Salesforce is a leading CRM platform helping businesses of all sizes manage their customer data and streamline their sales process. One of the key features of Salesforce is the Sales Cloud, which provides a range of tools for managing sales leads, opportunities, and pipelines.
However, many users find the Salesforce Sales Console is a better option for managing their sales process. It’s not only great for end-users but also for Salesforce Admins, as well. This article will explore why the Sales Console is better than just the Sales Cloud in Salesforce.
What is Salesforce Sales Console?
Salesforce Sales Console is a user interface within Salesforce specifically designed for sales reps. This app provides a single screen where reps can access their important sales data and tools, including leads, accounts, opportunities, and dashboards.
The Sales Console is highly customizable, allowing reps to configure their screen to show only the necessary data and tools. This also allows for easier navigation to multiple records of the same object, such as multiple Account record tabs displayed here:
Sales Console provides a more concentrated user experience than the Sales Cloud alone. In Sales Cloud, the tabs are linear, and the visibility into record information is limited based on nested tabs that either show fields (Details tab) or related lists (Related tab). Salesforce Sales Console is a native solution for better organization and has many other benefits.
Why is the Sales Console Better Than Just the Sales Cloud?
Look at 7 Reasons Salesforce Sales Console is Better than Sales Cloud alone.
1. Improved Productivity
The Sales Console is designed to improve sales reps’ productivity. It provides a single screen where reps can access their important sales data and tools without navigating multiple screens. This saves time by limiting clicks and reduces the risk of errors.
Additionally, the Sales Console allows reps to work more efficiently by enabling them to perform multiple tasks simultaneously without becoming disoriented. For example, reps can view a customer’s account information while creating a new opportunity simultaneously.
2. Greater Visibility
The Sales Console provides greater visibility into the sales process. Reps can see all of their leads, accounts, and opportunities in one place, and they can quickly view the status of each with list views.
List Views can also be nested as a tab next to the tab they’re working from or displayed as a Kanban board to provide a quick snapshot of individual progress.
This helps reps identify bottlenecks in the sales process and take action to move deals forward. The Salesforce Sales Console also provides real-time data, allowing reps to make informed decisions quickly.
3. Customizable Interface
The Sales Console is highly customizable. Admins can customize the Sales Console to meet their organization’s specific needs and make configurations based on feedback from sales reps.
Multiple components can be arranged on the page; however, it makes the most sense for the productivity of the org, reducing the amount of time end-users spend searching for their next snippet of information.
Also, Lightning Pages can be used efficiently to reduce the number of page layouts necessary for the number of profiles or roles in an org.
4. Enhanced Collaboration
Salesforce Sales Console enhances collaboration between sales reps and other departments. For example, reps can easily share information with customer service or marketing teams, enabling them to work together to provide a better customer experience.
Sales Console allows end-users to collaborate by using the Chatter Feed for internal communications and allows for tagging and other notifications, ensuring messages are never missed. Chatter is also nested on the record, so navigation elsewhere in the org is unnecessary.
5. Advanced Analytics
The Sales Console provides advanced analytics tools that enable reps to track their performance and identify areas for improvement.
For example, reps can view dashboards that show their sales pipeline, win/loss ratio, and other key metrics. This helps reps make data-driven decisions and improve their performance over time.
While dashboards and reports are an integral part of Salesforce analytics, the Sales Console allows them to open in tabs while keeping the pinned tab stationary to view relevant records nearby. This is beneficial when troubleshooting records that do not appear correctly in reports.
6. Integrated Telephony
Salesforce Sales Console provides integrated telephony capabilities, enabling reps to call directly from the platform. This saves time and reduces the risk of human errors. Additionally, the Sales Console provides call logging and recording capabilities, allowing reps to track their interactions with customers and learn from them.
Reps can focus more on the call by shaving minutes from each call based on eliminating searching and dialing, and extensive note-taking. Multiple compatible telephony third-party apps are available on AppExchange.
7. More Efficient Admins
Multiple page layouts are a burden on even the most organized Salesforce Administrator. The Sales Console allows Admins to create a limited number of lightning pages and assign them based on the org, app, or profile. They can also use dynamic options to limit component visibility, thus making the pages more malleable and flexible within the org.
Components can be easily tweaked or rearranged when changes need to be made to the console. This convenience can save hours of maintenance and troubleshooting.
Sales Console vs. Sales Cloud
In conclusion, the Sales Console is a better option than just the Sales Cloud in Salesforce. It provides many benefits, including improved productivity, greater visibility, a customizable interface, enhanced collaboration, advanced analytics, integrated telephony, and more efficient admins.
Salesforce Sales Console is worth considering if you are a sales rep or manager looking to streamline your sales process and improve your performance. Its powerful tools and user-friendly interface can help you close more deals and achieve your sales goals.
