Sales Cloud

Sales Cloud

Salesforce – Sales Cloud and its Possibilities

Businesses, customers, and salespeople: all benefit from automation designed for sales operations. Over 30% of sales operations can be automated, according to Mckinsey & Company. 

Sales automation has the potential to increase revenue by automating outreach to clients in the sales funnel, simultaneously reducing sales costs by freeing up time formerly spent on administration and reporting. To ensure that sales representatives and automation solutions perform together, sales firms must seek technology platforms like a Sales CRM.

The best tech platform for sales automation is Salesforce Sales Cloud.

To help businesses boost company sales, Salesforce created the Sales Cloud platform as a complete setup for the entire sales process.

A sales cloud is a technology framework that enables sales teams to analyze sales analytics, predict sales revenues, and enhance sales strategy with content recommendations.

The main advantage of adopting Sales Cloud is that it ranks leads based on sales data, focuses on the most promising prospects, and connects those opportunities with the best rep to increase the likelihood of closing the sale. 


Let’s go over the number of functionalities Sales Cloud provides:


Campaign Management

Campaign management in Sales Cloud aids in planning marketing initiatives for businesses aiming to outperform their current campaigning efforts in terms of revenue generation.

With its features, the campaign management module helps in planning & coordinating marketing initiatives that generate higher-quality leads. Better leads result in higher sales. You can centralize your whole marketing effort using this module.

From the standard campaigns, you can implement a variety of others, including advertisements, telemarketing, mail, events, webinars, and more. However, you are free to develop your campaign types, register them, and keep an eye on more critical metrics like the campaign budget, ongoing expenses, anticipated revenues, and target group response.

Salesforce Sales Cloud
                                                                    Image credits: Salesforce


Account Management

Accounts are the organizations (or businesses) you plan to do business. Several stakeholders are involved in the process of lead conversion. Initiating the contract and seeing it through to completion may entail more than just the lead; the finance and other teams may also be involved. 

You can create accounts and profiles for certain clients in the account management module to keep track of their information.

This helps you keep track of the people who might potentially be useful to your company in the future.


Leads Management

A lead is a prospective customer who has expressed interest in buying a company’s goods or services owing to advertising or out of their choosing, though they may not yet be qualified to convert. They have the potential to become a customer in the future.

 Sales Cloud offers sufficient tools to manage leads successfully. The goal of the lead management module is to identify potential clients so that you can connect with them and turn them into qualified sales.

When someone expresses interest in your product or service, you can capture their contact information in “Lead”. Once you know how “serious” their interest is, you can decide what other actions you can undertake.



Contact Management

Establishing and maintaining contact information for the key players driving your business deal is essential for every company. This action becomes crucial since it simplifies getting in touch with the pivotal stakeholders when a requirement emerges.

This module accomplishes this by saving people’s contact information.

You can also assign a contact to an existing account—the business already registered in the system.

Opportunities Management

The opportunity management module is used to keep a record of potential business opportunities.

The conversion of Leads produces Opportunities. To keep track of everything essential regarding the possible business case, we use Opportunities. Expected sales, the likelihood of contract completion, phases (you can either use the default ones or define new ones), specific products, and offers presented. 

Additionally, for a specific business case, you can keep a record of the competition under Opportunities. Any time in the future, one can access and take advantage of these opportunities.

Salesforce Professional Services

Case Management

After the business deal is finalized, the customer can likely have issues using your products or services. “Cases” are used to register and follow up on customer/client complaints. Most of the features required to address claim reports are present in this module, which can assist you in handling any issues expressed.

For specific cases, you can keep track of the reporting individual and the customer, resolution history, severity, and other pertinent data.


Reports & Dashboard

The management can keep a tab on how each campaign is doing by using the Dashboard and Reports sections to measure revenue, leads, and other metrics.

Dashboards and reports are necessary tools for more than just management and control. Sales Cloud provides a vast array of capabilities and features leveraging to which you can create reports & dashboards in various formats & layouts. Report creation is simple: users can create their own reports by dragging and dropping objects. Data visualization through reports and dashboards gives you a clear picture of all campaigns, business relationships, the salesmen’s performance, lead generation and conversion, and many other activities.


