Streamline Sales Processes with Salesforce: From Lead to Close (Full Transcript)

Speaker 1: Selling is hard enough without manual processes and old systems getting in the way. Salesforce helps you make your deals bigger and give your teams visibility into the business so they can see what's going on and where things can be improved. Let me show you how. Salesforce integrates with your website, so when a prospect fills out a form, they'll immediately show up as a lead in Salesforce, routed to the right sales rep. Once your rep is ready to follow up, all the information they need is in one place, and they can click to dial or send an email with just a few clicks. One size does not fit all sales processes. We want you to custom fit Salesforce to your needs, specify the information that's most relevant to you, guide your reps on what they should focus on and do next, and automate manual tasks, making it a lot easier to enter information, so reps spend more time selling and less time updating records. Once your sales team connects with your prospects and sees light at the end of the tunnel, you can quickly turn that lead into an account, contact, and opportunity. Opportunities are the heart and soul of Salesforce. They're meant to be used throughout the sales cycle. They are your sales cycle. This is where your team will keep track of which contacts are involved in the deal and what roles they play, see who's on the sales team, what they've done, and what we need to do next, share files, create quotes, and update next steps. With all this data in one place, Salesforce uses the power of machine learning and artificial intelligence to score your leads and opportunities, providing actionable insights that help your reps understand where they need help and where they should spend their time. When the deal's done, we can even help generate contracts, manage billing, and sync information with your accounting software, so all your important systems stay up to date. From lead to close, there are lots of capabilities that help your reps sell smarter and easier. But let's not forget about your sales leaders, who need real-time insights into the business. Instead of waiting and asking reps to manually update spreadsheets at the end of the month, they can run real-time reports, dashboards, and analytics whenever they want. They can see their team's forecast and quickly drill into specific deals to learn more and offer a helping hand. We know your business is unique, so we want to help you work wherever's best for you. If your reps are big-time email users, they can use our plugins to Outlook and Gmail to stay connected to Salesforce while they power through their inbox. Or they can access Salesforce from their mobile device, so they know exactly what's going on before they walk into a meeting and can put next steps in right after. If your team already uses other apps, like eSignature or Project Management, take a look at our AppExchange to find pre-built connectors that can help you integrate those tools that your teams use most. Yes, there's a lot you can do with Salesforce. That's why I recommend you sign up for your free trial, log in, and have fun. Thank you. Thank you. Thank you.