5 Salesforce Solutions to Drive B2B Sales
New digital tools are constantly being introduced to meet customer demand, but it can be overwhelming to keep up with all of your options. Last year, Salesforce repackaged it’s offerings to provide enhanced solutions that improve customer experience, boost sales and service productivity and drive revenue for businesses, and we’re breaking down the top five that B2B sales leaders need to know.
Sales Cloud is the world’s #1 CRM, and it is developed to help sales teams sell more, faster, and anywhere. It is the pipeline data for all sales, marketing, service and commerce solutions, ensuring a single source of truth throughout an organization. With a better view of customer data, sales can target the most promising leads and provide personalized customer experiences that will drive conversions.
Features: Contact Management Software, Opportunity Management, Lead Management, Reports and Dashboards, Salesforce Mobile (Access Anywhere), Email Integration, Sales Forecasting, Workflow and Approval Processes, File Sync and Share, Data Management
Service Cloud delivers ultimate customer service experiences for both customers and customer support agents. Data is key to improving support efficiency, and the platform supplies business leaders with a full view into agent performance to better their operations while agents have instant access to customer data and real-time dashboards to quickly solve customer requests. The platform uses AI to automatically route service requests to proper agents, shortening case resolution time and building trust with customers. It doesn’t matter if support staff are in a call center, in the field, or remote, they always have the tools at hand to provide quality customer support.
Customers also have self-service and omnichannel service options so they can receive service in the medium of their choice, be it a self-service knowledge center, phone call, live chat, mobile messaging, or social communications.
Features: Customer Service, Agent Workspace, Case Management, Service Cloud Voice, Knowledge Management, Telephony Integration, Omnichannel Routing, Service Analytics, Service Process Automation, Virtual Remote Assistant, Customer Self-Service, Omnichannel customer support, Field Service, Employee Services (HR & IT Support)
Commerce Cloud provides advanced B2B and B2C digital commerce solutions for seamless online shopping experiences. Through CRM integrations, customers are provided with a personalized and consistent experience through the entire buying journey. The tools are easily integrated with Salesforce Service Cloud to provide a full view of the order lifecycle, and the platform is agile and can adapt as quickly as a go-to-market strategy allows.
For B2C, digital commerce and in-store shopping can be connected through a digital inventory, allowing customers to always have the ability purchase items, even if a store is sold out. For B2B, self-service commerce solutions simplify complex buying processes, speeding up time to order and lowering operational costs. All commerce solutions include best practices for checkout procedures and payment accelerators, mobile-first commerce capabilities, and social commerce options.
Features: B2B, B2C, Endless Aisle, Commerce Portals, Order Management, Content Management, Storefront Templates, Einstein AI for Commerce
Experience Cloud, formerly Community Cloud, enables connected, self-service experiences for customers, partners or employees to quickly serve their own needs, delivering a great customer experience, providing scalable revenue options and saving on operational costs. Experience Cloud has “Lightning Bolt” industry-specific experiences to choose from or businesses can create custom experiences for their distinct needs. Use cases include customer communities for knowledge sharing, Partner Relationship Management portals to equip partners with tools to increase their sales volume, forums, custom sites, mobile apps… the options are limitless.
Features: Partner Relationship Management, Customer Service, B2B Commerce, External Apps and Portals
Revenue Cloud connects sales and finance processes and the entire quote to cash lifecycle in one platform. The platform utilizes process automation, enterprise resource planning (ERP) integrations and real-time reporting capabilities to accelerate the sales cycle and drive revenue for complex businesses. Revenue Cloud is primarily comprised of configure, price, quote (CPQ) and billing solutions.
CPQ is the connector between Salesforce CRM and ERP systems enabling sales and partners to automatically generate complex product configurations and pricing and deliver quotes to customers, fast. CPQ automates approval processes to ensure compliance. It also easily enables new revenue streams by allowing for subscriptions with automated renewals, easy product bundling and usage payment options. CPQ drastically reduces time to quote and increases sales velocity.
Billings seamlessly sends quote information to finance for invoicing and collections. It enables billing charges to be consolidated onto a single invoice and electronic payments via credit card or ACH. It also simplifies revenue recognition.
Features: CPQ, Billing, Subscriptions, ERP Integration, Real-Time Analytics, Easy-to-Navigate Complex Product Catalogs, Easy Product Bundling, Usage Billing
In the age of customer experience, Salesforce is bringing their A game delivering next-level solutions that drive revenue for businesses. If you can’t check the boxes above, it’s time to consider a move toward modernization.
ArganoKeste is an award-winning technology consulting firm with over 16+ years of expertise implementing digital commerce transformations. Contact us to learn how our solutions will bring you to the forefront of digital commerce.