Learn how automation helps set your sales teams up to succeed now.

Design and run any sales program to adapt for today.

Automate business processes with a simple point-and-click interface on Sales Cloud. Create automatic email alerts, auto-assign tasks, and more. From simple requests to the most complex workflows, it’s easy to visualize and create any sales process.

Questions? Call us at: 1-800-360-1154.

29% increase in productivity with Salesforce Reports and Dashboards

First name Enter your first name

Last name Enter your last name

Job title Enter your title

Email Enter a valid email address

Phone Enter a valid phone number

Country/Region Select your country

By registering I confirm that I have read and agree to the Privacy Statement.

This field is required.

Create workflows that efficiently guide agents through complex sales processes.

Keep your deals in motion.

Automate the approval process for business requests
Create workflows for common processes like deal discount approvals
Respond directly to approval requests through Slack or email

Guide sales teams through your processes, automatically.

Create workflows to walk sales agents through qualification conversations
Intelligently recommend next steps on deals
Automate manual tasks like filling out orders or putting together complex proposals

Salesforce offers point-and-click tools for automating multiple types of processes.

Easily configure your automation process and see a graphical representation of your process as you build
Assign follow-up tasks to a support representative
Automate the creation of a new task after every deal

watch demo

CEO dashboard showing positive marketing pipeline results on a mobile device

Customers who use Salesforce report*:

28%

Increase in Sales Revenue

27%

Increase in Win Rate

29%

Increase in Sales Productivity

25%

Decrease in Ramp Time to Onboard New Reps

Sales Cloud customers drive productivity by doubling down on efficiency. Join them.

Sales Cloud is our single source of truth. By having our sales tools on a single platform, we’re able to align our KPIs to better manage our sales processes and measure ROI across verticals.

Dain Rasmussen

SVP, Sales, Inspirato

* FY23 Customer Success Metrics. Base: Sales Cloud n=1,072-1,157