What can the Sales Cloud do for your business? Episode 3

With the Sales Cloud you can take an “Opportunity” from the prospecting stage and build a PDF “Quote” with just a few clicks. Then you can use the “Salesforce1” Mobile App to close the deal. All of this while you are on the road!

In Salesforce “Opportunities” are pending deals that you want to track and close. When you add opportunities you are building your “pipeline”. These opportunities with their expected close dates show up on your forecast.

When you link your opportunities to your marketing “campaigns” you begin to get a sense of how much revenue each campaign has influenced. This makes the ROI measurement of you marketing programs easier and allows you to spend more on the marketing that is working and less on the under performing marketing programs.

You can create multiple quotes that show the proposed prices for your products and services. These quotes are related to the opportunity.

In Salesforce the Opportunities tab displays a home page that lets you quickly create and locate opportunities. You can also sort and filter opportunities using standard and custom list views. In addition you can view and edit detailed information on each opportunity to which you have access.

Check out this brief video from the Salesforce Guy.

With the rapid evolution of technology, Salesforce solutions are ever-changing and improving features. Contact our team for up-to-date information.

Published On: June 15, 2014

About the Author: Paul Selway

Paul is the president and co-founder of Redpath. He works with prospects and customers to help them imagine their future with a Salesforce solution. He was born in England and hails from the Redpath clan in Scotland.