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Explore Salesforce Anywhere for Sales Cloud Scenarios

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe common use cases for Salesforce Anywhere in Sales Cloud.

It’s official! Now you know how to find, create, and collaborate via Salesforce Anywhere for Sales Cloud. Now it’s time to put it all together with a few real-world scenarios. 

Call Notes Snapshot

Remember the whirlwind call you took with your customer on your way to the airport and the notes you cobbled together at the gate? In case you forgot, it was a pretty painful process. But by now, you know Salesforce Anywhere can take that call note pain and turn it into gain. Let’s take a look. 

The quiz at the end of this unit asks a question about the content of this video. Be sure to watch the video/review the image/step through the simulation now, so you get the information you need to answer the question.

Mutual Close Plan Snapshot

You crushed the call notes. But that’s just the beginning. You start to realize the frantic call from your potential customer is just a symptom of a larger problem: Your teams are out of sync. It’s time to put a mutual close plan on paper to seal this deal. And Salesforce Anywhere’s got your back again. 

Quarterly Report Snapshot

Fast forward a few months. Thanks to your mutual close plan, you won the deal. (Score!) And now you’re ready to show off some stellar results at your next staff meeting with your new best friend—Salesforce Anywhere. Here’s how.

Call notes, close plans, and quarterly reports are just the tip of the iceberg. Here are a few more thought starters for how you can put Salesforce Anywhere to work for you and your team.

  • 1x1 meetings
  • Enablement plans
  • Territory plans
  • Marketing plans

When you use Salesforce Anywhere for Sales Cloud for any (or all) of these things, you can get your teams on the same page at the same time, get better results with fewer meetings, and access your documents all in one place—right inside your favorite CRM. 

Did You Watch the Video?

Remember, the quiz asks about the videos in this unit. If you haven't watched them yet, go back and do that now. Then you are ready to take the quiz.