What every sales team needs is a process. It needs a pattern of dealing with a lead from the marketing team or with a potential customer coming from the website, also a pattern of presenting the offer, conducting negotiations, and finalizing sales.
When this is properly arranged, you can move on to real business development, faster contract finalization, and better care of customers you already have.
Salesforce Sales Cloud is the highest class CRM tool enabling agile lead conversion, faster closing sales, and most of all – understanding your business.
Thanks to the assumed goals and expectations, the sales team knows what transactions they should focus on. Regardless of whether your development strategy is to reach new customers or to sell to customers from an existing base, our Platform was created to meet these challenges.
Easy management of customer data
The entire contact history built in CRM. The salesperson has access to it at any time, even offline, from a taxi, on the way to the customer, from the mobile.
Automation of everyday tasks
Your and your employees’ time is valuable. Standardize processes and automate repetitive tasks. Gain time for creative approach to customers.
Same sales process
Give your every lead identical sales process experience. At the same time, you will make it easier for your salespeople.
Sales goals achievement control
Monitor the implementation of sales plans in real-time thank to easily available report and dashboards.
Sales Cloud is a product that helps automate B2B sales processes. It is ideal for conducting complex, long-term, and multi-stage sales processes.
Based on our experience, we recommend a Product Owner as the main role, a person responsible for implementation on the customer side (responsibility for business and technical requirements, coordination of other people on the customer side, responsibility for further system maintenance and development). In addition, for the project to be successful, it is necessary to involve: the sponsor/sponsors of the project (most often CEO, board members), business process owners that will include CRM, the IT department (meaning the architect who knows the systems in the company comprehensively, and people responsible for individual systems that will be integrated with CRM). Important are also ambassadors (i.e., selected end-users of the system) and external suppliers – IT in the case of integration with external systems; they can also be marketing agencies conducting campaigns for the company (in the case of Salesforce Marketing Cloud, Audience Studio, Pardot).
It depends. For quick implementations, which are based mainly on standard Salesforce functions, the time of the implementation is counted in weeks (3-5 weeks). In the case of tailor-made projects, where it is necessary to create modules implementing the business needs outside of default solutions or require integration with other systems, we try to implement Salesforce as soon as it is possible from the start of work (3-5 months).