A Salesforce Sales Cloud seemed like the perfect enterprise product offerings by scideassolutions.com. At the beginning, let us look into what Salesforce is. Salesforce is a very widely used a modern cloud-based CRM platform that delivers its CRM offering in Sales people to optimize their daily schedules, Marketing, Service and many more areas that can be set up with much ease and without having deep exposure to use of latest technologies that are used for building applications.
Various Modules and Important features of Salesforce Sales Cloud
- Campaign Management
- Leads Management
- Accounts Management
- Contacts Management
- Opportunities Management
- Cases Management
- Reports and Dashboards
A Campaign management in salesforce helps in projecting organizations marketing programs that are targeted coordinated and well-designed set of activities to achieve marketing objectives to generate better revenues in lieu of its campaigning programs. Examples of campaign programs are Advertisements, Events, Telemarketing, Emails, Seminars, (Placing phone calls to customers), etc.
Now, let us suppose, as a result of your great campaign event, few of the customers have shown interest is expressed as a result of your marketing promotion. For e.g. you had set up a campaign to sell laptop and Computer at a discounted price and few customers understand showed interest in the deal and registered their names to be contacted. A Lead in the Sales cloud is a Identify potential customer who has might be shown more interest in buying a company’s product or services as a result of campaigning or out of one’s own interest but they may not be fully qualified for buying yet. They could be the customers with whom the company has communicate together effectively never done any business are they are hence a potential customer.
When an account is set up the place to configure, we are also required to set up and can keep you’re your contacts of key business people that are involved and that meets your business deal. Although there is also an option to tag the contacts to an already existing account.
When the talks with the account are at a stage where you as the best new product offering see it as the right time you need to create an opportunity for the business deal, it is done through opportunity management which is basically for emphasis the name of the business deal. For e.g. “2000 Laptop Selling Deal”. We are also need to mention at what stage this opportunity currently is.
Final step in a business transaction when the business deal gets finalized, it is mostly happening that the account will be coming with issues they have looking for your products. For e.g. OS not set up properly for laptops, most common laptop problems, etc. The cases are used to file and track and report issues that are coming from clients/customers. There is severity, the contact who consumer issues, making complaining, the account to which this issue belongs to, etc.
Reports and Dashboards
This specific sections helps to create reports and dashboards. Generally, organization’s senior members use this specific section to drill down and find if regular campaigns are are often used for general nurturing of your clients and if campaigns are gaining leads and accounts if good growth is being generated as a result of marketing promotions, etc.