Sales Cloud and Service Cloud: a successful binomial.

Sales Cloud and Service Cloud are two of the most used Salesforce products. Do you know what each of them consists of? Here you can see its characteristics, benefits and main differences. You will be surprised to know how they can complement each other, to satisfy the interests and objectives of your business.

Studies carried out show that organizations that direct their strategies to the acquisition of new clients find it to be 5 to 25 times more expensive to capture than to retain. This does not mean that you should focus only on retention, recruitment is also essential for your business. You must be able to carry both in a timely manner.

Sales Cloud focuses on opportunities, sales and converting a prospect to a customer. Meanwhile, Service Cloud offers efficient customer service management by improving customer retention.

Salesforce Sales Cloud.

This allows you to manage and automate the sales process, generating an increase in potential customers and sales. It is a customizable product that gathers the information of your clients, in an integrated platform, which makes it easier for your sales agents to monitor and analyze the information in real time. It also provides the opportunity to grow your business by developing your sales strategy and expanding its reach to other markets.

Salesforce Service Cloud.

This is the ideal product for customer service and support. Salesforce Service Cloud allows you to automate processes, streamline workflows and support your team with predictions and recommendations based on artificial intelligence. It also facilitates the analysis and monitoring of key indicators (KPI) through the use of dashboards. Thanks to its chat feature, you can provide instant and personalized assistance and service to each client.

What benefits does each product offer?

Sales Cloud encourages effective management of the status, relationships and communications with customers and prospects, as well as their needs and preferences, taking into account the information contained in your databases. It facilitates the creation of strategies that optimize business processes, aligning with your company’s marketing and customer service.

It also automates and increases the productivity of the sales process, in addition to providing an optimal forecast of the behavior of sales, either by territory or seller. The flexibility that Sales Cloud presents excels in its ability to access job opportunities using mobile, manage potential clients, record calls, verify reports.

Its Visual Workflow interface will help you design, automate and drive any business process towards success, supported by a flexible approval system. This saves time that translates into a competitive advantage.

Service Cloud manages service processes. It creates and manages knowledge bases to provide information. The use of business intelligence tools in these bases helps your sales agents better understand the business logic and anticipate the needs of your customers.

It also offers customer service and support at all times through a 24/7 chat, social networks, and communities. It contains a service console whose friendly work interface enables the management, exchange, and organization of activities to meet and exceed customer demands.

Sales Cycle

When to use Sales Cloud and/or Service Cloud?

If you are having difficulties in managing and monitoring your leads and you want to increase the performance of your sales process, you should consider using Sales Cloud. If you need to form a robust strategy to connect with your customers, reduce the response time to their concerns and increase the productivity of your sales agents, then you can use Service Cloud.

If you are looking to improve your sales and customer service together, Salesforce introduces a Sales + Service Cloud package. You will have at your disposal everything you need to achieve the success and sustainability of your business.
To make your choice, you will need to consider the price of each product and the Salesforce edition that best suits your needs. We have made the following summary that will be of great use to you.

Sales Cloud and Service Cloud pricing based on Salesforce edition

These clouds services can be difficult to work with, especially if you are new into the Salesforce world. If you need help, you can email us at hello@theskyplanner.com. We have quick start packages for Sales Cloud and Service Cloud. Our consultants are in the best position to help you.

Trusted by great companies.

From start-ups to Fortune 500s, we help businesses of all sizes get the most out of their Salesforce experience.

Sony PLSA
Green Building Initiative
Banco Sabadell
Boats
DHL
Norwegian Cruise Line
Larkin Community Hospital
Bupa
Discovery Channel
Bacardi

What people are saying

Five starts

Five stars on customer satisfaction and Salesforce appexchange ratings.

"Excellent Consultants. During the training I received by the SkyPlanner team, I was lucky to better understand the powerful capabilities of Salesforce.com. They were very effective, straight-to-the-point, and with a solid knowledge of the CRM and the Force.com platform. Definitively they showed us how to streamline the business process within our company. Great group of people spreading valuable knowledge to make businesses grow. I highly recommend them."

Ramiro Allen — Chief Software Engineer @ TurboPay Limited

"Excellent partner! We have been working with SkyPlanner for almost one year now. It has been a pleasure working with their team. If it wasn't for them we would have not been able to go-live with our platform when we did. They understood our needs and were not only able to execute but guide us in our decisions. We continue using them for our on-going projects. They have a deep understanding of the overall platform. Their team is always ready, willing and able to help."

Ivan de Moya — VP Innovation Technology @ SunStreet

"SkyPlanner was professional, creative, reliable and extremely accommodating. From the onset of the project, it was clear that we had found the right partner. Our project was complex and every time we hit a roadblock, SkyPlanner was helpful in identifying and implementing a solution. Jorge Fernandez [SkyPlanner's Co-Founder & Managing Director] was our primary contact and we cannot say enough about what an asset he was in bringing our project to resolution."

Ryan Borcherds — Marketing @ Deliver Lean

"On time, on budget, great quality on every project. Whenever I get asked to recommend a Salesforce.com partner, I do not hesitate on my reply: Go with SkyPlanner. I had the privilege to have worked with many teams over the years, none have brought to the table the enthusiasm the SkyPlanner team has. This combined with their professionalism and expertise are the reasons I ONLY recommend one partner: SkyPlanner. In every project (and we have done many) they have consistently delivered on time and on budget with significantly superior quality."

Juan Meza — Strategic Business Development Director @ Sony Electronics Inc.

"Outstanding Service! Happy to have them as our partner! SkyPlanner is by far the most experienced and reliable Salesforce partner. We almost gave up on Salesforce thanks to our previous partner, fortunately we found SkyPlanner and they came to the rescue! They took their time to understand our needs and complexity of our organization. Highly talented, professional and dedicated team. I cannot stress enough how happy we are to have them as our partner and we look forward to continue building our relationship."

Nolan Pereira — Project Manager @ BLU Products

Go to top