Process Automation

The Sales Cloud solution is strong because you can achieve a certain automation rate for many processes. The module tools, which can be used to design workflow, may need access from the designated employee considering they run automatically and exclusively in the designated space.

Other capabilities

Leverage the Chatter communication tool built inside the Salesforce CRM platform. It is a social networking application designed for internal company communication. Beyond internal communication, you can share files in different formats, create public & private groups, and invite clients to the groups. These actions allow you to engage with people outside the organization in this manner.

Of course, using Sales Cloud on a mobile device is also very possible. Users can easily generate records & leads and view reports using the software on mobile phones. 


Closing it

All Salesforce CRM solutions including Sales Cloud are in-line with Salesforce basics of boosting productivity, streamlining workflows, and building a great customer relationship.

You can grow your business from anywhere with the help of Salesforce Sales Cloud. The many benefits of Sales Cloud are:

  • Shorten Sales Cycle
  • Better Close opportunities
  • Increase team productivity
  • Earn more business
  • Accurate Forecasts
  • Personalized Customer Service

As one of the leading Salesforce Consulting companies, CEPTES has unmatched experience and provides a full range of specialist services to guarantee that our clients get the best return on their investment.

If you’d like to find out more about Sales Cloud or how your company might profit specifically from it, get in touch with the professionals at CEPTES for assistance.

No matter where you are—whether you are just starting or stuck in between—we are here to support you.

Sales Cloud

Drive Sales Team Accountability with Pipeline Inspection

The primary goal of the sales team of an organization is to meet the sales goals faster. 

The salespeople have many day-to-day concerns about the sales process, like a Sales Manager could be worried about the deals at risk, while a Sales rep will be figuring out “How to close deals faster?”.

All their Sales Accountability problems come to an end with the introduction of the Pipeline Inspection feature in Sales Cloud 360.

The new Summer’ 21 release brought sales managers and reps a new way of tracking and managing their pipeline in one consolidated view.

Where can I find this feature? 

Pipeline Inspection is free.

It is available in Sales Cloud in Performance and Unlimited editions. (*This is available in Lightning Experience)


How to set up Pipeline Inspection?

  1. From Setup, search for Pipeline Inspection in the Quick Find Box.
  2. Select Pipeline Inspection Setup.
  3. Turn it on and verify that Historical Trending is enabled and configured for opportunities. 


Who can use this?

To use it, a user must have the Pipeline Inspection permission set. 


After setting up Pipeline Inspection:

  1. From Setup, search for Permission Sets.
  2. Select Permission Sets.
  3. Click on the Pipeline Inspection User permission set.
  4. Now click Manage Assignments, and then Add Assignments. 
  5. Assign the permission set to users. Click Done.


 How does it help Sales Managers & Reps?

Pipeline Inspection displays changes in opportunity, close dates, amounts, stages, and forecast categories. Using their insights your sales reps can focus on the most important deals, and managers can identify the opportunities for sales team members that need more support.

It allows week over week comparison and highlights the opportunities that might require particular support or coaching.

By enabling it, managers and reps can easily see crucial and recent deal changes and activities and thus know where to focus their time and stay on top of key opportunities.

Thanks to the new pipeline inspection, sales reps can now quickly view the pipeline and identify deals of interest, all without leaving the opportunity page.


                                                                                                                                                                                        ( Source: Salesforce Trailhead )


Summing up:

Pipeline Inspection is a new interface that provides sales managers detailed insights into the performance of their team.

It helps you stay on top of the current health of the business and track how much revenue has moved in and moved out.

CEPTES is a global Salesforce service provider with a decade of experience in designing and implementing tailor-made Salesforce Solutions for our customers. Our Sales Cloud experts will help you make the most out of Sales Cloud Implementation and bring profit to your business. 

Connect with us today.

Sales Cloud: What is the Salesforce CRM All About
CRM, Sales Cloud, Salesforce

Sales Cloud: What is the Salesforce CRM All About?

This is a critical time for all of us as the pandemic is still here. Only new strategies can help us find more leads, increase productivity within our staff, and maintain our clients’ loyalty. Salesforce CRM can help you achieve these goals in the challenging times we all are living in at present. 

CRM or Customer Relationship Management, essentially, is a type of software application built to manage critical data at one central location. In CRM, you may check customer information, send emails, even track your sales progress and follow your social media leads.


