Salesforce Sales Cloud Implementation

30% increase in sales with the help of digital transformation

Get straight to the approximate project cost

Many companies possess huge potential for business growth,
achievable via the productivity boost of their sales teams

The typical fields of improvement of Sales systems

1

Timely capture, controlled nurturing and effective conversion of Leads
2

Data-driven Accounts classification, prioritization and assignment
3

Sales Opportunity management to close more deals
4

Sales Forecasting enhanced with AI insights for tactical planning
5

Priority-based Activity management for maximal performance
6

Case management to address customer requests and ensure recurring sales
7

Mobile enablement to be on top of sales from any device, anywhere
8

Automated flows to reduce manual operations and focus on customer interactions
9

Dynamic Reporting to ensure high quality of decision making
10

Permissions and Approvals management for security and mitigation of risks
11

Cross-team Collaboration to ensure 360° view of the customer

Salesforce Sales Cloud is the ultimate scalable solution - the technical basement of all Sales-related business improvements, that unleashes the power of the whole Salesforce platform starting from the very first license.

Lead Management

Automatic Lead capturing (Web-to-Lead)
Duplicate Blocking
Lead Classification and automatic Assignment
Campaign Management and Mass Email enablement
Email Templates

It's easier and less time-consuming for Sales reps to reach out to prospects
Sales managers are able to trace and manage the efficiency of promotional channels, Leads are revealed on the upper layers of Sales Funnel
It's possible to analyse the reasons of losing Leads
The number of Leads converted into Accounts is increased
Outbound communication is better unified and looks professional

Area of Optimization

Must-Have Implementations

Business Impact

Run your email conversations right in the system

Account and Contact Management

Account Types (Customers, Partners, Suppliers, etc.)
Additional Account and Contact attributes
Account Classification and automatic Assignment
Account Lifecycle Management

The customers' database is well structured and categorized
The potential issues are easily revealed and prioritized
Decision making (for instance, pricing) becomes data-driven

Area of Optimization

Must-Have Implementations

Business Impact

Sales Funnel Management

Types of Opportunities and correspondent sales processes
Probability evaluation
Notifications
Automations of sales funnel

Sales process for each type of deal is guided and standardized
Notifications for all milestones allow not to miss any important step in sales process
Productivity of sales people becomes easier measurable
Number of deals successfully closed is increased
Manual efforts decreased

Area of Optimization

Must-Have Implementations

Business Impact

Sales Operations Execution

Contracts Management
Quote Management
Order Management
Product Catalogue
Pricebooks Configuration
Customer Notifications on Sales Execution

Sales execution process is tracked in Salesforce and can be integrated with other systems (ERP, accounting, etc)
Versioning of proposals for Opportunities is maintained
Sales department is provided with accurate pricing information to cover the complete sales process
The complete sales conversion report makes teams' sales performance measurable
Increased level of service

Area of Optimization

Must-Have Implementations

Business Impact

Sales Planning and Forecasting

Collaborative Forecasting, Mobile Enabled
Custom Forecasting Attributes

Data-driven budgeting
More accurate tactical planning becomes possible
Business-specific data focus for forecasting
Possibility to divide commission basing on contribution of sales teams
More accurate resource and financial management - better decisions

Area of Optimization

Must-Have Implementations

Business Impact

Activity Management

Task Management
Proactive Customer Interactions Planning
Workload Management

Possibility to measure the workload and prioritize the commercial activities of the sales teams
Ability to focus activities on the most perspective accounts
Capability of automatic tasks generation for sales reps, based on data-driven prioritization
Increase of team's productivity achieved via optimal customer focus

Area of Optimization

Must-Have Implementations

Business Impact

Case Management and Collaboration

Case Management
Knowledge Base
Files and Documents
Chatter
Email integration

Possibility to register customers inquiries and route them for quick resolution
Complete view of customer's interaction with the organization
Tips and Recommendations for the sales process
Teamwork based on internal communication channel (Chatter), files and documents exchange
Emailing (Gmail, Outlook) integrated in Salesforce interface
Increase of the level of service leading to more recurring purchases

Area of Optimization

Must-Have Implementations

Business Impact

Mobile Enablement

Salesforce Mobile Configuration
Custom UX Mobile Adoption

Access to all Sales information from anywhere
Quicker turnarounds on customer requests - higher level of service
More effective time planning - higher sales results

Area of Optimization

Must-Have Implementations

Business Impact

Business Flows Automation

Configuration of Automatic Actions, Notifications, Sales Data Management

Reduction of manual efforts
Standardized sales processes - predictable flow outcomes, higher level of service
Automated customer interactions: follow up sales, regular touchpoints - increase of recurring sales
Automatic generation of new leads and opportunities

Area of Optimization

Must-Have Implementations

Business Impact

Permissions Configuration

Corporate Structure Implementation
Access and Sharing Rules Configuration
Approval Flow Configuration

Increased security
Hierarchy in commercial decisions for their better quality
Control on commercial terms and discounts provided

Area of Optimization

Must-Have Implementations

Business Impact

Reporting

Dynamic Reports
Automatic Stakeholder Notifications
KPI Measurement

Data-driven decision-making with higher quality
KPI tracking with timely notifications on deviations
Setting sales targets basing on actionable insights

Area of Optimization

Must-Have Implementations

Business Impact

Integration with other systems:

Accounting Systems Integration
ERP Systems Integration
External Document Storage
Payment Gateway Integrations
External Emailing Systems
Internal Legacy Systems of Companies

Area of Optimization

Must-Have Implementations

Business Impact

Custom API-based (direct, middleware, Mulesoft etc.)
File-based exchange
Packages from AppExchange

Salesforce becomes an integrated data-management hub of the organization
UX of employees is unified in onne system, considerably simplifying onboarding
Customer data is available in one place - higher level of service, better decisions
Business flows are covered with automations end-to-end

Companies who implemented Sales Cloud claim to get:

26%

Higher Win Rate

32%

Lead Conversion Increase

38%

Higher Forecast Accuracy

38%

Higher Sales Productivity

Implementation of Sales Cloud is accompanied by considerable organizational challenges, and the project's success relies on the human factors even more than on the technical track.

Twistellar is a professional Salesforce Consulting company with huge business experience. We can speed up the process, highlight and help to mitigate typical risks, and will allow your organization to focus on customers, people and processes - the key factors of the expected improvements.

Sales trends of 2021
according to Salesforce's State of Sales

Grab yourself a copy: Salesforce's State of Sales

Long term relationships have never been more important
01
Outside reps face additional challenges in remote sales
02
New Sales landscape provides new sales responsibilities
03
Organizations try to keep better control of remote work of sales reps
04
High performing teams benefit on automations and AI insights
05
Sales Operations play a bigger role in company's success
06
85% of Sales Operations admit that digital transformation has accelerated since 2019
07

Sales trends of 2021
according to Salesforce's State of Sales

Grab yourself a copy: Salesforce's State of Sales

Long term relationships have never been more important
01
Outside reps face additional challenges in remote sales
02
New Sales landscape provides new sales responsibilities
03
Organizations try to keep better control of remote work of sales reps
04
High performing teams benefit on automations and AI insights
05
Sales Operations play a bigger role in company's success
06
85% of Sales Operations admit that digital transformation has accelerated since 2019
07