Goal: Send Quotes to Your Leads
With the right support, Salesforce’s Sales Cloud turns haphazard methods for building long-term relationships into a repeatable science. You stay connected to the people and information you need to close sales.
LET’S MAKE DEALS
In every opportunity record, you can view details about each account and get guidance for winning deals, all in one place.
Let’s take a look at some other key tools to seal the deal.
GET SMART WITH SALES CLOUD EINSTEIN
When you bring knowledge to the table, it is easier to dig into the health of a deal. Einstein Scoring crunches the data on opportunities and tells you how likely they are to close.
Einstein Insights analyzes content in emails and conversations to give you updates on the customer’s sentiment.
INTEGRATE EMAIL
Salesforce’s Sales Cloud lets you sync to and sell from the inbox you already use. Email integration will make it easy to connect, take action, and uncover insights from emails.
Email integration moves the deal to the next step.
BETTER MEETINGS WITH SALES CLOUD
Sales Cloud helps you and your sales team prepare for meetings with a summary brief. Before a call you can see the most relevant customer data in order to personalize agendas, invite the right people to the meeting, and review engagement history.
Let’s see what is next when you click “Join Video Call” and dial-in (blue button at top-right).
ENGAGING SALES MEETINGS
When you show your face during the meeting, it keeps everyone engaged, which allows you to watch participants and make adjustments based on visual cues.
If you want to revisit key information while hosting the call you can click the Presenter’s Panel (bottom-right screen icon).
THE PRESENTER’S PANEL
The presenter’s panel allows you to act without skipping a beat in the meeting. You can reorient yourself with the meeting details, take notes, and chat with your team without leaving your meeting window.
Click the Notes/Chat tab to see what the team is discussing.
THE MEETING FLOWS
Without breaking up the call/meeting, you can use the chat window to thank someone for a heads-up on disconnects or for any other tangents you need to cover.
SUMMARY OF THE CALL/MEETING
To wrap it up, end with the best follow-up actions. Notes are logged automatically and past interactions are summarized, so everyone can agree on next steps. The new data gets associated with CRM records, and pre-populated emails are readied to be sent out.
COLLABORATE ON STRATEGY
After the customer meeting, build your strategic plans within Salesforce using QUIP, a built-in tool to collaborate on documents, spreadsheets, and presentation software. To keep the plan for the account in sync, the Salesforce Live App populates customer data into your account plan, and you can also combine data from different sources or another Salesforce org.
INTEGRATE WITH SLACK
After the account’s plan is complete, continue working on the deal in Slack. You can win more deals as a team with better productivity and keep everyone up-to-date on the latest interactions.
