Are your Sales Efforts not Yielding Desired Results?

Why do some organizations perform better than others? The answer could be in the sales approach. It's no surprise that an effective sales strategy can make or break a business. Are you confident that your decisions are being made on trusted data?

Every successful company knows that sales is at the heart of their business. And yet, many organizations still cling to outdated sales process to meet the company's sales objectives.

Signs you have an Outdated Sales Process


Lack of centralized source for information

Sales teams spend wasted hours searching through a variety of systems to retrieve information from Google sheets, spreadsheets

Little or no visibility into the sales process

Sales teams spend hours engaging targeted customers, only to miss appointments and forget follow ups

Tedious, manual reporting

80% of sales team's time is spent on creating manuals reports and gathering data from Google sheets and spreadsheets.

Lack of customer prioritization

You have multiple customers with the same name and sales teams have no clue whom to give priority.

Lack of Scalability

With spreadsheets and Google sheets, it's very difficult to scale in response to an increase in demand.

Not so consistent Sales Process

Inconsistent sales process distorts sales expectations, this happens when different aspects of sales processes don’t reinforce each other.

All customers receive the same experience

Your customers expect highly personalized services but when they are receiving same experience then it is high time you need to revisit your sales process.

If you say yes to any or all of the above questions, you might be interested to know more about Traditional Spreadsheet and Legacy CRMs

Traditional Spreadsheets
  • Traditional Spreadsheets is used to track sales, customer data and create reports
  • Easy to use and best way to Organize business data
  • Requires little or no training
Legacy CRMs
  • CRMs focus on customer relationship management
  • Helps improve closing rates, capture & track leads and sales
  • Helps generate reports on leads and customers
  • Keeps sales and marketing efforts on the same page

As with any Technology, there will be certain limitations and eventually the Technology will be proven obsolete.

As your business grows, relying on spreadsheets can become chaotic because:
  • Creating reports is painful & time consuming
  • Customer segmentation and personalization is prohibitive
  • Spreadsheets involve manual intervention, so not scalable
  • No centralized source for information
If you're like many organizations, you installed a CRM system but it is beginning to show its age:
  • Legacy CRMs doesn't easily integrate with new software and hardware
  • Cannot be upgraded easily
  • Handling increasing CRM data complex and difficult
  • Cannot handle multichannel communication

Sales landscape has changed a lot due to technology evolution. Conventional, on- premises CRMs are simply unable to provide the agility, elasticity or pay-as-you-go efficiency that today's businesses and analytics use cases demand.

Salesforce offers the scalability, agility and pay-as-you-go convenience needed to work with today's data volume at today's business velocity.

What is Salesforce

Salesforce is an integrated CRM platform that helps manage customer relationships and streamlines sales and marketing operations.

A few features of what a salesforce CRM can do

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  • Contact management
  • Email integration
  • Analytics and Forecasting
  • Duplicate Blocking
  • Campaign Management
  • Opportunity Tracking
  • Marketing Campaigns
  • File Collaboration
  • Email and Calendar
  • Integration

More organizations are realizing the benefits of Salesforce that enables them to tackle the challenge of digital transformation

  • Close more deals in less time
  • Generate more leads
  • Standard API links
  • Increase Conversion & Sales Productivity
  • Automation of everyday Tasks

What makes Salesforce Different From

Traditional in-house CRM

  • On Premise CRM means hosted on organization's website
  • No ease of learning and ease of use
  • Requires in-house IT resources for installation, upgrade and maintenance
  • One-way engagement based on historical data
  • Offers no personalization services

Salesforce CRM

  • Cloud-based customer relationship management
  • Easy to set up within a few days only
  • Offers ease of learning and ease of use
  • Offers personalized services
  • Offers collaboration among geographically dispersed teams

Different Clouds in Salesforce to deeply Understand and Manage Business

Sales Cloud

Achieve end-to-end management of opportunities, contacts, leads in real time, on the web.

Service Cloud

Salesforce Service Cloud implementation allows making your customer service more efficient, which improves customer satisfaction and retention.

Commerce Cloud

provides a unique online shopping experience, delivers personalized shopping experiences and continuous innovations without delays or disruption

Community Cloud

connect and facilitate communication among an organization's employees, partners and customers.

Marketing Cloud

create unique customer journeys using personalized emails and web content, mobile messages.

App Cloud

App Cloud lets users build enterprise apps quickly that help connect employees, engage customers, track performance, and integrate everything.

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