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Success with Sales Cloud

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

Win More Deals

See how to track the entire sales process to help motivate and empower your sales team.

Deliver data insights your reps need to identify stuck deals, and uncover winning strategies to take prospects from opportunity to closed deal, faster.

  • Track competition and collaborate to win
  • Leverage relationships to tackle open deals
  • Inspire your team with a sales leaderboard

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.

Uncover Insights

Gain the competitive edge with simple reports in Salesforce.

GET STARTED

Motivate to Close More Deals

Inspire healthy competition between reps with leaderboards.

GET STARTED

Assemble the Right Team

Harness the power of Chatter to move deals forward.

GET STARTED

Get advice from Salesforce experts.

Go further with events to connect with proven experts.

Learn More

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.

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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