Adopting Salesforce Sales Cloud to solve sales manager challenges

Sales work is one of the most stressful jobs. True. There is nothing to do about it. ꟷ False. In this article, we will discuss the challenges that a sales manager faces every day and show how the implementation of Salesforce can ease them. Identifying and admitting the challenges that hinder the efforts of sales managers is only half the battle that a sales manager has to win. Once problematic issues are identified, it is essential to adopt an appropriate solution to effectively resolve them and streamline the sales process.

Adopting Salesforce Sales Cloud to troubleshoot Sales Manager issues

1. Bad hiring and retention of sales representatives adequate.

If you strive for better sales performance in your business, you must hire the right people. Recruiting the best professionals can be difficult, and building loyalty can be even harder, as talented employees are demanding. In fact, they can quickly turn to another company unless they have the effective tools they need to have valuable information at their fingertips. Your smart sellers deserve better than conventional methods of collecting and storing data.

Automation of routine tasks.
Salesforce features enable you to create a 360-degree customer profile to gain deeper insight into your customers and increase sales while reducing sales force overhead. The Salesforce platform provides information about customer buying habits, past interactions, and more.

In addition, sales representatives will evaluate the automation of common tasks: alerts, templates, notifications based on public information. For example, Salesforce CPQ allows you to create, manage, and send budgets. Quote templates allow you to customize how your sales representatives cite your company’s products and services. Sales reps can add products to their quotes, adjust quantities, parameters and prices, select standard or custom quote templates from their quote records, generate quote PDFs, and email them to their customers. Task notifications in Lightning Experience allow sales representatives to remember items from their task lists. Salespeople can take advantage of automatically generated email alerts that are sent to designated recipients. The email alerts available in Lightning Experience and Salesforce Classic can be associated with workflow rules, approval processes, or entitlement processes.

Salesforce quote template

2. Ineffective evaluation and training of sales representatives.

Keeping your employees in the dark about their performance and ignoring the importance of employee training will not help you build trust or increase sales. Therefore, the evaluation and training of your representatives is essential. They do not know that they may have trouble finding the necessary information in the spreadsheets or that they may have lost the data stored in silos.

The analytics and forecasting features built into the Salesforce platform make it easy to evaluate. they allow you to efficiently collect information about the performance of your representatives, monitor and analyze your results, and identify low performers.

The evaluation and training process with Salesforce becomes more efficient. Displaying the account profile and communication history allows sales managers to identify inefficient models in the representative’s work, such as communication delays, poor product presentation, or insufficient needs analysis. Then, the sales manager gives his opinion to a representative and tells him what to do (outside of Salesforce). And the last step is to monitor the sales representative’s work to see if the incorrect templates are being replaced by new ones.

cloud analogy is the industry leader when it comes to Salesforce Lightning Administration, Consultancy, and Customization and you can always count on teams of Salesforce Lightning Consultants and Salesforce Lightning Experts

Salesforce IoT Cloud: benefits and limitations

Consider the opinion that each user of connected objects is the client of an object manufacturer and a company that maintains these objects. With a cautious approach, the big data generated by these elements can become a valuable source of information for the suppliers of products and services: how customers use products and services, what is the current status of each product, what functions and services must be added or removed, how to increase customer satisfaction

Many companies have already discovered the benefits of CRM systems to manage customer related activities. With the Internet of Things, such systems could provide even more value in the collection and processing of continuous data flows from all sides of the connected devices of customers that were previously not accessible. Salesforce, a leader in customer management solutions, is also exploring the potential of IoT.

In our new article, we have shed some light on this topic based on our Salesforce consulting experience.

Salesforce IoT Cloud

Salesforce focus for IoT
The idea of ​​Salesforce is to enrich the services provided with the benefits of a large amount of data collected from the connected devices and to allow CRM users (not prepared for serious coding) to create and customize their own applications to manage that data.

To store and process such data, Salesforce provides the Salesforce IoT Cloud platform. It is powered by Thunder, an event processing engine designed to capture, filter and respond to events in real time. Thunder is based on open source tools:

Apache Kafka (an email system capable of handling large volumes of readings and writes per second)
Apache Storm (platform to process large data and events in real time).
Apache Spark (distributed large-scale data processing infrastructure for transmission and batch data)
Apache Cassandra (Distributed Database Management System).
The incoming data is transferred to Kafka. Spark takes Kafka’s profile data and places it in Cassandra for profile updates. Storm uses Kafka data to manage events in real time.

cloud analogy is the industry leader when it comes to Salesforce Lightning Administration, Consultancy, and Customization and you can always count on teams of Salesforce Lightning Consultants and Salesforce Lightning Experts

solutions to key email marketing challenges

The results of the efforts and time invested in email marketing depend to a large extent on how marketers develop the subscriber base. Since average opening and click rates are generally not high (for example, 15.66% and 2.07% respectively for e-commerce e-mails according to the MailChimp report), the return on investment of work with a small audience becomes red.

Vendors are involved in many ways to develop their mailing list. To name a few, they ask customers to create an account to buy, encourage them to sign up for a newsletter or collect contact data during promotional events on the site. These techniques have proven effective. Salesforce Marketing Cloud offers non-trivial ideas for those who want to access a broader audience.

How does Salesforce Marketing Cloud help you?
Marketers can attract new subscribers by creating a Facebook-like audience in Advertising Studio. They take advantage of CRM data from their current customers to search for people with similar personal characteristics (age, sex, marital status), interests, profession, and so on. This technique works best when marketing professionals take their popular customer segments to similar audiences. By looking to increase the number of subscribers, they can start by creating a segment of customers who regularly open e-mails. To configure the parameters of a search, they choose to optimize it based on the range (for greater coverage) or similarity (for a more accurate match). When the audience is created, marketers use the Advertising Studio feature even more to create specific Facebook ads. As a result, they reach a new audience of potential subscribers to the newsletter.

Salesforce Data Studio is another way to discover new audiences. This data exchange platform eliminates the role of intermediary in the process of purchasing audience data and creates a transparent and secure environment for businesses to directly contact data owners. Purchasing data from third parties has the advantage of having superior quality and accuracy over third-party data. Marketers can access e-mail lists relevant to their activities. Suppose a furniture brand can use Data Studio to search for independent designers and offer them a subscription to weekly newsletters.

cloud analogy is the industry leader when it comes to Salesforce Lightning Administration, Consultancy, and Customization and you can always count on teams of Salesforce Lightning Consultants and Salesforce Lightning Experts