SalesforceThink

Sales Cloud is the bedrock of the Salesforce ecosystem and is arguably the engine that drives the Salesforce world. So what is Sales Cloud? What are considerations on learning Sales Cloud or items to consider if implementing it within a company? Check out these 5 Sales Cloud thoughts below.

Sales Cloud

• Cloud based CRM that at is core is comprised of leads, contacts, accounts and opportunities.
• Provides businesses a physical entity to manage a pipeline with defined sales stages and conversion steps. (lead and opportunity sales process)
• Quick to setup and easy to over engineer. With the amount of information and tutorials it can be fast to setup a working sales cloud instance but knowing what to automate and when to not build is important. Sometimes less is more and KIS (keep it simple silly) is just as important.
• Highly recommend adopting the crawl, walk and run methodology. Often times it takes time and user feedback to prove out solutions. Don’t be afraid to ask why should we build out a 5 step automated process for a new sales team?
• Stay as close to standard as you can. Adapt the core sales cloud objects to the business and avoid creating custom objects unless a must have. The opportunity object can be used across any business and for many reasons. The future implementations or phase 2 project managers will thank you!
• Bonus: Sales Cloud is often the first of many other Salesforce clouds to be implemented. I often see quick follow projects with service cloud, marketing cloud, marketing cloud account engagement (pardot) and others.