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Sales Cloud Provides Essential Tools to Improve Agent Sales

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TMCnews Featured Article


November 03, 2009

Sales Cloud Provides Essential Tools to Improve Agent Sales

By Kelly McGuire, TMCnet Editor


Businesses seeking to leverage customer relationship management, or “CRM” tools often are seeking to improve their sales, an integral part of – if not the most important aspect of – conducting a successful business.

In order to meet this often difficult need, businesses need a complete software system that allows agents to focus on what they do best: making sales. 

Salesforce.com’s (News - Alert) sales software – “Sales Cloud” – is designed to deliver companies everything they need to improve sales dynamics. 


Special tools are required in order for sales agents to properly organize, manage and deliver on their work responsibilities and goals. 

The features included with Salesforce.com’s sales software are endless. 

With the accounts and contacts feature, sales reps can view a complete customer snapshot in one quick, dynamic screen, with everything from contacts, assets, account history and latest news. 

The marketing and leads features allow sales agents to bring marketing campaigns together to manage, organize and track any and all marketing campaigns from lead generation of a customer relationship to the close of a sales contact. 

In order to really deliver on a manager’s expectations, sales agents must have ample opportunities. And, with the hustle and bustle of everyday activities, daily operations can often be cut short. With the Sales Cloud, Salesforce.com software users can have a single spot for updating deal information, recording customer interacting and tracking competitors. 

“You’ll know at a glance everything that’s happening with that critical deal,” company officials said. 

In order to properly analyze a business deal, a sales agent must have a comprehensive, real-time view of an entire business. With the analytics and forecasting feature, managers, executives and individual sales representatives can make smart professional decisions by utilizing the insight and forecasting abilities within the sales software platform. 

To address the way daily activities often clog operations and waste unnecessary time, Sales Cloud software approvals and workflow feature increase control over routine activities, eliminate redundant tasks, automate approvals and enforce greater adherence to a sales processes.

E-mail and productivity features lend sales software the ability to work with devices and applications a CRM company should already have in-house, such as mobile devices and Microsoft (News - Alert) applications, making the transition easier for new users.

A sales software content library is provided for sales agents. No more searching through folders and files with sales software as this feature allows users to utilize popularity rankings for documents. “Everyone finds what they need in a snap,” company officials said. 

And, sales representatives can reach out other to other team members and learn from the experiences of their colleagues with the genius feature, providing constructive learning processes for the whole sales team. 

While carefully managing and building a business community, the sales cloud software partners feature allows users to collaborate in real time to share sales information and follow joint processes with potential – and existing – business partners. 

Utilizing AppExchange, the leading online marketplace for cloud-computing applications, companies that deploy Salesforce.com’s sales software can find, test drive and install over 800 systems that come pre-integrated with Salesforce CRM. 

Lastly, as mobile usage continues to be a dominant go-to in the professional world, users can have instant access to the sales cloud dashboard on their mobile device, for remote and on-the-go work situations with the mobile feature.

Kelly McGuire is a TMCnet Web editor, covering CRM and workforce technologies, and anchor of its daily TMC Newsroom video broadcast. Kelly also writes about eco-friendly "green" technologies and smart grids, compiling TMCnet's weekly e-Newsletters on those topics, as well as the cable industry. To read more of Kelly's articles, please visit her columnist page.

Edited by Kelly McGuire







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