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Let’s Take a Tour of Salesforce (Part 1 of 5)

Goal: Fill Your Sales Pipeline

Salesforce helps you focus attention on the best leads and take the right actions to cultivate those potential customers, so you can convert more leads.

Every lead coming into through your marketing channels has potential. Below is an example of a lead.

Salesforce Lead Management

Salesforce’s Sales Cloud makes it easy to sort and manage your leads from the moment they enter your lead pipeline until the the time of purchase or deal. You can view key information about the lead or organize them almost any way you want in one place.

Here you see an overview of all your leads.

Salesforce View Leads

The problem is that leads can come in fast during marketing campaigns. Too many at once can make it hard to know where to begin. Sales Cloud puts your focus on the right variables, and lead scoring (Einstein Scoring) ranks those leads based on how likely they are to convert, which leaves you more time to take action.

Salesforce will help your team zoom through tasks and to-do lists. After leads are prioritized, the Work Queue helps you progress through the sales cycle.

Salesforce Lead Task

It automatically creates a prioritized list of emails, calls, and tasks based on the likelihood that a lead will close. Let’s say you click “Start Calling” (top left) to call the next lead…

Within the application, your sales people can reach out with just one click! Sales cloud also integrates with every other top telephony provider…

Salesforce Dialer

Salesforce automates call logging, voicemail drops, and call lists. During the call, you can multitask without switching apps or devices and get rid of your sticky notes.

With Salesforce Maps, you can plot your leads on a map interface to visualize priority areas and navigate customer visits efficiently.

Salesforce Lead Mapping

Boost field sales and visits by building efficient routes and schedules.

Avoid losing leads by letting your sales team wing it… take out the guesswork! Lead Path gives you the best advice at every stage, based on your company’s collective wisdom, so you can overcome objections.

Salesforce Sales Cycle

Each stage has new Key Fields to capture, along with “Guidance for Success.” When you’ve converted a lead, move on to next stage: opportunity.

Stay tuned for the next episode of this Salesforce tour coming soon.

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