BlogSalesforce Sales CloudSalesforce Sales Cloud: Automate and Boost Your Sales

February 13, 20206 Mins Read
Cover image for Salesforce Sales Cloud Blog
Cover image for Salesforce Sales Cloud Blog

What is Sales Cloud?

Sales Cloud is a CRM (Customer Relationship Management) designed to support sales, boost productivity, and customer support in business-to-business and business-to-customer contexts. You can customize your Sales Cloud in order to bring all your customer information together in an integrated platform incorporating marketing, lead generation, sales, customer service, and business analytics. You can also get access to various applications with the help of AppExchange. 

Salesforce offers five versions of Sales Cloud depending on the number of users, on a monthly basis, ranging from the lowest to highest including Group, Professional, Enterprise, Unlimited, and Performance. You also have the option to choose from the three levels of support contracts that consist of Standard Success Plan, Premier Success Plan, and Premier+ Success Plan.

Functions of Sales Cloud

Sales Cloud uses CRM to gather customer information and store it in one place so that your team can maintain contacts with the customers while having their history and preferences in mind. This helps with customer satisfaction and better functioning. It is created especially for people working in the sales department to help make their work more convenient and to increase productivity. It is a unique method when compared to other sales methods as it provides both the account information on the customer as well as information gathered from the social platforms about the product and the customer. This helps in gathering the potential of a sales lead and closing sales deals faster.  

Features of Sales Cloud

The aim of a Sales Cloud is to automate the sales process, assisting both sales managers and sales representatives with the platform’s rich functionality. Key Features of Sales Cloud include:

Sales Path– allows sales managers to define the sales process and make it more manageable. It displays the actions that are expected from sales representatives at each stage and helps them achieve the expected goals.

Lead Conversion Process– The lead conversion process available in Sales Cloud can be simplified by tailoring it to your business needs. The process of converting a lead to an opportunity, account, and contact or just into an opportunity and account is made possible, along with an introduction to automated workflows and validation criteria to make the lead conversion process smooth and consistent. 

Reports and Dashboards– The sales managers can easily track key sales figures along with the performance of the sales representatives with the help of reports and dashboards. It also highlights the strong and weak points of the sales representatives along with the factors influencing their productivity which helps the sales managers in improving the representatives’ performances.

Products and Price Books– The platform allows you to draw up rules to pricing options for products and services, working on multiple currencies. It also allows you to change prices while keeping the previous price for the proposals sent earlier. 

Process Builder– It helps in creating an automated workflow that empowers sales managers with additional opportunities for the supervision of their representatives’ performances. 

Sales Cloud Einstein– It provides sales managers with AI-powered analytical capabilities, allowing more accurate sales predictions available due to the advanced analysis of historical pipeline information, business trends and prior opportunity engagement. 

Features of Sales Cloud

Key Business Goals achieved with the help of Sales Cloud include:

Closing more deals: The account information and product information provided helps in driving more leads to closure.

Closing deals faster: With the help of mobile applications and visual design of workflows for business processes, approvals make it faster to close the deals.

Obtaining more deals: With the continuous optimization of campaigns depending on the market response and closure interaction with channel partners, it is easier to get more deals.

Quicker decisions: The availability of reports and dashboards helps in giving a detailed picture of the business scenario and also increases the accuracy of sales forecasting, which helps in taking decisions at a faster pace.

Increasing the Conversion Ratio

Account and Contact Management: The Sales Cloud allows you to have a complete view of your customers, including their activity history, key contacts, customer communications, and internal account discussions. You can also gain insights from popular social media websites such as Facebook, Twitter, and LinkedIn within Salesforce Sales Cloud itself.

Opportunity Management: It allows you to have a complete view of your sales team’s deals with Opportunity Management. You can access the stage, products, competition, quotes and more such features in the Cloud itself. You can also stay connected to the people and information you need to close every sale. 

Increase in Sales Management:

Lead Management: You can build your own ‘lead machine’ to improve conversion rates and increase your revenue. You can track your leads from click to close, while at the same time, optimizing your campaigns across every channel. You can make smarter decisions about where to invest your marketing money.

Sales Data: You can get the sales data at the right time with the help of which is useful if you want to connect with key decision-makers at a faster pace. You can plan territories easily and increase your sales and marketing productivity with the latest and accurate data available. 

Increase in Productivity

Mobile: The Salesforce mobile application turns your mobile device into a portable office, that is, the team can access the Cloud from anywhere, anytime they want. This helps in increasing productivity as the team can work according to their convenience, have the liberty to log calls, respond to hot leads, work opportunities, and check dashboards whenever they want. 

Workflow and Approvals: Visual Workflow allows you to design and automate business processes at a rapid rate with drag-and-drop simplicity. You can also receive flexible approvals processes for deal discounts, expenses, and more with the help of the Sales Cloud.

File Sync and Share: You can easily share and discuss files, publish the best ones and track your content in real-time with the help of the File Sync and Share feature. You can quickly find what you’re looking for, share it securely, and subscribe to receive alerts when changes are made.

Data Analysis and Decision Making

Reports and Dashboards: You can get access to real-time information of your business at a glance with the help of Dashboards. It also allows you to create detailed reports and have access to these reports from any device that is connected to the Sales Cloud.

Sales Forecasting: You can get real-time updates into the team forecasts, use editing, override visibility, get multi-currency support and more such features that help you stay on top of your business.


Salesforce Sales Cloud helps you by gathering your customer information in one place, keeping it organized and accessible for you when you need to make a sale. It keeps your data secure and helps you increase your sales productivity with the help of reports that can be helpful in analyzing the mistakes and advantages of the strategies used in sales by your Sales team. It helps you with finding more deals and closing those deals at a faster pace, thus increasing your sales productivity. 

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