Datasheet

Part I: Salesforce Basics

collaboration on the business issues that matter the most to you, so you’re

always up to date and never caught unawares.

Working as a team

How many times have you thought that your own co-workers got in the

way of selling? Oftentimes, the challenge isn’t the people, but standardizing

processes and clarifying roles and responsibilities. With Salesforce, you can

define teams and processes for sales, marketing, and customer service so the

left hand knows what the right hand is doing. Although Salesforce doesn’t

solve corporate alignment issues, you now have the tool that can drive and

manage better team collaboration.

Collaborating with your partners

In many industries, selling directly is a thing of the past. To gain leverage and

cover more territory, many companies work through partners. By using Sales

Cloud, your channel reps can track and associate partners’ deals and get

better insight about who their top partners are. Partners now can strengthen

their relationships with their vendors by getting more visibility into their

joint sales and marketing efforts.

Beating the competition

How much money have you lost to competitors? How many times did you

lose a deal only to discover, after the fact, that it went to your arch nemesis?

If you know whom you’re up against, you can probably better position your-

self to win the opportunity. With Sales Cloud, you and your teams can track

competition on deals, collect competitive intelligence, and develop action

plans to wear down your foes.

Improving customer service

As a sales person, have you ever walked into a customer’s office expecting a

renewal only to be hit with a landmine because of an unresolved customer

issue? And if you work in customer support, how much time do you waste on

trying to identify the customers and reviewing the context of previous sup-

port interactions? With Service Cloud, you can efficiently capture, manage,

and resolve customer issues. By managing cases in Service Cloud, sales

reps get visibility into the health of their accounts, and service can stay well

informed of sales and account activity.

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