The reliable connections between businesses and customers, smooth customer experience, and seamless commercial transactions permit enhanced client loyalty and conversions.

A key to success, CRM, permits salespeople to reach customers more efficiently. Named as a leader in the Magic Quadrant for Salesforce Automation, Salesforce is widely accepted. What makes it so great?Best Way To Improve Your Sales Pipeline with salesforce

Today, we are here to let you know how Salesforce assists in enhancing the sales pipeline.

Let’s get started.

What Is Salesforce?

Well-known for rolling out a CRM on the cloud, Salesforce today is the leading developer of the best CRM solutions all over the world that is based on cloud technologies. It has been ruling the market in other categories also, like the CRM Customer Engagement Center and Enterprise Application Platform as a service.

Salesforce provides distinct tools and services for targeting large scale and small scale industries, for relationship management, and custom application development. With this, you can invent insights into customers, understand their needs better, and treat them as if you know them.

Why Use Salesforce CRM?

With Salesforce, your business holds the caliber to get built at a fast pace. The below benefit of the perfect CRM will assist in making your work experience great:

Rich Functionality

The platform is filled with default features and the templates that are best for most organizational and business needs.

Ease of Use

To set up and handle the apps you do not need to be an IT expert. You only need to log in and initiate blazing trails to your consumers in an entirely new way. Salesforce offers a comprehensive view of the client so that you can finalize decisions earlier. The clear navigation, intuitive interface, and collaboration options make the process of work seamless and smooth.


The chief benefit of the service is the caliber to configure any solution as per the needs of the company. You can also integrate your apps, make essential changes, add or delete functions, and extend them. To conduct customization, technical proficiency is required.


Sales reps hold the possibility to track customer activities, understand them, and expect customer requirements. The system develops reports, dashboards, and graphics that assist in measuring performance, come up with important points and enhance them.


The platform holds the caliber to grow as your business expands, adapting all new specifications and offering required storage space.


Salesforce suffers constant improvements and takes the benefits of innovations. Its large-scale community and dedicated team always consider user feedback and release fresh features three times in a year, developing good fame for the product.

Tips To Use Salesforce For Sales

Well, being a concerned reader, a question will strike your mind: How can Salesforce help my business?

Today, we are here with a few tips that will let you know how you can use Salesforce CRM for boosting your revenues and the tools that suit you best in this situation for implementation. As we live in the digital transformation era, all such are linked with the automation of certain processes.

Sales Automation

At first, to enhance sales using Salesforce, you should automate your sales pipeline. Sales Cloud is crafted for developing frictionless eCommerce and customer experience and embraces a broad array of features.

Opportunity Management

This tool assists in controlling all your deals, payment, tracking products, delivery terms, and more details. The team members are informed about the updates in real-time and can assist if required.

Account and Contact Management

Such tools are capable of crafting a 360-degree image of every client by tracking their contacts, activities, discussions, and communications. You will also attain insights from the famed social networks.

Sales Forecasting

AI-driven algorithms design accurate forecasts according to the entire available information. This assists in offering timely updates, setting reasonable targets, essential adjustments, and tracking the performance of your team member.

Lead Management

More leads can transform into actual sales if you direct and assign them to the appropriate sales reps.


You can also upload Salesforce into your mobile device and perform remotely as if you are from an actual office.

Sales Data

You can attain the most accurate and latest data easily when you have and Lightning Data solutions. They update important information automatically relevant to leads, contacts, and accounts, assisting you in driving processes. Excel Connector and Data Loader, the free tools, import and synchronize the details from many sources.

File Sync & Share

It performs with files from anywhere as a team, synchronize, and share them rapidly and securely, seek information, publish news, track content, and correct mistakes.

Work and Approvals

It utilizes the Visual Workflow tool to craft and visualize any business process. It approves the request directly through email or Chatter with no delay in deals.

Reports and Dashboards

The detailed reports are developed automatically to reveal the real image of your business at a glance.

Service Automation

A customized Service Cloud handles the support of customers at the post-sales phase. It targets on solving the maintenance tasks and automates the chief functions of this process, optimizing the cooperation with the clients and enhancing their satisfaction.

