Salesforce Sales Cloud

Empower your sales teams with the automation tools they need to close more deals faster.

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What is Salesforce Sales Cloud?

Salesforce Sales Cloud is a sales operations automation platform for stakeholders and salespersons. It is integrated with the rest of the Salesforce platform, including Marketing, Commerce, and Customer Service. With Sales Cloud, organizations gain access to an all-in-one customer relations management (CRM) platform where data is centralized and easily accessible for all departments.

This helps businesses define and deploy processes and workflows to streamline sales operations, while improving customer engagement across various sales channels. From these benefits, Salesforce Sales Cloud delivers the following outcomes for enterprises:

  • 38% higher sales productivity

  • 28% higher sales revenues

  • 26% higher opportunity-to-win rate

Salesforce Sales Cloud Benefits

Salesforce Sales Cloud is a digital sales workspace for every member of the sales operation department. This includes sales managers, sales representatives, and other personnel.

Salesforce Sales Cloud transforms and assists with the following workflows:

  • Automatic validation rules ensure that policies are always followed

  • Salesforce automatically notifies managers of policy breaches, reducing information fatigue

  • Centralize price books, sales quotas, and sales commission metrics in Salesforce rather than via spreadsheets.

  • Approval and notification processes can be designed using low-code and no-code methods to streamline workflows

  • Salesforce reduces customer relationship management (CRM) complexity, increasing sales executive productivity up to 38%

  • Access 3,400 AppExchange integrations on the Salesforce marketplace to expand functionality

  • Use pre-defined best practices to get started faster in CRM

  • Delivers a greater return on investment (ROI) for your sales team

Salesforce Sales Cloud Tools for Sales Managers


Sales Path
This is used to visualize customer journeys, with prescribed actions to nurture and secure a sale. It maps out the end-to-end sales process from start to finish.


BI and Visualized Dashboards
Access a real-time overview of your sales operations. Generate reports to share KPI metrics with stakeholders. Develop visualized business intelligence (BI) dashboards for always-on performance tracking.


Lead Conversion
Create a customer account, contact profile, and opportunity event for sales executives. This allows sales personnel to track cold and warm leads, and to take action to convert through sales campaigns. Converted leads become a read-only record for archiving purposes.


Product Objects and Price Books
Convert products into objects that can be reused across Salesforce. Use price books as a master repository for products and standard prices. Create custom price books per customer segments to test different product and service concepts with users.


Process Builder
Visualize and develop sales processes using low-code and no-code paradigms. Create a single-source-of-truth (SSOT) for sales operational processes to drive consistency and efficiency. Automate business processes using process playbooks.


Sales Cloud Einstein
Unlock powerful AI analytics features to predict sales demand and price changes, retrospective trend analysis, and drilling for missed sales opportunities in existing data.

Salesforce Sales Cloud Features


Task and Event Management

Sales executives can access a dashboard with tasks and events to stay on top of their workloads. Assign tasks to individuals or groups, and track everything in a private or team calendar.


Access Social Accounts and Contacts

Improve access to social intelligence by obtaining social accounts and contacts across Facebook, LinkedIn, Instagram, YouTube, and more. Engage with customers on their preferred platform of choice.


Lightning Voice Calls

Enjoy voice call automation which allows sales executives to contact leads with a single click. Apply phone number localization to deliver seamless experiences from overseas or different regions. Log all calls centrally in Salesforce for training and research purposes.


Process Builder

Automate manual tasks in Salesforce using process playbooks. Define any process flow and use it to deliver follow-ups on leads, enroll customers in email campaigns, and deliver flash discounts to drive conversions.


Sales Cloud Einstein

Benefit from advisory and prescribed actions in Salesforce. Use AI to receive notifications on critical sales developments, and to identify opportunities with the most potential.

Salesforce Sales Cloud Pricing

There are four editions to choose from. A free trial of all packages and a full comparison of features is available on the Salesforce Sales Cloud product page.


Basic functionality for up to 10x persons; includes lead management, sales tasks and reporting, and customer profile creation.

$25 per user/per month


Everything in Essentials plus product objects and price books, quota and order management, contract management, 5x process builder flows, and integration support.

$75 per user/per month


Everything in Professional plus territory management, support for multiple sales teams, opportunity analysis, sales forecasting and reporting, code customizations, and unlimited workflows and approval processes.

$150 per user/per month


All features from Enterprise plus unlimited custom objects, fields, and validation rules. Dedicated support channel with training libraries and a knowledge base.

$300 per user/per month

How Trianz Can Help

Trianz is an ideal partner to assess your current IT environment, and decide which edition and functionalities are most suited to your sales department. We can support you in setting up and maintaining Sales Cloud integrations, as well as develop custom integrations to bring your systems together in a modern CRM environment.

No matter where you are on your CRM journey, our Sales Cloud consultants can help you find the right solution to align your budget, business needs, and industry requirements.


Experience the Trianz Difference

Trianz enables digital transformations through effective strategies and excellence in execution. Collaborating with business and technology leaders, we help formulate and execute operational strategies to achieve intended business outcomes by bringing the best of consulting, technology expertise, and execution models.

Powered by knowledge, research, and perspectives, we enable clients to transform their business ecosystems and achieve superior performance by leveraging infrastructure, cloud, analytics, digital, and security paradigms. Reach out to get in touch or learn more.


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