Goal: Optimize The Sales Cycle
Constantly improve the sales process with data-driven decisions and add your insights into Salesforce to customize your sales cycle and boost your sales team’s productivity every step of the way.
Salesforce Reports
Scrutinize every step of your seales process, so you can act on insights.
Salesforce Maps Territory Planning
Quickly adjust territories to optimize them for your business.
Sales Cadences
Recycle lessons learned back into Salesforce and propel your sales team forward.
LEARN FROM EVERY DEAL
Always improve! Salesforce puts the power of data into your hands, from the detail in each step to the big picture of how teams and departments work together. You can take that data to customize and automate every process, boost productivity, and boost sales.
SALES REPORTS THAT ARE REALLY USEFUL
Often sales operations need to analyze every step of every deal to make sure business is running smoothly. Salesforce Reports lets you scrutinize each field and every movement.
Let’s click the “Chart Icon” to visualize this report.
THE NUMBERS MAKE SENSE WHEN VISUALIZED
Now you can see your year-over-year growth in an easy-to-read chart.
KNOW YOUR TERRITORIES INSIDE AND OUT
With Salesforce Maps Territory Planning, you can visualize your data in an easy-to-understand format and quickly adjust territories as circumstances change. Take a look at the Accounts and Revenue columns in this dashboard. You’ll notice your territories are not balanced.
Click “Optimize” to toggle different mapping scenarios.
BETTER DATA TO PLAN YOUR TERRITORIES
Go beyond geography and create new territory scenarios based on inputs that are meaningful to your business, like industry and customer type. You can also experiment with adjusting one attribute, like # of Territories, to find the scenario that achieves your revenue targets.
Click “Select” to see your new territory plan.
PREVIEW YOUR TERRITOTY PLAN
Create efficient, balanced territories to boost revenues, reduces costs, and makes for happier customers and employees.
To go live, click “Publish.”
SALESFORCE MAPS ALLOW YOU TO REACT QUICKLY
The territories are assigned, instantly. Your team gets their territories on day 1, and they are selling on day 2. What used to take weeks now takes days. Now you have time to prepare your teams to sell.
GIVE YOUR SALES TEAM INSIGHTS
Now that your teams know which accounts to go after, you can set them up for the best outreach. Sales Cadences lets you build best practices into Salesforce: when to email, when to call, and when to wait.
Click “Action” to add an action to your Sales Cadence.
THE RIGHT STEPS FOR AN OPTIMAL SALES CYCLE
Guide your salespeople to the best outreach. Here you’re adding a Custom Step for your sales team to complete.
Click “Save” to add this task to the Sales Cadence.
CUSSTOMIZE USING YOUR INSIGHTS
The data is constantly coming in. With a click, your best practices are ready for everyone to use. Try, test, learn, and repeat your way to better outcomes. Salesforce Sales Cloud is your machine to get it done.
