Full Cycle Sales
with Salesforce
Transforming Salesforce from a passive data hub to a powerful sales engagement engine.
56%
of CRM users face challenges customizing their CRM system or integrating it with other key technologies.
The challenge with Salesforce
There's no doubt Salesforce is a tremendous asset for keeping sales teams aligned and organized. But to turn that passive system into a viable sales tool presents unique challenges for each sales role.
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Sales
Development
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Sales
Operations
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Full
Cycle Sales
The Solution
With the right sales engagement tool and a seamless integration, you can turn Salesforce from a simple customer relationship management tool into a supercharged sales machine. Here's what you need.
A Sales Dialer
Fortunately, calling incoming leads no longer involves rolodexes or even typing numbers from your CRM screen into a physical phone. Sales Engagement Platforms like SalesLoft provide a dialer feature that can be used to call prospects directly from your computer, right from inside Salesforce, with one click.
Sales & Email Cadences
In addition to a dialer, you also need to rely on email tools to contact your leads in Salesforce. While Salesforce has a native email function, most users prefer to use third party tools that have more functionality. Sales engagement tools like SalesLoft provide best-in-class email functionality, with a framework based on one core sales principle: success requires persistence.
Sales Effectiveness Dashboards
While Salesforce provides the broad strokes, platforms like SalesLoft can take reports and dashboards even further. Reports and dashboards can show you how you're doing as a team, SalesLoft can show Sales Operations how effective the approach of a sales team is from their efficiency all the way down to their message.
