Sales Cloud Best Practices: A Whole New Way to Sell
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Transcript of Sales Cloud Best Practices: A Whole New Way to Sell
Sales Cloud Best Practices: A Whole New Way to Sell
Safe harbour statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialise or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilisation and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
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Forward-Looking Statement
IoTIoT
Connect with your customers in a whole new way
Run your business from your phone
Build 1 to 1 customer journeys
Get smarter about your customers
Become a Customer Company
Sell faster Salesforce SteelBrick & Microsoft Integrations
Sell smarter SalesforceIQ & Sales Wave Analytics
Sell the way you want Lightning Platform & Ecosystem
Sell from anywhere Salesforce1 Mobile App
World’s #1 Sales applicationSales Cloud Lightning
Ami Palan Partner
The Salesforce AdvantageRun your sales on the platform that is always getting better
Multi-tenant Cloud Model
Fast App Customisation
Scalable, Meta-data Driven Platform
Trusted Cloud Platform
A Leader in the Gartner Magic Quadrant for SFA
Years in a row9
Magic Quadrant for Sales Force Automation
July, 2015; Analyst(s): Rob DeSisto, Tad Travis
This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document.Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings. Gartner research publications consist of the opinions of Gartner's research organisation and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
150,000+ Customers
Sales Cloud Customers Realising Explosive Growth
Source: Salesforce Customer Relationship Survey conducted March 2015 - May 2015, by an independent third-party, Confirmit Inc., on 4,600+ customers randomly selected. Response sizes per question vary.
Average Percentage Improvements Reported by Salesforce Customers
+ 37%
Win Rate+ 43%
Lead Conversion
+ 44%
Sales Productivity
+ 48%
Forecast Accuracy
Increase in Revenue
+ 37%
4 Best Practices to Sell in a Whole New Way
Carrie Mantione
Build Better Pipeline
Accelerate Productivity
Make Insightful Decisions
Drive Adoption Through Customisation
4 Best Practices to Sell in a Whole New Way
Carrie Mantione
Build Better Pipeline
Accelerate Productivity
Make Insightful Decisions
Drive Adoption Through Customisation
Market to top prospects using micro campaigns
Identify the best leads faster with lead scoring
Accurately attribute each lead to campaigns
Drive more qualified leads with segmenting and personalised content
Powered by
Empower Reps with their Own Marketing MachineFocus sales on your most important leads with Salesforce Engage
Prioritise accounts that look like your top wins
Find whitespace in your accounts
Stay smart about your customers’ business
Help Sales Understand Their Customers BetterGet insights to build pipeline faster with Data.com Prospector
Powered by
Drive Key Actions to Move Pipeline Forward Establish a culture of accountability with dashboards
“Clean Your Room” Dashboard Activity Management Dashboard
Krishna Bhagavan Yelp
Build Better Pipeline
Accelerate Productivity
Make Insightful Decisions
Drive Adoption Through Customisation
4 Best Practices to Sell in a Whole New Way
Sell Faster from Anywhere with Salesforce Mobile AppsSell from anywhere, on any device
Run your business from any device
Download Today
Apps to help every sales rep sell smarter
Remind meif I don’t hear back by Thursday, May 28, 2015 at 6:08 PM PDT
Send lateron Thursday, May 28, 2015 at 2:08 PM PDT
Track when email is viewedEnabled
InboxNow
Available Offline!
Focus Reps on their Most Important Actions
Track performance against target
Get relevant and timely insights on top accounts
Focus on what’s most important each day
Help reps prioritise with Sales Cloud Home
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:
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Make Every Rep a Top PerformerGive deal guidance at every stage with Sales Path
Design Custom Sales Processes by Opportunity Stage
Embed Sales Best Practices with in-line Guidance
Deliver Intelligent Content at the Right Time
Build a Richer Customer Profile
Organise your thoughts in your CRM app
Never lose a detail with autosave
Relate a single note to an account, contact, or opportunity
Take notes in context, attach to any object
Connect to Core Productivity Apps
Drive productivity with Office365 integrations
Manage your inbox with Salesforce App for Outlook
Sync calendar, contacts, and tasks
Create records directly from Outlook
Work with more efficiency, intelligence and collaboration
+
Create and deliver accurate sales quotes fast
Generate branded proposals and contracts
Manage revenue and subscription billing with a streamlined experience
Powered by
Close Faster with Next-Gen CPQ and Billing AppsEasily manage the entire closing process with SteelBrick
Anthony Vitalone
4 Best Practices to Sell in a Whole New Way
Build Better Pipeline
Accelerate Productivity
Make Insightful Decisions
Drive Adoption Through Customisation
Newly designed desktop and intelligent tools to supercharge agent productivity
Understand trends and take action on any device
Discover performance drivers to enable successful coaching
Access dashboards pre-populated with Sales Cloud data
Make Analytics Accessible for EveryoneUse Sales Wave to Give a Better View of Your Business
Powered by
Focus on Your Biggest DealsShow exactly where deals stand with the Opportunity Kanban
Create custom pipeline views
Use smart alerts to take action on deals that need your attention
Move deals between stages to maintain a up-to-date pipeline
4 Best Practices to Sell in a Whole New Way
Natalie Kwong
Build Better Pipeline
Accelerate Productivity
Make Insightful Decisions
Drive Adoption Through Customisation
Drive Adoption with Features that Speak to Your BusinessUse the Salesforce Platform to Customise Your Sales Cloud Experience
Customise Your Pages
Lightning Components
Customise Your Apps
Sales Console
Customise Your Roles
Lightning App Builder
Automate Processes to Sell FasterSave time with Custom Publisher Actions
Extend Sales Cloud with Pre-Integrated AppsAutomate your entire lead—to-cash process
2,950+ cloud & mobile apps
Solutions for every business requirement
Fast and simple access
Contracts ∙ Incentive Compensation ∙ Quotes ∙ Orders ∙ Territory Management ∙ Partner Management ∙ Sales
Intelligence ∙ Electronic Signature ∙ Sales Performance
4 Best Practices to Sell in a Whole New Way
Carrie Mantione
Build Better Pipeline
Accelerate Productivity
Make Insightful Decisions
Drive Adoption Through Customisation
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thank y u