Start Selling and Grow Your Business
Learning Objectives
After completing this unit, you’ll be able to:
- Understand the value of selling with Salesforce.
- Describe ways Salesforce helps make your business more efficient and productive.
What Is Sales in Salesforce?
Salesforce helps you manage customer relationships and keep customer data, interactions, and deal info all in a secure, central location. With your data stored in the cloud, you know your data is safe and you won’t lose crucial or time-sensitive information. Your data is available anytime, from anywhere. Plus, with proven sales processes and built-in dashboards, you can sell smarter and faster, and always know how your business is doing.
Do You Need Salesforce for Sales?
When you start your business, you’re focused on closing deals and building strong relationships with your customers. At first, you can remember everyone’s names, how you closed each deal, and what your customers’ key business needs are. You also know when to follow up, sell more, and check in. As your business grows, you can’t scale by keeping everything in your head.
Do any of these things sound familiar?
- You fumble customers’ names and look through piles of paper to remember their details.
- You can’t review the last communication with a customer because it’s stuck in someone else’s email.
- You feel unprepared for customer meetings.
- You manually enter and track deal info in a spreadsheet.
- You aren’t 100% sure how your business is doing.
The good news is, you’re not alone. So let’s look at how Salesforce helps to organize and optimize your customer data.
How Salesforce Can Help Boost Your Sales
Let’s see how sales in Salesforce happens, helping to make sales people more efficient and productive.
- Work With the Data You Already Have. Salesforce is a single, secure place to manage details about the businesses you work with, the people you talk to, and the deals you open and close. With all your data in one place, you can see how data connects, and understand the big picture for your entire business. Import the data that you already have, mapping it to the fields in Salesforce.
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Connect With Your Customers. You connect with people through email, phone calls, video chats, and hopefully some in-person meetings. Those human connections build your relationships and push deals forward. Capture and track your sales teams’ communications in Salesforce so the team always knows what’s going on. Send emails directly to a contact and automatically add your conversations, jot down next steps, and schedule tasks to complete. All your communications and activities are available to reference later.
Connect your Google or Outlook account to Salesforce to continue using the email and calendar apps that you know. Then, you can access the same data right from your email inbox and calendar. Add your emails and events back into Salesforce, so your sales team can see them too. - Have More Impactful Meetings. See your day at a glance and receive notifications about meetings. Find past communications, documents, and other details so you can efficiently review and prepare for your conversations. Plus, you receive intelligent reminders to follow up and can track tasks directly in the app.
- Close More Deals Fast. Follow sales processes that guide opportunities through business milestones, with a visual representation of where any deal is at any point in time. Use the same steps to create repeatable processes that provide valuable insight into what works (and what doesn’t) for you and your business.
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Know How Your Business is Doing. With all your data in one place, you can see how your business is doing without digging through individual reports or manually crunching numbers. Use dashboards and reports to see a bigger picture about your business, show where to invest resources, and to get a better view of your bottom line.
Salesforce gives you the tools and technology you need to manage your business. When you have all your important info organized in front of you, you and your team spend less time tracking down details. You gain insight into how data connects. And most importantly, you can spend more time doing what matters most…selling.