What is Salesforce Sales Cloud? 

The Sales Cloud is a Salesforce CRM based on the cloud. This cloud includes various tools for purposes that I just mentioned above. Also, Sales Cloud helps businesses in better contact management, sales forecasting, sales force automation, and improving productivity. It enables sales teams, managers, and executives to manage relationships with customers, sales-cycle efficiently, access valuable data about competition & own business, and prioritize tasks.

This system can be beneficial for companies of all sizes and types – B2B and B2C because it is a SaaS (Software-as-a-Solution) model. Meaning that the companies don’t need to work on those on-premise apps that demand servers, new upgraded versions, and have software issues. Salesforce Sales cloud allows companies to reduce their upfront costs, easy upgrades, quick setup & deployment, and scale it as their business grows. 

A robust CRM strategy can help you stay on a leading edge. With Salesforce Sales Cloud, businesses can start focusing on their core businesses and leave the sales & customer relations to the cloud. 


Salesforce Sales Cloud

Generate More Sales

Whatever is your industry, geography, or company size, we all want to achieve significant growth in our business. For this reason, we all need to develop a structure which helps our sales reps & managers to do their jobs efficiently, and with the help of the best technology, we can avail for them. Salesforce CRM enables you to make the entire process faster, create workflows, and speed up the approvals process for automating manual tasks, such as assembling complex proposals and filling out orders.  


Salesforce CRM

Boost Productivity 

Salesforce CRM is highly portable, and a sales rep can log calls, track opportunities, update data, and respond to the leads anytime and anywhere using their smartphone! This increases their productivity and efficiency! 

Also Read: Leverage Salesforce Sales Cloud and Pardot to Drive Higher Customer Engagement


Make Informed Decisions

Without a robust system behind, you may find it challenging to make critical decisions fast. But by tracking conversion rates, lead volumes, and your pipeline all in real-time, you can check the business’s actual state, which allows you to decide better from anywhere. Now you don’t need to carry your office laptop everywhere or connect with the IT staff to create reports. Salesforce CRM analytics software will keep you informed with all the customized sales forecasting reports, and you can build them with immense ease. 


Sales Forecasting

How Can Your Business Get the Most Benefits from Sales Cloud?

So, finally, you are ready to go for your share of Sales Cloud to improve your sales efficiency. But before we move further, I think we should discuss the benefits you may get with the Sales Cloud for your business! 


Improved Customization

Flexible and quick customization is the key feature that attracts businesses to the Salesforce Sales Cloud. Companies today have varying requirements and needs, and through the enhanced customization with the Sales Cloud, you can quickly develop fine-tuned applications, page layouts, and profiles most suitable for your business purposes. Sales Cloud also lets you build strict record-sharing rules and permissions to mirror the structure & hierarchy of your sales structure. This will help you set up different levels of accessibility to company reports and records. 

Other amazing benefits of Sales Cloud for your business may include:

  • Fully automated customer relationship management
  • Create quotes fast
  • Connect with your customers 
  • Sales Cloud can be integrated seamlessly with other systems 


Sales Cloud


If you look at the Sales Cloud from a sales rep’s perspective, it is exceptionally helpful in decreasing redundancies, prioritizing actions, optimizing processes, accessing information, and communicating better to close more deals. On the other hand, managers can use Sales Cloud for its various features that provide a unified view of status and history and tools for designing highly efficient approval processes and workflows. Those in a decision-making position can use the dashboards, forecasting tools, and analysis for making fast and informed decisions. To know more, connect with us or request a consultation here.

CRM, Einstein Analytics, Sales Cloud

Enhancing your Salesforce CRM performance with Einstein AI

We all agree Artificial Intelligence (AI) is a disruptive technology in today’s data-driven business world. There are vast amounts of data generating from multiple sources, and it is nearly impossible to collect, store, use, maintain, and access all the data.

Data is the new oil and it is extremely essential for businesses to unlock data secrets in order to achieve better business results. Salesforce as the #1 CRM provider in the world has been transforming businesses of various sizes & types by optimizing critical business processes. And data is playing a significant role in this. Data that is not being used properly is of no use. Even storing & maintaining the data comes with a huge cost. 

