New digital tools are constantly being introduced to meet every new business needs, but it can be overwhelming to keep up with all of your options. Last year, Salesforce repackaged it’s offerings to provide enhanced solutions that improve customer experience, boost sales and service productivity and drive revenue for businesses, and we’re breaking down the top five that B2B sales leaders need to know.
Salesforce Sales Cloud
Sales Cloud is the world’s #1 CRM, and it is developed to help sales teams sell more, faster, and anywhere. It is the pipeline data for all sales, A sales pipeline can help you visualize your sales process., marketing, service and commerce solutions, ensuring a single source of truth throughout an organization. With a better view of customer data, sales can target the most promising leads and provide personalized customer experiences that will drive conversions.
Features: Contact Management Software, Opportunity Management, Lead Management, Reports and Dashboards, Salesforce Mobile (Access Anywhere), Email Integration, Sales Forecasting, Workflow and Approval Processes, File Sync and Share, Data Management
Salesforce Service Cloud
Service Cloud delivers ultimate customer service experiences for both customers and customer support agents. There are several key ways that businesses are leveraging data,
data is key to improving support efficiency, and the platform supplies business leaders with a full view into agent performance to better their operations while agents have instant access to customer data and real-time dashboards to quickly solve customer requests. The platform uses AI to automatically route service requests to proper agents, shortening case resolution time and building trust with customers. It doesn’t matter if support staff are in a call center, in the field, or remote, they always have the tools at hand to provide quality customer support.
Customers also have self-service and omnichannel service options so they can receive service in the medium of their choice, be it a self-service knowledge center, phone call, live chat, mobile messaging, or social communications.
Features: Customer Service, Agent Workspace, Case Management, Service Cloud Voice, Knowledge Management, Telephony Integration, Omnichannel Routing, Service Analytics, Service Process Automation, Virtual Remote Assistant, Customer Self-Service, Omnichannel customer support, Field Service, Employee Services (HR & IT Support).
Salesforce Revenue Cloud
Revenue Cloud connects sales and finance processes and the entire quote to cash lifecycle in one platform. The platform utilizes process automation, enterprise resource planning (ERP) integrations and real-time reporting capabilities to accelerate the sales cycle and drive revenue for complex businesses. Revenue Cloud is primarily comprised of configure, price, quote (CPQ) and billing solutions.
CPQ is the connector between Salesforce CRM and ERP systems enabling sales and partners to automatically generate complex product configurations and pricing and deliver quotes to customers, fast. CPQ automates approval processes to ensure compliance. It also easily enables new revenue streams by allowing for subscriptions with automated renewals, easy product bundling and usage payment options. CPQ drastically reduces time to quote and increases sales velocity.
Billings seamlessly sends quote information to finance for invoicing and collections. It enables billing charges to be consolidated onto a single invoice and electronic payments via credit card or ACH. It also simplifies revenue recognition.