Q: What does Sales Cloud refer to within Salesforce?
Sales Cloud is one of the products sold by Salesforce. It is a product designed to help make sales representatives and sales teams more efficient and more effective. It includes some objects which are configured to suit a “standard” sales process: Leads, Opportunities, Accounts, Contacts, and Campaigns, as well as Products, Pricebooks, Quotes, and Contracts.
As I’ve mentioned previously, these objects are related and are relatively agnostic so they may be utilized in a number of different scenarios with few or no customizations required.
In addition, Sales Cloud allows you to make some basic integrations like a “Web-to-Lead” form which you can embed in your website, allowing you to capture leads directly to your Salesforce instance.
So, to make this clearer, let’s ask a practical question: how might my hypothetical sunglasses business use Sales Cloud?
Let’s say I’m a Sales Rep, and a new lead enters from the “Contact Us” page of the website (this page is actually hosting a web-to-lead form that sends that data directly to Salesforce!). I can give that lead a call or send them an email to gauge their interest, perhaps moving them from a stage like “New” to “Prospecting,” or if the conversation goes very well, I may decide they’re interested to buy and I’ll convert them, automatically creating an Opportunity, Account, and Contact in the process.
As time goes on, I may have more conversations and ultimately sell some sunglasses to this customer, especially if they’re a eyewear shop and they want to make a big order, it’s going to help me a lot to have all of their information organized into objects and have a view of what actions I’ve taken, what meetings we’ve had, etc. If they end up buying, I’ll mark the opportunity “Closed Won,” and attach a Product to it, detailing how much they bought and of what.
Essentially, all of these tools should help your business to get a better handle on prospective and current customers, understand what was sold and to whom, and maintain those relationships through time.
Depending on your edition of Salesforce, you have access to more features and more storage, for example. Interested in learning about the different editions of Salesforce which are available? Check out the next installment in this this series: What are Editions?.
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