Sales Cloud is a specialized Salesforce application designed to help organizations sell better and faster by centralizing customer information, logging interactions, allowing collaboration across teams, and automating a wide range of tasks. It keeps all your customer and prospect information in one place, giving sales teams the ability to be more productive.

Built on the expandable and flexible Salesforce 360° platform, Sales Cloud allows businesses to leverage legacy systems without having to ‘rip and replace’. In fact, many organizations leverage the Salesforce interface to present data from multiple back-end systems, thereby improving efficiency and the overall experience for users.

This accomplishes through the concepts of tracking Contacts, Leads, Accounts, Contracts Opportunities, Products, Price books, Quotes, and Campaigns. Hence, these features manage your entire sales process. Moreover, it frees your teams from fumbling through manual administrative tasks from order processors and transforms them into strategic advisors – driving more revenue for your business.

Features

In this section, we will discuss the key features of the Sales Cloud. The features are below –

• Contact Management: Provides complete information about clients including past communications, discussions, key contact numbers, and emails.

• Opportunity Management: It helps generate and modify quotes in response to sales interactions and deal scenarios.

• Salesforce Engage: It provides alerts on active leads and creates personalized campaigns.

• Leadership Management: It helps assign leads to the right people and track campaigns.

• Reports and Dashboards: Helps create dashboards that drill down for more information. This leads to faster decisions.

• Sales Forecast: Gives an accurate view of sales forecasts that adjust based on real-time data.

• Workflow and Approval: Helps to simplify the approval process and automates any business process using a visual drag-and-drop interface.

• Field Management: Helps to build models of different fields and apply rules to them.

• Sync and share files: Search, share, and find files faster. This leads to more collaboration.

• Sales Performance Management: It helps in creating a performance summary. It creates a link between sales data and sales goals.

• Partner Management: Easily connect with partners and give them insight into sales performance. Additionally, it also helps in easy training, onboarding, and supporting sales clients.

How does it work in Salesforce?

Sales Cloud lives on as part of Salesforce’s Customer 360 platform: an integrated customer relationship management (CRM) platform that unifies all the different parts of a business (marketing, sales, commerce, service, and IT) under a single, shared customer view. does.

You can choose various editions of Sales Cloud depending on your business needs. Moreover, each version offers features that may be useful in different areas of your business. Additionally, Salesforce provides a comparison chart to let you see what features are included in the editions.

• Essential Edition: Good for teams of up to 10, the Essential Edition provides basic sales management and automation for tracking opportunities, accounts, and customer cases.
• Professional Edition: If you’re looking for reporting and forecasting capabilities, the Sales Cloud Professional Edition may be a better fit. This version provides additional features, such as the ability to create and track orders and quotes with customization capabilities.
• Enterprise Edition: The Enterprise Edition of Sales Cloud allows you to customize Salesforce to your more complicated business processes and integrate with any system using Web Services APIs.
• Unlimited: One of the biggest advantages of the Unlimited edition of Sales Cloud is the ability for admins to access multiple sandboxes for development and testing. This allows you to try out our different functionalities before rolling them out to your team.

Who can benefit from Sales Cloud?

It isn’t only for sales executives and representatives. Customer success management and account management organizations interested in increasing revenue and delighting customers can benefit from all the features Sales Cloud provides. 

Account Management

Account managers can use Sales Cloud as their upgrade tool. They can spot early warning signs of a potentially unhappy customer and strengthen Sales Cloud to view their customer portfolio and manage that relationship. Using the powerful features of Salesforce – like opportunity management and activities, account management teams have a 360-view of the customer and are set up for success when it comes time for contract renewals.

Customer Success

Customer Success teams can use Sales Cloud’s case management tools that help onboard new customers. Additionally, this sets the foundation to cooperate cross-departmentally, and different teams now have complete information about the customer. Hence, it’s about breaking the silo!

Sales Executive

Pipeline and forecast management give sales executives the ability to react to market changes with real-time visibility within the Salesforce platform. However, Salesforce’s powerful reports and dashboards give executives a bird’s-eye view of the entire sales organization. Moreover, it allows them to make more data-driven decisions.

Marketing

Can Marketing Teams Use Sales Cloud? Sure. Using Campaigns in Sales Cloud, they can connect prospects to marketing initiatives to track conversion rates and the effectiveness of their campaigns. Additionally, campaigns can help track the impact on opportunities so marketers can see campaign ROI. Moreover, It integrates seamlessly with the most popular platforms from Salesforce (like Pardot) and third parties like Marketo, Mailchimp, Constant Contact, and many more!

Moreover, these are a few teams that can benefit from using Sales Cloud. Other organizations, such as sales operations, business operations, estimators, and other back-office teams, can take advantage of platforms aligned with the business that drives results.

Sales Cloud vs Service Cloud

There are many equalities between Sales Cloud and Service Cloud. They both share important features like accounts and contacts, and some basic case management services. Sales Cloud is focused on providing functionality to sales representatives and managers with a focus on account acquisition, sales funnel, and closing deals.

But that doesn’t mean Sales Cloud is just about closing deals—it can support other teams, too. For example, customer success teams can strengthen Cases in Sales Cloud to onboard new customers and manage requests from customers.

On the other hand, Service Cloud has tools and functionality geared towards providing support teams with advanced case management features. However, it allows teams to handle support from customers wherever they need you.

Why choose TCI for Salesforce Sales Cloud Integration?

TriColor Initiative (TCI) has a team that specializes in MuleSoft and Salesforce Implementations, where you can get solutions to every problem related to API integration.

• Provides innovative customer service across all devices – anywhere and anytime.
• Effectively manage end-to-end processes for your sales team with the essential tools that come with Sales Cloud.