Salesforce Sales Cloud Extend, Support Prospect Engagement

Salesforce Sales Cloud Delivers Innovative CRM Functionality

With a long and distinguished track record as one of North America’s most experienced CRM consulting teams, Tokara Solutions has brought the power of CRM solutions to clients in a wide range of industries over the years, streamlining every component in the sales cycle from initial opportunity management to service and maintenance support. With all of the CRM platforms we support, sales teams enjoy the ability to easily store, organize and sort contacts, while also engaging in instant communication and follow-up to secure leads, share critical business information, and make assignments.

With the cloud-based and on-premise CRM options available today, many of our clients are asking us about some of the differentiators we’re seeing in our work with Salesforce1 Sales Cloud and the business drivers we’re seeing the software address.

For anyone who isn’t already familiar with this wildly popular software, Salesforce Sales Cloud is a powerful new tool for sales operations that combines the organizational power of traditional CRM with next-generation virtual resources, including custom applications and social media sites, that greatly extend your organization’s sales and collaboration capabilities. So for the uninitiated, today’s blog provides a 1,000-foot view into one of the most ubiquitous CRM options on the market, including a bit of insight into how your sales team can use this tool to deepen the impact of its opportunity management, development, and support activities.

Using the Salesforce1 mobile application, your sales team can access Sales Cloud to instantly sell, service, and market from literally any location, at any time. This real-time collaboration increases team efficiency by allowing employees to communicate no matter where they are in the field, office, or home. The application enables your team to access their daily agenda and sales pipeline, receive immediate notification of support issues, and assign deal stages to leads and opportunities, from prospecting to closed/won or closed/lost. Key project notes can also be recorded for easy reference, including competitor information, and final quotes can be uploaded for easy retrieval.

To track progress and performance, employee dashboards can be accessed for insight into agent productivity, while customer satisfaction ratings are immediately factored into your sales teams’ analytical databases embedded in the Cloud. These tools (and more that we’ll cover in subsequent blogs) help your team establish a 1:1 experience with every potential and existing client, leading to more solid business relationships with a greater potential for future collaboration and sales.

While the dashboards and reports within the Salesforce Sales Cloud are customizable to meet your team’s goals and objectives, if you discover and develop new business ideas you want to repeat and share with your clients or teammates, Sales Cloud also allows you to create your own mobile applications, adding another layer of personalization that can quickly distinguish you from the competition.

This increased flexibility and mobility are critical in today’s ‘always-on’ marketplace – they result in a broadened social network, easily allowing your team to reach out across many of the most popular social media sites, including Facebook, Twitter, LinkedIn, YouTube, and Klout, to engage with prospects and clients. Sales Cloud also provides insight into who your points of contact are communicating with, and through which media channels, enabling your team to connect with them more proactively, with greater response rates.

Sales Cloud also integrates with Data.com, which provides Dun & Bradstreet company profiles and contact information on high-quality leads, allowing your marketing team to drive more pipeline, as well as Work.com, which provides corporate and field sales representatives with a workspace where they can seamlessly align, motivate, coach, and provide status updates to each other.

These resources and more within Salesforce Sales Cloud merge mobility with social outreach to create a truly immersive sales solution. If you’d like greater detail on the performance benefits Salesforce1 users are seeing from Sales Cloud, we’d love to speak to you. In the meantime, to learn more about how our seasoned Salesforce1 consultants can deliver this functionality to your business, please contact any member of our consulting team at info@tokarasolutions.com. We also encourage you to contact Tokara’s VP of Business Development, Mark Fillingim, directly at +1 972-719-0213.