Sales Cloud – Salesforce
Set the foundation for revenue growth with sales force automation. Close deals faster with guided selling and AI-powered deal insights. Predict future sales with visibility into pipeline and forecasts. Scale easily with automated sales processes and workflows — all built on the #1 trusted AI CRM for sales.
Empower your entire sales team with Sales Cloud.
Maximise rep productivity, unlock valuable insights across the sales cycle, and automate processes and workflows on one platform to accelerate growth.
Build relationships and grow revenue with a single source of truth.
Activity Management
Automatically capture emails, events, and other types of engagement activities directly in CRM. Manage activity data associated to the relevant leads, contacts, accounts, and opportunities in one spot, creating a single source of truth. Get visibility into selling activities at scale with out-of-the-box reporting to make it easy to focus on what matters most.
Lead Management
Connect with customers and track deals across every channel. Use AI to prioritize the best leads based on the customer profiles that drive the most revenue. Increase rep efficiency with actionable, prioritized to-do lists right in Salesforce.
Account & Opportunity Management
Move deals forward faster by guiding sellers through the sales process. Get deal specific insights and easily unify opportunity and account data for a single customer profile — whether in CRM or on the go.
Forecast Management
Build accurate forecasts in real-time to drive predictable growth. Tailor metrics to align with business goals. Drive accountability and keep everyone on track with a shared understanding of top deals and forecast trends.
Pipeline Management
Maintain and manage pipeline in a single, consolidated view. Track changes over time with built-in charts. Focus on the most important deals with the help of AI and use deal insights to provide proactive coaching.
Reports & Dashboards
Use data to drive action with a suite of out-of-the-box reporting tools. Easily visualize metrics with dashboards and quickly drill into the key drivers of sales performance. Track lead volume, activity conversion rates, and sales pipeline with ease. Personalize reports and dashboards so every member of the sales team has the information they need to sell faster.
Workflow and Process Automation
Drive seller efficiency by automating complex sales processes and workflows with drag and drop simplicity. Manage and maintain territory assignments to optimize account coverage and align with sales goals.
Quoting and Contract Approvals
Close deals faster with standard and templated quotes synced to sales opportunities. Speed up the contract approval process with automated workflows directly within Salesforce.
CRM Everywhere and Collaboration
Access and update CRM from anywhere with the browser extension and mobile app. Collaborate across teams to quickly swarm on sales opportunities. Create mutual account plans and share knowledge, files, and data to keep teams and customer informed at every stage.
