Boost Business Efficiency with the Right Salesforce Products
Salesforce Sales Cloud
The most powerful and versatile CRM tool in the Salesforce suite. Sales Cloud is designed to help businesses manage their sales cycle more efficiently. With a focus on accelerating the sales process, Sales Cloud provides a range of features to help companies manage leads, opportunities, and customer relationships effectively.
One of the primary benefits of Sales Cloud is its ability to provide real-time visibility into the sales pipeline. By providing a clear sales process overview, businesses can identify bottlenecks and take action to accelerate the sales cycle. Sales Cloud also offers advanced forecasting tools to help sales managers accurately predict future revenue and make informed decisions based on data.
Sales Cloud benefits B2B businesses, providing various tools for managing complex sales cycles involving multiple decision-makers. In addition, with quoting and product management features, Sales Cloud can help companies to close deals faster and more efficiently.
Sales Cloud Add-ons
In addition to the core Sales Cloud product, Salesforce offers a range of add-ons designed to enhance its functionality. Sales Cloud Einstein, for example, uses artificial intelligence to provide insights and recommendations to sales teams, while High Velocity Sales streamlines the sales process by automating tasks such as lead prioritisation and follow-up.
Salesforce Inbox, Salesforce Anywhere, Salesforce Maps, Lightning Dialer, and Lightning Scheduler are all additional add-ons that can be used to extend the capabilities of Sales Cloud. These specialised add-ons enable businesses to create more personalised, efficient sales processes that deliver results.
Salesforce Field Service
Salesforce Field Service bridges the gap between administrative tasks and on-road logistics. With Field Service, companies can gain a comprehensive view of their field service operations, from appointment scheduling to dispatching technology and more.
One of the key features of Field Service is appointment scheduling, which allows businesses to manage and schedule appointments with customers easily. The system can automatically schedule appointments based on internal criteria such as technician availability, location, and skills. Companies can also quickly reschedule or cancel appointments as needed, while customers can receive automated notifications and updates.
Field Service includes advanced dispatching technology, enabling businesses to dispatch technicians to service calls quickly. Dispatchers can see real-time information about the location of each technician, their skills, qualifications, and the status of their current jobs. As a result, make informed decisions about which technician to assign to each job based on proximity and expertise.
Territory management is another brilliant feature of Field Service. Break down service areas into geographic territories for efficient oversight and management. You can ensure that each region is covered by the appropriate number of technicians based on factors such as demand and service level agreements.
Did you know? Field Service also includes a mobile app that enables technicians to access job information, customer details, and other important data from their mobile devices.
Salesforce Service Cloud
Service Cloud is a comprehensive customer relationship management (CRM) solution that helps manage your customer support operations. The platform provides various communication channels, such as email support, live chat, and phone, to enable customers to contact a company easily. Once a customer reaches out, the Service Cloud helps your team efficiently find and process a resolution to the customer's issue, providing them with a seamless experience.
Why is this important? In today's fast-paced business environment, customers expect instant and efficient support from companies. Service Cloud provides the tools to meet these expectations and enhance the customer experience. For example, the Digital Engagement add-on allows businesses to communicate with customers across various digital channels, including social media platforms and messaging apps, making it easier to connect with customers where they are.
Service Add-ons
Additionally, Service Cloud Einstein is another add-on option that uses artificial intelligence to automate routine tasks, freeing agents' time to focus on more complex customer issues. With Service Cloud Voice, businesses can integrate their phone systems with the platform, allowing agents to connect with customers and resolve issues faster. Salesforce Anywhere, another add-on, enables teams to collaborate in real time, even when working remotely.
Customer Lifecycle Analytics is a powerful tool that gives businesses insights into their customer journeys, helping them identify improvement areas and deliver a better overall customer experience. Finally, Salesforce Surveys Response Pack enables businesses to create and send surveys to customers, gather feedback and improve their products and services.
Salesforce Marketing Cloud
The all-in-one digital platform that streamlines marketing automation across multiple channels is the Salesforce Marketing Cloud. This powerful technology covers email, social media, mobile apps, SMS, and websites. In addition, it seamlessly integrates with other Salesforce products, such as Sales or Service Cloud, to allow for an easy flow of CRM data.
Account Engagement
This feature enables you to track and analyse the engagement level of your Marketing Cloud account. It provides insights into how subscribers interact with your email campaigns, such as open rates, click-through rates, and other engagement metrics.
Journey Builder
A powerful tool for B2C marketers that enables the creation of personalised customer journeys across various touchpoints. It serves as the central hub of the B2C Marketing Cloud, allowing you to interact with customers via email, mobile, advertising, and your website.
Email Studio
This product provides customisable elements, scripting languages, and tailored real-time content to create and send customers strategic email content.
Mobile Studio
Designed to help with content creation for mobile, Mobile Studio enables the crafting of messages for delivery through SMS, MMS, and push notifications.
Marketing Cloud Customer Data Platform
A single platform that unifies customer data, allowing the creation of segmented customer lists and easy customisation of large segmented data. You can import data from any source to ensure you build the right audience segment to target and reach the right person out of millions at the right time.
Marketing Cloud Advertising
This product helps you reach customers beyond email and mobile messages. Bridge the gap between digital advertising platforms such as Google, Instagram, LinkedIn, Twitter, and YouTube. Utilise Journey Builder to create synergy between these platforms during multi-platform campaigns.
Marketing Cloud Personalisation
Track customer behaviour on your website with a program that can modify messaging and tailor the customer’s experience. Target customers when engaging with specific products or services.
Marketing Cloud Intelligence
Unify your marketing tools to provide holistic reporting, measurement, and optimisation. Datorama can show you trends, progress against goals, and the ROI of your marketing efforts by connecting platforms such as Google, YouTube, and Instagram. A simple click to set up connections makes the process easy and customisable without touching code.
Salesforce Experience Cloud
This powerful product enables businesses to create customised platforms such as portals, forums, websites, and help centres that suit your requirements.
One of the critical benefits of Experience Cloud is its seamless integration with Salesforce's CRM data. This allows you to provide a more personalised experience by leveraging existing data, such as customer purchase history, preferences, and engagement metrics. This makes it easier to improve customer satisfaction and drive increased loyalty for your brand.
Experience Cloud is built on a low-code platform, meaning the creation of beautiful and engaging platforms can be done efficiently. Use the drag-and-drop functionality to create custom layouts or leverage pre-built templates to speed up the development process. This allows you to create a branded, cohesive look and feel across all of your digital properties, helping to reinforce your brand identity and build customer trust.
Salesforce Consumer Goods Cloud
Consumer Goods companies can easily manage their sales and distribution processes with Consumer Goods Cloud. It is designed to help improve visibility into retail channels, streamline sales processes, and increase sales effectiveness.
Consumer Goods Cloud provides a range of features and capabilities to support the sales and distribution process, including enabling sales reps to access store-level data, track inventory levels, manage promotions and monitor compliance.
It also offers:
- An order management feature that allows sales reps to manage, create and submit orders, track their status, and manage returns and cancellations.
- The ability to manage customer accounts, track customer history, manage customer contacts, and view account performance.
- In-depth analytics and reporting capabilities to help companies gain insights into their sales and distribution activities. This includes dashboards and reports on sales performance, order status, and inventory levels.
- Mobile-friendly capabilities with features that enable sales reps to access information and manage their sales activities from their mobile devices.
