Sales Cloud Best Practices: A Whole New Way to Sell

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Forward-Looking Statement

IoTIoT

Connect with your customers in a whole new way

Run your business from your phone

Build 1 to 1 customer journeys

Get smarter about your customers

Become a Customer Company

Sell faster Salesforce SteelBrick & Microsoft Integrations

Sell smarter SalesforceIQ & Sales Wave Analytics

Sell the way you want Lightning Platform & Ecosystem

Sell from anywhere Salesforce1 Mobile App

World’s #1 Sales applicationSales Cloud Lightning

Ami Palan Partner

The Salesforce AdvantageRun your sales on the platform that is always getting better

Multi-tenant Cloud Model

Fast App Customisation

Scalable, Meta-data Driven Platform

Trusted Cloud Platform

A Leader in the Gartner Magic Quadrant for SFA

Years in a row9

Magic Quadrant for Sales Force Automation

July, 2015; Analyst(s): Rob DeSisto, Tad Travis

This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document.Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings. Gartner research publications consist of the opinions of Gartner's research organisation and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

150,000+ Customers

Sales Cloud Customers Realising Explosive Growth

Source: Salesforce Customer Relationship Survey conducted March 2015 - May 2015, by an independent third-party, Confirmit Inc., on 4,600+ customers randomly selected. Response sizes per question vary.

Average Percentage Improvements Reported by Salesforce Customers

+ 37%

Win Rate+ 43%

Lead Conversion

+ 44%

Sales Productivity

+ 48%

Forecast Accuracy

Increase in Revenue

+ 37%

4 Best Practices to Sell in a Whole New Way

Carrie Mantione

Build Better Pipeline

Accelerate Productivity

Make Insightful Decisions

Drive Adoption Through Customisation

Market to top prospects using micro campaigns

Identify the best leads faster with lead scoring

Accurately attribute each lead to campaigns

Drive more qualified leads with segmenting and personalised content

Powered by

Empower Reps with their Own Marketing MachineFocus sales on your most important leads with Salesforce Engage

Prioritise accounts that look like your top wins

Find whitespace in your accounts

Stay smart about your customers’ business

Help Sales Understand Their Customers BetterGet insights to build pipeline faster with Data.com Prospector

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Drive Key Actions to Move Pipeline Forward Establish a culture of accountability with dashboards

“Clean Your Room” Dashboard Activity Management Dashboard

Krishna Bhagavan Yelp






Sell Faster from Anywhere with Salesforce Mobile AppsSell from anywhere, on any device

Run your business from any device

Download Today

Apps to help every sales rep sell smarter

[email protected]

Remind meif I don’t hear back by Thursday, May 28, 2015 at 6:08 PM PDT

Send lateron Thursday, May 28, 2015 at 2:08 PM PDT

Track when email is viewedEnabled

InboxNow

Available Offline!

Focus Reps on their Most Important Actions

Track performance against target

Get relevant and timely insights on top accounts

Focus on what’s most important each day

Help reps prioritise with Sales Cloud Home

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:

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Make Every Rep a Top PerformerGive deal guidance at every stage with Sales Path

Design Custom Sales Processes by Opportunity Stage

Embed Sales Best Practices with in-line Guidance

Deliver Intelligent Content at the Right Time

Build a Richer Customer Profile

Organise your thoughts in your CRM app

Never lose a detail with autosave

Relate a single note to an account, contact, or opportunity

Take notes in context, attach to any object

Connect to Core Productivity Apps

Drive productivity with Office365 integrations

Manage your inbox with Salesforce App for Outlook

Sync calendar, contacts, and tasks

Create records directly from Outlook

Work with more efficiency, intelligence and collaboration

+

Create and deliver accurate sales quotes fast

Generate branded proposals and contracts

Manage revenue and subscription billing with a streamlined experience

Powered by

Close Faster with Next-Gen CPQ and Billing AppsEasily manage the entire closing process with SteelBrick

Anthony Vitalone






Newly designed desktop and intelligent tools to supercharge agent productivity

Understand trends and take action on any device

Discover performance drivers to enable successful coaching

Access dashboards pre-populated with Sales Cloud data

Make Analytics Accessible for EveryoneUse Sales Wave to Give a Better View of Your Business

Powered by

Focus on Your Biggest DealsShow exactly where deals stand with the Opportunity Kanban

Create custom pipeline views

Use smart alerts to take action on deals that need your attention

Move deals between stages to maintain a up-to-date pipeline


Natalie Kwong





Drive Adoption with Features that Speak to Your BusinessUse the Salesforce Platform to Customise Your Sales Cloud Experience

Customise Your Pages

Lightning Components

Customise Your Apps

Sales Console

Customise Your Roles

Lightning App Builder

Automate Processes to Sell FasterSave time with Custom Publisher Actions

Extend Sales Cloud with Pre-Integrated AppsAutomate your entire lead—to-cash process

2,950+ cloud & mobile apps

Solutions for every business requirement

Fast and simple access

Contracts ∙ Incentive Compensation ∙ Quotes ∙ Orders ∙ Territory Management ∙ Partner Management ∙ Sales

Intelligence ∙ Electronic Signature ∙ Sales Performance


Carrie Mantione





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Sales Cloud Best Practices: A Whole New Way to Sell

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