Here analytics plays a key role in helping enterprises leverage the power of their CRM data in order to give customer insights so that every customer interaction can be personalized with higher engagement. Salesforce is no different. With the help of next-gen analytics, enterprises can extend the power of the platform and accelerate their journey to success. 

  • An efficient method of data management
  • Optimized way of sales strategy
  • A more accurate way of sales forecasting
  • Increased customer satisfaction
  • Reduces the cost
  • From purchase history, it can determine the buying trends
  • Better sentiment and intent analysis recommends products and up-selling
  • Increases productivity

Einstein Analytics which is the only business analytics solution native to Salesforce, allows users to accelerate sales, enhance customer service, optimize business processes, and maximize ROI from their marketing campaigns. 

Now the main topic arises, How Einstein AI enhances CRM performance?

  • Einstein AI mainly works on Sales, Marketing, and Services.
  • The AI spends time with customers, knows the customer needs, and then predicts the best next step. It understands the points where business lags, and it indicates to expand your business better.
  • Einstein AI keeps a check on the social media platform and decides what people like the most. By this, it predicts the best customers at every campaign, reaches them at the right time to deliver the right services and products.
  • Knowing the customer’s needs can cross-sell and upsell the product at the right time, and it can predict the product break before using that product.
  • Einstein AI has shown significant change and development patterns in the business, shifting the domain from business-oriented to customer-oriented.
  • Einstein AI takes care of the past reviews for guiding light to the future strategies. If that service or product is highly appreciated, it works to make it better, and if the service or product is criticized, it works to reflect better results.

You will be astonished to know that,

  • Einstein AI can work very smoothly without hiring a data scientist.
  • It can automatically simplify and predict the routine tasks. 
  • It can manage the customer responses and creates more enthusiasm within the customers to buy the products.

To summarize,

  • Einstein AI works very smoothly; it manages every customer’s responses and deals with every customer properly to enhance the business and increases productivity.
  • It checks every customer’s interest from their social media and deals with that type of product.
  • The Einstein AI checks the past responses and makes the service or product the better way for the future, and it also checks the customers’ criticism, and it reflects to give the best results. 
  • Einstein AI works without any data scientist, and it manages customer responses to create satisfaction within the customers.

CEPTES, as a Certified Salesforce Silver consulting partner with over a decade of technical expertise, provides the service starting from the initial build to test and deploy with an accelerated development cycle. 

To give your employees and partners a consistent view of data and access to new insights using Einstein Analytics, get in touch with our team.

Sales Cloud, Salesforce

Top 3 Crucial Sales Processes that can be Automated using Salesforce

A streamlined sales process is a lifeline for every company. It leads to customer focus, retention, & enhanced productivity.

Critical business processes are often interconnected & dependent on each other. They need a lot of attention, manual tracking, continuous testing & issue rectification for the smooth functioning of day to day business.

Often, there are chances of manual error creeping in day to day reporting of any business process. To avoid such situations, we rely on premium business tools like Salesforce, which helps in automating daily business processes. 

An optimized and well-strategized sales process automation allows decision-makers to spend their time more wisely in 

  • Prioritizing important tasks
  • Taking smarter decisions
  • Planning long term business strategy

What are the sales processes?

Sales processes are a predefined list of tasks & activities that, once completed, will contribute to organizational goals. They have a clearly defined input and a single output.

Automating the Sales process:

Instead of relying on the workforce to plan, monitor & execute every minute part of a business process, it is ideal for automating it. Salesforce offers essential business solutions to automate several types of business processes.

Top 3 sales processes that can be automated using Salesforce :

Order Management

To get an idea of the Salesforce order management system, let us understand how an order moves from purchase to delivery.

Order Management Lifecycle *Image source –

Discount Approvals: 

Now sales representatives would not have to wait for their bosses for discount approval.

They will get automated approval from Salesforce Discount Approval systems at a click of a button.

They can quickly close the deal by offering attractive discounts & that too without wasting any time.

Discount Approvals Process*Image source –

Suppose garment major Van Huesen has requested an automated system for processing discounts using these parameters.

  • If the requested discount is 15% or less, it’s automatically approved.
  • If the requested discount is 15% or less, it’s automatically approved.
  • If the requested discount is more than 15%, then the sales department manager is required.
  • If the requested discount is more than 40%, company approval is required.

