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 business?
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.
”We have used services from Tokara Solutions for years ... which has worked out extremely well to help keep costs down and still maintain a very high level of quality.
Debbie Price, Manager of CRM ApplicationsIrvine Company
”My Tokara consultant and his team understand me, our Salesforce organization, and us as a company ... 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
Reps Retool Tactics for a New Selling Landscape
Recognizing there’s no one-size-fits-all approach to selling, many sales organizations allow reps the autonomy to work in the most agile and effective manner.73% of sales teams are increasingly monitoring outside reps’ activities.
73
of Sales teams are monitoring outside reps’ activities
Sales Ops gets a bigger seat at the table
Many companies are taking advantage of sales ops’ skill set, with these employees not just supporting sales strategy but also helping define it. 89% of sales professionals say sales ops plays a critical role in growing the business.
89
of sales professionals rely on sales ops
Higher-performing Organizations vs. Underperformers Sales ops’
In high-performing organizations, sales ops is not just a connector between different people and processes within the sales team; it’s also a bridge to important contacts on other teams, like account based marketers, customer service leaders, and more. 2.3x more likely for high-performing organizations to increase sales ops’ cross-functional work management compared to underperformers.
2.3X
for high-performers to increase cross-functional work management
AI Reaches Critical Mass with Top Performers
Already, a majority of high-performing sales organizations (57%) are using AI technology to improve internal processes and customer experiences. 2.8x more likely for High performers to use AI compared to underperformers.
2.8X
more likely high performers use AI
Leaders Pivot for Recovery and Growth
Seismic economic and social shifts are prompting sales leaders to reevaluate their needs. For instance, few could have anticipated such a radical shake-up of business as usual while establishing budgets at the start of the fiscal year. 84% of sales professionals say their digital transformation has accelerated since 2019
84
of digital acceleration since 2019
*Note: Access to the 2020 “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 These 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
State of Sales, 4th Edition* (Salesforce.com Survey Report)
New research shows how nearly 6,000 sales professionals are selling in a global crisis.
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
Tokara’s Salesforce Resources
Click thumbnail to view and access download options.
Accelerating our clients'
time to business value
We help our customers connect with their customers—harnessing CRM and related 'people-first' technologies to create the irresistible experiences that drive profit and growth.
NOTE FROM THE PRESIDENT
