Salesforce Sales Cloud

Sales Cloud is the online sales enabling platform from Salesforce that connects marketing, sales, and customer support with intelligent capabilities powered by data analytics that help B2B and B2C enterprises focus on generating leads and closing more deals.

Platform advantage

Better prospecting

With Sales Cloud, you can integrate the CRM with a phone system or PBX to place calls directly. This allows for increased visibility and analysis shared across teams, enabling faster and better prospecting.

Enhanced reporting capabilities

The Salesforce Analytics Cloud offers advanced reporting and analysis, making calculating the time-consuming historical metrics easier. These new capabilities are found in the Analytics Cloud Explorer, an Excel plugin tool for advanced data exploration, with easy-to-use pivot tables and a full suite of charting and visualization tools.

Streamlined sales processes

Sales Cloud offers a flexible, customizable environment that large and small businesses can use. All CRM roles are enabled from the get-go, allowing you to assign reps tasks that fit their job description. Leverage the intuitive workflow automation feature, which will enable you to manage tasks and automate processes.

Sell on the go

Sales Cloud Mobile functionality gives sales reps quick access to data across mobile devices while also giving managers the capability to track sales performance and accounts and approve deals right from the application itself.

Features Of Sales Cloud

  • Contact Management

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

  • Account Management

    Manage the thousands of companies that do business with your company. Salesforce accounts can include customer, prospect, supplier and other business relationships tracked in Sales Cloud. Maintain rich profiles on all of your accounts, including contacts and opportunities.

  • Opportunity Management

    Salespeople can manage opportunities from start to end-of-life, whether that life is a closed deal or an opportunity that's no longer on the table. Track opportunities for sales reps, managers, and executives to get real-time insight into business performance.

  • Lead Management

    Salespeople can manage their leads without switching between products or workflows. Sales reps can manage leads, automate lead qualification, and prioritize opportunities by users, departments, territories, and more to see the bigger picture in their opportunity pipeline.

  • Forecasting

    Get useful insight into your sales pipeline, including forecasting and sales rep performance management. Sales reps can predict how much revenue to expect from each deal, see where deals are in the pipeline, and view forecasts over departments and territories.

  • Sales Analytics

    Make better data-driven decisions about your sales processes with Sales Cloud Analytics. Measure the effectiveness of your sales processes, discover opportunities in your pipeline, benchmark sales rep performance against various metrics.

Business Impact

Pre-emptive lead scoring

  • Automatically identify key decision-makers at target accounts to target resources more effectively
  • Sales reps can focus on the most valuable leads, while Salesforce uses machine learning to identify which accounts they should follow up with and when

Enhanced Lead Generation, Management, and Monitoring

Have a birds-eye perspective of your company's sales funnel, from lead creation to close. Have a personalized view of all sales, optimization efforts, e-mail monitoring, contact notifications, and more. All of this is possible because of Einstein Activity Capture.

Identify key influencers

  • Identify future decision-makers at prospects and customers, so they know who will be making the final decisions early on in the sales cycle
  • Sales reps can prioritize whom to target and how to reach them based on Sales Cloud data

Monitor the effectiveness of your sales strategy

  • Get a 360-degree view of each account, which can be used to monitor your pipeline and uncover opportunities that traditional CRM systems may have missed.
  • Identify, track, and fulfil top customers' needs by making data-driven decisions

Pipeline management

  • Sales Cloud helps sales managers find new opportunities by looking beyond traditional reports
  • Sales reps can create more accurate forecasts, while sales managers can identify which accounts are at risk of slipping below quota, keeping the pipeline filled

Our USPs

Our experts identify earnings aligned with strategic objectives so you can innovate and grow with every successful project.

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We deliver projects from beginning through end with an interdisciplinary approach that blends various skill sets needed on any given project

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Encompassing Niche, Novelty, Navigation, Nimble, Nurturing, Nirvana – helps develop tailored solutions for your organization right from discovery, ideation, planning, to implementation, adoption, and continuous innovation.

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Our end-to-end support service that helps you with any issue or concern your company needs.

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Our Services

Managed Services

NavYaan's fractional resource model provides you the flexibility and scalability of an entire team of Salesforce certified experts who can help you build, scale, and support your business processes wherever you need them, 24x7, 365 days a year.

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Case Studies

Industry: Manufacturing

The company offers a range of conduit solutions for telecommunications, power utility and other accessories. They were facingchallenges with their existing Salesforce Sales Cloud instance and SAP ERP system. They were facing too many data integration challenges, their product and pricing configurations in SAP were too complex which led to hinderance in Sales and operations. Our team did a thorough health-check of existing orgs, migrated existing Salesforce Classic Sales Org to Lightning and implemented CPQ to simplify and automate their contracting process

Marketing Cloud
View Case Study

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