Salesforce Sales Cloud
Grow and accelerate all-things-sales—from anywhere, at any time, on any device.
Welcome to the (brave new) world of faster, fuller, bigger, better, stronger, smarter sales.
What’s in it for your organization?
Tokara Delivers Sales Cloud
Features & Functionality
Contact Management
Streamline efforts to store and sort contacts; schedule associated sales activities; and track and manage deals and accounts.
Lead & Marketing Management
Quantify marketing activity ROI and target the hottest leads to close deals faster.
Opportunity Management
Stay connected to the people and data you need to efficiently track, manage, and close every deal.
Pipeline Dashboards & Reporting
Track pipeline KPIs like lead volume and conversion rates with real-time dashboards and reporting capabilities.
Unified Mobile Capability
Collaborate with team members and access critical files from anywhere with a single, unified app.
Email Integration
Use the email clients you already know in an Inbox that syncs and tracks contacts, events, tasks, and more.
Sales Forecasting
Track and manage individual and team forecasts and adjustments in real time to take timely action and forecast accurately.
Workflows & Approvals
Visualize, create, and automate business process workflows and approvals with intuitive “point and click” and “drag and drop” builders.
File Sync & Share Capability
Find, share, collaborate, publish, and track the files and content you need real time, from anywhere.
Data Management & Security
Ensure clean, secure data is instantly accessible to everyone who needs it to close deals and deliver 360° customer support.
”My Tokara consultant and his team understand me, our Salesforce organization, and us as a company—we need it to be right, but we can’t spend millions of dollars re-architecting our whole organization every time we want to do a project. Now, we are completely in synchronization with zero errors and have a much more robust integration schedule. The team at Tokara has ... exceeded all my expectations.
Chief Technology OfficerFine Arts Retailer
Sales Cloud Addresses Today’s Top Business Drivers
Critical Findings from Salesforce
‘State of Sales: Insights & Trends’ Survey
Customer Expectations Overwhelm Sales Rep Capacity
Sales reps and teams are able to spend only about 1/3 of their time selling as they struggle to meet increasing customer demands and expectations around delivery of relevant, personalized experiences. Neary 60% anticipate missing their quotas.
30
time spent on sales
Data-Driven Decisions on the Rise
Traditional “soft skills” aspects of forecasting and sales are giving way to pure data-driven methods, with 2x as many reps relying on quantifiable “propensity to buy” data over intuition to analyze, forecast, and prioritize leads.
2X
reps relying on quantifiable data
Artificial Intelligence (AI) Adoption Poised to Spike
While functional AI adoption in sales remains in early stages, AI-powered teams are growing in size rather than shrinking. Sales leadership predicts a growing AI footprint and adoption increases of 155% by 2020.
155
increase in AI by 2020
“Face-to Face” Flags as Teams Focus on Virtual Interactions
Increasing reliance of customers and prospects on online data and interactions over traditional sales calls/meetings continues to rise, with reps spending more than 3x as much time engaged in “virtual” interactions as “face-to-face” meetings. Hiring within sales teams reflects this shift toward inside roles and functions.
Connection & Collaboration Take Center Stage
Top teams are smashing silos, fueled by rising expectations and demands by customers and prospects for ever-more relevant, connected, and customized information and experiences across departments and channels. More than 80% of teams cite centralized, connected visibility into data across the customer journey as critical to sales success.
80
of teams cite data visibility as critical
*Note: Access to the 2018 “State of Sales” survey report is gated by Salesforce; form completion is required to view the report in its entirety; however, enabling cookies will ensure access to all Salesforce gated content with completion/submission of only one form.
Tokara Suggests Sales Cloud
Resources & References*
KNOWLEDGE LEVEL: BASIC
Sales Cloud: Quick Look (Salesforce.com Trailhead)—Begin with the basics:
- Get to Know Sales Cloud
- Grow Your Business with Sales Cloud
- Measure Sales Metrics that Matter
- More on the Salesforce Platform Advantage
KNOWLEDGE LEVEL: INTERMEDIATE TO ADVANCED
2018 State of Sales, 3rd Edition* (Salesforce.com Survey Report)
Access the latest sales insights and trends from a blind survey of 2,900+ sales professionals worldwide, conducted by Salesforce.
KNOWLEDGE LEVEL: INTERMEDIATE TO ADVANCED
4 Steps to Transforming Your Sales Process*(Salesforce.com eBook)
Learn why selling in the “age of the customer” is different, discover how to connect with customers in new and effective ways, and find out how top companies are transforming sales to retain and grow revenues in an era of disruption.
*Form completion is required by Salesforce to view this resource; however, enabling cookies will ensure access to all Salesforce gated content with completion/submission of only one form.
KNOWLEDGE LEVEL: BASIC TO ADVANCED
Sales Cloud Video Playlist*(Salesforce.com Demo Videos)–Seeing is Believing:
Access the latest sales insights and trends from a blind survey of 2,900+ sales professionals worldwide, conducted by Salesforce.
- Sales Cloud: Overview Demo
- Sales Cloud: Partner Relationship Management (PRM) Demo
- Sales Cloud: Accounts & Contact Management Demo
- Sales Cloud: Opportunity Management Demo
- Sales Cloud: Leads & Campaign Management Demo
NOTE FROM THE PRESIDENT
