The Ultimate Guide to Implementing Salesforce Sales Cloud
By: Cloud Firms
Tags: Salesforce

When implementing Salesforce, the goal is to customize the world’s most flexible CRM for your businesses’ specific needs. With the goal of bringing greater efficiency to your organization while getting the right touch point to the rise user at the right time, Salesforce works best when implemented properly for your company’s specific needs.

Choosing the Right Implementation Partner

Choosing the best Salesforce partner is likely the most crucial step in making the most of your Salesforce implementation. While location can be important in determining the best partner for you, it’s worth noting many partners have the ability to operate fully remote regardless of physical presence. Edison & Black, headquartered in New York, is now also one of the leading Salesforce consulting firms in Austin Texas.

Salesforce Overview

In 1998, Benioff founded Salesforce, Inc. alongside other early investors. He still holds the CEO position at Salesforce. The company operates from one of the most innovative and prominent tech hubs in the world: San Francisco, California. The mission of Salesforce is to transform the way companies connect with their customers. In terms of sales and customer relationship management (CRM), the company offers the cloud-based Salesforce Sales Cloud Lightning and Marketing Cloud Lightning. The Marketing Cloud Lightning in particular brings with it one of the world’s most unique tools for creating highly-targeted sales campaigns. This is especially powerful when leveraging the Salesforce Lightning Builder and Lead Nurture.

Salesforce Setup

Applying for a Salesforce account is simple enough to follow. First, you will need to obtain a Salesforce administrator account. While anyone can register for this account, there are a few requirements. For instance, you must be a part of your organization’s data governance or human resources group, and have an entry for at least one person authorized to use Salesforce. If you have the wrong requirements or can’t meet the minimum requirements, no worries, because there are plenty of other ways to qualify for an admin account. You can also qualify through a review process or work at the department level to qualify for an admin. For those of you who are on the hunt to get started on the Salesforce project, make sure you begin by downloading the Salesforce Essentials application bundle.

Salesforce Implementation

One of the biggest benefits of Salesforce, the world’s most flexible CRM, is the CRM integrations and customization options available with the tool. It is important to plan your implementation to match your company’s needs. For instance, if you are a startup business, you may not need all the marketing tools that a large enterprise-level business requires, like the use of promotionally-targeted promotions. This guide outlines the basics of setting up a Salesforce sales business. The guide will also include some knowledge about Salesforce best practices, and customer service best practices.

Salesforce Customization

Salesforce customization, which allow companies to tailor certain functionality to their employees and customers, require a few things from each company in the ecosystem to utilize. The most important part is having an admin or a sales representative who is dedicated to connecting directly with the customer and understands the customer’s interaction with your business. This person can then help customize Salesforce in a manner that better suits your company and your customers. Gathering Salesforce Experts Whether you have dedicated support staff or you need a little assistance, this means you’ll need a way to find people who are equipped to customize Salesforce for your company. And with Salesforce, the best place to start is through LinkedIn.

Conclusion

Salesforce Sales Cloud can help with real-time communication and sales insights, resulting in better business performance for your organization. While there are some choices to be made for implementing Salesforce, Salesforce Sales Cloud can certainly help you accomplish your goals and take advantage of a unique sales software solution.