Steps in creating discount approvals :

  1. Starting an approval process for the sales team :
    That starts by using the Salesforce setup wizard to set criteria and specify the approvers who are responsible for responding to the approval request
  2. Creating initial submission actions :
    An initial submission action occurs when a user first submits a record for approval
  3. Specify final approval & rejection actions :
    Final approval actions occur when all required approvals are obtained.
    Final rejection actions occur when an approver rejects the request, and it moves to the final rejection state.

Inspection Process

This widely used automated process uses sending email alerts & creating follow-up tasks.

Inspection Process*Image source –


Email alerts, which is generated by an automated process and sent to a set of audiences.
This email consists of the standard text with a list of recipients. 

One can associate email alerts with processes, flows, workflow rules, approval processes. 

Workflow Tasks automatically assign a new task to a user. 

As an example, the assignment of follow-up tasks to customer support, one week after a case is updated. 

It starts with configuring workflow rules & approval processes that determine the conditions under which Salesforce executes the action.

CEPTES, as a Salesforce silver consulting partner, can help you to automate the business process, which will not only ease your life but also help in significant business growth. If you are thinking of growing your business using the Salesforce platform, please get in touch with our certified consultants.

Manufacturing, Sales Cloud

4 Ways Salesforce is Transforming Manufacturing Industry

In today’s world, the manufacturing sector is evolving rapidly. From the first industrial revolution that occurred two centuries ago, to the Fourth Industrial Revolution, or Industry 4.0 of today, the development has been exponential. Industries and their operations are having to adapt to the quickly changing global, political, and economic decisions. At the same time, changing customer expectations are affecting the supply chains throughout the world. To stay relevant and ahead of the competition, manufacturers must adopt a flexible, lean, and adaptable operational strategy. It is crucial for them to embrace technological innovations if they wish to move from traditional mass production to customized production.

Challenges that manufacturers are facing today

There are, however, some challenges that manufacturers may face if they’re unable to embrace Digital Transformation properly:

  • Inability in implementing a flexible business methodology that can be modified and tailored to customer’s behaviors and needs.
  • Choosing what technologies to implement is a challenge, as there are multitudes of options and routes that the company can take; however, choosing what is right for them is not always clear.
  • Budget constraints must be taken into cognizance since many technologies come at a steep price.
  • Accurate forecasting using analytics to understand the trends & shifting market conditions.

The manufacturing companies of today understand that in order to successfully implement a sustainable business strategy, they must optimize their process in a way that enables better decision-making, efficient workflows, production, and better customer experiences. The last goal is the most crucial part, as customer centricity and personalization of customer experiences is the surest way to achieve a competitive advantage.

To stay ahead of the curve, the companies in the manufacturing sector are opting for the best technological platforms and other such integrated systems. Salesforce is the most preferred platform for countless manufacturing companies all over the world. With its wide range of features and integrations, Salesforce eases the challenging process of digitally transforming your business.

Here are top 4 Salesforce’s capabilities that make it the trusted platform for manufacturing companies:

  1. Customer-centric Approach: As we’ve established above, to gain a competitive advantage in the cutthroat competition, companies must place their customers at the center. Salesforce provides you with real-time information on your customer interactions and issues so that you can deliver the best-personalized service. By maintaining customer satisfaction, your digital transformation journey would be hiccup-free.
  2. Transparent Processes: Salesforce lets you drive transparency in a company’s business by ensuring that there is a single reliable source of data. A consolidated view of business agreements, order management, inventory, revenue, etc. helps you stay on top of things.

Such integration of data on the granular level makes decision making a seamless process. Added to that, all your employees have ready access to the information they need, cutting down unnecessary delays.

  1. Forecasting: For a growing business, or for a company that has implemented digital transformation, accurately forecasting the needs and growth metrics is crucial. Even slight missteps can spell doom for the company. Salesforce leverages the power of its advanced analytics tools and powerful AI to help you make accurate forecasts of your planning, operations, finances, and sales.

With accurate forecasts, you can allocate your budget effectively and take a lean approach to resource utilization. Analytics also provides actionable insights so that you can make comprehensive and well-informed recommendations.

  1. Seamless Communication: During times of major technological overhaul, proper communication is critical. A platform like Salesforce allows your interdepartmental teams to communicate seamlessly. The platform connects your other applications and software to the ERP and Order Management Systems so that the information flow is streamlined.

