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Success with Sales Cloud

CONNECT WITH EXPERTS, GET BEST PRACTICES, AND LEARN WITH TRAILS

Improve Lead Conversion

Learn how to use data insights to capture, prioritize, and route leads to the right resource at the right time.

Use intelligent lead capture, efficient organization, and scoring discipline to help reps move quickly from lead generation to winning more deals.

  • Automate to capture more leads
  • Organize and score leads to target prime opportunities
  • Track conversion rates and key sources

Apply Best Practices to achieve your business goals.

Start here by choosing one or more use cases below, and get use case guides to help you deliver on the business priorities that matter to your organization.

Capture More Leads

Generate more leads automatically using Salesforce Web-to-Lead.

GET STARTED

Organize Leads for Success

Get leads to the right rep with automatic scoring and routing.

GET STARTED

Track Lead Generation Efforts

Know what's working and what's not with easy conversion rate tracking.

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Nurture and Grow Leads

Manage leads from capture to close through smart CRM campaigns.

GET STARTED

Get advice from Salesforce experts.

Go further with events to connect with proven experts.

Build your capabilities with 1-on-1 coaching

Accelerators* are quick, personalized work sessions that solve specific Salesforce challenges. Available with your Premier Success Plan.

Getting Started with Sales Cloud

Learn how to set up and customize Sales Cloud, faster. Our specialists will help you configure two out-of-the-box objects, and show you how to modify a field, change a page layout, add help text, create a custom field, modify a picklist, and build a basic report. With these key tools in hand, you'll be up and running quickly.

LEARN MORE >

Sales Console Design

Empower your sales team by giving everyone relevant information in a single view. A Salesforce specialist will work with you to design an interface that delivers just what they need, in a single, consolidated view.

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Chatter Adoption for Employees

Drive increased collaboration across your organization. Salesforce specialists will help you configure Chatter so that it works best for you, connecting employees with the files, data, and experts they need to work more effectively.

LEARN MORE >

*Offered to Premier customers only – learn more about Success Plans

Choose additional Business Priorities.

Want to explore more "Achieve More" resources? Pick a new priority and start applying best practices now.

 

Got Questions? Join our Trailblazer Community

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