Complete Guide for Salesforce Sales Cloud Implementation



August 9, 2021

Complete Guide for Salesforce Sales Cloud Implementation

Salesforce provides a personalized platform for organizations to prosper in a competitive business environment. Buying a CRM license is only the initial step, the main success is measured when you implement it properly to get the most out of it. Many of us often struggle in this implementation phase and fail to utilize the full potential of our sales tools and sales reps. Hence, implementing Salesforce Sales Cloud becomes just as important, or even more important, than purchasing CRM software. With the successful implementation of Salesforce CRM, you will be able to boost sales performance, generate more leads, close deals faster, and make accurate predictions. 

Ksolves have put together all the information you need to help you optimize Salesforce for your sales and improve the productivity of your sales team.

Best Practices For Successfully Implementing Salesforce Sales Cloud

Implementation comes with a lot of challenges but with the right strategy, all those hurdles can be overcome. In this article, Ksolves covers all the best practices that will facilitate your Salesforce Sales Cloud implementation. Let us walk you through all of them.

Automate Business Process

We can’t deny the fact that we all like to have less tedious tasks on our plate. It is almost universal in all enterprises. At the same time, humans are prone to errors that cannot consistently perform to the highest standards. Even a small error can set off a cascade of inefficiencies with communication disruptions and missed deadlines, leading to even bigger problems. Automating business processes with Salesforce can help a sales rep save time and resources, allowing them to focus on core tasks instead of tedious, repetitive tasks. This will help increase the efficiency of the sales workflow and approval processes.

Here are the following benefits we get by automating business processes with Salesforce:

  • Salesforce comes with a free learning platform called Salesforce Trailhead where you can learn A to Z about Salesforce and transform your business.
  • It is a ready-to-use platform. Salesforce provides a number of tools to automate your organization’s repetitive business processes: guided visual experiences, behind-the-scenes automation, and approval automation. 
  • In Salesforce, even non-technical sales professionals can set up automated workflows because it’s easy to use and operate. You don’t need to write code for these tools. They are all point-and-click.
  • Salesforce accelerates your career growth.

Increase & Convert Leads

Nobody wants to waste their traffic. Are you converting leads successfully? Turning leads into paying customers, that’s what every business aspires to. By unlocking the full potential of lead conversion, the time and effort spent by sales teams on nurturing prospects can be reduced and their efficiency can directly increase. We’ve outlined how to boost lead conversions with the help of Salesforce.

With Salesforce you can:

  • Capture standard and custom information about customers using fields on your web forms
  • Double your lead conversion rate by prioritizing leads through an AI-powered predictive lead scoring approach
  • Use sales funnel metrics to measure lead conversion rates to get clear visibility.
  • Leverage campaigns to ensure a constant flow of high quality leads into your sales pipeline

Keep Track Of Data Insights

By applying this pioneering strategy in Salesforce, one can close deals and win over their customers faster. These insights can help sales teams make more effective decisions about customers and map market opportunities and sales team performance. Compared to others, Salesforce can drive the win rate up to an average of 37 percent and helps your sales rep:

  • Trace competition 
  • Strengthen their sales team
  • Get insights about key sales goals
  • Identify new market opportunities
  • With data-driven sales analysis

Decrease Sales Rep Ramp Time

When you hire a new salesperson, the most important aspect is knowing how long it will take you to raise them to 100% productivity. Most organizations strive to reduce representative ramp times and aim to make them faster. By reducing sales rep ramp time, one can avoid asset overuse, enable reps to close deals faster, and reduce employee turnover costs. Within Salesforce, sales leaders and managers provide guidance and monitor sales reps’ performance in real-time.

To achieve maximum sales success, Salesforce offers the following:

  • Easy access to key resources when onboarding a new sales rep
  • A custom link generation feature so that sales reps can better understand tasks and what important tasks to complete at each opportunity stage
  • The Sales Cloud 360 platform, giving organizations better visibility into the sales pipeline, so future earnings can be forecast based on all ongoing deals.

Final Wordings

To empower your sales team and make your sales process efficient, one needs to adopt a powerful CRM and Salesforce has it all. With the proper implementation of Salesforce Sales Cloud, you get access to the right tools and resources that help you keep track of sales team performance and their tasks. This helps you to unlock intelligence capabilities to deliver smart predictions and makes growth faster. For best practices and strategic consultation, you can also take the help of Ksolves, a top salesforce development company in the USA and India, to address precisely this need i.e. for successful implementation of Salesforce Sales Cloud.

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Vaishali Bhatt

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