Dashboards show a lead’s info, a rep’s open deals, as well the lead’s Einstein “Likelihood to close” score.

Sales Cloud

Set the foundation for revenue growth with sales force automation. Close deals faster with guided selling and AI-powered deal insights. Predict future sales with visibility into pipeline and forecasts. Scale easily with automated sales processes and workflows — all built on the #1 trusted AI CRM for sales.

Leading sales teams grow with Salesforce.

 

Empower your entire sales team with Sales Cloud.

Maximise rep productivity, unlock valuable insights across the sales cycle, and automate processes and workflows on one platform to accelerate growth.

Build relationships and grow revenue with a single source of truth.

Automatically capture emails, events, and other types of engagement activities directly in CRM. Manage activity data associated to the relevant leads, contacts, accounts, and opportunities in one spot, creating a single source of truth. Get visibility into selling activities at scale with out-of-the-box reporting to make it easy to focus on what matters most.

A dashboard shows a list view of open times for a customer meeting and email template drop-down menus.

Connect with customers and track deals across every channel. Use AI to prioritize the best leads based on the customer profiles that drive the most revenue. Increase rep efficiency with actionable, prioritized to-do lists right in Salesforce.

A dashboard shows a rep’s to-do list that includes an intro email and day 1 initial call.

Move deals forward faster by guiding sellers through the sales process. Get deal specific insights and easily unify opportunity and account data for a single customer profile — whether in CRM or on the go.

Dashboards show John Hall’s tasks, an update about a lead, and an email relating to a meeting with the same lead.
A dashboard shows a list view of open times for a customer meeting and email template drop-down menus.
A dashboard shows a rep’s to-do list that includes an intro email and day 1 initial call.
Dashboards show John Hall’s tasks, an update about a lead, and an email relating to a meeting with the same lead.

Get visibility to stay on track and exceed targets.

Build accurate forecasts in real-time to drive predictable growth. Tailor metrics to align with business goals. Drive accountability and keep everyone on track with a shared understanding of top deals and forecast trends.

Forecasts are broken down into quarter and year as well as closed only and commit forecast.

Maintain and manage pipeline in a single, consolidated view. Track changes over time with built-in charts. Focus on the most important deals with the help of AI and use deal insights to provide proactive coaching.

A pipeline is filtered by team as well as the current status of advanced pipeline.

Use data to drive action with a suite of out-of-the-box reporting tools. Easily visualize metrics with dashboards and quickly drill into the key drivers of sales performance. Track lead volume, activity conversion rates, and sales pipeline with ease. Personalize reports and dashboards so every member of the sales team has the information they need to sell faster.

Dashboards show graph of different types of rep activities, list of business tasks, and call options.
Forecasts are broken down into quarter and year as well as closed only and commit forecast.
A pipeline is filtered by team as well as the current status of advanced pipeline.
Dashboards show graph of different types of rep activities, list of business tasks, and call options.

Drive productivity with automated sales processes.

Drive seller efficiency by automating complex sales processes and workflows with drag and drop simplicity. Manage and maintain territory assignments to optimize account coverage and align with sales goals.

A dashboard shows a workflow builder and an option to start automating a record flow.

Close deals faster with standard and templated quotes synced to sales opportunities. Speed up the contract approval process with automated workflows directly within Salesforce.

Lines items including product, sales price, quantity, subtotal, and options to view all product or create a pdf.

Access and update CRM from anywhere with the browser extension and mobile app. Collaborate across teams to quickly swarm on sales opportunities. Create mutual account plans and share knowledge, files, and data to keep teams and customer informed at every stage.

A dashboard shows opportunity details broken down by owner, opportunity name, and account name.
A dashboard shows a workflow builder and an option to start automating a record flow.
Lines items including product, sales price, quantity, subtotal, and options to view all product or create a pdf.
A dashboard shows opportunity details broken down by owner, opportunity name, and account name.

Get the most out of sales force automation with partner apps and experts.

Accelerate revenue growth with thousands of prebuilt and consultant offerings on AppExchange. Check them out today.

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Everything you need to maximise ROI.

From support, expert guidance, and resources to our trusted partner ecosystem, we're here to help you get more value from Salesforce in the AI era.

Carol Liao, Sales Operations, Vanta

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Frequently asked questions.

Sales Cloud’s sales force automation software helps companies sell smarter, faster and more efficiently by providing everything your sales teams need on one integrated platform.

Sales Cloud offers the complete sales tech suite where AI and automation are built-in and is designed to easily scale as you grow. Built on the #1 trusted CRM platform, organisations can deliver end-to-end revenue management across the entire customer lifecycle and centralise all customer data together for a complete customer profile on a single platform.

To get started implementing Sales Cloud, first sign up for a free Salesforce trial account. Once you are ready, choose a pricing plan that suits your needs and configure the platform to meet your business requirements. You can also get help from Salesforce consultants or partners on our AppExchange to help with a successful implementation.