Datasheet

Chapter 1: Looking Over Salesforce

Centralizing contacts under one roof

How much time have you ever wasted tracking down a customer contact

or an address that you know exists within the walls of your company? With

Salesforce, you can quickly centralize and organize your accounts and con-

tacts so that you can capitalize on that information when you need to.

Expanding the funnel

Inputs and outputs, right? The more leads you generate and pursue, the

greater the chance that your revenue will grow. So the big question is, “How

do I make the machine work?” With Sales Cloud, you can plan, manage, mea-

sure, and improve lead generation, qualification, and conversion. You can

see how much business you or your team generates, the sources of that busi-

ness, and who in your team is making it happen.

Consolidating your pipeline

Pipeline reports give companies insight into future sales, yet we’ve worked

with companies in which generating the weekly pipeline could take more

than a day of cat herding and guesswork. Reps waste time updating spread-

sheets. Managers waste time chasing reps and scrubbing data. Bosses waste

time tearing their hair out because the information is old by the time they

get it. The prevalence of cloud computing makes this traditional method of

siloed data collection obsolete (or pretty darn inefficient). With Sales Cloud,

you can shorten or eliminate all that. As long as reps manage all their oppor-

tunities in Salesforce, managers can generate updated pipeline reports with

the click of a button.

Collaborating effectively

with your co-workers

Remember when you were the new guy (or gal) at the company, and you had

to find out who knew everything about a particular customer, process, or

product? Even at smaller companies, it takes time to discover who possesses

that extra bit of historical knowledge that could help you close that impor-

tant deal or resolve a support issue. Other times, you might be so busy that

you’re out of the loop on certain key company updates, even when depart-

ments try to keep you informed. What if you could harness the insights from

others within the company, yet not be overwhelmed by information over-

load? Chatter — a feature of Salesforce — increases internal awareness and

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