Improve Sales and Sales Agent Productivity
Grow your sales with Salesforce for a customer centric view across your business
Leverage Sales Cloud to grow and retain your customers
Cloud ERP on


Typical fields of improvement of sales systems
- Timely capture, effective nurturing and lead conversion
- Data-driven Accounts classification, prioritization and assignment
- Effective sales Opportunity management to close more deals.
- Sales forecasting enhanced with AI insights for tactical planning
- Priority-based Activity management for maximum performance
- Case management to address customer requests and improve customer satisfaction leading to recurring sales
- Mobile enablement to be on top of sales from any device, anywhere
- Automated flows to reduce manual operations and focus on customer interactions
- Dynamic reporting for high quality of decision making
- Permissions and approvals management for security and risk management.
- Cross-team collaboration to ensure 360° view of the customer.
Salesforce Sales Cloud is the ultimate scalable solution – the technical base of all Sales-related business improvements, that unleashes the power of the Salesforce platform from the very first license.
- +32%Increase in revenue
- +38%In sales forecast
accuracy - +26%In the number of
contracts woen
Salesforce Sales Cloud Increase sales
When there is an efficient and automated management from lead capture to conversion to Opportunity closing, managers can monitor progress and effectiveness for better resource allocation, sales increase.
Main benefits
- Increase in sales and deal size.
- Forecasts and achievements monitoring.
- CPQ - Configure, price and quoting automation.
- Consistency in sales management processes.
- Sales process unification and better visibility.
The benefits of Sales Cloud
implementation package
bleumasters Sales Cloud implementation for Salesforce is designed to help your business leverage the benefits of a comprehensive approach tailored to your business needs.
Area of Optimization
Lead Management
Must-Have Implementations
- Automatic Lead capturing (Web-to-Lead)
- Duplicate blocking
- Lead classification and automatic assignment
- Campaign management and mass email enablement
- Email templates
Business Impact
- It’s easier and less time-consuming for Sales reps to reach out to prospects.
- Sales managers are able to trace and manage the efficiency of promotional channels, leads are shown on the upper layers of sales funnel
- Ability to analyze the reasons of losing leads.
- The number of leads converted into Accounts is increased
- Outbound communication is unified and more professional.
Area of Optimization
Account and Contact
Management
Must-Have Implementations
- Account types (Customers, Partners, Suppliers, etc.)
- Additional account and contact attributes.
- Account classification and automatic assignment.
- Account lifecycle management
Business Impact
- The customers’ database is well structured and categorized.
- The potential issues are easily revealed and prioritized.
- Decision making (for instance, pricing and discounts) becomes data-driven
Area of Optimization
Sales Funnel Management
Must-Have Implementations
- Opportunity types and corresponding sales processes
- Probability evaluation
- Notifications
- Sales funnel automations
Business Impact
- Sales process for each deal type is guided and standardized.
- Notifications for all milestones allow not to miss any important step in the sales process.
- Productivity of sales people becomes easier measurable.
- Number of deals successfully closed is increased
- Manual, repetitive efforts are decreased
Area of Optimization
Sales Operations Execution
Must-Have Implementations
- Contracts management
- Quote management
- Order management
- Product catalogue
- Pricebooks configuration
- Customer notifications on sales execution
Business Impact
- Sales execution process is tracked in Salesforce and can be integrated with other systems (ERP, accounting, WMS, etc).
- Versions of proposals for Opportunities is maintained.
- Sales department is provided with accurate pricing information to cover the complete sales process
- The complete sales conversion reports and related KPIs makes the teams’ sales performance measurable.
- Increased level of customer service.
Area of Optimization
Sales Planning and Forecasting
Must-Have Implementations
- Collaborative forecasting, mobile enabled
- Custom forecasting attributes
Business Impact
- Data-driven forecasting.
- More accurate tactical planning.
- Business-specific data focus on forecasting
- Possibility to calculate commission based on sales teams individual achievements..
- More accurate resource and financial management – better decisions
Area of Optimization
Activity Management
Must-Have Implementations
- Task management
- Proactive customer interactions planning
- Workload management
Business Impact
- Possibility to measure the workload and prioritize the commercial activities of the sales teams.
- Ability to focus activities on the most prospective accounts
- Capability of automatic tasks generation for sales reps, based on data-driven prioritization.
- Increase of team’s productivity achieved via optimal customer focus.
Area of Optimization
Case Management and Collaboration
Must-Have Implementations
- Case management
- Knowledge base
- Files and documents
- Chatter
- Email integration
Business Impact
- Possibility to register customers inquiries and route them for timely resolution.
- Complete view of customer’s interaction with the company.
- Tips and recommendations for the sales process.
- Teamwork based on internal communication channel (Chatter), files and online documents.
- Emailing (Gmail, Outlook) integrated in Salesforce interface.
- Customer satisfaction increase leading to more recurring purchases.
Area of Optimization
Mobile Enablement
Must-Have Implementations
- Salesforce mobile configuration
- Custom UX mobile adoption
Business Impact
- Access to all sales information from anywhere
- Quicker turnarounds on customer requests – higher level of service.
- More effective time planning – higher sales results
Area of Optimization
Business Flows
Automation
Must-Have Implementations
- Configuration of automatic Actions, Notifications, Sales Data Management
Business Impact
- Reduction of manual efforts.
- Standardized sales processes – predictable flow outcomes, improved service.
- Automated customer interactions: follow up sales, regular touch points – increase of recurring sales
- Automatic generation of new leads and opportunities.
Area of Optimization
Permissions Configuration
Must-Have Implementations
- Corporate structure implementation.
- Access and sharing rules configuration.
- Approval flow configuration.
Business Impact
- Increased security.
- Hierarchy in commercial decisions for better quality.
- Control on commercial terms and discounts.
Area of Optimization
Integration with other
systems:
- Custom API-based (direct, middleware, Mulesoft etc.)
- File-based exchange
- APPs and packages from AppExchange
Must-Have Implementations
- Accounting systems Integration
- ERP Systems Integration
- External document storage
- Payment gateway integrations
- External emailing systems
- Internal legacy systems
- Omnichannel communication solutions.
Business Impact
- Salesforce becomes an integrated data-management hub of the organization.
- UX of employees is unified in one system, considerably simplifying onboarding.
- Customer data is available in one place – higher level of service, better decisions.
- Business flows are covered with automations end-to-end.
- More control and improved efficiency across the organization.
If you are a startup, small, or medium-sized business looking for a knowledgeable Salesforce implementation partner who values every single customer, let's talk! We are ready to help!.
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