Salesforce Sales Cloud

Sales Cloud is Salesforce's online platform for sales enablement. It connects marketing, sales, and customer support through intelligent features driven by data analytics, allowing B2B and B2C companies to focus on generating leads and closing more deals.

Platform advantage

Better prospecting

With Sales Cloud, you can connect your CRM to a phone system or PBX, allowing you to make calls directly. This integration enhances visibility and analysis across teams, enabling faster and more effective prospecting.

Enhanced reporting capabilities

The Salesforce Analytics Cloud offers easy reporting and analysis for calculating historical metrics. Users can access new features through the Analytics Cloud Explorer, an Excel plugin for detailed data exploration, which includes pivot tables and a range of visualization tools.

Streamlined sales processes

Sales Cloud provides a flexible and customizable environment suitable for both large and small businesses. All CRM roles are activated from the start, allowing you to assign tasks to representatives that align with their job descriptions. Utilize the user-friendly workflow automation feature to manage tasks and streamline processes.

Sell on the go

Sales Cloud Mobile functionality enables sales representatives to quickly access data on mobile devices. This feature also allows managers to monitor sales performance, manage accounts, and approve deals directly from the application.

Features Of Sales Cloud

  • Contact Management

    Contacts help users keep track of individuals and other entities related to their business without having to store all that information in the Sales Cloud database. You can manage clients, colleagues, prospects, vendors, partners, and any other names from your address book.

  • Account Management

    Manage the thousands of companies that partner with your organization. Salesforce accounts may include customers, prospects, suppliers, and other business relationships tracked in Sales Cloud. Maintain comprehensive profiles for all your accounts, including key contacts and opportunities.

  • Opportunity Management

    Salespeople can manage opportunities from the beginning to the end of their life cycle, whether that means closing a deal or handling an opportunity that is no longer viable. This system allows sales reps, managers, and executives to track opportunities and gain real-time insights into business performance.

  • Lead Management

    Salespeople can manage their leads without switching between different products or workflows. They can oversee leads, automate lead qualification, and prioritize opportunities based on users, departments, territories, and more. This allows them to gain a clearer view of their opportunity pipeline.

  • Forecasting

    Gain valuable insights into your sales pipeline, including revenue forecasting and sales representative performance management. Sales reps can estimate potential revenue from each deal, track the progress of deals within the pipeline, and access forecasts across departments and territories.

  • Sales Analytics

    Make informed, data-driven decisions about your sales processes with Sales Cloud Analytics. Assess the effectiveness of your sales strategies, identify opportunities in your pipeline, and compare sales representative performance against key metrics.

Business Impact

Pre-emptive lead scoring

  • Automatically identify key decision-makers at target accounts to allocate resources more effectively.
  • Sales representatives can concentrate on the most valuable leads, while Salesforce employs machine learning to determine which accounts they should follow up with and when.

Full-Funnel lead Management

You can gain a comprehensive view of your company's sales funnel, from lead generation to closing deals. You also have a personalized overview of all sales activities, optimization efforts, email tracking, contact notifications, and more. All of this is made possible by Einstein Activity Capture.

Identify key influencers

  • Identify future decision-makers among prospects and customers so that sales teams understand who will make the final decisions early in the sales process.
  • Using sales cloud data, sales representatives can prioritize their targets and determine the best approach to reach them.

Monitor the effectiveness of your sales strategy

  • Get a comprehensive view of each account to help you monitor your pipeline and discover opportunities that traditional CRM systems might overlook.
  • Identify, track, and meet the needs of your top customers by making decisions based on data.

Pipeline management

  • Sales Cloud helps sales managers discover new opportunities by looking beyond traditional reports.
  • Sales representatives can create more accurate forecasts, while sales managers can identify accounts at risk of falling below quota, ensuring the pipeline remains full.

Case Studies

Industry: Hospitality

The client already has many members, so they do not have the requirement of getting more members, but they needed a marketing platform to provide more effective communication, services of the club, and hosting automation. 

Marketing Cloud Sales Cloud
View Case Study

Case Studies

Case Study | Dole Packaged Foods

Accelerating Dole’s Development Time From 9 Months to 6 Weeks

Dole Packaged Foods was struggling with the manual creation of material master data. MOIT supported the team in designing and developing a user-centric web app that digitized every role and workflow across the entire materials creation process.

  • 6
    Weeks to New App
  • 9
    Months Before MOIT

“We needed a mobile solution for our SAP systems that could be deployed easily and quickly. The solutions from MOIT were deployed in weeks.”

Gabe Dellevigne

Head of Digital Transformation, Dole

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