Using the Sales Cloud trial: Top things to check for maximum understanding

February 28, 2022

October 13, 2022

Nitin Dangwal

Using the Sales Cloud trial: Top things to check for maximum understanding

Are you interested in trying the Sales Cloud trial? The Sales Cloud trial is a great way to try out the Sales Cloud, you can see how it can help you manage your sales process. With the Sales Cloud trial, you can create leads, manage opportunities, and track your sales progress. You can also access the Sales Cloud trial from your mobile device, so you can stay connected to your sales process wherever you go.

Let’s have a detailed look at using the Sales Cloud Trial:

Using the Salesforce Sales Cloud

‘Cloud A’ Salesforce Sales Cloud is one of the agency products services with the aid of using Salesforce.com. First, allow us to familiarize what Salesforce is. Salesforce is a completely broadly used cloud-primarily based CRM platform that promises its CRM supplying in Sales, Marketing, Service, and lots of extra regions that may be installed with good deal ease and without any deep publicity to the technology used for constructing applications.

What Salesforce Sales Cloud Offers

Salesforce gives a whole lot of services and products that any agency could want to facilitate and run its commercial enterprise and services. A few of the Salesforce services are Sales Cloud, Service Cloud, Marketing Cloud, Analytics Cloud, Community Cloud, App Cloud, etc. In this post, we will be discussing how to use the Sales Cloud by Salesforce.

Sales Cloud

Sales Cloud from Salesforce is an organizational product that provides a high-quality platform to manipulate the end-to-end functioning of the income branch for a corporation, like logging the product information (e.g., price, Order Id), growing campaigns, handling client contacts, triggering emails, reviews, and dashboard features. The advent of order and possibilities is primarily based on progressing offers with clients and a lot more.

Also, read: Top Salesforce Products that can transform your business

Important Features of Salesforce Sales Cloud

1. Leads Management
2. Campaign Management
3. Accounts Management
4. Contact Management
5. Opportunity Management
6. Report Dashboards
7. Cases Management

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1. Leads Management

Now, let us suppose, due to your campaigning event, few of the clients have proven hobbies due to your advertising and marketing promotion. E.g., you had installed a marketing campaign to promote laptops at a reduced price, and a few clients confirmed hobbies withinside the deal and registered their names to be contacted.

A Lead withinside the Sales cloud is a capability patron who has a proven hobby in shopping for a company's product or offerings due to campaigning or out in their hobby, however, they will now no longer be certified for purchasing yet. They may be the clients with whom the employer has in no way carried out any business are they're as a result a capable customer.

So, how to create a Lead?

• Register for a ‘Salesforce Trial License’ if you haven’t yet.
• Look for one of the menus with the name “Lead”, in case you do, and it now no longer discovers it, please click at the Main menu wherein you ought to see all of the modules, discover the Lead menu, and click on it.
• Click on “New” to create a brand-new Lead.
• Fill out the details.
• Finally, click on Save.

Also, read: Salesforce Enterprise edition – pricing, features, pros, cons, and how to tell if you need it

2. Campaign Management

Campaign control in Salesforce facilitates in projecting organizations` advertising and marketing applications centered to generate higher sales instead of its campaigning applications. Examples of marketing campaign applications are Advertisements, Emails, Seminars, Events, Telemarketing (Placing telecalls, smartphone calls to customers), etc.

Now Let’s see how to create a campaign on Salesforce cloud

• The same step as others, register for a ‘Salesforce Trial License’ if you haven’t yet.
• Look for one of the menus with the name “Campaign”, in case you do and now it no longer discovers it, please click on the Main menu in which you must be able to see all of the modules, discover the marketing campaign menu, and click on it.
• Click on “New” to create a brand-new marketing campaign.
• Fill out the required details.
• Finally, click on save.

3. Accounts Management

Now it`s feasible that a lead won't be the best man or woman who has to be answerable for starting up the deal and using it until its closure; there will be many humans involved, along with the finance and infrastructure groups as well. Accounts are organizations (or companies) with whom you'll make a commercial enterprise deal.

E.g., there may be a corporation with the call DX, and they may be inquisitive about your products. So, you'll now create an account with this corporation call.

Again, a way to create an account may be very just like growing campaigns and leads.

• Register for a ‘Salesforce Trial License’ if you haven’t.
• Look for one of the menus with the name “Accounts”, in case you are not able to discover it, please click on at the Main menu in which you must be able to see all of the modules, discover the Lead (Accounts) menu, and click on it.
• Click on “New” to create a brand-new Account.
• Fill out the required details.
• Finally, click on save.

Also, read: Salesforce Nonprofit Success Pack (NPSP)- Complete Guide

4. Contact Management

When setting up an account, you also need to set up and maintain contact with the key businesspeople involved to drive transactions. You can also link your contacts to your existing account.

• Register for a ‘Salesforce Trial License’ if you haven’t yet.
• Look for one of the menus with the name “Contacts”, in case you do not discover it, please click on the Main menu in which you must be able to see all the modules, discover the Contacts menu, and click on it.
• Click on “New” to create a brand-new Contact.
• Fill out the required details.
• Finally, click on save.

5. Opportunity Management

When the talks with the account are at a degree in which you as a product presenting see it because the proper time to create a possibility for the commercial enterprise deal, its miles completed via possibility management, which is essentially the commercial enterprise deal`s name. E.g., “2000 Laptop Selling Deal”. We also are required to say to what degree this possibility presently is.

6. Reports Dashboard

This segment facilitates the creation of reviews and dashboards. Generally, the organization`s senior contributors use this segment to drill down and locate if ordinary campaigns are going on and if campaigns are gaining leads and accounts, if true sales is being generated due to advertising promotions, etc.

7. Cases Management

When a transaction is completed, you will most likely have a product issue with your account. For example, a laptop operating system is not set up properly, a laptop defect, and so on. Cases are used to archive and track issues from clients/customers. This includes severity, the contact who filed the complaint, and the account to which this issue belongs.

Also, read: Salesforce SharePoint Integration – How does it help to maximize value from both systems?

Conclusion

This blog is especially for people who are always looking for ways to increase sales productivity. If you are excited to try the Sales Cloud trial and see how it could help you out, then you have reached the right place.

As you will begin to explore the various features of the trial, you will find that it is really easy to use and could quickly help you out with your sales tasks. With its ability to help you track your opportunities and forecast your sales pipeline, you will find that you could easily increase your sales productivity using it.

We hope that you found this guide of ours useful and that it has helped you to feel comfortable in setting up and using the Sales Cloud trial. Remember that you can always contact our Salesforce team for more support or advice on how to get the most out of your trial.

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