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Tour of Salesforce (Part 4 of 5)

Goal: Hit Your Targets

Set expectations that inspire, and reach them more often. Salesforce turns leaders into sales force that crushes.

Sales leaders have a tough job. Make forecasts that are moon shots … then travel to the moon. Sales Cloud can get you there with data that you can see, explore, and trust. Use this data to build a team of A-players and make strategic decisions to rocket your business forward.

Salesforce Sales Cloud Insights

Replace your crystal ball with Sales Cloud and see the future. Get real-time updates to make smarter decisions. Then, forecast accurately by rolling up individual contributions, and easily apply your judgment to forecasted amounts at the rep, period, and summary levels.

Salesforce Sales Cloud Insights

You can’t manage what you can’t see. Dashboards let you examine the health of your business from every angle, whether it’s the numbers or the people. From there, make smarter decisions that echo with impact.

Salesforce Sales Cloud Forecasting

With Pipeline Inspection, track movements that affect the forecast and flag important deals to track. Quickly view highlights like which deals are being pushed out or pulled in. View roll-up KPIs and pinpoint their exact impact on revenue. You can also identify deals at risk and coach reps on next steps to prevent slippage.

Salesforce Sales Cloud Prioritization

Coach with Einstein Conversation Insights, which uses AI to guide you to key moments in customer calls that you would otherwise miss. Easily discover information about your customers and competitors to help your reps close the deal.

Salesforce Sales Cloud Einstein Insights

Click the Pricing tag (left sidebar) to find out what your customer is saying about the topic.

You jumped ahead to the key moment of the conversation without having to listen to the entire call. You’re able to listen in to exactly what your customer has to say about the topics that matter to you most.

Salesforce Sales Cloud Einstein Insights

Get your partners selling too. Most of the world’s sales come from partners. Partner relationship management (PRM) lets you expand into an important new revenue stream (channel sales) and build partner portals like this one. It’s a one-stop shop for your partners to become extensions of your own sales team.

Salesforce Sales Cloud Partner Relationship Management PRM

The next episode of the Salesforce tour is coming next week!

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