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Exploring Conversion Insights in Salesforce Sales Cloud

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Founded in 1999, Salesforce is now the world’s number-one platform for supporting sales, marketing, and customer service activities. Salesforce has managed to win this title by providing customers with the most innovative tools and features for customer relationship management (CRM).

Join us in this article as we inspect Sales Cloud from Salesforce and the tools they provide for conversion insights. We also take a look at Titan for Salesforce: Sales Cloud as a platform to support marketing and sales activities with no code, so make sure to stick around until the end!

What is Salesforce Sales Cloud?

Starting with the basics, Salesforce has many cloud platforms. Each one is dedicated to automating processes for specific industries, such as Sales, Service, or Marketing Cloud. Today, we are going to take a look at Sales Cloud.

It’s a platform designed to help your business grow with artificial intelligence (AI) tools and features. Essentially, a Salesforce Sales Cloud implementation assists teams in selling products and services quickly. Sales Cloud does this by gathering data from all sources and saving it in a single location for employees to leverage.

Access to the latest data instantly empowers sales professionals to engage with customers more confidently, which assists in closing deals fast and improving sales conversion rates.

Speed Up Business Processes with Salesforce Sales Cloud Features

Sales Cloud has a host of features to streamline business processes. However, it’s important to note that there are a few Sales Cloud editions, and the cheaper options do not have all the features that the top-tier edition possesses.

The different Sales Cloud editions that Salesforce offers are Starter Suite, Professional, Enterprise, Unlimited, and Unlimited+. In this article, we will investigate the Unlimited+ edition as it unlocks all the Salesforce features to automate business processes.

The top features from Sales Cloud include:

  • Managing data for accounts, leads, contacts, and opportunities, like lead and opportunity scoring.
  • Managing forecasts with custom reports and dashboards.
  • Tools for automating processes, like Mass Email.
  • Access to AI tools, like Einstein Relationship Insights and a Buyer Assistant.
  • Tools to collaborate with colleagues using Chatter and Slack.

These are just a few tech solutions teams can use to increase productivity. Make sure to check out all the features you can access from Sales Cloud on the official Salesforce website.

How to Gain In-Depth Conversion Analytics within Salesforce Sales Cloud?

Tracking your conversion rate in Sales Cloud lets you obtain essential insights into how successful your sales strategies are performing. Managers can use conversion rates to analyze each stage of a sales process to find out which areas need improvement to increase sales.

If you would like to address bottlenecks in your sales pipeline, follow the below steps to access conversion analytics in the Sales Cloud.

What are your Conversion Metrics?

The first step would be to decide which criteria in your conversion analytics you want to analyze. Conversion rates could happen at any stage of the sales process, so you need to be sure of which data you want to study.

Salesforce Reports & Dashboards to Stay Ahead of Competition

Then, you can track conversion rates in visually pleasing ways thanks to Sales Clouds’ dashboards and reporting tools. These conversion analytic tools are robust enough to give you custom ways to view and analyze data for making smarter sales decisions.

Optimizing Lead Management for Higher Conversion

If you use the Campaigns feature from Sales Cloud, you can directly target and improve marketing strategies and lead management processes, such as generating leads.

Salesforce Campaigns works by assigning lead and opportunity data to different marketing drives. This means you can group leads or opportunities by specific campaigns and then study their lead conversion rates. An added benefit is that you also get to examine your return on investment figures for each marketing campaign and not just lead to conversion data.

Data-Driven Insights for Strategic Selling

Next, you can configure custom sales processes in Sales Cloud. This task is performed to monitor leads and opportunities as they travel through the sales journey.

You want to track their progress so you can find out where the problems sit in your sales process. Only then can you make plans to upgrade your sales tasks to improve conversion rates.

No Code Sales Cloud Solutions with Automation Tools

One approach to removing hurdles from a sales process is to add automation into the mix. You could integrate Sales Cloud with a third-party app that has tools to automate processes. We recommend Titan as our favorite no-code platform that integrates bi-directionally with Salesforce.

Titan can support your marketing campaigns in Salesforce without any code. For example, you can use the turbocharged platform to generate leads and automate the creation of custom campaigns.

You also get to collect data, send personalized messages to buyers, and communicate to massive audiences with no code!

Einstein Conversation Insights for Increased Sales

Your next step would be to take your data analysis skills to the next level. You can use third-party data analysis tools that integrate with Sales Cloud, like Einstein Conversation Insights or Analytics.

Salesforce Einstein Conversation Insights is a popular feature used by trailblazers to gain valuable information from interactions with leads and customers through video and voice calls.

With this feature, teams can listen to customer conversations again to learn more about how individuals feel about their products and competitors. The conversations can also yield information about how customers think about prices and the keywords that they use.

All of this data combined provides a better view of the customer’s needs, and you can use it to improve products and services to convert leads.

Protect your Sales Cloud Processes

Now, all that’s left to do is teach colleagues how to use Sales Cloud with your established processes. This will ensure that your conversion rate data is tracked correctly for reliable data analysis and reporting.

This is an important step to make sure that everyone on the team is on the same page and following the very same standards to achieve reliable conversion analytics.

Analyzing Conversion Rate Growth with Titan & Salesforce Sales Cloud 

Thanks for reading our article on conversion rates and how they can be tracked using Sales Cloud. We hope we have inspired you to dive deeper into Sales Cloud to maximize the automation tools for better sales strategies.

And if you want to take your digital experiences to the next level with a trustworthy third-party app, we recommend trying Titan for Salesforce Sales Cloud. Titan can increase your lead generation with the support of automated campaigns that engage with your target audience using no code.

Good Luck!

One Response

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