The customer can gain support over the most-preferred digital channels. AI-powered chatbots offer immediate answers, deleting the long wait. There is also a chance to develop self-service portals where the users can find the details themselves.

Marketing Automation

marketing cloud salesforceMarketing Cloud, a specialized tool, assists in managing marketing processes and also promotes the products of your company through many channels. Its chief features are:

  • Pardot: It is a service that supports the B2B segment, coordinates the actions of the sales and marketing departments when performing with corporate clients.
  • Mobile Studio: It facilitates mobile interaction embracing push notification, SMS, and group messaging.
  • Social Studio: It helps in engaging with clients through social media channels.
  • Salesforce DMP: It captures and activates data from any source.
  • Journey Builder: It crafts connections all across the channels and strengthens 1-to-1 relationships with clients.
  • Data Studio: It acquires top-quality data and also activates it for reaching new audiences.
  • Email Studio: It develops personalized email campaigns.
  • Advertising Studio: It creates target ads.
  • Interaction Studio: It visualizes the activities of users in real-time on all channels and attracts valuable engagement at an appropriate moment.

Analytics Automation

Salesforce einstein-analytics business intelligenceIt assists in analyzing data rapidly, showcases hidden insights and opportunities, and converts data into revenues with Einstein Analytics, the business tool. The AI-driven tool holds the caliber to consolidate data coming from all the sources, analyze the possible combinations, make predictions, and offer recommendations.

Resultantly, you will become able to finalize business decisions at a faster pace. Also, you can integrate the tool into the available apps or develop your apps for data analysis with the assistance of Einstein Analytics Platform.

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Collaboration Automation

The Community Cloud solution offers an opportunity for the companies to arrange integrations between partners, customers, and employees. The functionality of the service allows the information exchange in real-time, transfers any data, files, or records on mobile devices or stationary.

You can utilize outstanding themes, templates, and branding to craft a personalized forum or portal suiting your business needs. This will assist you in engaging your audience and smoothening the communication with every member.

Salesforce Products

There exist a wide range of Salesforce products. Salesforce software products are utilized by various enterprises of all sizes, including many industries and distinct geographical locations. The key areas of the company are healthcare, financial services, manufacturing, retail, communications and media, consumer goods, and automotive. Let’s known about:

  • Sales Cloud: It helps in finding more customers, speed up sales productivity, and also close deals rapidly.
  • Service Cloud: It assists in supporting customers from all over the world and also has a smooth conversation.
  • Commerce Cloud: Salesforce commerce cloud It assists in creating a personalized shopping experience.
  • Marketing Cloud: It includes the tools to merge sales and marketing on one platform and also to engage with clients through distinct channels.
  • Quip: Salesforce Quip is a collaboration platform that organizes the work of your team.
  • Community Cloud: It develops communities for partners, employees, or vendors to enhance engagement.
  • Salesforce Platform: It is a unified platform that permits you to customize the solutions, develop your applications, append security levels, and more.

Wrapping Up

Well, above we have discussed an appropriate usage of Salesforce for easing the sales operations. A cloud-based CRM implementation is a good investment that confirms to enhance revenues, improve customer satisfaction and internal communications, and develop a more beneficial organization.

A unique tool, Salesforce can enhance the performance of your business perfectly. Therefore, it should be incorporated when picking a CRM for your brand.

However, you should never forget that even the top digital systems can’t replace people completely in the retail industry. The human touch is imperative in closing deals, whereas automation just eases the process. So, if you want to improve your business sales then getting in touch with a salesforce consulting partner for salesforce implementation is a good idea.

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With a decade of experience in eCommerce technologies and CRM solutions, Virendra has been assisting businesses across the globe to harness the capabilities of information technology by developing, maintaining, and improving clients’ IT infrastructure and applications. A leader in his own rights his teammates see him as an avid researcher and a tech evangelist. To know how the team Virendra can assist your business to adopt modern technologies to simplify business processes and enhance productivity. Let’s Talk.