Salesforce's Sales cloud implementation will automate daily routine tasks of Sales Reps such as Lead creation...
Sales Cloud Implementation :
Why Sales Cloud?
Salesforce’s Sales cloud implementation will automate daily routine tasks of Sales Reps such as Lead creation, Lead routing, Lead conversion, Lead scoring, accessing data across any device,creation of reports and dashboards and much more. Sales Cloud provides functionalities like workflows ,approval process and uses AI enabled tools for lead scoring in business. It helps the Sales Rep to make smarter decisions to improve marketing productivity and close deals faster.
Features
Web To Lead : We can create forms in salesforce and put those forms on various websites to generate leads. Once the user fills up the form and submits the form a lead will be generated and the sales team will be notified about the lead.
Assignment Rules : To route leads to different sales agents we make use of assignment rules to direct the lead to appropriate teams based on various criteria.
Reports and Dashboards :
Salesforce reports and dashboards are the analytical side of the CRM. They are used to convert business requirements into Visual representations like Graphs, Summary Report,Matrix ReportTables, Scatter Chart, Gauges, Metrics, Funnel chart and so on.
It helps the business stakeholder to understand and analyze the area of improvement and take measures accordingly for success of the business.
Account,Contact,Lead and Opportunity Management :
Have a complete view of your end customers, including activity history, key contacts, customer communications, and internal account discussions. Gain insights from popular social media sites such as Facebook, Twitter, and LinkedIn right within Salesforce.
Get a complete view of your team’s deals with Opportunity Management, see the stage of opportunity and understand the probability of conversion of that opportunity to close win or close loss. Stay connected to the people and information you need to close every sale.
It helps in tracking your leads from beginning to the conversion lead to Account and Opportunity.
Implementation of sales cloud
Our Salesforce consultants who had already implemented sales cloud for various clients are well versed to understand your business requirement and will provide the best solutions for various requirements.
Our implementation process work as following:
- Discuss with business about the requirements
- Give the standard solutions which are provided by salesforce inbuilt functionalities.
- There are few scenarios which can not be handled by salesforce’s in built capabilities for that purpose salesforce provide various development tools to complete the requirement by those tools and out salesforce consultants are really good at that as well.
- We follow the Agile model for the implementation.
- Once everything is implemented thorough testing is done by our testers.
- We give the code to our client’s for User acceptance testing.
- If it’s accepted by users then the code is deployed to production to make it available for all the users.
Sales Cloud Implementation :
Why Sales Cloud?
Salesforce’s Sales cloud implementation will automate daily routine tasks of Sales Reps such as Lead creation, Lead routing, Lead conversion, Lead scoring, accessing data across any device,creation of reports and dashboards and much more. Sales Cloud provides functionalities like workflows ,approval process and uses AI enabled tools for lead scoring in business. It helps the Sales Rep to make smarter decisions to improve marketing productivity and close deals faster.
Features
Web To Lead : We can create forms in salesforce and put those forms on various websites to generate leads. Once the user fills up the form and submits the form a lead will be generated and the sales team will be notified about the lead.
Assignment Rules : To route leads to different sales agents we make use of assignment rules to direct the lead to appropriate teams based on various criteria.
Reports and Dashboards :
Salesforce reports and dashboards are the analytical side of the CRM. They are used to convert business requirements into Visual representations like Graphs, Summary Report,Matrix ReportTables, Scatter Chart, Gauges, Metrics, Funnel chart and so on.
It helps the business stakeholder to understand and analyze the area of improvement and take measures accordingly for success of the business.
Account,Contact,Lead and Opportunity Management :
Have a complete view of your end customers, including activity history, key contacts, customer communications, and internal account discussions. Gain insights from popular social media sites such as Facebook, Twitter, and LinkedIn right within Salesforce.
Get a complete view of your team’s deals with Opportunity Management, see the stage of opportunity and understand the probability of conversion of that opportunity to close win or close loss. Stay connected to the people and information you need to close every sale.
It helps in tracking your leads from beginning to the conversion lead to Account and Opportunity.
Implementation of sales cloud
Our Salesforce consultants who had already implemented sales cloud for various clients are well versed to understand your business requirement and will provide the best solutions for various requirements.
Our implementation process work as following:
- Discuss with business about the requirements
- Give the standard solutions which are provided by salesforce inbuilt functionalities.
- There are few scenarios which can not be handled by salesforce’s in built capabilities for that purpose salesforce provide various development tools to complete the requirement by those tools and out salesforce consultants are really good at that as well.
- We follow the Agile model for the implementation.
- Once everything is implemented thorough testing is done by our testers.
- We give the code to our client’s for User acceptance testing.
- If it’s accepted by users then the code is deployed to production to make it available for all the users.