Sales Cloud turns the art of building long-term relationships into a repeatable science. We help you unlock the trusted advisor inside. 

In every opportunity record, you can view contextual details about each account and get guidance for success, all in one place. 

Let’s take a look at some other key tools to seal the deal.

We make it easy to dig into the health of a deal. 

Einstein Scoring crunches the data on opportunities and tells you how likely they are to close. 

Einstein Insights analyzes natural language from emails and conversations to give you real-time updates on sentiment.

We know: Your relationship with your inbox is special. So Sales Cloud lets you sell from the inbox you already use.  

Email integrations make it easy to connect real-time data, take action, and glean insights from emails — all from the comfort of your own inbox.  

It’s never been easier to move the deal ahead.

Sales Cloud helps you and your team prepare for meetings with a Meeting Brief.  

You’ll see the most relevant customer data ahead of the call, so you can personalize agendas, invite the right attendees, and review engagement history.  

Now let’s start the meeting. Click “Join Video Call” to dial in.

During the meeting, keep everyone engaged by showing your face and your presentation at the same time.  

Watch participants and make adjustments based on visual cues.  

Want to revisit key information while hosting the call? We’ve got you.  

Click the bottom right screen icon to open the Presenter’s Panel.

Welcome to the Presenter’s Panel.  

Here’s where you can reorient yourself with the meeting details, take notes, and chat with your team — all without ever leaving your meeting window. 

Click the Notes/Chat tab on the panel, and see what your teammates are saying.

Oh no! You’re breaking up on the call. 

You can use the chat window to thank your teammate for the heads-up or for any other asides you may need to cover.

We help you have the best meeting wrap-up possible. 

Notes are logged automatically and past interactions are summarized, so you and your team can share takeaways and agree on next steps.  

New data gets automatically associated with CRM records, and pre-populated emails are served up, ready to be sent out.

After a successful customer meeting, your sales teams can build strategic account plans directly within Salesforce. 

With Quip, create account plans using flexible templates. Then embed your plan docs inside of Salesforce. 

The Salesforce Live App pre-populates customer data into your account plan. Combine data from different sources, like opportunities from separate Salesforce orgs.  

Salesforce keeps your data and account plan in sync – no double data entry needed.

Now that your account plan is complete, your sales teams can continue working on the deal in Slack.  

Slack enables better productivity by bringing teams together in one single place.  

Collaborate on customer needs. Keep everyone up to date on the latest conversations. Loop in specialists and cross-functional partners to drive the deal forward. Do it all in Slack.

After all your hard work, the customer is ready to buy.  

So why leave Salesforce to wrestle with spreadsheets and create a quote by hand?  

Revenue Cloud lets you quote, bill, and renew — all on the same platform where you sell.  

Click “New Quote.”

Go from hunting information down ... 

… to getting information served up. 

Revenue Cloud pre-populates the customer data you need to start a quote.  

Click “Save” to start configuring and pricing products.

Guided Selling asks you targeted business questions about the customer, and brings you relevant products and services that match.  

Click “Suggest” to continue creating the quote.

Guided Selling asks you targeted business questions about the customer, and brings you relevant products and services that match.  

Guardrails let you bundle and price according to company rules
— eliminating errors, driving upsells, and saving time.

Revenue Cloud makes discounting easy for even the most complex packages.  

Here, the quote amount ($46,255) exceeds the customer’s budget ($43,000). 

To add discounts, type “43,000” into the Customer Target Amount field and hit “Enter.”

Ta-da! Discounts were added evenly across products to meet your customer’s budget.  

The Approval column shows which discounts can be applied automatically and which discounts need approval. 

Once this quote is saved, alerts are automatically sent out to the right people for approval.

If you’re creating invoices by hand, then we feel your pain.  

Let us automate it. We power accurate and rapid invoices no matter what you’re selling. 

When invoices are accurate, guess what? Customers pay on time. 

Step into the customer’s shoes, and click “Pay Invoice.”

Revenue Cloud doesn’t just help sales reps sell. We also help customers buy.  

