Frequently Asked Questions
What is Sales Cloud?
Sales Cloud is a cloud-based application by Salesforce designed to help salespeople sell smarter and faster by centralising customer information, logging their interactions with your company, and automating everyday tasks.
The result of this means they’ll spend less time on administration and more time closing sales. For line managers, Sales Cloud gives real-time, constant visibility into their team’s activities which enables them to forecast more accurately and with more confidence Best of all, Sales Cloud is simple and easy to use and can be customised to suit the way your team works.
How can Sales Cloud help grow my business?
Close more deals — Sales Cloud helps you keep track of all your customer information and interactions in one single place which can be accessed at any time, from anywhere
Get more leads —Sales Cloud helps potential customers along their journey until they’re a quality lead who’s ready to buy, then it automatically routes them to the right personnel, at the right time.
Increase productivity — Sales Cloud will enable you to do more, from anywhere. Log calls, respond to hot leads, work your opportunities, and check dashboards no matter where you are. Drive even more productivity by automating complex processes.
Make the right decisions — Sales Cloud dashboards will give salespeople a real-time picture of the business at a glance of their screen or device. Detailed reports help you track the effectiveness of your marketing campaigns, determine priorities, and make the right decisions based on the most upto-date, current information.
Does Sales Cloud work on mobile devices?
Yes. Salesforce is supported on almost all mobile platforms, including Android and iOS. Additionally, the mobile browser app is accessible to many more devices, through a web browser with internet
What is Lightening Experience?
Lightning Experience for Sales Cloud is a brand new user experience that helps salespeople sell smarter, faster, and in the way they want to. Lightning doesn’t have a tab interface like Aloha does; instead, information is supplied as needed, so you get it when you need it the most. Of course, for users who love the original look and feel of Sales Cloud, Sales Cloud Classic is still available.
What edition of Sales Cloud is right for my business?
Sales Cloud Lightning Edition — A CRM for up to five users starts at £20 per user per month. Sales Cloud Lightning Essentials Edition allows you to sell faster and smarter and quickly scale your business with the renowned AppExchange.
Professional Edition — Let an unlimited number of users manage your complete sales process and cycle. In addition to basic sales and marketing features, you can manage marketing campaigns, contracts, orders, and many more unique features. Get even more business insights with accurate sales forecasts and completely customisable dashboards.
Enterprise Edition — Automate business processes using workflows and approvals, customise Sales Cloud to yours and your company’s needs with custom record types, and integrate with any system using the Salesforce web services API. You can also manage complicated sales territories, and see how your sales deals are progressing using deal trending.
Unlimited Edition — Get access to unlimited online training, over 100 available admin services, and 24/7 support. Customise Salesforce to fit your own and your business’s needs by building custom objects and creating an unlimited number of custom tabs and apps.
What is Service Cloud?
Service Cloud is built on the Salesforce Customer Success Platform, giving you a complete view of your customers and enabling you to deliver quicker, better, smarter, and a more personalised service. With Service Cloud, you can automate service processes, streamline and simplify workflows, and transform the agent experience. Connecting one-to-one with every customer, across multiple channels and on any device, was never easier.
How does Service Cloud increase agent productivity?
The Salesforce Lightning Console was designed for agent productivity. With features such as email to case, skills-based routing and milestone tracking, Service Cloud gives agents the tools and resource to quickly and efficiently respond to customers. Agents enjoy a more streamlined experience that gives them a complete view of your customers, a comprehensive knowledge base, and access to company experts.
What reports and dashboards are available in Service Cloud?
With Salesforce’s customisable reports and dashboards, you can monitor your service metrics and track KPIs for you and your business, whether it is customer satisfaction score or average handling time. Dashboards provide quality and high level visibility at a momentary glance, and customisable reports let you drill down to the detail on the performance of your customer engagement centre, call centre, or help desk.
What is Marketing Cloud?
Marketing Cloud is the platform for delivering relevant, up to date, personalised journeys across all channels and devices. This enables marketers to deliver the right message, at the right time throughout all stages of the relationship. Marketing Cloud comes with integrated solutions for customer journey management, email, mobile, social, web personalisation, advertising, content creation and management, and data analysis. Every single imaginable customer interaction and engagement is covered in completion ensuring a strong and engaging brand experience.
How does Marketing cloud help companies become “customer companies”?
Companies can provide a premium and personalised experience by leveraging a complete and true 360-degree view of each and every customer and their journey with Marketing Cloud. Engage customers at the right time and with the right message across the right channel. This results in a deeper, more meaningful relationship.
How does marketing cloud help marketers manage customer journeys?
Marketing Cloud connects all interactions, from any channel, on the customer’s terms. It unites customer data with customer behaviours in real time to create more intelligent communications and interactions that respond to and anticipate customer needs. Every interaction drives personalised, one-to-one communications that move the customer along in their unique journey.