Looking for the best CRM software? Pick Sales Cloud

When you start a business, Excel (or Google Spreadsheets) is probably among the first tools you’ll use. Whether you want to keep track of your revenue, deals or clients. Want to check how many deals you closed last year or send an email to one of your clients? Excel is there for you, for now.

There’s a limit to what Excel can do. Imagine that you have to share your file with 15 or more people that hopefully all have the most recent version. Or that your client list grew from 30 to 300 and you need to keep track of the different stages of all those deals. 

You’ll quickly realize that Excel is not enough and that you need to move to a CRM. Want to learn more about what a CRM is?


Why is Sales Cloud the best CRM for your business?

As sales are the backbone of any enterprise, Sales Cloud is the backbone of the Salesforce solutions. The secret to successful sales is being able to qualify leads and have the power to close deals quickly. But if it’s so simple, why do many businesses struggle?

In our experience, the main problems are lack of oversight and time. Two challenges that Salesforce Sales Cloud solves. As one of the most popular CRM softwares, Sales Cloud tries to remove all distractions from the sales process in order to keep it crystal clear. 


What is Sales Cloud?

It’s a cloud-based customer relationship management (CRM) platform designed to support sales, marketing and customer support by keeping information about leads, customers and sales in one place. With Sales Cloud, you optimize your sales activities, acquire useful insights and overall just become smarter. Want to discover why it covers 40,6% of the market share as a sales tool? Read on.


Key features of Salesforce Sales Cloud

Sales Cloud provides everything you need to manage your business:

  • Account and contact management
  • Marketing campaign and lead management 
  • Opportunity & Pipeline Management and Forecasting
  • Contract management
  • Reports and dashboards

1. Manage accounts and contacts

Being able to track the people and companies you do business with, is essential for a CRM. Sales Cloud therefore allows you to store information, collaborate on accounts and access the records you need, but it also lets you identify decision makers or assign hierarchies between different accounts and/or contacts.

There’s a difference between accounts and contacts in Sales Cloud:

  • Use accounts to store information about companies you do business with.
  • Use contacts to store information about the people you do business with. Contacts are usually associated with an account and can also be associated with other records such as opportunities.

This means that you have a 360 overview of all your sales data, such as orders, contracts, invoices, complaints, meetings, phone calls, emails, etc. And even more important: communication between your company and the client is available to everyone, instead of being stuck in personal mailboxes. 

In addition, the Salesforce account hierarchy allows you to link accounts together that are related by using a 'parent account' field. Once linked, the complete hierarchy structure can be viewed and links are provided to navigate directly to the accounts. Useful if you work with companies that exist of different subsidiaries, holdings, daughter companies, ... 

Account and contact management, ask us more about:

  • Account Hierarchies
  • 360° Customer Overview
  • Activity Timeline for Accounts & Contacts (emails, events, meetings, tasks, sync with Outlook/Gmail)

2. Marketing campaign and lead management

Next to easily keeping track of customers, Sales Cloud allows you to keep tabs on your campaigns and contacts. The pre-built difference between leads and opportunities in turn helps you handle your incoming leads better and focus on the most promising contacts. 

From lead to opportunity: qualifying a lead indicates that you believe the lead has a use for and interest in your products, and that a sale is a definite possibility.

Within the CRM platform, you:

  • Have access to critical details in a rich timeline of your customer's activity
  • Record all associated activities as they happen and receive updates when action is needed. 
  • Simply send emails at the right time with templates.
  • Use the built-in quoting capabilities to automatically populate a quote or offer with relevant customer data and generate a PDF from an approved template.

In short, instead of having to extract information from multiple Excel files you have a clear single source of customer truth. You can also stop reusing previous emails or quotes, eliminating painful mistakes, such as the wrong company name on an offer or in an email.


And if you still want more, Sales Cloud lets you easily create web-to-lead forms that capture information about visitors on your website. The information is automatically stored in new lead records in your CRM, where they can be scored, qualified, and routed to sales reps.

For marketing campaign and lead management, ask us more about:

  • Lead Qualification process & conversion flow
  • Campaign Influence & History per lead
  • Web-to-Lead form integration with website


3. Opportunity & Pipeline Management and Forecasting

The amount of information gathered in your Sales Cloud CRM enables you to:

  • Manage all the deals and opportunities.
  • Forecast with precision. You always have an accurate and comprehensive view of your entire pipeline and business
  • Manage your Sales Team better as you have real-time visibility of your team’s performance. You can easily zoom in on the most promising (or lost) deals with quick filters and out-of-the-box KPIs.

Did you know that Sales Cloud helps you organize campaigns and marketing assets, but even more importantly, it also helps you connect opportunities to campaigns and monitor their effectiveness? In a few clicks, you see which campaigns delivered leads and how many of those leads resulted in won opportunities - and revenue. And that’s what you want as a manager or business owner, right?

And those are just the out-of-the-box options. With the expert guidance of Cloud Innovation, you can tinker with your sales funnel or automate as much as possible of your follow-up process, and more.

Opportunity & Pipeline Management and Forecasting, ask us more about:

  • Sales Guidance
  • Kanban view of pipeline
  • Activity Timeline (calls, emails, meetings, tasks)


4. Contract management

When prospects become paying customers, you also want your CRM to assist you with contract management. With Sales Cloud, you:

  • Establish and document the contracts that your company has with accounts and opportunities.
  • Track the contract through your customized approval process, making sure that your CRM fits your company and not the other way around. Especially important when dealing with high-value offers.
  • Automate workflow alerts to remind you of contract renewals.


Contract management, ask us more about:

  • Automated Pricebooks
  • Contract Renewal flows
  • Manager Approval flows


5. Reports and dashboards

Last, but not least, Salesforce Sales Cloud offers a wide range of reporting capabilities. If the data is available in your CRM, you can add it to a report. And if you read the previous features, you know you can gather a lot of information in your Sales Cloud.

There’s a difference between reports and dashboards:

  • A report is a list of records that meet the criteria you define. It’s displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart. Every report is stored in a folder, which can be shared or made hidden. You can think of this as an Excel file with live data. 
  • Created on top of your reports are dashboards. Multiple dashboard components can be shown together on a single dashboard page layout, creating a powerful visual display and a way to consume multiple reports that often have a common theme, like sales performance, customer support, etc. Like reports, dashboards are stored in folders with the same level of access control.

Honestly, the options are immense. And when you run out of imagination, call Cloud Innovation and we’ll show you even more possibilities. For example, would you like to see the amount of open complaints or all time invoiced value straight on the detail page of an account? We’ll fix that for you. Or we’ll help you implement Business Intelligence products like Tableau to expand your capabilities even more.


Reports and dashboards, ask us more about:

  • Drag-and-drop Report Builder
  • Real-time insights on all Salesforce Data
  • Scheduled dashboards to your inbox


Use Sales Cloud to achieve your business goals

Every business needs a CRM, but not every business has a CRM that actually helps them achieve their business goals. And Salesforce Sales Cloud does just that, perhaps with one or two implementation tweaks from us to get it just right.

Sales Cloud is separate from the other Salesforce Cloud platforms, but can be connected to them: 

At Cloud Innovation, we’ll help you pick the right tools for your business and train your employees to get the most out of it.

Our services include:

  • Expert advice on the Salesforce ecosystem
  • Business analysis - what does your business need
  • Fit & gap analysis - what does your company already have
  • Implementation and support

 Discover everything that we can do for you. Schedule a meeting