Best Practices Guide For Sales Cloud implementation

Salesforce delivers end-to-end sales process transformation for businesses to flourish in a competitive business environment. Analyse existing business procedures and determine areas that can be replaced or extended via automation tools and technologies. Use the Salesforce dashboard to track the total number of leads yielded from the website.

FREMONT, CA: Salesforce delivers end-to-end sales process transformation for businesses to flourish in a competitive business environment. Salesforce Sales Cloud incorporates rich components and products that allow sales representatives to win more deals and build more in-depth customer relationships through personalised, influential interactions.

1. Automate Business Processes

The first, and most important step is to analyse existing business procedures and determine areas that can be replaced or extended via automation tools and technologies.

- Identify the most essential processes that have enormous potential to help realise business objectives.

- Involve the sales team to comprehend the planned outcomes of the identified strategies. This will help identify any deficiencies and inefficiencies that exist in the present process.

- Record the current process in detail. Apprehend all the steps involved, along with relationships and dependencies.

- Identify those steps in the procedure that can be automated.

2. Enhance Lead Conversion

Using forms on the website, Salesforce automatically diverts casual visitors into leads that are ready for sales representatives to qualify. The form seizes standard and custom information about a candidate or customer. Special information is received via the form fields that ask customers to communicate their particular interest in visiting sites.

- Swiftly read the leads captured from the website by accessing the ‘lead list view.’

- Use this data to identify the highest prospects to contact on priority.

- Use the Salesforce dashboard to track the total number of leads yielded from the website.

- Use Chatter to follow up with delegated sales representatives straight on the dashboard report.

3. Close More Deals

Salesforce helps deploy straightforward methods that can improve the win rate by an average of 37 per cent. Using a dashboard component such as My Stuck Opportunities, sales representatives and administrators can identify and operate on deals that may be fading or require assistance, based on factors like stage duration. Such proactive steps can help businesses increase win rates. Stuck possibilities account for 10 to 15 per cent of a specific organisation’s sales funnel and contribute to more extended sales cycles.