Sales Cloud
What can you do with Sales Cloud?
You can see all interactions and have a 360-degree view of your lead & customer journeys with Sales Cloud, Marketing Cloud & Service Cloud, enabling you to reach out at the right time with relevant offers via the communication channels best suited to your prospects.
Sales Cloud can be connected to other Salesforce Clouds (such as Marketing Cloud® or Service Cloud®) to improve prospect and customer engagement as their requirements are fulfilled.
Sales Cloud can be integrated with 3rd party solutions, AI capabilities or mobile platforms to give your sales teams all the information and tools they need to close those vital deals. Management can utilize these tools to gain critical insights, create forecasting models and generate accurate reports to understand the state of the business.
Whether you are looking to reach out to leads and customers in a more effective way, enhance your existing sales processes or support your mobile sales teams, we have the expertise to help get you up and running in no time.
Get the best out of Sales Cloud with
Nandaka IT Solutions
Lead Management
We configure your Sales Cloud CRM to replicate your lead generation process and enable you to easily convert leads to customers. To ensure you have all your data in one source and easily accessible we configure the following:
- Single or mass data upload
- Sales path: lead prioritization and routing
- Automated workflows: pipeline lead to close
- Inbox automation for one-to-many emails
- Lead activity interaction tracking
Lead Management
We configure your Sales Cloud CRM to replicate your lead generation process and enable you to easily convert leads to customers. To ensure you have all your data in one source and easily accessible we configure the following:
- Single or mass data upload
- Sales path: lead prioritization and routing
- Automated workflows: pipeline lead to close
- Inbox automation for one-to-many emails
- Lead activity interaction tracking
Pipeline & Forecasting
We modernize your sales processes by configuring your Sales Cloud to provide real time insights by setting up the following:
- Pipeline reports & forecasting tools: category, time, team, trends
- Dashboards for visualisation
- Instant messaging across any device to any stakeholder
- Opportunity Kanban: stage, alerts, close
- Detailed analytics
Pipeline & Forecasting
We modernize your sales processes by configuring your Sales Cloud to provide real time insights by setting up the following:
- Pipeline reports & forecasting tools: category, time, team, trends
- Dashboards for visualisation
- Instant messaging across any device to any stakeholder
- Opportunity Kanban: stage, alerts, close
- Detailed analytics
Sales Productivity
We help you implement best practices for your sales teams by configuration elements such as:
- Goal setting & dashboards
- Guidance for each sales stage & chatter
- Personalize Lightning views with top prospect lists
- Auto alerts on next steps
- Sales path for different sales teams
- Automate approval processes
Sales Productivity
We help you implement best practices for your sales teams by configuration elements such as:
- Goal setting & dashboards
- Guidance for each sales stage & chatter
- Personalize Lightning views with top prospect lists
- Auto alerts on next steps
- Sales path for different sales teams
- Automate approval processes
Einstein for Sales Cloud
Our team will configure your AI tool to Sales Cloud, thereby constantly scanning your CRM and external feeds, providing you with advanced Business Intelligence such as:
- Activity and news related insights
- Predictions on likely sales outcomes
- Automated alerts on lead activity
- Next step recommendations based on insights, lead and sales rep actions
- Business intelligence through reports and dashboards
Einstein for Sales Cloud
Our team will configure your AI tool to Sales Cloud, thereby constantly scanning your CRM and external feeds, providing you with advanced Business Intelligence such as:
- Activity and news related insights
- Predictions on likely sales outcomes
- Automated alerts on lead activity
- Next step recommendations based on insights, lead and sales rep actions
- Business intelligence through reports and dashboards
Mobile App
We configure your mobile sales app to give your entire team access to your Salesforce platform, whether in the office or out in the field. Key features include:
- Data access, news, notes, chatter, calendar
- Workflows
- App integrations
- Customized Lightning components
- Salesforce A (mobile admin access)
Mobile App
We configure your mobile sales app to give your entire team access to your Salesforce platform, whether in the office or out in the field. Key features include:
- Data access, news, notes, chatter, calendar
- Workflows
- App integrations
- Customized Lightning components
- Salesforce A (mobile admin access)