Salesforce also improves your communication channel with your customers. By providing omnichannel communication capabilities, Salesforce lets you respond to your customers’ queries effectively.

With a decade of Salesforce consulting experience in the manufacturing industry, CEPTES brings the power of Salesforce to your company; CEPTES’s Salesforce solutions help you seamlessly collaborate your business processes, gain a complete 360-degree customer view, and secure better returns on investments. Our experts will guide you throughout your digital transformation journey to help you get the best out of Salesforce. To know more, please get in touch.

Digital Transformation, Sales Cloud, Salesforce Essentials

Remote Selling: Ensuring Productivity of a Remote Sales Team during the Pandemic

The current global scenario caused offices to be shut down, forcing most people to work from home, and this, de facto, includes sales teams. Sales have always been the kind of field that relies a lot on in-person pitches and meetings. So it’s understandable if your primary concern is how to make sure your sales team sell from home efficiently, without feeling demotivated or disengaged & without hampering the overall sales productivity. 

It is undeniable that the pandemic has dampened the shine of the sales team and their forte. However, there is a tremendous wealth of opportunities, ready to be made use of, if businesses are nudged towards a digital transformation.  

Let’s take a look at the major pain-points of a sales team working from home, and then integrate solutions for the same:-

Change how you work

It’s a tricky task to sell efficiently from home. Your sales team is bound to miss departmental camaraderie and one-on-one meetings with clients, where they could pursue them to no ends. Trying to replenish a similar culture while working remotely, might not prove successful. Instead, the time is nigh for a digital transformation. Now is the time to tap into the field of virtual selling, by building a high productivity workspace, even from home. 

Increasing productivity

The current situation might have put a dent in spirits, thus creating a decline in productivity. Tackle situations like these by integrating Salesforce Sales Cloud, world’s #1 sales automation tool. Having highly powerful CRM tools to rely on would make a world’s difference. Imagine a dashboard that allows you to see every important detail in one glance or a tool that shows you the entirety of a client’s specifications, and a virtual assistant that reminds you of hot leads. 

With Sales Cloud, you get all of this and more, thus creating an immediate boost in sales and productivity. Selling from home just got a whole lot more comfortable and efficient.  

Less time on spreadsheets, more time to sell

Sales reps are often found spending a large chunk of time filling out spreadsheets, looking for data from various sources, researching potential leads, preparing quotes, and so on. Why spend so much time doing tasks that can be automated? With Sales Cloud, you get to sell from home intelligently, without bothering about manual labour. Salesforce paves the way for sales automation like never before. They also allow your sales representatives to seamlessly collaborate with other sales representatives, as well as members from different teams.

Communicating with the team

Guaranteed, it was convenient when people could update each other through offline meetings. Intelligent cloud infrastructures allow you to maintain even better standards of seamless communication, even though your entire team is working remotely. Now you can access, edit, securely share and track data in real-time.

Process automation features enable email integration, distribution of leads, and quicker flow of crucial information. No more relying on sticky notes, doodled messages, WhatsApp updates or grapevine communication. Integrating CRM tools leads to better communication channels, which in turn creates a boost in sales and productivity

There’s no limit to what small businesses can achieve through an affordable Salesforce platform tailored for them. CEPTES is a leading Salesforce Platform Service provider that hand-holds small businesses through digital transformations through seamless CRM integration so that their sales can continue to skyrocket, even when working from home.

Get in touch with us to know more.

Pardot, Sales Cloud

Leverage Salesforce Sales Cloud and Pardot to Drive Higher Customer Engagement

These days, everything is digitalized. People are spending more time on smartphones than they are in their real lives. As a result, marketers, and businesses are rethinking their strategies to get to digital channels.

And, they are indeed successful. 

However, the question is, how much success is ‘OKAY’ success?

Being on social media and using Google Ads to connect to the right audience is fine. It is a way to get leads. But what do you do to turn those leads into customers and then repeat customers?

You nurture them.

There are so many sophisticated means to handle and nurture leads. This is because engagement is the essence of getting more sales. So, regardless of what industry you are currently operating in, we have come up with a resourceful guide to show you what Sales Cloud and Pardot can do to your business.

