Salesforce for

Sales

DIGITAL SALES OVERVIEW

Even more Business Deals

Optimize your customer relationships – from lead to billing to well beyond purchase. Collect and manage all customer data in one place and enable smooth communication and collaboration between employees in different departments.

With the right sales tools, your customers benefit as well – through an improved and individualized shopping experience.

Do you want to know how to calculate recurring revenue? Additional to our information about the best sales tools, we want to share a helpful article from Salesforce about Reccuring Revenue. You can find it here!

Salesforce Sales Cloud

Sell smarter and faster – from anywhere

Salesforce CPQ

Tailored offers

PDF Butler

Intelligent and automated document creation

Twilio

Direct messaging via Salesforce

Salesforce Sales Cloud

Sell Faster – from anywhere

Sell smarter and faster, thanks to the Sales Cloud. Focus on what’s important: Your customers!

The Salesforce flagship is a powerful tool for optimizing customer relationships. From leads to invoicing to customer retention – all relevant information on contacts, existing customers and potential customers is stored here in one central location. Reports and dashboards give companies a real-time overview of all business transactions.

Salesforce CPQ

Creating Offers with the Press of one Button

Control your entire sales process – from quotation to invoicing!

The Salesforce Configure Price Quote solution can automatically configure products and services and calculate their prices. Discounts, rebates, and upselling/cross-selling options are included. With CPQ, sales reps can create perfectly tailored quotes in no time, customized to your customers’ needs.

The tool is particularly suitable for companies whose products are configurable and have extensive product ranges.

PDF Butler

Automated Document Creation

With PDF Butler you can increase productivity and reduce errors. Automate the creation of e-documents in a variety of popular formats, such as PDF, Word, XLSX, or MAIL – customized to your company branding.

Possible e-documents:

Quotes and contracts,
invoices,
payrolls,
certificates and much more.

Built 100% on Salesforce, it allows you to make quick changes to templates and respond to changing circumstances immediately. Templates can be translated into the language of your choice, which significantly improves the user experience.

Twilio

Direct messaging via Salesforce

– On average, 90% of customers want to communicate with companies via mobile messaging

– 85% of customers not only want to receive information, but also actively engage in conversations

With the Twilio for Salesforce app, you can easily send and receive direct text messages via Salesforce through the familiar Salesforce interface. Increase your customer satisfaction and engagement by communicating with your customers through the channel of their choice.