Sales cloud best practices your steps to success

From Good To Great: Sales Cloud Best Practices... Grow Sales FasterTHE CUSTOMER SUCCESS PLATFORM SALES SERVICE MARKETING COMMUNITY ANALYTICS APPS Sales... CUSTOMER SUCCESS PLATFORMThe Wo

From Good To Great:

Sales Cloud Best Practices

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Grow Sales Faster

THE CUSTOMER SUCCESS PLATFORM

SALES SERVICE MARKETING COMMUNITY ANALYTICS APPS

Sales

CUSTOMER SUCCESS PLATFORM

The World’s #1 Sales Application

Grow Pipeline

Increase Sales Productivity

Gain Insight

Team Selling Leads &

Data Automation Marketing Accounts & Contacts Sales Console Mobile Sales Opportunities Workflow Management Performance AppExchange Forecasting & Reports Communities Partner

High Tech Manufacturing Retail

150,000+ Customers Succeeding with Salesforce

Grow Your Business Across Every Major Metric

+32%

Win

Lead Conversion

+40%

Sales Productivity

+45%

Forecast Accuracy

+32% Sales

Average Percentage Improvements Reported by Salesforce Customers

Source: Salesforce Customer Relationship Survey conducted March 2014 - May 2014, by an independent third-party, Confirmit Inc., on 4,100+ customers randomly selected.  Response sizes per question vary.

Sell from Any Device Increase Productivity Lead the Transformation

3 Best Practices to Go from Good to Great

Sell from Any Device

3 Best Practices to Go from Good to Great

“Salesforce enables us to scale our

business for the next 5 to 10 years

because we plan on growing our

business by tens of thousands of

restaurants”

World’s leading online takeaway ordering service

Operating in 13+ countries globally with headquarters in London

Staff use Salesforce1 on mobile phones and tablets

Reduced ramp time of new restaurants by 50%

Just Eat Satisfies Customer Appetites with Salesforce1

- David Buttress, CEO

Think Mobile First

organisations will use

smartphones to drive

user adoption and

improve data quality

for sales force

automation (SFA)

systems ”

Source: Gartner “Predicts 2015:CRM Sales,” Robert DeSisto, December 2, 2014

Deploy Salesforce1 Productivity Apps

Sell Faster from Anywhere

Available on:

Guide Your Sales Reps with Custom Sales Paths

Design custom sales processes Guide according to sales stage Spotlight most relevant information

Tim Clarke

Senior Manager, Product Marketing

@TimxClarke

Demonstration

£43.6B Leading telecommunications company 483M+ mobile customers in 30 countries

93,000+ employees

Transparency and visibility across all opportunities

Sunil Prashara

Director, Channel and Sales Operations

@Vodafone_VGE

Increase Productivity

3 Best Practices to Go from Good to Great

“Sales Cloud is doing the work of five previous 


systems With everything on a single platform, 


we can understand our business and marketplace 


better, which will help accelerate growth.”

UK’s leading career portal, connected employers with job talent

Applicants search, save and apply for jobs on their phones

Run their Sales, Service, and Marketing on Salesforce

Greater visibility into their sales operation, which handles 1,000 leads per month

Jobsite Grows its Business with Salesforce

- James Richards, Sales Operations Manager

Create Dashboards for Data Management and Activities

Make metrics transparent and maintain accountability

“Clean Your Room” Dashboard Activity Management Dashboard

Manage Basic Forecasting

1 “If it’s not in Salesforce, it doesn’t exist”

2 Update your forecasts on time

3 Keep opportunities up-to-date

4 Make adjustments in the app

Top Forecasting Tips

Keep Data Clean with Duplicate Alerts and Blocking

Blocks potential duplicate leads and contacts

Custom rules and field mappings

Works across any device

Connect to Core Productivity Apps

Drive productivity with Office365 integrations

Manage your inbox with Salesforce App for

Outlook

Sync calendar, contacts, and tasks

Collaborate on files with Sharepoint integration

with Salesforce

+

Largest European telematics solution provider Serving 450,000+ subscribers in 60+ countries

Sales Reps had no centralised insight of partner opportunities

channel-Sales Cloud helped sales teams and partners track every customer touchpoint from anywhere

Jeremy Gould

Vice President Sales, Europe

@TomTomBusiness

Lead the Transformation

3 Best Practices to Go from Good to Great

“Salesforce and Pardot allow us to

leverage data in real-time to maximise

each touchpoint throughout the

customer lifecycle.”

Fastest growing global fitness equipment company

Gap between Sales and Marketing systems meant no true insight into the life of an opportunity Initially a Sales Cloud customer, Precor added Salesforce Pardot 2.5 years after implementation Increased annual qualified leads by 45% and lead conversion speed in Salesforce by 67%

Precor Strengthens its Active Prospect Volume by 300%

- Doug Johns, VP Global Marketing

Empower Reps with their Own Marketing Machine

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

Integrate Service to Get a 360 View of Your Customer

Empower customers to help themselves

Know about critical cases before entering a

customer meeting

Enable easier maintenance and renewals

Create satisfied, loyal customers

Maintain better customer relationships

through great service

Integrate All Your Sales Functions with AppExchange Apps

2,700+ cloud & mobile apps Solutions for every business requirement Fast and simple access

Transform Your Business with Powerful Apps

Contracts · Incentive Compensation · Quotes · Orders · Territory Management · Partner Management · Sales Intelligence · Electronic Signature · Sales Performance

Create a Holistic Experience for Your Salespeople

CRM is not just a reporting tool

Digital Sales Aid Sales Resource Center Lead Referral

Demonstration

Sell from Any Device Increase Productivity Lead the Transformation

3 Best Practices to Go from Good to Great

London, UK 24th June 2015

Sales Performance Excellence

Building Consensus between Sales & Marketing

www.salesforce.com/salesleadership/

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