Salesforce Sales Cloud is the world’s number #1 platform for sales. And for a reason: it allows companies to have a complete view of their customers, see activity histories, grow accounts, acquire new customers and monitor the whole sales process through the different phases in the Sales funnel. Nextview has successfully helped clients like ABN AMRO, Heijmans, De Persgroep and Kempen with the implementation and optimization of Salesforce Sales Cloud.
Account & Contact Management
No matter the size of your company, it is essential to know everything about your customer. Which interactions took place with your company, in person and via your on-line channels like your website and Social channels? In which deals are they involved? What are their issues, and what are they saying about products or services? Salesforce Sales Cloud provides you with all insights. In addition, it shows you the different contacts within an account, including roles and responsibilities. So no more guessing, cold calling or knocking on the wrong doors.
In the end, of course it is about closing the deal. But instead of simply living by the mantra “always be closing”, what if you could close your deals based on data and insights? With Opportunity Management, part of Salesforce Sales Cloud, you can simply track the progress of your opportunity with the click of a button. See what stage your deal is in, who your competitors are, which actions are needed and simply involve others in the process when needed. Quoting capabilities are built in and allow you to automatically populate a quote with all relevant customer data and directly e-mail it to your customer.
Reports and Dashboards
Chances are that you are familiar with huge spreadsheets, tables with customer names and numbers and other “classic” overviews. Time to make a change! In Salesforce, visual reports and dashboards are automatically populated and show you want you want to see. Drag and drop fields, apply filters and create groupings as you like. And while you’re at it, also track your team performance! Nextview’s experts can help you get started, create exactly the right reports and dashboards for you and show you how to take it from there.
The Salesforce mobile app provides you with full access to all customer data when you’re on the move, while also allowing you to update records, access and edit your files and connect to your team members. And with the Salesforce integration to Outlook or Gmail, you always have a complete view of all your customer interactions directly in your e-mail inbox.
Let’s Discuss Sales Cloud!
Are you curious how Salesforce Sales Cloud can also dramatically change your Sales process? Or do you have specific questions already? Contact Lars Klumpes now to discuss your specific situation over a cup of coffee. We’re happy to help!