Sales and Marketing Cloud

Customer Relationship Management (CRM) is at the heart of every growing business whether it is a restaurant or a large enterprise. Salesforce has been ranked the world’s leading CRM tool over the past several years.

Salesforce Sales Cloud, the traditional CRM tool, enables businesses to keep a track of prospects, leads, clients and deals on a single platform. The one-stop dashboard enables real-time tracking, lead management, sales forecasting, workflows, and other features to enable faster and more accurate sales collaborations.

Sales: Contacts and Opportunities

  • Contact and Account Management - know every contact in your accounts
  • Quickly access key customer information including contacts, communication history etc.
  • Opportunity Management – customized to match your sales process
  • Track deals closely through entire life-cycle
  • Increasing penetration in existing accounts

Marketing: Campaigns and Leads

  • Campaign Management – create and manage campaigns effectively; track campaign ROI
  • Lead Generation and Targeting by Audience
  • Lead Management - track leads across sources; assign leads to relevant teams or individuals to follow up while they are hot
  • Engage customers with the right message at the right time and through the right channel
  • Personalize customer journey through nurturing leads

Sales Efficiency

  • Enable collaboration within sales teams
  • Keep track of customer communication
  • Enable workflows and approvals
  • Access from mobile

Sales & Operations Analytics

  • Reports and Dashboards
  • Opportunity Scoring
  • Pipeline and Sales Forecasting

How can we help?

At Prudent Technologies & Consulting Inc., we assist in the setup and the configuration of Sales Cloud platform to ensure end-to-end sales and marketing management - Campaigns, Leads, Accounts, Contacts, Opportunities, Products, Quotes, Contracts and much more!!