Salesforce Sales Cloud Implementation

Sales Coud

Salesforce Sales Cloud is more than an address book. It is a robust database built to meet your company’s sales process. The Sales Cloud is vast and deep, but you control what is presented to users, from simple, clean pages to dynamic, tabbed, information-filled pages. Allium will help you get where you need to go.

 

Don’t know what you need? Get a SOAR analysis:

Allium Salesforce Consulting Teamwork
Salesforce partner MSP

Sales Cloud—everything in one place and more...

ï‚©

Home Page

A great way to start the day where you can quickly see where you are and what you need to do. We will customize the home page as a workspace for your team.

ï‚©

Accounts and Contacts

the companies and people you do business with, demographics, address, KPIs, custom fields, & more

ï‚©

Opportunities

know the status of your sale with each customer as it goes through your sales process. Include sales guidance to improve consistency and onboarding of the team.

ï‚©

Stay on top of Leads

A place to store those prospects that may not be qualified.

Benefits of Salescloud

Graph example
One

Streamline Tasks

Manually or automatically create tasks so everyone knows what they need to do next.

Two

Custom Objects

If you need to manage data & information not available out of the box,  our team of certified sales cloud administrators can create anything you can imagine.

Three

Dashboards & Reports

Easy access to what you need to know with added layers of security on what is visible to each user.

Four

Crawl - Walk - Run

There is always more custimization available available if you want it. When you’re ready.

Madison, WI

Lets Chat

(262) 798-5100

Pin It on Pinterest

Share This