May 8, 2023

The 5 biggest issues clients want to solve with Sales Cloud

EMPAUA Salesforce Partner

Sales Cloud is a powerful tool from Salesforce that is designed to help businesses better manage their sales processes. With Sales Cloud, businesses can automate their sales processes, manage their leads and opportunities, and get real-time insights into their sales performance. 

Why Sales Cloud?

These are the 5 biggest issues that our clients are solving with Sales Cloud in EMEA according to our CEO & Founder, Steffi Kromer, and EMEA Sales Director, Kirk Heuser

Let's take a closer look at them:

#1: Track History With The Clients

This is quite essential for all sales and marketing teams, keeping track of the history of a client's interactions with the business, including any data exchanges, interactions, or other activities between the business and the client.

The history can be used to review the success of a relationship, identify any issues that may have occurred, and provide insights into the client's usage of the business’ services or products.

Tracking a customer's history in the business is important for better sales and marketing performance because it allows businesses to better understand their customers, their needs, and their preferences. This information can be used to personalise sales and marketing strategies, create targeted campaigns, increase customer loyalty, and optimise the customer experience. It also provides businesses with insight into how their own sales teams are performing and helps identify areas of improvement.

#2 Establish A Close Relationship, Especially in Personal B2B Sales

Establishing a close relationship with customers is critical because it can lead to increased customer loyalty, repeat business, and positive referrals.

For B2B sales, this is even more important, because the sales cycle can often be longer and more complex. Building and maintaining these relationships can be difficult, particularly when working with numerous sales representatives, a large number of consumers, and complicated sales procedures.

Sales Cloud provides a centralised platform for managing customer data. Sales reps can get a comprehensive view of their clients, including information on their activity history, important contacts, communications, and internal account discussions.

It also helps to manage opportunities and track leads all the way from prospect to close.

By having all customer data in one place, sales reps can easily access and share information with other team members, ensuring that everyone has a complete and accurate view of the customer's history, needs, and preferences. This can help you provide a more personalised experience for the customer, which can be critical in building a strong relationship.

#3 Ensure That Follow-ups Are Not Forgotten 

In sales, consistent follow-ups are crucial. If you are not working many leads, this is an easy task. However,t when it comes to multiple leads that are all at different stages, things will start to fall apart at this point. 

This is when Sales Cloud will come to save your day! Sales Cloud includes automated follow-up tools that can help sales reps stay in touch with customers without requiring manual effort.

For example, sales reps can set up automated email campaigns or reminders to follow up with customers after a certain period of time. This ensures that the customer feels supported and valued, even post-sale. By automating follow-up activities, sales reps can focus on building the relationship with the customer, rather than spending time on administrative tasks while ensuring nothing “falls through the gaps”.

#4 Streamlined Processes & increase sales velocity

Many sales teams are stretched thin by their workload. Shortening sales cycle times & increasing sales velocity are the main goals for every sales team. 

Voila! Here is how Sales Cloud can be a powerful tool to get you there:

Process automation:

Visual Workflow's drag-and-drop capability makes it simple to quickly build and automate any business process. Also, use flexible approval procedures to quickly be able to offer discounts, better costs, and more, to help boost success.

Mobile Access:

Sales Cloud offers mobile access, which allows sales reps to access customer data and sales information from anywhere, at any time. This can be particularly useful when reps are on the go, meeting with customers, or travelling. By having access to critical sales information at their fingertips, sales reps can respond to customer needs more quickly and close deals faster on smartphones, tablets and laptops.


Sales Cloud includes collaboration tools that allow sales teams to work together more efficiently and effectively. This can include sharing information and insights, collaborating on account strategy, and coordinating follow-up activities. By working together, sales reps can provide a more cohesive and personalised experience for the customer, which can help increase sales velocity.

#5 Actionable Insights Into Business Performance through Forecasting & Reporting

Accurate sales forecasting and reporting are essential for businesses to make informed decisions and allocate resources effectively. Due to a lack of relevant data and its dispersed distribution across several apps and departments, sales forecasting has historically relied hours of spreadsheet work or, even worse, heavily on intuition and guesswork!

Sales Cloud addresses this issue by providing a comprehensive suite of reporting and analytics tools that enable users to track their sales performance, identify trends and patterns, and make data-driven decisions.

Key features that help with sales forecasting and reporting include:

Dashboards and Reports:

Sales Cloud offers customisable dashboards and reports that provide real-time insights into key sales metrics, such as pipeline health, win rate, and deal size.

Forecasting Tools:

Sales Cloud's built-in forecasting tools help sales teams generate accurate revenue projections based on historical trends, current pipeline health, and other relevant data.

Einstein Analytics:

With Einstein Analytics, users can leverage advanced analytics and AI-powered insights to gain a deeper understanding of their sales data and make informed decisions.

Sales Cloud and Small & Medium Businesses

Sales Cloud helps all type of businesses increase sales efficiency, Service Cloud helps teams provide personalised support and onscreen answers, and Marketing Cloud allows businesses to create automated campaigns and capture leads.

Sales Cloud Accelerator

That’s why we offer Sales Cloud Accelerator, a package designed and developed by our professionals, cutting implementation time by 75%.

With our exclusive Sales Cloud Accelerator, you can get started with Sales Cloud in a matter of days and get the most out of your Salesforce for small businesses. Contact our experts today to learn how Sales Cloud Accelerator can help your business.

Overall, Sales Cloud addresses the most challenging issues that clients face daily. By solving these issues, Sales Cloud empowers businesses to drive growth and achieve their sales goals.

If you are interested in learning more about how Sales Cloud can boost your sales process and business, contact us today!


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