Coretec Solutions
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Sales Cloud

Sales Cloud from Salesforce is the most used and loved Sales CRM product in the world today. But just buying the product is not enough to be successful.

You need to make sure your team understand how to use it and you also need to make sure that only certain parts of Sales Cloud are not only turned on but are tuned to your business needs.

 

 Some examples of tweaking required:

  • Web to Lead field mapping
  • Validation rules
  • Lead Assignment Rules
  • Territory Assignment Rules
  • Lead to Opportunity Conversion criteria
  • Workflow automation for Email alerts, Reminder tasks and field updates
  • MS Outlook, Gmail or Lotus Notes integration
  • Products and Price Lists
  • Quotes and Quote templates
  • Sales Opportunity Stages and Pipeline
  • Contracts Set up
  • Reports and Dashboards
  • Chatter and chat (IM)
  • Customer and Partner Communities
  • Appexchange App installation and configuration
  • Integrate Sales Cloud into your back end system either in real time or nightly batch jobs
  • Roles hierarchy
  • Profile set up
  • User set up