What every sales team needs is a process. It needs a pattern of dealing with a lead from the marketing team as well as a pattern of presenting the offer, conducting negotiations, and finalizing sales.
When this is 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 world-class CRM tool that enables agile lead conversion, faster closing sales, and, most of all – understanding your business better.
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 cross-selling and up-selling, the Salesforce Platform was created to meet these challenges. It is the best CRM for business.
Over the past few years, we have completed dozens of projects for global companies using Salesforce technology. As part of the Salesforce partner program, we have obtained the world’s highest Specialist II status for the Sales Cloud implementation service, confirming our vast experience and knowledge.
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Customer data management
The entire contact history is built-in CRM. A salesperson has access to it at any time, even offline, from a taxi, on the way to the customer, from the mobile.
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Everyday tasks' automation
Your and your employees’ time is valuable. Standardize processes and automate repetitive tasks. Gain time for a creative approach to customers.
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Same sales process
Give every lead identical sales process experience. At the same time, you make it easier for your salespeople.
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Sales results reporting panel
Monitor the implementation of sales plans in real-time thanks to easily available reports and dashboards.
Check out the possibilities of Sales Cloud
Salesforce Sales Director
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How was the work of agents in the partner sales network of Generali Polska improved?
Generali Polska is one of the biggest insurance and finance groups. It has been present on the Polish market for over 20 years with 3 mln customers using their services. Generali business model is based on three key areas: protection of property and life of individual customers, management of pension accounts, and corporate insurance.
The greatest advantage of implementing Salesforce is introducing a standardized and comprehensive sales process entirely carried out on the CRM Salesforce platform. It means better and full control over particular stages of offer acceptance; thus, finally, such an offer gains the status of a contract, and it’s transferred from CRM to the ERP system. Simultaneously integrating CRM with the HubSpot marketing tool, improved the cooperation between marketing and sales departments (lead flows), which increased the effectiveness of the sales process.
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Standardization of the sales process in Sodexo Polska
Sodexo Benefits and Rewards Services Polska for 23 years supports Polish companies in building lasting relations with employees and building a loyalty business model.
The greatest advantage of implementing Salesforce is introducing a standardized and comprehensive sales process entirely carried out on the CRM Salesforce platform. It means better and full control over particular stages of offer acceptance; thus, finally, such an offer gains the status of a contract, and it’s transferred from CRM to the ERP system. Simultaneously integrating CRM with the HubSpot marketing tool, improved the cooperation between marketing and sales departments (lead flows), which increased the effectiveness of the sales process.
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Strengthening brand image within FMCG industry through optimization of sales processes
Among our customers, there was a global corporation with almost 200 years of tradition in the FMCG (Fast-Moving Consumer Goods) industry. The company is the owner of dozens of the most recognizable brands delivering household and personal care products, among others, domestic detergents, toiletries, cosmetics. The company employs over 100,000 people all over the world.
Improving brand awareness and strengthening its image among customers are the most important benefits of the project. We achieved this through the optimization of sales processes and the implementation of new functionalities for sales department employees promoting products in dental clinics. During a visit to the given clinic, a company representative uses an intuitive application helping to conduct a structured interview engaging a recipient.
Read more about Salesforce Sales Cloud
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Dashboards in Salesforce — how to use their potential?
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How to use CRM in sales
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B2B Commerce Cloud — why is it worth implementing?
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The CRM system is software that automates and supports relationship management with customers. It supports the work of various departments such as marketing, sales, customer service, and board. A good CRM system provides sales support at each stage of customers’ contact with an organization, from identifying their needs through transactions ending with after-sales services.
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Sales Cloud is a product that helps automate B2B sales processes. It is ideal for conducting complex, long-term, and multi-stage sales processes.
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Based on our experience, we recommend a Product Owner as the main role. The Product Owner is responsible for implementation on the customer side (responsibility for business and technical requirements, coordination of other people at the customer side, responsibility for future system maintenance and development). Moreover, to complete a project, it is necessary to involve the project sponsor(s) (usually the CEO, board members), owners of the business processes that are included in the CRM, and the IT department (architect with comprehensive knowledge of the company’s systems, people responsible for individual systems that are integrated with CRM). Other important people are the Ambassadors (that is, selected system end-users) and third-party vendors. In the case of integrations with external systems, this can also include marketing agencies running campaigns for the company (Salesforce Marketing Cloud, Audience Studio, Pardot).
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It depends. For implementations based mainly on standard Salesforce functions, the implementation time 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 implement Salesforce within 3-5 months from the start of work.
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