Go beyond direct selling and open up new paths to revenue — like setting up products for self-service.

We integrate with your accounting systems, so you can continue to work in them — using better data.  

That’s because the data we collect in the sales process is so complete, structured, and accurate, it’s easier to be recognized as revenue — with no manual intervention — by the time it hits your ERP.

Recurring revenue is powerful, valuable … and hard to track.  

Customer Asset Lifecycle Management gives you one view of everything the customer has bought — and what they own (and owe) today.  

This full and up-to-date picture lets you better manage ongoing relationships for subscriptions.

Sales leaders have a tough job. Make forecasts that are moon shots … then travel to the moon. 

Sales Cloud can get you there with real-time data that you can see, explore, and trust. 

Use this data to build a team of A players and make strategic decisions to rocket your business forward.

Replace your crystal ball with Sales Cloud and see the future.  

Get real-time updates to make smarter decisions.  

Then, forecast accurately by rolling up individual contributions, and easily apply your judgment to forecasted amounts at the rep, period, and summary levels.

You can’t manage what you can’t see. 

Dashboards let you examine the health of your business in real time and from every angle, whether it’s the numbers or the people.  

From there, make smarter decisions that echo with impact.

With Pipeline Inspection, track movements that affect the forecast and flag important deals to track.  

Quickly view highlights like which deals are being pushed out or pulled in. View roll-up KPIs and pinpoint their exact impact on revenue. 

You can also identify deals at risk and coach reps on next steps to prevent slippage.

Einstein Conversation Insights uses AI to guide you to key moments in customer calls that you’d otherwise miss.  

Easily discover information about your customers and competitors to help your reps close the deal.  

Click the Pricing tag to find out what your customer is saying about the topic.

Look at you. You jumped ahead to the key moment of the conversation without having to listen to the entire call.  

You’re able to listen in to exactly what your customer has to say about the topics that matter to you most.  

Most of the world’s sales come from partners.  

Partner relationship management (PRM) lets you expand into an important new revenue stream — channel sales — and build partner portals like this one.  

It’s a one-stop shop for your partners to become extensions of your own sales team.

Go from good to great, and great to greater.  

We put the power of real-time data into your hands — from the details of every stage to the big picture of how teams and departments work together — so you can take that data and act.  

Customize and automate every process, boost productivity, efficiency and turn. up. sales.

Sales ops teams need to analyze every step of every deal to make sure things are running smoothly.  

Salesforce Reports lets you scrutinize every field and every movement.  

Click the Chart icon to quickly visualize this report.

Boom. 

Now you can see your year-over-year growth in an easy-to-read chart.  

It's time to plan your sales territories. With Territory Planning, you can visualize your data in an easy-to-understand format and quickly adjust territories as circumstances change. 

Take a look at the Accounts and Revenue columns in this dashboard. You'll notice your territories are not balanced.  

Click "Optimize" to play around with different mapping scenarios.

Go beyond geography and create new territory scenarios based on inputs that are meaningful to your business, like industry and customer type. 

You can even experiment with adjusting one attribute — here, # of Territories — to find the scenario that hits your revenue targets.  

Click “Select” to see your new territory plan.

Check out this preview of your new territories. 

Creating efficient, balanced territories boosts revenues, reduces costs, and makes for happier customers and employees.  

Let’s go live. Click “Publish.”

The territories are assigned, instantly. 

What used to take weeks now takes days.  

So take that time back, and use it to prepare your teams to sell.

Now that your teams know which accounts to go after, set them up for the best outreach.  

Sales Cadences lets you build best practices into Salesforce: when to email, when to call, and when to wait.  

Click “Action” to add an action to your Sales Cadence.

Don’t make your sales team guess about the best outreach. Guide them to it. 

Here you’re adding a Custom Step for your sales team to complete.  

Click “Save” to add this task to the Sales Cadence.

The data is always talking. It’s our job to listen. 

With a click, your best practices are ready for all to use.  

Try, test, learn, and repeat your way to better outcomes.

Sales Cloud is Salesforce — and Salesforce is your force.