What is Salesforce Sales Cloud? Features, Benefits, and Implementation Guide

Sales Cloud is a flagship cloud-based sales automation platform by Salesforce that helps businesses manage leads, opportunities, accounts, and pipelines in one unified platform. Built to drive revenue growth and team productivity, it provides sales professionals with tools for deal tracking, forecasting, workflow automation, and AI-powered insights.

It’s the core CRM solution in Salesforce’s ecosystem, trusted by organizations worldwide to accelerate sales cycles, improve win rates, and unify customer data across teams.

From real-time reporting to mobile selling and multi-channel engagement, Sales Cloud supports every stage of the sales process. Its modular editions and feature-rich architecture make it ideal and scalable for startups, SMBs, and enterprise teams.

The below-mentioned features, benefits, and pricing will help you understand more about Salesforce Sales Cloud and how to implement it.

Sales Cloud Features

1. Core Sales Execution 

Salesforce Sales Cloud tools help you manage the sales process. They assist in capturing new leads, closing deals, and keeping customer relationships strong.

• Lead Management

Salesforce Sales Cloud automates lead capture, scoring, and assignment to sales reps. Smart routing helps teams prioritize quality leads. This way, they respond faster and convert more leads into opportunities.

• Opportunity Management

This feature helps teams track deals through each stage of the sales process. It offers custom sales paths, win probability tracking, and pipeline forecasting. This helps sales leaders monitor performance and identify at-risk opportunities.

• Account & Contact Management

Sales Cloud centralizes every interaction with your customers by connecting accounts and contacts in one place. This structured approach gives reps and managers a 360-degree view of the customer. This also helps in conducting more informed conversations and better relationship management.

• Activity Tracking

Automatically logs key sales activities like emails, meetings, and calls within the CRM. This keeps all team members aligned. It cuts down on manual entry and gives leadership a clear view of engagement history.

• Salesforce Mobile App

The Salesforce mobile app lets reps update records, log meetings, and manage tasks on the go. It empowers field sales teams with real-time access to CRM data, keeping them productive and responsive from any location.

2. Sales Productivity & Efficiency

These features are designed to reduce admin burden, improve communication, and ensure reps spend more time selling, not switching between tools.

• Sales Engagement

Sales Engagement makes prospect outreach easier. It automates routines that mix emails, calls, and follow-ups. It helps reps stay consistent in their approach while accelerating engagement with new leads.

• Salesforce Inbox

Inbox links Salesforce with Gmail or Outlook. Users can log emails, schedule meetings, and see CRM insights right from their inbox. It ensures smoother conversations and accurate activity tracking.

• Einstein Activity Capture

This tool automatically syncs emails and calendar events with Salesforce. It enriches CRM records with minimal manual effort and helps maintain clean, up-to-date activity logs across teams.

• Slack Integration (Sales Cloud for Slack)

Sales reps can collaborate in real time by receiving Salesforce updates, sharing records, and discussing deals within Slack. It shortens response cycles and improves coordination across departments.

• Sales Dialer

Sales Dialer enables reps to make and log calls directly from Salesforce. Features like click-to-dial, voicemail drop, and call history help improve call efficiency and rep productivity.

3. Forecasting & Revenue Intelligence

Salesforce Sales Cloud includes advanced tools for monitoring sales performance, predicting revenue, and turning raw data into strategic insight.

• Collaborative Forecasting

This feature aligns individual, team, and company-level forecasts in one view. Sales managers can compare actuals to targets, review rep projections, and adjust plans in real time.

• Pipeline Inspection

Pipeline Inspection provides a live view of opportunity health, highlighting changes in deal size, stage, and momentum. It allows sales leaders to spot risks early and intervene before deals stall.

• Einstein Forecasting

Einstein Forecasting applies AI to historical sales patterns to deliver predictive insights on expected revenue. It helps businesses improve accuracy and forecast confidence across multiple teams.

• Revenue Intelligence (CRM Analytics)

By integrating CRM Analytics, Sales Cloud offers real-time dashboards to track KPIs, monitor pipeline movement, and evaluate rep performance, empowering leaders to make data-backed decisions faster.

4. AI-Powered Selling

AI features help sales teams prioritize, respond quickly, and find hidden insights, turning data into action.

• Einstein Lead Scoring

Einstein ranks leads by their likelihood to convert using historical performance data. Reps should focus on leads that show better buying signals and a higher chance to convert.

