Sales Cloud® Consulting Services

Core Features

Features that CloudROI can configure to drive value from Salesforce

Lead and Opportunity Management

Allows sales reps to manage leads and opportunities throughout the sales process.

Account and Contact Management

Helps sales reps to manage and track their accounts and contacts.

Forecasting

Allows sales managers to forecast sales and revenue based on real-time data.

Sales Collaboration

Enables sales reps to work together on deals and share information.

Sales Performance Management

Provides insights into sales performance and enables sales reps to track their progress.

Sales Analytics

Provides real-time insights into sales data and enables sales reps to make data-driven decisions.

Working Process

How we can implement and optimize Salesforce Sales Cloud solutions

1. Discover

At CloudROI, we start with the discovery process, which involves identifying and analyzing the sales workflow and sales-related data to determine areas where automation can improve efficiency and effectiveness.

2. Plan

In the planning phase, CloudROI’s consultants and solution architects select appropriate sales automation tools and set implementation timelines and objectives.

3. Execute

In this phase, CloudROI deploys software and processes to streamline and optimize sales activities, including lead management, customer engagement, and sales forecasting.

4. Deliver

The final delivery process involves ensuring timely and accurate delivery of services to the end user, while also tracking and updating relevant information in the system.

Salesforce Sales Cloud^® solutions

Case Studies

20 Feb 2023 Insurance

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