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What is Salesforce Sales Cloud: Modules & Features

March 8, 2024 by
  • Salesforce

Salesforce.com offers many practical products to its users; one of its best products is the enterprise product Salesforce Sales Cloud. So, what is Salesforce? Salesforce is a non-complex cloud-based CRM sales cloud platform you can set without needing complicated technologies to build applications. There are many different clouds in salesforce; the Salesforce platform offers its CRM sales cloud in Sales, Marketing, Service, and many more areas. In this post, Kapsys will guide you to What is salesforce sales cloud? In addition, salesforce sales cloud concepts, different modules, and important features of Salesforce Sales Cloud.

What is Salesforce? 

Here is a simple explanation of what is Salesforce? Salesforce is an enterprise offering cloud-based software. These software services help companies find prospects, get more deals, and wow customers with efficient salesforce functionality.

Customer 360, our complete suite of tools and products, is designed to unite your sales, service, marketing, commerce, and IT teams to share and track customers' information. In addition, Salesforce services and products help you grow relationships with customers and employees like Customer Relationship Management (CRM sales cloud).

Salesforce Offerings

Salesforce offers various products and services to help businesses improve their operations and boost revenue. Its offerings include Salesforce Sales Cloud, Customer Relationship Management (CRM sales cloud), Marketing Automation, Service Management, Data Integration, Analytics Cloud, Community Cloud, App Cloud, and more. In this post, Kapsys explains the Salesforce Sales service Cloud overview.

What is Salesforce Sales Cloud?

Salesforce Sales Cloud provides an integrated suite of tools to help sales teams in different companies build better customer relationships and manage their entire customer lifecycle from lead generation to retention. It has over 200+ modules that help automate sales, service, marketing, and more processes. This includes CRM sales cloud, Marketing automation, Service management, Data integration, and more.  Salesforce Sales Cloud is a powerful tool for managing all aspects of your business. This video will show you how to use this software to streamline your workflow and improve productivity.

Different Modules and Important features of Salesforce Sales Cloud

Adequate knowledge of what is Salesforce Sales Cloud is the first step in your progress and growth. Thousands of businesses have used Salesforce Sales Cloud across industries. Salesforce Sales Cloud offers a range of modules and features that enable businesses to automate processes, streamline data management, improve productivity, and boost revenue. Let’s discover what each Sales cloud features do and how it can help you grow your business. Here are some of the critical features of Salesforce:

Campaign Management

Campaign management helps the sales team visualize the organizations' marketing programs that target better revenue rather than their campaign programs. With Salesforce Sales Cloud Campaign management, you can automate email campaigns, social media posts, landing pages, advertisements and other marketing activities to reach new audiences, Seminars, Events, Telemarketing (Placing phone calls to customers), etc.

  • How to Create a Campaign?

First, you need to get a salesforce trial license, so if you don't have one, you should register to get the Salesforce Sales service Cloud. 

  1.  Go to: https://www.salesforce.com/  and register from there.
  2. Click on the "Main Menu."
  3. Next, select the "Campaign Menu" to see all the Salesforce modules.
  4. Click on "New" to create a new campaign.
  5. Fill out the respective details.
  6. Finally, click on "Save."

Leads Management

A Lead in the Sales cloud is a customer interested in purchasing a product from the company. Still, this customer may not be fully qualified to buy yet, so his name will be listed under the name of a potential customer. 

  • How to Create a Lead?

First, you need to get a salesforce trial license, so if you don't have one, you should register to find features of Sales Cloud by Salesforce. 

  1. Go to: https://www.salesforce.com/  and register from there.
  2. Then, click on the "Main Menu" to see all the Salesforce modules.
  3. Next, select the "Lead."
  4. Click on "New" to create a new lead.
  5. Fill out the respective details.
  6. Finally, click on "Save."

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Accounts Management

Multiple people can be involved in initiating the deal. So, accounts management is essential.  Accounts are companies where you will conduct a business transaction. For example, if another company shows interest in your products, you should create the name of this company to organize their customer information.

How to Create an Accounts Management?

First, you need to get a salesforce trial license, so if you don't have one, you should register to reach the Salesforce modules. 

  1. Go to: https://www.salesforce.com/  and register from there.
  2. Then, click on the "Main Menu" to see all the Salesforce modules.
  3. Next, select "Accounts."
  4. Click on "New" to create a new account.
  5. Fill out the respective details.
  6. Finally, click on "Save."

Contacts Management

When creating an account, you should establish and maintain key business contacts and advance your business deal. This is where Contacts Management comes in. Sales Cloud provides a very convenient option for this process, allowing you to tag contacts in an already existing account.

  • How to Create a Contact?

First, you need to get a salesforce trial license and see the different clouds in salesforce, so if you don't have one, you should register to get the Sales Cloud features. 

  1. Go to: https://www.salesforce.com/ and register from there.
  2. Then, click on the "Main Menu" to see all the Salesforce modules.
  3. Next, select "Contact."
  4. Click "New" to apply this feature and create a new contact.
  5. Fill out the respective details.
  6. Finally, click on "Save."

Opportunities Management

Opportunity management in Salesforce is important when you're in the middle of conversations with the accounts you created earlier. For example, as you make an offer to a client, you may see that this is the perfect time to create a new business opportunity.

How to Create Opportunities?

First, you need to get a salesforce trial license and see the different clouds in salesforce, so if you don't have one, you should register. 

  1. Go to: https://www.salesforce.com/ and register from there.
  2. Then, click on the "Main Menu" to see all the Salesforce modules.
  3. Next, select "Opportunity."
  4. Click "New" to apply this feature and create a new opportunity.
  5. Fill out the respective details.
  6. Finally, click on "Save."

Cases Management

After getting a done deal, you may be surprised that the account starts to list the problems they encounter while using your product. In this situation, you must manage cases effectively to avoid losing your customers. Remember that your current customers of one product may be potential customers of other products. Therefore, it is in your interest not to neglect these cases and manage them well. Here Cases are used to present and track issues that come from customers.

  • How to Create Cases?

First, you need to get a salesforce trial license and see the different clouds in salesforce, so if you don't have one, you should register. 

  1. Go to: https://www.salesforce.com/  and register from there.
  2. Then, click on the "Main Menu" to see all the Salesforce modules.
  3. Next, select "Cases."
  4. Click "New" to apply this feature and create new Cases.
  5. Fill out the respective details.
  6. Finally, click on "Save."

Reports and Dashboards

This feature of the Sales Cloud by Salesforce is one of the most important and valuable features in the sales cloud as it is used in creating reports and dashboards. In addition, senior members of the organization use this Sales Cloud feature to follow up on work. It makes it easier for them to navigate between company updates, follow up on work progress and see if regular campaigns are taking place. In addition, it allows them to follow up on the actuality of new revenues and see whether the revenues are adequately from marketing promotions or not, and much more.

Sales Cloud Features: Conclusion

Reading this gives you the essential information about what is Salesforce Clouds and why it is important in customer relationship management. As we listed the different clouds in salesforce, the concepts, different modules, and important features of Salesforce Sales Cloud. It provides a complete set of tools to help sales professionals manage every aspect of the sales process. From lead management to account management, Salesforce Sales Cloud gives you everything you need to succeed. In addition, we’d like to help you find the best Salesforce features that you need to improve your business. Contact Kapsys for more information. 

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