• Einstein Opportunity Scoring

This tool looks at deal behavior. It gives a win probability score for each opportunity. Sales teams can quickly identify high-risk deals and focus on those with the greatest closing potential.

• Einstein Conversation Insights

Transcribes and analyzes sales calls automatically. It finds key moments, like objections or mentions of competitors. Useful for sales coaching and improving call effectiveness.

• Recommended Connections

Surfaces internal connections between team members and prospects based on previous communication. Helps reps find warm introductions and shorten the path to engagement.

• Einstein Relationship Insights

Scans the web for relationship signals between people and companies, even beyond your CRM. It expands prospecting reach and uncovers valuable context for outreach.

5. Quoting, Pricing & Revenue Operations

Sales Cloud brings structure and automation to quoting, billing, and subscription workflows, bridging the gap between sales and finance.

• Salesforce CPQ

Configure, Price, Quote (CPQ) simplifies complex product offerings. It provides customizable pricing rules, guided selling, and automated approvals. This ensures you receive accurate quotes every time.

• Salesforce Billing

Integrates with CPQ to manage invoicing, taxes, and payments. It streamlines the quote-to-cash process. It also boosts visibility in sales and finance operations.

• Subscription Management

Subscription Management is ideal for SaaS and subscription models. This tool simplifies billing cycles, mid-term changes, and renewals. It helps you manage MRR, ARR, and reduce churn.

• Contract Lifecycle Management (CLM)

Digitizes the creation, approval, and tracking of contracts from within Salesforce. Reduces legal delays and ensures all terms are version-controlled and audit-ready.

• Product & Price Books

Allows companies to manage multiple pricing strategies across products, geographies, and channels. Essential for consistent quoting and cross-team pricing governance.

6. Channel & Partner Sales

Salesforce provides tools for organizations that work with resellers or distributors. These tools enhance CRM features for partners.

• Partner Relationship Management (PRM)

PRM gives partners a branded portal. They can access leads, register deals, and work together on opportunities. This improves team’s alignment and engagement in sales ecosystems.

• Deal Registration

Enables partners to claim deals early in the sales process. This protects partner investments. It also minimizes channel conflict and boosts visibility for internal teams.

• Lead Sharing via Portals

Facilitates smooth handoff between internal sales teams and external partners. Shared dashboards and alerts ensure faster follow-ups and joint accountability.

7. Sales Planning & Enablement

These features support long-term growth by aligning territory design, rep enablement, and performance tracking.

• Seller Enablement

Empowers sales reps with playbooks, onboarding paths, and training modules built into Salesforce. Learning is contextual, accessible, and directly tied to rep productivity.

• Sales Performance Management

Monitors team and individual performance against targets. Managers gain visibility into quotas, win rates, and trends in real-time. This helps them provide training more effectively.

• Territory Planning

It allows you to create and adjust sales territories. You can use data such as region, revenue potential, and account type. Helps ensure fair coverage and scalability.

• Salesforce Maps 

Salesforce maps use location intelligence. This helps reps plan routes, see customer distribution, and improve field visits.

Industries & Companies using Salesforce Sales Cloud

As per 6sense research, Salesforce Sales Cloud leads the SalesForce Automation category with a 30.23% market share, outpacing competitors like ActiveCampaign (14.59%) and Pardot (8.00%).

Following is the distribution of Sales Cloud customers on an industry basis:

Salesforce Sales Cloud is trusted across a wide range of industries, from technology and logistics to automotive and public sector. Thousands of businesses have adopted Sales Cloud to enhance their sales processes, align teams, and scale growth strategies effectively.

Some of the notable organizations leveraging Sales Cloud to accelerate their operations include UberEats, Ford, Grammarly, World Economic Forum, and FedEx.

Steps for Implementing Sales Cloud in Salesforce

After knowing what it offers, figuring out how to implement Salesforce on your own might take a lot of work. Understanding the Salesforce Sales Cloud process can significantly streamline this implementation.

Here’s a step-by-step guide to help you get started:

After knowing what it offers, figuring out how to implement it on your own might take a lot of work. Follow this step-by-step guide to get started with the Salesforce Sales Cloud implementation:

Step 1: Add Users and Provide Appropriate Permissions

1) Create User

Each person who accesses Salesforce must have a user account.For each user account you create, enter these details: username, user’s email address, user’s name, user license, profile, and role.

a. Setup -> Users

b. Click “New User”.

c. Provide the required details, click Save.
d. An email will be sent to the entered email for verification and password reset.

