Sales Cloud

Sell smarter with deeper customer insights.

What is Salesforce
Sales Cloud^®?

Sales Cloud is all about connecting with your leads and customers, making your sales process 'Einstein smarter and Lightning faster.' Sales Cloud gives you a platform to focus on sales rather than administrative tasks, optimising your sales processes and tailoring them for your requirements, in the office and out in the field.

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 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 utilise these tools to gain critical insights, create forecasting models and generate accurate reports to understand the state of the business.

85%

of sales reps who get alerts on their phones say it makes them more effective in their job

90%

of sales leaders who get intelligent forecasting say it helps them do their job more effectively

76%

of teams using AI have increased their sales staff since 2015

* State of Sales, Salesforce report 3rd edition

Get the best out of Sales Cloud with VRP Consulting

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.

1. 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 prioritisation and routing
Automated workflows: pipeline lead to close
Inbox automation for one-to-many emails
Lead activity interaction tracking

2. Pipeline & Forecasting

We modernise 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

3. Integration

We configure and manage your Clouds and tools within the Platform to ensure you have 360 degree visibility of your customers and streamline your internal processes, such as:

ISV solutions such as Bullhorn, Accounting Seed, Appinium, Salestrip
Service Cloud, Experience Cloud (formerly Community Cloud), Marketing Cloud and Pardot, B2B Commerce Cloud
CPQ process: esignature with DocuSign and contract automation with CongaComposer
3^rd party ERP solutions such as SAP, Oracle, MS Dynamics Nav
Email integration with gmail, exchange, 365

4. 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
Personalise Lightning views with top prospect lists
Auto alerts on next steps
Sales path for different sales teams
Automate approval processes

5. 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

6. Salesforce Mobile App

We configure your mobile sales app to give your entire team access to the your Salesforce platform, whether in the office on out in the field. Key features include:

Data access, news, notes, chatter, calendar
Workflows
App integrations
Customised Lightning components
Salesforce A (mobile admin access)

What are your options?

If you are taking your first steps with Salesforce, or evolving your existing platform, our experts can match your needs with either full-service consulting and delivery projects, staff augmentation or support. Click to find out more.

Our Cloud Experience Matrix

Explore our project matrix to learn how our customers were able to digitally transform their business, gain valuable customer insights, automate business processes, improve customer service delivery, personalize their marketing campaigns, implement market-disrupting solutions and drive revenue by harnessing VRP expertise and the power of Salesforce.

Find the right solution for your business

Kickstart your next Salesforce project with an award-winning Salesforce partner. Complete the form and one of our consultants will get back to you. No matter your size, industry or requirements, we have the expertise and experience to help you achieve your goals.