Salesforce Sales Cloud
Sales Cloud® Features - Driving Business for Getting More Leads, New Accounts, Closing More Deals, Improved Productivity, and Making Better Insight Decisions. Explore Sales Cloud About Us

Sales Cloud In Salesforce

Let’s Build & Improve Your Sales Automation Process

Small or Large; both type of companies with power and ability to connect their clients and customers anytime and anywhere are growing faster as they are able to close bigger deals quickly in a better way. Salesforce.com® has become a market leader as world’s best CRM; A proven solution to millions of businesses over the world to do more business, in a better way. JanBask provides small businesses and large enterprises a complete 360 degree view of their clients/customers, future prospects, upcoming leads and sales-pipeline insights in order to address every single opportunity.

Small or Large; both type of companies with power and ability to connect their clients and customers anytime and anywhere are growing faster as they are able to close bigger deals quickly in a better way. Salesforce.com® has become a market leader as world’s best CRM; A proven solution to millions of businesses over the world to do more business, in a better way. JanBask provides small businesses and large enterprises a complete 360 degree view of their clients/customers, future prospects, upcoming leads and sales-pipeline insights in order to address every single opportunity.

You get the dynamic real time updates as Reports and informative Dashboards from our Sales Cloud services. You can track your sales pipeline and performance of your Sales Reps in a better managed way. The Salesforce1 Mobile App can help your Reps to turn their mobile devices into Sales office, and helping them respond to hot deals, review leads/opportunities, take a quicker look on Dashboards, log calls and much more from any place. JanBask Salesforce experts can work with you to understand your current business process, implement this powerful platform of Salesforce Sales cloud from scratch, configure and customize your Salesforce org, and automate the sales. We work with you to make sure the Sales cloud implementation is tailored to your unique business requirements.


Power of Salesforce Sales Cloud

  •  One View of your Customer- Contact, Accounts, Company, Campaign, Partner, Products
  •  Importing Clean Leads – Duplicate Alerts and blocking, Close more deals
  •  Lead Scoring – Identify quickly the best lead with the help of lead score
  •  Selling using Mobile devices  - Salesforce1 – Notes, Research, Log Call, Events, Assign Tasks
  •  Managing Sales Reps & Roles - Sales Team Collaboration, Track Shared Goals
  •  Manage Forecasting - Keeping opportunities up-to-date
  •  Integrating Sales functions -  utilizing best salesforce AppExchange apps
  •  Integrating Backend Apps -  Connect to ERP or external systems, and automate workflows
  •  Automating Sales  Process -  spend more time selling, connect your product and services
  •  Reports & Dashboards - Tracking opportunity funnel, tracking activity and inactivity
  •  Salesforce Analytics Cloud for Sales – Get answers instantly, Matrix available on Mobile
  •  Sales Territories – Define high performing territories as per the business objectives
  •  Salesforce® Engage– Engaging your prospects, customers, employees, and Driving Profitability
Salesforce Sales Cloud
Lead Management

Salesforce® offers out of box smart lead management features to make your smart investing decisions, and drive marketing activities for a better sales pipeline. You can track the different lead sources of marketing campaigns, most relevant and updated contact information; manage related marketing activities to make conversion of more leads into actual opportunities.

Our professionals can help you to maximize the use of OOB Lead Object functionalities By –

  •  Optimizing the Lead Process from Capturing to Closing the Leads
  •  Auto Lead Routing based on Geography, Source or other sources – Lead Assignment Rules
  •  Manage - Lead Conversion into Opportunity, Accounts and Contacts, and Lead Importing
  •  Create, Customize and Map custom Fields to meet business related requirements.
  •  Lead Capturing , Lead Scoring, Web-To-Lead, Build Custom Email Templates, Auto Response       Rules, Company Branding
  •  Lead Access – Manage CRED and Transfer Permissions for different Users
  •  Creating Lead Queues to manage and store unassigned Leads, and manage Lead Sharing
  •  Creating Lead List Views, Lead Page Layouts, Merging Duplicate Leads, Mass Transfer.
  •  Reports & Dashboards for Lead Status, Lead Source, Lead Conversions, Lead Analysis
sales-cloud
Contact Management

Effective Salesforce Contact Management can provide you complete-360 degree view of your customers, their Activity History, related accounts, Cases, communications history, and related decisions. It will become easy for you to track their complete cycle, related important information like campaign history, campaign members and the business they are associated with. You will be able to deep dive into discussions related to your company’s products as well as services on social media like Facebook, Twitter, LinkedIn, and YouTube; revealing customer’s issues and concerns which can be addressed by your customer support executives. You can get contact and account’s meaningful data anytime anywhere using Salesforce1 mobile platform. Contact Tracking and their engagement with your product or services can help you to get their single view, creating vital data for your salesforce team to become successful.

At JanBask, we understand the importance of Contact Data Quality for your business; we can help you configuring, customizing, and improving your Contact Object Records by using best Salesforce practices.