Example : (Please hide details on image)

2) Create Permission Set

A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles and are the recommended way to manage your users’ permissions.

a. Setup -> Permission Sets.

b. Click New.

c. Provide appropriate Label, API Name & Description.

d. Select the type of users who will use this permission set using License.

e. Add appropriate app & system permissions to the permission set.

After assigning permissions in the permission set, we will assign this permission set to the users.

f. Click “Manage Assignment” on the permission set and Add Assignment.

g. Select the users to which you want to assign this permission set.

h. Click next and select the Expiration Option for this permission set.

i. Click Assign.

Step 2: Fine-Tune Pre-Existing Features

Salesforce organization is highly customizable. Pre-existing features in Salesforce are called standard objects. Each standard object contains standard fields used to store data. Our users can easily access most standard objects by clicking one of the tabs on any page of your Salesforce organization

We can’t delete standard objects or fields, but you can change them to better suit your business’s needs.

1. Change Tab and Field Names
a. Setup -> Rename Tabs and Labels.

b. Select the desired object.

c. Click edit.

d. Rename tab name (if required) and next. 

e. Rename field names (if required) and click save. 

2. Replace Picklist Choices

a. Go to Setup, and then Object Manager.

b. Select Object.

c. Click Fields & Relationships, and then click the name of the picklist field to update.

d. In the Values section, next to a value, click Edit

e. Change the value’s name, and optionally make the value the default for the master picklist.

f. Assign a color to use in charts by clicking and then select how to assign colors to values.

g. Click Save.

3. Log Changes to Your Data

Set up Salesforce to track changes your users make to most fields on many standard objects, including Accounts, Contacts, Leads, and Opportunities.

a. Setup -> Field History Tracking.

b. Select Object & Click View.

c. Click Enable Object History.

d. Choose up to 20 fields you want tracked.

e. Click Save to start tracking changes.

f. Change the page layout for the object to add the object’s field history related list.

4. Change What Your Users See

We can hide Standard fields from our users by removing them from the page layout.

a. Setup -> Object Manager.

b. Select Object & Click Page Layout.

c. Click Page Layout.

d. Select the desired page layout which you want to edit.

e. In the page layout editor, select a category to which the element you’re editing belongs from the left column. For example, if you’re adding the Account History related list to the Account object, select Related Lists.

f. Click Preview As and select a user profile to see what the new page layout looks like to a user assigned to that profile.

g. Click Save.

Step 3: Set Up Data Model

Salesforce lets you leverage both standard objects and define your own custom objects to model business data.

In this solution, we will create a custom object to capture and manage our specific requirements.

a. Setup -> Object Manager.

b. Click Create -> Custom Object.

c. Configure object details.

d. Click Save.

e. Add Fields to your custom object as per business requirement.

Step 4: Import your Data

After setting up the data model, prepare your source data by removing duplicates, correcting errors, and matching Salesforce field formats. Then import records using the following tools :

1) Data Import Wizard (For smaller volumes) or
2) Data Loader (For larger datasets).

Currently, we will use the Data Import Wizard to import our records.

a. Setup -> Data Import Wizard.

b. Click “Launch Wizard”

c. Choose the data that you want to import.

d. To import accounts, contacts, leads, solutions, person accounts, or articles, click Standard Objects. To import custom objects, click Custom Objects.

e. Specify whether you want to add new records to Salesforce, update existing records, or add and update records simultaneously. If you have workflows that add new objects when importing, selecting add new and update existing records fires them, but selecting update existing records doesn’t.

f. Specify matching and other criteria as necessary.

g. Specify the file that contains your data by dragging the CSV file.

h. Click Next.

i. Map your data fields to Salesforce data fields

j. Click “Start Import”

The Recent Import Jobs chart on the Data Import Wizard home page lists the status and metrics of the data import.

Step 5: Addition of Automation and Validations

Automation based on business requirements and rules, validating records, fields, and values are available in Salesforce. Automation can update records and send them for approval. Furthermore, Salesforce also provides various other types of automation including flows, triggers, etc.

Step 6: Roll it Out

Formulate a rolling-out strategy to ensure all users feel comfortable adopting the platform in their daily operations. Plus, with every quarter, Salesforce keeps upgrading Sales Cloud with advanced features and improvements to existing ones; this allows the team to comprehend their skills and meet the target.