What is Pardot?

One thing that any B2B marketer must dread is to have no projects in the pipeline. Pardot is an automated B2B automation tool to help you network, form quality connections, and boost sales to bring closure to many deals.

Want to know how Pardot can help you?

Understand your Leads Better:

Pardot can help you gauge website analytics in general and audience tracking and CTA metrics in particular. 

Generate More Leads:

Pardot offers inbound marketing automation tools through the creation of search-friendly content, email campaigns, and similar marketing resources.    

Boost ROI:

Pardot offers website metrics for you to make well-informed business decisions, thereby helping you boost your business’ ROI.

Drive Personalization:

Once you know who your customers are and what their needs are, you can offer personalized content. This way, you can drive higher engagement and inch closer to sales closure.

Campaign Management:

You can run multiple campaigns on different channels and generate reports regarding their success rate.

Read More: How to enable your marketing & sales team to better connect with the modern B2B buyer

How to Leverage the Prowess of Salesforce Sales Cloud to Drive Customer Engagement?

Organizations can leverage the Salesforce Sales Cloud with the next-gen sales process automation that will streamline the entire sales pipeline and help sales reps generate more leads. Appropriate Sales Cloud functionalities give assistance to create a well-structured sales process, demonstrate how it’s fulfilled, offer comprehensive customer insights, and keep effective client communication via multiple channels. If we have carried out and set up or customize the Sales Cloud appropriately then it can bring a lot more value to the business.

Some of the core features that the Salesforce sales cloud boast are as presented below:

Lead Conversion Process: 

Lead conversion processes are readily available in Sales Cloud and it can be broken down by customizing it to your specific business needs, either with B2C or B2B. It is viable to establish the process of converting a lead into an opportunity. By creating automation in workflow and adding a few validation criteria; you can make the lead generation process more easy, convenient, and consistent. 

Tasks & Events Management: 

Sales reps can easily handle their tasks like calls, emails, and meetings in a timely manner with a smart task management timeline, which is offered by Lightning Experience UI. It provides representatives a comprehensive summary of their daily tasks which is associated with specific opportunities or accounts. This information is readily available within one single record, so reps do not need to look back or search for this information in various places. 

Reports and Dashboards:

Reports and Dashboard panel enables senior managers to track crucial sales numbers which are attached to their sales representative’s overall performance. The system highlights the sales professional’s strong and weak factors, and also shares other aspects that can help sales managers to enhance their representative’s productivity. Advanced sales planning always leads the way for smarter sales decisions and aid to draw up the sales technique. 

Read More: How to get the most out of your Sales Cloud implementation?

Final Words

As an Indian SMB, you need to focus on your business operations and leave sales and marketing to the experts. Here experts mean Pardot and Salesforce Sales Cloud.

You can leverage these tools to simplify your marketing endeavours and boost your productivity and efficiency. The duo—Salesforce Sales Cloud and Pardot—can help you save time, optimize your sales & marketing processes, enable personalization, and improve the overall efficiency of your business.

We, at CEPTES, boast rich experience in helping SMBs to drive engagement. To know more, please get in touch.

Sales Cloud

Salesforce upgrades Sales Cloud with new AI-based productivity tools

Salesforce has unveiled new productivity features in its Sales Cloud which will help sales reps perform their administrative tasks in an organized way and save a lot of time. As per a Salesforce report, sales reps spend around 36 hours a month searching for information which can help them in closing deals rather than investing more time in working towards selling and their customer success.

To make sales reps more productive, Salesforce upgraded their Sales Cloud by adding features that can make information accessibility and collaboration more efficient. The new ‘Inbox Now app’ has been introduced which is powered by Salesforce’s AI system Einstein. This app will help sales reps integrate their account, contact and meeting information directly into their calendar. Another AI-powered tool will help sales reps surface similarities among prospects to discover new audiences to run campaigns. The new Social Intelligence Module will help sales reps access relevant social media feeds in order to generate more leads.

Einstein Campaign Insights feature will help sales reps target & group prospects with similar interests to run campaigns and also can be retargeted with similar campaigns in the future. Both sales and marketing teams can access these insights and put unified efforts for a successful conversion.

Apart from these, Salesforce also added sales cadences and work queues to help sales reps identify new prospects. Linked sales cadences can help streamline complex sales funnels and customized work queues to display the most valued prospect details in a single place.