  •   Manage Contact Sync with Email App, Salesforce for Outlook, Exchange Sync
  •   Manage Contact Sync with Email App, Salesforce for Outlook, Exchange Sync
  •   Creating Custom List Views, Customizing Standard list views
  •   Configure your Salesforce for Outlook, Sync Settings, and Email Settings
  •   Display Contact Hierarchy, Contact Related Lists, Contact Hierarchy
  •  Duplicate Contacts Merging for different campaigns, Manage Contact Sharing
  •  Configuring Social Accounts, and Contacts
Salesforce Sales Cloud
Opportunity Management

Sales Management process has been improved the way Salesforce.com has helped companies automate sales process, managing quotes with sales deals, closing deal from anywhere by getting in touch with customers. By optimizing your opportunity management and aligning with your current business process; JanBask team can help you to track your current deals, competitor’s analysis, revenue projections and also revenue recognition. Opportunity Stages (From Prospect to Closed/Lost) will give you different stages of your customer buying process. The other important business fields related to your Opportunity; Probability, Forecast Category, and Closed Date can be configured based on your needs. Implementing Approval Process can route the Opportunity Record to different Business Users and the record can be approved just by email or on a Mobile phone. Custom fields combined with validation rules can ensure that Sales user capture appropriate information without missing any important information related to your sales process. Salesforce1 mobile application can be helpful to keep your sales team informed about the real time deal related important information.

Sales Forecasting

For Companies, accuracy in the forecasting process is one of the very important key elements of Sales management and performance. Salesforce comprehensive forecasting feature can provide you the complete view of sales pipeline, effective updates tracking, forecast amounts, team’s previous adjustment summary, and also can help your team to make better decisions. Your business can manage the sales rep’s performances, track the targets assigned, and manage the goals with real time data. We can help you manage your forecasting features in salesforce aligned with your business goals –

Salesforce Sales Cloud
  •   Create and manage tasks for each stage in your sales pipeline
  •   Using same sales pipeline to manage new and existing business opportunities
  •   Managing opportunities with Sales process
  •  Customizable forecasting to track revenue generation and product sales, and Overriding Customizable forecasting
  •  User’s individual quota, and Quota Setting for Customizable forecasting
  •  Forecast Categories for Opportunity amount, Forecasting Hierarchy and manual sharing
Territory Management

Salesforce helps you to create multiple territories and use one of them that best match your sales process; driving the right sales reps to the right customer and helping the companies by maximizing their revenue. Territory Management helps the process of allocating sales responsibilities across the organization which covers sales territories, reduce selling cost, measure the sales team performance, and improve the customer service. Using territory management, Salesforce data and users can be structured in the same way as Salesforce territories; running the territory rule directly using the territory hierarchy. Territory users can have different roles in different territories. Access will be granted for users on the basis of certain criteria such as postal code, revenue and industry etc.

We help your business gain various benefits with Territory Management, and ensure that Territory Management being implemented merges with your organization’s business requirements.

  •  Decision based on Salesforce Territory Management Decision Tree
  •  Review – Sales Structure, Sharing Performance, Rule Complexity, and Forecasting
  •  Team Based Territory, Public group Based, and Criteria Based Territory management
  •  Capacity to use account criteria for private sharing model expansion.
  •  Assistance for sales organizational structures that are complex.
  •  Helping the transfer of users between territories and thereby helping your business retain opportunities.
  •  Territory membership oriented multiple forecasts for each individual user.
  •  Sales reports that are territory-based.

Salesforce Sales Cloud
Campaign Management

Campaign management tracks your market initiatives in Salesforce, which basically provide the view of marketing Spend and effectiveness of generating a response, conversion rates, as well as ROI in terms of the Won Opportunity. Managing and tracking of outbound marketing campaigns including email campaigns, Social Media, Direct Mails, email marketing, Trade Shows, Promotions, Events, PPC management, websites, web-forms and Google Adwords campaign are the key sources/channels that comes under Campaigns and lead generation. Salesforce Campaign management by JanBask includes a comprehensive package mapped to your business, which is comprised of campaign planning, campaign setup, campaign creation, campaign execution, campaign responses and campaign effectiveness. Campaign Records can be shown with the rolled up Leads and Opportunities to support their response rates and conversions. Only through effective campaign management, the sales performance and ROI can be improved, and we deliver the best campaign management services for our customers.

We help you create an effective marketing campaign by following five key steps in successfully implementing campaign management.


  •   Creating & customizing campaign after identifying the marketing strategy for your business.
  •  Determining the type of audience which your campaign has to focus upon.
  •   Managing Campaign Members and Campaign Hierarchy.
  •  Salesforce Campaign Integration to third party Marketing Tools
  •  Defining campaign goals, targeting, categorizing, Access, and tracking campaign responses.
  •  Configuring Campaigns: Customizing data fields, page layouts, record types, Security, Campaign Influence, Campaign Sharing, and managing list views.
  •  Campaign Workflow; campaign strategy, planning, Target Lists, Execution, Response Tracking, and Analyzing Effectiveness of the Campaign.
  •  Engaging in online and offline campaign execution. Online campaign includes sending emails by making use of an email execution vendor whereas the online campaign is performed by planning and hosting conferences, web seminars or by running print or radio advertisements.
  •   Effective response tracking mechanism for tracking campaign responses. Campaign response is classified into three namely website response, manual update and offline response.
  •  Reports and statistics are used to analyze the effectiveness of the campaign.
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