Step 7: Set Up Basic Reporting

Now, it’s time to automate actions based on changes made in the Salesforce data, like sending records for approval or sending notifications for the differences in records they own.

Platform Reporting Dashboard Img

Derive powerful analytics from Reports and Dashboards for Standard and Custom objects and enable both users & stakeholders to monitor activities based on predefined metrics.

Step 8: Post-Implementation Duties

Train your staff with proper guidance and instructions. Establish connections with fellow administrators, learn newly launched features of Salesforce, and find gateways for recurring.

Moving ahead let us shed light on some of the best practices for successful implementation;

Best Practices for Sales Cloud Implementation

Salesforce Sales Cloud offers a number of benefits. Salesforce Sales Cloud renders, Implementation should be done correctly, ensuring the full use of each function of tools available. Though, it’s never easy, i.e., introducing new sales tools in current practices. But with proper expert guidance and best practices, businesses can free themselves from strategy re-evaluation. 

Some of the workable Salesforce Sales Cloud Implementation Best Practices are:

Customize as per requirements

Customization of CRM promotes the scope of scalability of sales processes and increases efficiency, and decreases response time. A wide range of intuitive apps, profiles, dashboard layouts, and UI customization allows the creation of complete processes, the display of specific data, and permission sets to tighten security. Custom Objects and apps can help in the effective tracking of deals present in the pipelines. Furthermore, a Sales-support app can be designed that enables representatives to access information across the platform. 

Devise Salesforce Central in accordance with Sales Team’s functioning 

To ensure that implementation is successful in your organization, make its usage the epicenter of the department. Every minute detail involving the customer’s presence should flow through Sales Cloud, which later will become in evaluating the rep’s performance. Centralization of Salesforce also facilitates accountability through the quality of dashboards set-ups on Salesforce. Make all kinds of meetings and potential ideas a definitive source of information for everyone on the team. 

Automate all Sales-Oriented Processes

In a recent survey of Salesforce, Sales representatives spend 28% of their time performing core selling activities and the rest in other deal management and data entry jobs. By implementing Automation in sales-oriented processes, businesses can enhance productivity. When tedious tasks are filtered out, teams clearly understand what and how they must strategize selling. Automated workflows and approvals enable quicker and more efficient decision-making. 

Utilize the Power of Sandboxes

Before you introduce a new chapter in your organization, test it first, and Sandboxes are the best environments to perform this testing. Sandboxes ensure that your existing system remains untouched as they are the identical twin of the functioning system allowing uninterrupted, secure testing. Endorse the usage of such sandboxes to ensure that implementation doesn’t harm your existing infrastructure. 

Empower Sales Team with Data Science Tools

Data Management is quite a science and art and an overwhelming process. Finding a balance between managing and analyzing data that entitles the sales team to make wise decisions is arduous. Sales Cloud Einstein eases it all out by using AI to decipher factual data. This processed data creates a network of leads, helping managers and leaders take steps precisely. With Sales Cloud Einstein’s intelligence, identify the high-priority leads and work on their conversions.

Salesforce Sales Cloud Pricing & Licenses: 

Salesforce Sales Cloud has pricing plans for businesses of all sizes. Each plan offers different features to match your goals, team size, and growth needs.

Choosing the right edition matters, not just for now, but as your business grows. Below is a quick breakdown to help you compare the plans by features, and pricing.

1. Starter Suite – $25/user/month

Previously known as Easy, Salesforce Starter is ideal for small businesses or startups managing basic sales operations without the need for heavy customizations. It includes sales, service and marketing tools in one single platform. It comes with a variety of features including lead, contact, account, and opportunity management, email integration with Gmail/outlook, basic reporting and dashboards. 

2. Pro Suite – $100/user/month

Ideal for mid-sized businesses seeking expansion in sales operations and a structured system that helps with deal tracking and reporting. Salesforce Sales Cloud Pro Suite edition is built on Starter by offering more insights and control. It is designed for growing teams needing advanced pipeline visibility and stronger forecasting. 

Pro suite includes features of sales cloud like quoting, forecasting, customizable dashboards, sales stages and access to Salesforce AppExchange. 

3. Enterprise – $165/user/month

Enterprise edition for Sales Cloud is the most popular license preferred by established businesses. It is ideal for organizations with multi-level sales processes, CRM-integrated ecosystems. It comes with features like workflow and approval automation, advanced reporting, integrations, territory management and custom app development. 

