Why Optimize Sales Cloud?
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FORECAST ACCURACY
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SALES PRODUCTIVITY
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LEAD CONVERSION RATE
Topics Covered in Sales Cloud Audit
Lead Management
Lead process and record types

Lead assignment rules

Auto response rule

Round Robin lead auto routing

Process Evaluation
Sales forecasting

Territory management

Multi-currency feature enablement

Standard/custom lead conversion
Organization Configuration
Configure products and price books

Configure quote and approval process

Configure sales process

Page layouts and fields
Sales & Marketing Alignment
Sales Cloud integration with your marketing processes

Visibility of marketing impact to drive sales
Integrations
Legacy software integration

Accounting software integration

Configure CPQ
Reports Setup
Sales Cloud health check reports

Sales rep performance reports

Sales forecasting & planning reports

Customer health reports
Audit Report Helps You
Optimize Existing
Sales Processes
Improve Collaboration & Performance of Your Sales Team
Drive Sales & Marketing Alignment
Lower Salesforce
Maintenance Costs
Get Better Return on Sales Cloud Investment
Some of Our Salesforce Cloud Customers

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