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

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

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

Reporting

Must-Have Implementations
  • Dynamic reports
  • Automatic stakeholder notifications
  • Real-time KPI measurement
Business Impact
  • High quality data-driven decision-making.
  • KPI tracking with timely notifications on deviations
  • Setting sales targets basing on actionable insights
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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