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Create workflows that efficiently guide agents through complex sales processes.


Keep your deals in motion.

  • Automate the approval process for business requests
  • Create workflows for common processes like deal discount approvals
  • Respond directly to approval requests through Slack or email

Guide sales teams through your processes, automatically.

  • Create workflows to walk sales agents through qualification conversations
  • Intelligently recommend next steps on deals
  • Automate manual tasks like filling out orders or putting together complex proposals

Salesforce offers point-and-click tools for automating multiple types of processes.

  • Easily configure your automation process and see a graphical representation of your process as you build
  • Assign follow-up tasks to a support representative
  • Automate the creation of a new task after every deal

Customers who use Salesforce report*:



Increase in Sales Revenue



Increase in Win Rate



Increase in Sales Productivity



Decrease in Ramp Time to Onboard New Reps

Sales Cloud customers drive productivity by doubling down on efficiency. Join them.


Sales Cloud is our single source of truth. By having our sales tools on a single platform, we’re able to align our KPIs to better manage our sales processes and measure ROI across verticals.

Dain Rasmussen

SVP, Sales, Inspirato

* FY23 Customer Success Metrics. Base: Sales Cloud n=1,072-1,157