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Success with Sales Cloud

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

Increase Sales Rep Efficiency

Learn how to help your team spend less time on processes, and more on prioritizing opportunities, and closing deals.

Automate tedious manual tasks, and allow sales reps to focus on growing customer relationships, and growing your business.

  • Automate the sales process to streamline workflow
  • Collaborate with internal experts for faster cycle time
  • Connect with sales information anywhere

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.

Connect with Experts

Create Chatter groups to connect reps to competitive experts and more.

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Reduce Clicks in Salesforce

Use quick tricks to get access to critical deal information instantly.

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Automate the Sales Process (EE Only)

Close out deals quicker with automated steps.

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Provide Easy Access to Salesforce

Empower reps on-the-go to update deals anywhere.

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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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