When you initially subscribe with Salesforce, you are given two options: Sales cloud or Service cloud. These are two types of modules that form the fundamentals of Salesforce.
As the name suggests, the Service cloud is more beneficial for the business that renders services and cases. On the other hand, the Sales cloud is handy to the leads, sales, and opportunities-oriented companies.
Although there are myriad similarities between the interfaces of both the modules, there is still a lot to learn about them individually. Traverse below the following blog to clearly understand which amongst the two can be helpful for your business.
Sales Cloud
With the Sales Cloud, you can grow your accounts faster, find new customers more quickly, and close deals faster — from anywhere.
1. Get the best from your reps —
No matter the size of your company, all sales reps share one common goal — the desire to be a top performer. Our CRM software features can help with that.
2. Process Automation –
Use Visual Workflow to design and automate any business process with drag-and-drop simplicity rapidly. And drive success with flexible approvals processes for deal discounts, expenses, and more.
3. Lead Management –
Track your leads from click to close while continually optimizing your campaigns across every channel. Make smarter decisions about where to invest your marketing bucks.
4. Opportunity Management-
Get a complete view of your team’s deals with Opportunity Management. See stage, products, competition, quotes, and more. Stay connected to the people and information you need to close every sale.
5. Pipeline and Forecast Management-
Keep a real-time view of the health of your business. Stay up to speed on your team’s pipeline. Improve forecast accuracy—all with the help of custom KPIs, in-line editing capabilities, and more.
6. Reports and Dashboards –
Easily track lead volume, conversion rates, and every part of your pipeline for a real-time view of the state of your business.
Sales cloud flaunts a variety of features but striking amongst them is:-
- Use Sales Cloud to “build longtime, loyal customers.” Connect all of your teams from sales to marketing to customer service to finance and beyond, “to guide each prospect through a personalized customer journey.”
- “Empower your sales reps to work faster and smarter. Boos team impact with insights, guidance, and forecasts built from AI.” Data is always at your fingertips.
“Evolve your sales strategy and expand your reach.” Become a more agile sales force. 3. “Respond to new markets and industries, or just a new neighbourhood. Plan territories; see team performance, track rep execution, and more.”
Service Cloud
The Sales Cloud is a combination of the Sales cloud and various add ons-
- Lightning Service Console-
Increase agent productivity with the next generation of agent experience. Put all the information agents need at their fingertips for a 360-degree view of customers.
- Case Management-
Resolve cases faster with easy visibility into the full context of all issues and record every customer interaction — all on a streamlined dashboard.
- Workflow and Approvals-
Customize and automate any customer service or approval process with drag-and-drop simplicity using Workflow.
- Omni-channel Routing-
Deliver more intelligent service by automatically matching cases to the agent with the best skill set to solve them.
- Automation with Macros-
Free up your support agents by automating everyday, repetitive, multi-step tasks to resolve customer issues more efficiently.
- Asset and Order Management-
Track customers’ assets, orders, support history, and more in one place for a complete view of their activity.
Add-Ons help to create a more comprehensive system to streamline service-based businesses, get services in front of target audiences, connect with like-minded professionals, and be used to serve your customers better. Service Cloud is built on the Salesforce Customer Success Platform. It provides you with a 360-degree view of your customers and enables you to deliver smarter, faster, and more personalized services. With Service Cloud, you can automate service processes, streamline workflows, and surface critical articles, topics, and experts to transform the agent experience.
Sales Cloud offers Web-to-lead functionality, whereas Service Cloud offers Web-to-case functionality.
“When it comes to choosing between Sales Cloud and Service Cloud, you must acknowledge the general difference is that each cloud system was made to support a specific set of features that you use to sell your products or services and support them.”
Salesforce can be tricky and often requires updating and proper management. Finding the right consultant before and after implementation is crucial. A good Salesforce consulting team would plan and implement the right suite of the CRM platform after properly assessing your business and your goals. With the right partner, you will also be able to make the most of your Salesforce package. At Metaoups, you will find just the right experts with years of expertise and experience which will help you achieve the greatest heights for your business with Salesforce.
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