It unlocks deep customization, complex automation, and the ability to integrate Salesforce with other platforms via APIs. As add-on customers also get Agentforce included via Salesforce Foundations which provides 1,000 AI Agents conversations and leads. 

4. Unlimited – $330/user/month

This edition of Salesforce expands everything in Enterprise with unrestricted customizations, sandbox environments, and top-tier support. It is good for large enterprises needing a highly-tailored, enterprise-grade Salesforce instance across multiple regions or business units. It brings along add-ons like advanced automation and analytics and Agentforce via Salesforce Foundations with extended capacity and support for AI Agent features. 

5. Einstein 1 Sales – $500/user/month

This is Salesforce’s most advanced edition. Einstein 1 Sales blends CRM and AI into a unified platform. It offers all Unlimited edition features plus generative AI, Sales GPT, predictive insights, Slack integration, sales performance management, and advanced automation out of the box. Agentforce comes fully integrated with most advanced AI Agent functionality, multi-agent orchestration and conversation intelligence. This edition works best for high-growth enterprises looking to future-proof their sales operations with AI, automation, and deeply embedded collaboration.

To choose the right Salesforce Sales Cloud edition, examine your current needs and think about your future growth. Working with a Salesforce Partner can give you helpful insights. This helps ensure your CRM solution meets your goals and gives you the best ROI.

Salesforce Sales Cloud Use Cases 

We are quoting two everyday use cases to know how Sales Cloud can help your business deal with existential challenges. These cases comprise some general business problems restricting their organizations in defining their success metrics and reaching their goals.  

Case 1: Lead Mansagement and Business Opportunity 

An Ed-Tech startup sells courses & virtual lectures for all kinds of entrance exams. Students across the nations buy courses from them, and they also have a dedicated sales team who outreach the prospects and sell courses to them. 

Problem faced:

• Inability to follow marketing trends

Designing campaigns to attract more customers requires skills and creativity. After spending most of the time on routine tasks, teams were finding themselves in a fix to follow ongoing market trends and bring more students to enroll in the courses. 

• Difficulty in Managing Leads and Opportunities 

With the heavy demand for courses throughout the nations, the manual assignment of leads to a specific agent was getting cumbersome. Response time was also long, because of which a lot of students left without initiating the purchasing. 

• Delayed approval of Uploaded Courses and Invoice Clearance

Trainers uploading courses must wait a long time to get their content approved by in-house experts. Once a course was submitted, executives manually assigned courses to the experts according to skill set and availability. The delay in approval was causing late payments to trainers. 

Solutions Offered: 

With the introduction of some capabilities of Sales Cloud in their existing business approaches and operational methodologies, a lot of challenges getting eliminated: 

• Creative Designing and running of Marketing campaigns

Campaign Management allows sales teams to create, design and run creative marketing campaigns that grab the attention of many students. And when marketing is done correctly, the edtech business gets a good number of leads who are interested in buying their courses. 

• Seamless Lead and Order Management 

Lead & Order Management helped agents identify convertible opportunities and helped them in deciding their next best action step to ensure the conversion. With everything managed on one single platform, the queries raised by customers started getting answered efficiently. 

• Automatic assignment of Courses and quick approval 

Once a Trainer uploads a course, Automation coded in the Sales Cloud directly assigns it to the available expert based on skill set and availability. Further permission sets and approvals stimulate the approval process, allowing trainers to receive monthly payments for their submissions. 

This way, only a few features revitalize the typical issues and stabilize their operational processes. 

Case 2: Streamlining Assignment of Jobs to Field Service Agents

Let’s take another case on canvas. This business deals in Cloud Computing services. Their major service segments included the development of intelligent automation, networking application for software-defined wide area networks, and high-security & high data transfer capacity application. 

Even though there are equipped with high-qualified technology experts, their teams were still in a fix in establishing an equilibrium between several processes. 

Problem faced: 

• Common Database for all teams

Managers needed to access information from departments such as sales, service, delivery, finance, and executive teams. Earlier, all the teams maintained data in their respective database system, creating complexities in data processing when required. 

• Customer data management

Whatever customer data enters the system should be processed to drive better calls to action. The sales team also needed a system that let them create, manage, track, and report the inquiries raised by customers. And another tool for creating and sending Service Level Agreements (SLAs) was previously consuming hours and days of reps.

