their trust in the business. 

Also, the lead management feature includes providing reps with AI insights to work on leads with high potential for conversion, and automated reminders on what task to perform next to increase their sales numbers.

Reports and dashboards

The drag-and-drop feature allows sales reps to create custom reports to have real-time insight into tracking performance, identify new trends, and make better decisions. Grouping, filtering, and summarizing the reports aid in a better understanding of the sales of the organization. 

The dashboard features provide visual and simple representations of the reports using charts, tables, and metrics, driving data-backed decisions. One can personalize these dashboards to track their performance and devise strategies to improve it, while managers can create shareable dashboards for every team member to have accountability for their work.

Sales AI

Sales AI, powered by machine learning and predictive analytics, studies your sales data to provide better recommendations related to which leads have a higher chance of conversion and what your next step should be. Here are two major functionalities of Sales AI:

  • Einstein lead scoring: It uses AI to study past leads to identify the successful ones and score the new leads similarly to the converted ones. If the score is higher, the sales reps have a better chance of converting it into a promising lead. Moreover, they can review factors influencing this score, providing them with a clear picture of the lead to aid their sales.
  • Einstein activity capture: This functionality reduces the manual labor of putting all information from meetings, calls, or calendar events by sales reps, as it captures the information and logs it into the right customer account and field, whether it is a lead, contact, opportunity, or a scheduled meeting.

CRM everywhere & collaboration

The Sales Cloud feature of accessing the CRM anywhere aids the sales team in viewing and updating all the customer-related information and tasks in real-time. That too, irrespective of whether you are using the mobile app or the website extension. Also, a change, big or small, is instantly synced to ensure the team has insight into the latest information.

The collaboration functionality lets a sales rep bring in the entire team from different departments immediately to close a big sales opportunity. Collaboration allows teams to chat using Salesforce tools like Chatter, share updates, solve problems, and innovate in real-time to convert a lead into a loyal customer. With Salesforce Sales Cloud integration with Slack, sharing documents related to sales and keeping track of them becomes efficient.

Pipeline Management

Pipeline management gives you a comprehensive view of your entire sales process in a single place, including ongoing sales deals, stages, and important details, without switching between apps or spreadsheets. This feature has built-in charts to alert the sales reps about the changes in the pipeline, such as new deals, a deal moving to the next stage, or a stagnant deal. All this helps the sales team identify a pattern, find deals with potential, and act accordingly. 

Lastly, it provides AI insights about each deal, helping managers coach their sales reps and offer tips and guidance to help them enhance their sales numbers. 

Workflow and process automation

With this, automation of multi-step sales processes, such as approvals, data updates, and notifications, with a no-code functionality workflow builder. This reduces manual work with the option to set up rules for triggering action based on deal stage, custom profile, and product type, ensuring sending emails or scheduling meetings happens at the right time. Workflow automations are customizable and agile; expanding and modifying them as business requirements change is efficient. 

Forecasting and predictive analytics

With the advanced forecasting Sales Cloud feature, reps have live updates regarding changes in pipeline, deals, and more. It provides them with a real-time view of the projected revenue of a new deal entered in the pipeline. Thus, driving data-backed decisions and improving sales deals. Sales reps can also customize the metrics according to business requirements for better sales.

Predictive analytics uses Einstein AI to understand past sales data and compare it with current pipeline trends to provide accurate forecasts. Sales reps can get insights from AI about at-risk deals to identify the next step.

Final thoughts

By leveraging Sales Cloud features, businesses can enhance their sales numbers and have a competitive advantage. From data-driven decisions to using AI insights to connecting with high-potential leads to having all customer data at your fingertips, Sales Cloud benefits the business in multiple ways.

 

 

 

 


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