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How to Use Sales Data to Close More Deals

One of the most effective ways to empower your sales team is with the right sales data—ideally with the right systems in place.

Every day, Sales is relying on customer data to contact more customers and close more deals.

Planning a data-driven sales strategy is crucial to making sales. How can your team use sales data (specifically from Salesforce) to make more sales?

3 Ways to Use Sales Data to Increase Sales

1. Discover more opportunities.

While every company is unique, we all share one goal: to generate, identify and close more sales opportunities.

These opportunities can range anywhere from warm to firm before a contract is finally signed. As your deal progresses, consider the behavioral trends of your prospects.

In Salesforce, sales opportunities travel through a series of stages that are linked to actions performed, including:

  • Prospecting
  • Developing
  • Negotiation/Review
  • Closed/Won
  • Closed/Lost

By analyzing and visualizing this data, you can uncover who holds the cards in the negotiation and how to create more similar sales opportunities that will close.

What will bring you more sales opportunities is not necessarily sticking to assessing these sales stages but rather getting together with your sales team and determining your sales process as it pertains to your product and target customer.

Are there custom sales stages that aren’t included in Salesforce? Are there components of your industry’s sales cycle that you should consider? If so, incorporate this data with that from Salesforce.

Recognizing the information that’s specific to your industry helps you better understand how to qualify warmer leads—effectively driving more high-quality sales opportunities into your funnel.

2. Reduce customer churn.

Delivering flawless customer experiences is vital to reducing customer churn, and many companies tend to overlook this as part of the customer journey. Instead, they focus time and resources on growing sales.

To tackle this issue, start by asking, “What is the customer experience your customers want?”

Examine the sales data from your Salesforce CRM and tracking the unique needs of your customers. Examine your average churn rate, and consider reaching out to customers who’ve churned to inquire why. Over time, you’ll be able to customize experiences and optimize how you deliver customer support.

For instance, your customers may prefer support via email rather than in-app messages. But how can you uncover this information without taking the time to track and assess the trend?

Make customer experience an essential part of your sales data analysis and sales process to reduce customer churn.

3. Equip your sales team to conduct their own analysis.

The best data analysis and reports should help you make good decisions. But, sometimes, you need a quick and easy way to communicate it all to your team or manager.

We believe in the value of easy-to-use report builders that help you analyze data right in your favorite spreadsheet tool.

To better serve our customers who work in Sales, Kloudio offers an integration to help sales teams better visualize and report on Salesforce data. Your dashboards and reports will help you get instant insights and easily share them with your team and management.

Kloudio + Salesforce Integration

The Kloudio Salesforce integration simplifies how you generate reports on lead, sales, deal, customer data, and more. We launched this integration to support Sales and Marketing by enabling them to organize, run, and report on leads, deals, sales, and customers all in one place.

With less time spent manually compiling data reports from Salesforce, you’ll be able to drive higher lead numbers and focus on closing more strategic deals.

“Our Salesforce integration is an example of how efficient data reporting can disrupt an industry. The new integration helps facilitate better data reporting and automate the execution of transparent sales and marketing activities. Employees know what data is available to them at any given time and are able to make more accurate decisions.”

Our Salesforce integration includes the following functionalities:

  • Self-Service Reporting: Instantly query live data from Salesforce contacts, prospects, leads, opportunities and accounts for instant ad-hoc analysis—all without leaving your favorite spreadsheet.
  • Full Automation: Automate Salesforce reports and queries to run monthly, weekly, or daily and make your forecast calls effortless.
  • Bi-Directional Exchange of Data: Kloudio can write back record updates from spreadsheets such as Google Sheets and Excel back to Salesforce, eliminating manual data entry tasks.
  • Automatic Syncs to Data Warehouses: Sync your Salesforce data to your data warehouse, whether weekly, daily, and even hourly. Once it’s loaded, you can create reports using our self-service Report Builder wizard or SQL.

Over to You

When leveraged appropriately, sales data can help power your company’s customer relations and drive sales growth.

As businesses of all sizes are diving deeper into connecting sales data with the right decision-makers, automating the sales reporting process is crucial.

The Kloudio + Salesforce integration makes it easier than ever for Sales and Marketing to facilitate better reporting with the help of a self-service report builder, easy-to-follow templates, and easy syncing—saving time for more strategic, deal-closing work. Create a free Kloudio account to get started.

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