Salesforce Sales Automation
Grow your accounts faster, find new customers faster, and close deals faster — from anywhere
Sales CRM and the power of Salesforce automation
When everyone works from the same customer information, sales teams can make better decisions and spend less time chasing updates.
Salesforce Sales Cloud brings leads, accounts, opportunities and customer interactions together in one place. It gives your team a clearer view of the pipeline, helps automate repetitive tasks and makes it easier to manage sales activity wherever they’re working.
From capturing new leads to managing opportunities and forecasting revenue, Sales Cloud helps create a more consistent, efficient sales process.
What Salesforce Sales Cloud can do for you…
Give your sales team the benefit of AI and automation
Help your sales team focus on the opportunities that matter. Salesforce brings together customer information, sales activity and AI-powered insights to help reps prioritise leads, understand their pipeline and identify the next best action. With Agentforce, businesses can also explore automating routine sales tasks and follow-ups.
Close more deals, faster.
Track all your customer information and interactions in one place, anywhere. Best practices and in-line intelligence help move deals along faster.
Make insightful decisions with up-to-date data.
With Salesforce, information is in one place so it’s easy to prioritise and make quick decisions. And do it all from any device — a laptop, a phone, you name it.
Make everyday sales tasks easier
Give your sales team one place to manage leads, opportunities, customer conversations and follow-ups. With a clear view of what needs attention and automation to reduce repetitive admin, reps can spend less time updating Salesforce and more time speaking to customers.
Get more leads and make them sales-ready.
Nurture leads so they’re ready to convert, then automatically route them to the right reps at the right time. Track the effectiveness of marketing campaigns, easily.
Optimise outcomes with real-time data.
Maximise customer touchpoints across every channel so you can book revenue even faster.
Business Improvements Using Salesforce Sales Cloud…
+
14
%
Sales Leads
+
29
%
Win Rate
+
34
%
Customer Retention
+
31
%
Growth in Sales
*Source: Salesforce annual survey of customers
Find out more about Sales Cloud
Sales Cloud SmartStart Implementation
Our Salesforce SmartStart package helps you get Sales Cloud up and running with the right foundations in place.
We’ll configure Salesforce around your sales processes, help you bring your existing data across and make sure your team knows how to use the system confidently.
The package includes:
- Workshop to define your business processes and data requirements
- Salesforce configuration and customisation
- Creation of reports and dashboards
- Data import
- End-user training and tailored training materials
- Post-implementation go-live support
Find Out More
If you’re considering sales automation or you just want more information, we’re happy to answer all your questions and get you set up. Simply fill out the form, or for immediate assistance, call us on 08456 525 625