Salesforce is a robust Customer Relationship Management (CRM) platform, powered by Customer 360. It further offers a complementary suite of enterprise applications that focus on Marketing Automation, Data Analytics, Customer Service, and Application Development. Salesforce Sales Cloud provides a supplementary suite of enterprise applications that focuses on Marketing Automation, Customer Service, Analytics, and Application Development.
This blog discusses Salesforce Sales Cloud in great detail while covering the basics of Salesforce offerings.
Table of Contents
Introduction to Salesforce
Image Source
Salesforce serves as an integrated CRM platform that provides a single, shared view across all your departments including Sales, Service, Commerce, and Marketing. Salesforce can help you empower and develop your Sales teams with integrated Lead Management, Forecasting Tools, and the ability to Quote, Price, and Configure every deal. Salesforce provides a comprehensive Cloud platform (Sales Cloud) that gives you the Customer Management Solution that is the right fit for every growth phase of your company.
Sales Cloud is an all-in-one Sales tool that also doubles as CRM software. Sales Cloud is flexible enough to accommodate businesses of any industry or size and very scalable. It allows you to access data on the go through its mobile app. It can also help maximize Sales with AppExchange integrations, thus boosting business growth.
Here are a few salient Salesforce features:
- It allows you to build mobile-friendly Salesforce apps for every employee. This helps boost productivity and build a more connected workforce. Apart from this, it also helps you streamline the employee helpdesk for faster self-service.
- Salesforce offers a boost on its core services with additional functionalities such as Application Integration and Artificial Intelligence. This includes building custom-branded mobile apps; easy integration of data from ERP, IoT, and databases; and addition of predictive capabilities for every service and Sales application.
- You can make your apps more personalized and smart to meet your needs in real-time engagement, service, and purchase.
- With Experience Cloud, you can evolve on a fast, flexible platform and maximize your return on experience. It allows you to build stronger relationships with a Single Source of Truth.
- Salesforce provides a highly curated library of industry-specific expert help. This includes process flows, apps, templates, and components built to tackle every single issue faced by the user.
A fully managed No-code Data Pipeline platform like Hevo Data helps you integrate data from 100+ data sources (including 30+ Free Data Sources like Salesforce) to a destination of your choice in real-time in an effortless manner. Hevo with its minimal learning curve can be set up in just a few minutes allowing the users to load data without having to compromise performance. Its strong integration with umpteenth sources allows users to bring in data of different kinds in a smooth fashion without having to code a single line.
Get Started with Hevo for Free
Check out some of the cool features of Hevo:
- Completely Automated: The Hevo platform can be set up in just a few minutes and requires minimal maintenance.
- Transformations: Hevo provides preload transformations through Python code. It also allows you to run transformation code for each event in the pipelines you set up. You need to edit the event object’s properties received in the transform method as a parameter to carry out the transformation. Hevo also offers drag and drop transformations like Date and Control Functions, JSON, and Event Manipulation to name a few. These can be configured and tested before putting them to use.
- Connectors: Hevo supports 100+ integrations to SaaS platforms such as Salesforce, files, databases, analytics, and BI tools. It supports various destinations including Salesforce CRM, Google BigQuery, Amazon Redshift, Firebolt, Snowflake Data Warehouses; Amazon S3 Data Lakes; and MySQL, MongoDB, TokuDB, DynamoDB, PostgreSQL databases to name a few.
- Real-Time Data Transfer: Hevo provides real-time data migration, so you can have analysis-ready data always.
- 100% Complete & Accurate Data Transfer: Hevo’s robust infrastructure ensures reliable data transfer with zero data loss.
- Scalable Infrastructure: Hevo has in-built integrations for 100+ sources, that can help you scale your data infrastructure as required.
- 24/7 Live Support: The Hevo team is available round the clock to extend exceptional support to you through chat, email, and support calls.
- Schema Management: Hevo takes away the tedious task of schema management & automatically detects the schema of incoming data and maps it to the destination schema.
- Live Monitoring: Hevo allows you to monitor the data flow so you can check where your data is at a particular point in time.
Sign up here for a 14-Day Free Trial!
4 Key Salesforce Offerings
Salesforce ensures a personalized experience with its Customer 360 Platform. Some of the key products offered by Salesforce Enterprise as a part of their suite are as follows:
- Salesforce Service Cloud: Salesforce Service Cloud offers all the tools you might need to strengthen Customer Engagement. It allows you to automate business processes with intelligent workflows, support customer interactions across each channel, get actionable insight into every customer interaction, and drive revenue with the power of Artificial Intelligence.
- Salesforce Analytics (Tableau CRM): Tableau allows you to leverage intuitive drag-and-drop analysis at every skill level. It also allows you to quickly spot visual patterns and share insights across teams to drive growth.
- Salesforce Commerce Cloud: The Salesforce Commerce Cloud allows you to convert more customers with personalized buying experiences. You can implement your strategies faster with easy-to-use tools. This allows you to stay agile and start generating a higher ROI (Return on Investment) sooner.
