Salesforce Sales Cloud | How To Get Started The Right Way

The salesforce Sales Cloud is a powerful tool for managing the sales pipeline, tracking sales performance and improving salesperson productivity and effectiveness.
However, before jumping in, it is important to understand the core features and components of the salesforce Sales Cloud.
In other words, you need to get started with the salesforce Sales Cloud the right way.
Fortunately, if that is your goal, you’ve come to the right place.
This video shows the key building blocks. It explains how they work together to create a powerful pipeline management application.
Here's the accompanying blog on getting started with the salesforce sales cloud. It includes links to many great resources that will help you maximize sales cloud benefits in your business.
Don't forget to subscribe! / @garysmithpartnership

[@sreenivasamadenahall]

Very simple, honest, to the point without fluff. Thank you for sharing.

[@levon9]

Fantastic overview of this process - thank you! Need more of this high-level story telling to put all of Salesforce processes in a proper context.

[@Garysmithpartnership]

Thanks Levon, glad you liked the video!

[@ayyappabv]

very clearly and patiently explained. Thanks a ton

[@bageeshdutt988]

Very good explanation. Thank you.

[@seemusaikia5698]

Short and clean demonstration...👌🏼

[@iam-arshadB]

Very Confused on the salesforce products (sales, service, commerce, marketing,.... Clouds) . Please make a video on it.

[@muhammadarslanbashir990]

Well, that was helpful.

[@kiranmayi8076]

Excellent video, thanks a ton

[@ankitkumar2011]

Great explanation and video! What are these video animated diagrams called?

[@srinssit]

Doodle

[@AYUSH13001]

Very useful
Thanks

[@He_Passarelli]

thanks

[@mohammedadel4973]

Amazing!

[@Garysmithpartnership]

Hi Mohammed, to answer the question you asked on our Get In Touch form, we used Videoscribe by Sparkol. Glad you like the video! Gary

[@Foxygrandpa2131]

Gary, do you recommend insurance brokers use the product feature? Our product pricing is very complex and I struggle to see how we integrate the product feature.

[@Garysmithpartnership]

Hi Jonathan, I definitely believe insurance brokers can use Salesforce, in fact we've deployed the app to the industry several times. The big question is, what is an opportunity? It somewhat depends on how your model works, but for example, an opportunity can represent the process you go through to get onto a panel or into a buying group. As I say, it depends primarily on how your business operates. Gary

[@Foxygrandpa2131]

@@Garysmithpartnership Thanks for the reply! We definitely use opportunities. The issue for us is whether to incorporate the product object. Price book is kind of useless for us seeing as the price of a policy is outside our control and in the hands of the carrier.

[@Garysmithpartnership]

@@Foxygrandpa2131 The chances are you should be using products; even if they are 'manufactured' by the someone else. If you're using products, you have to have at least one price book - that's the thing that enables a product on an opportunity to have a value. If the product prices vary by segment (e.g. discounted for not-for-profits or sell in other currencies (which I'm guessing you don't), then you likely need more than one price book. Let me know if you want to go through it in a web meeting, just fill in the form on our web page garysmithpartnership.com/contact-us/

[@satishakumar1073]

Great

[@andyxbox123]

Is this still up to date?

[@Garysmithpartnership]

Yes, the fundamental architecture hasn't changed (and won't change). Gary

[@allison447]

so over these drawing videos. cool at 1st but now UGH!