Campaign to Account

Sales and Marketing Cloud

• Sales: Contacts and Opportunities
• Marketing: Campaigns and Leads
• Sales Efficiency
• Sales & Operations Analytics

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!! If you would like to learn more about Prudent’s Salesforce Services, please contact Rajesh CV at RC@prudentconsulting.com or 972-358-6020