Salesforce also introduced a feature in the Sales Cloud which will allow the sales reps to have a 360-degree view of any customer and related information from their mobile or desktop email inbox. This includes account details, contacts, and opportunities. Additionally, Salesforce announced that sales reps can now embed live documents and spreadsheets within Quip for Sales.

Robin Grochol, SVP of product management for Sales Cloud at Salesforce said in a blog post, “With these new productivity features, we’re managing the flow of information so that what you need is surfaced when you need it, all within Sales Cloud”. He also added, “It’s about making every rep more efficient, guiding their focus to the most impactful accounts and tasks, and elevating and upskilling every individual performance.”

These new features will be generally available on June 17.

Customer Success, Manufacturing, Sales Cloud

How CEPTES helped one of the leading manufacturing companies leverage Sales Cloud for Process Automation!

The Industrial Revolution 4.0 has transformed the way traditional businesses are managed across various industries. As most of the industries are becoming more customer-centric, they continually look for innovative strategies in order to keep up with the fast-shifting market and stay ahead of the competition. To maintain a competitive edge in such a fast-paced business landscape, manufacturers are embracing smart manufacturing by implementing integrated business solutions powered by a robust platform like Salesforce.

Before we go deep into how CEPTES helped one of the top manufacturing companies of Australia in their digital transformation journey, let us have a sneak peek of why manufacturing industry is using the latest technologies to achieve the highest success for their customers and what are the most complex challenges that today’s manufacturers are facing. When we talk about challenges, there are plenty; such as increasing global competition, lack of automation, minimizing costs, maintaining quality and compliance, process visibility, getting rid of siloed processes, etc. However, the biggest challenge that manufacturers are facing today is siloed processes and lack of process visibility and traceability.

Australian manufacturing company Brother has 19 production facilities and 43 sales companies operating in and around 41 countries. They were into the production of quality innovative products for the print and imaging, labeling and sewing markets. Some of Brother’s key products include laser printers, multi-function centers (MFCs), fax machines, labelers, label printers, and a broad range of home and industrial sewing machines.

Brothers was looking to customize their Sales Cloud system in order to automate certain business processes such as creating/generating PDF from Case, auto email notification to support upon the status change for a claim,  auto display of customer details, create/generate CSV report from Case-based on defined levels, and auto calculation of dates. They were looking for Salesforce leaders who can understand their requirements and help them customize their Sales Cloud system in order to achieve certain goals. As a Salesforce Silver Consulting Partner and one of the experts in Sales Cloud customization, our Sales Cloud certified consultants analyzed Brother’s Sales Cloud system and helped them to achieve their targeted results.

We have created a custom button and with the Visualforce page rendered the page as a PDF. Email notification goes to the current logged in user. Our Sales Cloud experts created a Process Builder and an email template like letterhead and used Apex class which is invoked by the process builder to send a notification. As the customer wanted to create/generate CSV report from Case-based on defined levels, we created a custom button which will open a Visualforce page which invokes an Apex class that generates CSV file and sends to the current logged in user. And finally, to help them auto calculate of dates, on a custom Visualforce page, when the date is being changed, this invokes an Apex class and display the expiry date before saving the record.

The customization was seamless without impacting any of the on-going business processes. After they go live with the customized Sales Cloud, the manufacturer was able to generate reports and email notifications. Customer support was notified whenever a claim gets completed and also customer details were displayed to the users whenever they select a customer in a record. In addition to this, a user was able to see the expiration date before saving the record, which was a challenge before.

As per a recent IDC report “By 2020, 60% of the G2000 manufacturers will rely on digital platforms that enhance their investments in ecosystems and experiences and support as much as 30% of their overall revenue.” Salesforce is helping manufacturers converting more leads into deals by optimizing their customer information and improving their sales processes with the world’s #1 CRM platform. CEPTES has been helping many manufacturers increase their efficiency, quality, and ROI leveraging Sales Cloud and enabling them movie beyond their product with personalized service at scale.

Salesforce brings you tools, resources, and thought leadership to build efficiency, growth, and full-on manufacturing success. To know more on how you can optimize your manufacturing processes and get the most out of Salesforce implementation, get in touch with our team.