Salesforce Sales Cloud
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. It allows sales teams and managers to manage the sales cycle, prioritise tasks, manage customer relationships and access specific insights through various dashboards. You have a complete overview of all customers, you can easily view data, acquire new customers and follow the sales process. Salesforce Sales Cloud is the central place for all your customer data!
Discover Salesforce Sales Cloud
Sales Cloud is therefore built on the trusted Salesforce platform. It provides the connection between systems, apps and different departments. This gives you a single overall picture of your customer. Visual reports and dashboards are automatically filled in and show what you want to see. For example, you can apply filters and create groups. Our consultants help you create the right dashboards and show you how the different features of Sales Cloud work.
Welisa and Salesforce Sales Cloud
We help your organisation to optimally implement and deploy Salesforce Sales Cloud. We do this by becoming part of your organisation, getting to know the business processes and have workshop sessions with your employees involved.
There are multiple processes within Sales Cloud, including leads, opportunities, accounts and contacts. Company-specific workflows can be created for all processes. When does the lead become an opportunity? What is the value and chance of success of the opportunity? How do we segment our accounts? What is the role of our contact person? These are just a few examples of the cases that we will investigate together. Based on the industry in which your organisation operates and based on your business objectives, we look at how Sales Cloud best fits within your organisation.