- Salesforce AppExchange: Salesforce AppExchange is an Enterprise Cloud marketplace. It allows you to find proven experts and apps to help you solve business challenges fast and extend your Salesforce Customer 360 from anywhere. This can be extended across any Department, Industry, and Product. It also offers app guides to help you zero in on the right apps to suit your unique business challenges.
Understanding Sales Salesforce Cloud
Image Source
With Sales Cloud, you can manage leads more effectively and monitor your Sales and Marketing Pipelines efficiently.
Here are a few key features of Sales Cloud:
- Increased Productivity: With the help of tools like the Visual Workflow you can rapidly design and automate any process using drag-and-drop with ease. It also helps drive success with flexible approval processes for expenses, dealer discounts, and many more.
- Lead Generation: Intuitive Lead Management helps you make smarter decisions about where to invest your marketing money. It helps you track your leads from Click to Close while continuously optimizing your campaigns across every channel.
- Insightful Decision Making: Through multiple reports, dashboards, and Sales Forecasting tools that can be accessed from anywhere you can dig deeper into your customer data to stay on top of your business.
Sales Cloud Pricing
Sales Cloud offers the following plans to its users:
Image Source
5 Modules of Salesforce Sales Cloud
Here are a few modules of Salesforce Sales Cloud that can be leveraged for various business use cases:
- Accounts Management
- Leads Management
- Opportunities Management
- Campaign Management
- Contacts Management
1. Accounts Management
A lead might not be the only person responsible for initiating the deal and taking it to closure. There might be others like the infrastructure and finance team who can play an active role in this process. Accounts are defined as the companies or organizations with whom you are going to make a business deal. Say, a company named AB is interested in purchasing your products, then you will be creating an account with this company name.
Image Source
Here is how you can create an account in Salesforce Sales Cloud:
- Register for a Salesforce trial license.
- Next, look for one of the menus with the name “Account”. You can also simply click on the main menu where you can see all the modules, locate the Lead menu and click on it.
- Click on “New” to create a new Account in Salesforce Sales Cloud.
- Fill out the respective details and click on Save.
2. Leads Management
You might have a few customers showing interest as a result of your Marketing promotion. For instance, you set up a Marketing Campaign to sell cameras at a discounted price, and a few customers have shown interest in this deal and registered their names to be contacted.
A Lead in the Salesforce Sales Cloud is a potential customer who has shown interest in buying a company’s services or product. This could either be the result of campaigning or out of their interest. However, they may not be fully qualified for buying yet. They might be the customers with whom the company has never done any business which puts them in the category of a potential customer.
Image Source
These are the steps you can follow to create a Lead in Salesforce Sales Cloud:
- Register for a Salesforce trial license.
- Next, look for one of the menus with the name “Lead”. You can also simply click on the main menu where you can see all the modules, locate the Lead menu and click on it.
- Click on “New” to create a new Lead in Salesforce Sales Cloud.
- Fill out the respective details and click on Save.
3. Opportunities Management
Opportunity Management in Salesforce Sales Cloud comes into play when the talks with the account are at a stage where you as a “Product Offering” see it as the perfect time to create an opportunity for the business deal. This is christened as the business deal’s name itself. For instance, “2003 Camera Selling Deal”. You also need to mention the stage at which the opportunity currently is.
Image Source
4. Campaign Management
Campaign Management in Salesforce Sales Cloud helps display the organizations’ Marketing Programs targeted to generate better revenues through the campaigning programs. Here are a few examples of campaign programs in Salesforce Sales Cloud:
- Seminars
- Emails
- Advertisements
- Telemarketing
- Events
Image Source
To create a Campaign in Salesforce Sales Cloud follow the given steps:
- Register for a Salesforce trial license.
- Next, look for one of the menus with the name “Campaign”. You can also simply click on the main menu where you can see all the modules, locate the campaign menu and click on it.
- Click on “New” to create a new Campaign in Salesforce Sales Cloud.
- Fill out the respective details and click on Save.
5. Contacts Management
When you set up an account in Salesforce Sales Cloud, you will also need to set up and maintain the contact details of key business people involved. This is also required to drive your business deal further. Salesforce Sales Cloud also allows you to tag the contacts to an already existing contact.
Image Source
To create a contact in Salesforce Sales Cloud follow the given steps:
- Register for a Salesforce trial license.
- Next, look for one of the menus with the name “Contact”. You can also simply click on the main menu where you can see all the modules, locate the campaign menu and click on it.
- Click on “New” to create a new Contact in Salesforce Sales Cloud.
- Fill out the respective details and click on Save.
Conclusion
This blog talks about Salesforce Sales Cloud in great detail. It also gives an introduction to the various Salesforce offerings and their benefits.
Extracting complex data from a diverse set of data sources like Salesforce to carry out an insightful analysis can be challenging, and this is where Hevo saves the day! Hevo offers a faster way to move data from Databases or SaaS applications like Salesforce to be visualized in a BI tool for free. Hevo Data is fully automated and hence does not require you to code.
Visit our Website to Explore Hevo
Want to take Hevo for a spin? Sign Up for the 14-day free trial and experience the feature-rich Hevo suite first hand. You can also have a look at the unbeatable pricing that will help you choose the right plan for your business needs.