• Performance Tracking of Sales Representatives

Assessing the performance of each sales representative without any measurement tool is not an easy pie task. Managers could use a tool containing dashboards for live performance tracking. 

Solutions Offered:

Here are the ideal solutions for each of the problems: 

• Holistic view of databases and processes

Sales Cloud has its own Sales Console that allows agents to update themselves with every minute of data, regardless of the department it is fetching from. This cut down the labor of hopping back and forth between inter-department databases. 

• Real-time Data Processing and Quote Management

Sales Cloud empowers agents with real-time data processing and keeps them updated. Creating, managing, and tracking customer inquiries is a very unchallenging job. 

Quote Management was responsible for drafting and sending sales quotes per the customer requirements and product/service data. Agents can now focus on closing more deals and providing better customer service than spending hours and days on creating a quote. 

• Performance Evaluation made easy 

By using the sales cloud, managers can now generate reports and dashboards with just one click of a button, allowing them to track each representative’s progress time-to-time easily.

As the Salesforce Sales Cloud is designed for the Salesforce Lightning Experience, costs were minimized with acceleration productivity, and satisfactory ROI started generating. 

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Let us figure out the key points to decide why should you hire a partner to get sales cloud implemented.

Why You Should Hire a Salesforce Partner?

Outsourcing to a trusted partner for sales cloud implementation services can bring several benefits to businesses, such as:

1. Aligning Salesforce Data Architecture with Business Processes

In-house teams often rush to copy existing workflows without rethinking how data should be structured in Salesforce. This leads to fragmented data models that interrupt seamless reporting, complicate integrations, and become costly as the system grows. A seasoned implementation partner brings cross-industry experience to redesign data models that are scalable, clean, and aligned with business goals.

2. Building Automation That Supports Usability and Growth

Automation looks efficient on paper but often collapses under real-world complexity when designed without user-centric thinking. A Salesforce Consultant ensures automations are purposeful, modular, and scalable instead of overwhelming users and limiting flexibility.

3. Building for Cross-Cloud Scalability from Day One

Salesforce works best when Sales, Service, Marketing, and other clouds are in sync. Implementation partners help set up data sharing and interoperability standards early. Most internal teams revisit this only when things get chaotic.

4. Choosing the Right Implementation Methodology for Your Business Model

Many teams default to Agile or Waterfall without assessing what truly fits their internal decision cycles, stakeholder involvement, etc. A team of Salesforce experts will tailor the delivery model, sprint-based, phased, or hybrid—based on your business’s readiness, and go-to-market timelines to prevent project failure or misalignment.

5. Setting Up Governance to Support AI and Compliance Needs

With AI features like Einstein and third-party tools, governance is more than just admin roles and field-level security. When you work with a team offering reliable services, they help you design a system that supports explainability, audit trails, and ethical data use from the start.

6. Selecting the Most Cost-Effective Salesforce Licensing Plan

It’s easy to overbuy features or underestimate costs associated with scaling users or API calls. A Salesforce Cloud Reseller Partner evaluates your current and future use cases to recommend license structures that align with growth, without surprising you with unexpected costs later. 

7. Embedding Change Management and Adoption Strategies Into the Rollout Plan

Successful implementation isn’t just about technology; it’s also cultural. At Cyntexa, our experts ensure user feedback loops, training plans, and role-based onboarding are a part of the go-live strategy, not an afterthought that results in underutilized systems.

Still, looking for a reason to hire? 

Why not consult your concern with our Salesforce experts and get the most reliable solution for your sales team?

The Closing Words

Salesforce Sales Cloud can truly aid businesses in smoothening their operational and sales processes and empower the entire sales team to focus on attracting more customers to their business.

With its specialty of offering lightning experience, Sales Cloud Implementation will allow businesses to take full advantage of the platform, its latest features, functionality, integration, and add-ons, which can be sources of getting a real return on investment.

Cyntexa, being a Salesforce summit partner, has been there for all its clients who are set to adopt Salesforce as their primary CRM platform. Whatever your business needs are, we are here to cater to them. You only need to schedule a call with our experts today.

AUTHOR

Shruti

ServiceNow, Sales Cloud

Shruti is a ServiceNow Consultant with 5+ years of experience across ServiceNow ITSM, AWS, Salesforce Loyalty Management, and managed services. She blends technical expertise with strategic insights to deliver transformative IT services and CRM solutions that enhance efficiency and customer satisfaction.