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Approvals and workflow

With the Sales Cloud, your organization's efficiency and consistency both get a big boost. Now you can get greater control over routine activities, eliminate redundant tasks, automate approvals, and experience widespread adherence to your business processes. Suddenly, nothing impedes the momentum of your sales efforts.

 

Automate any sales process

Automate any sales process

With its simple visual workflow process manager, the Sales Cloud lets you easily design and automate any process including quotes, product configuration, telesales scripting, and sales methodologies, right in salesforce.com.
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Streamline the approval process

Streamline the approval process

Set up simple or sophisticated approval automation for virtually any process, such as discount requests or opportunity close approvals. You can even respond to approval requests directly in Chatter or via email without logging in to the Sales Cloud.
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Dynamically create and assign tasks

Dynamically create and assign tasks

It’s easy to automatically create and assign tasks when workflow rules are triggered. The result: the right person on your team can respond more efficiently.
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Define territories for optimal coverage

Define territories for optimal coverage

Eliminate confusion over account ownership as you easily define, administer, analyze, and change sales territories in the Sales Cloud. A really complex sales org? No problem. Constantly shifting territory boundaries? Change them in a snap.
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