Sales Cloud

What is Sales Cloud?

Salesforce Sales Cloud is a cloud-based CRM platform that keeps information about leads, customers and sales all in one place. Using a sales cloud we can track and manage the customers. It helps salespeople sell smarter and faster by centralizing customer information, logging their interactions with your company, and automating many of the tasks salespeople do every day.

Sales Cloud puts all customer information in one place, gives you insight into your customers, and even gives you intelligent alerts about the best leads. Automated marketing allows you to engage prospects earlier by running targeted campaigns to grow your business. You can immediately update the pipeline, view critical business metrics giving you a complete look in your forecast.

Sales Cloud Features :

Contact Management:

Gives complete information on customers including previous communications, discussions, key contact numbers and emails. With Sales Cloud, you can navigate through accurate account and contact details on-the-go, pinpoint the hottest opportunities, and drill down into important customer insights on any device, so that you’re prepared for any selling opportunity, anywhere.

The Salesforce mobile app pulls in valuable social profile information from your accounts and contacts, giving you deep insights so you can walk into that important sales meeting with confidence.

Lead Management:

Helps to assign leads to the right people and track the campaigns. It gives access to the up-to-date contacts on the timeline with the industry best practices. Also, it uses the sales path to understand the relevant documents. You can even see where a marketing campaign lead came from, read the relevant insights you can act on, and track emails from the CRM solution. It helps to set up automatic lead scoring and routing to ensure leads never fall off the track and grow more revenues.

Able to manage and track campaigns across all channels, including social media which will help you to make smarter decisions about where to invest, and show the impact of marketing activities on your sales pipeline.

Opportunity Management:

Manage all your sales deals with Salesforce while staying connected to the people and information you need to close every sale, from anywhere. With real-time updates for every deal including the most recent developments, your sales reps can connect and take action faster.

Track all associated activities as they happen and receive updates when action is needed. Send emails simply with templates just a click away. Track which products are part of your deal, including quantity, standard price, quoted price, and product codes. With built-in quoting capabilities, you can automatically populate a quote with relevant customer data, generate a PDF from an approved template, and send email directly to customers from any device.


The Salesforce mobile app allows users to access CRM data at any time from anywhere. It helps to view meetings, events, and account updates at the fingertips. Making conference calls and taking meeting notes is more convenient to the application. Access and update your CRM data, even while offline. The offline data update enables you to work without any internet connection.  

Helps to get real-time views of sales performance with dashboards and reports. Also we can connect with colleagues and team members instantly.

Reports and Dashboards:

Generate customized sales forecasting reports using CRM analytics software and drag and drop functionality with ease. To get an immediate real-time view, users can adjust the fields, filters, groupings on a chart.

Salesforce Dashboard Components give us a visual representation of how your business is performing in the market. Users can recognize market trends, clear up the quantities, and calculate the activities. Also we can make critical decisions from anywhere.

Salesforce Engage:

Gives alerts on active leads and creates personalized campaigns. The application is featured with an interactive dashboard which allows monitoring the campaigns’ performance hence we can understand the most impactful element in our sales pipeline.

Salesforce CRM boosts customer engagement double by sending personalized messages. In addition, you can view the history of the conversation and decide the right response at the right time.

Workflow and Approvals:

Helps to simplify the approval process and automate any business process using visual drag and drop interface. It automates your sales as well as the business process by auto-assigning the tasks and email alerts.

The approval processes for a deal discount, travel, and expense report have become automatic with Salesforce CRM. Users can respond to such requests directly from Chatter.

Territory Management:

The territory management of Salesforce CRM helps to manage assignment rules, new hierarchies, and territory assignments. Users can assign one rule to many territories and their descendants from the territory hierarchy.  The assigned users can identify their colleagues with the help of the territory rules. 

Community Management:

Easily connect with partners and give them a view of sales performance. It also helps in easy onboarding, training and supporting sales partners. It is a platform that makes it easy for partners to sell the products or services. In addition, you can customize the access to information and revamp partner tiers. 

Files Sync and Share:

Search, share and find files faster with secure, social, and mobile file access embedded into your core business processes. Sync files across all devices and bring them into one easily accessible location.

Users can easily drag and drop files and maintain access as well as control rights. Salesforce CRM is featured with multiple filters that make it easy to find a specific document from a pile. It enables you to share files from any device at any time with versioning and commenting. 

Forecast Management:

Sales Cloud forecasting helps to diagnose the health of your sales in a selected timeframe. It captures in-depth views of your business’s entire pipeline, opportunity progress, and projections for the next quarter. 

It helps to update your sales teams on forecast adjustments by sending message alerts to managers and reps on site. With real-time leaderboards we can track sales reps performance.

How Can We Help :

  • Built communities where customers and other people too can register their complaints or requirements.
  • Built application for analysis of Lead status and Opportunity stage with Automations, reports and Dashboards.
  • Built custom event management with custom calendar which can manage and schedule meetings, calls, webinars with the considerations of various time zones along with Daylight.
  • Built approval process and automation for auto assigning the tasks, email alerts and any more.
  • Built dashboard components for a real-time view of the state of the business.

Results :

  • Help to grow your business with ease, from anywhere.
  • Help to manage Contacts, Accounts, Leads and Opportunities to sell faster and smarter.
  • Help to bring all the customer information together in an integrated platform that incorporates marketing, lead generation, sales, customer service and business analytics.
  • Provides access to thousands of applications through the AppExchange.


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