Sales/Service/Marketing/Lead Process

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                                                               CRM Process

What is the Sales Process?

Sales process is a step-by-step plan that salespeople follow to turn potential customers into actual buyers.

It helps ensure every salesperson knows what to do at each stage to close a deal successfully.

i:e; Potential customers are people or businesses who are likely to buy your product or service. They have the need for what you're offering, the ability to pay for it, and the authority to make the purchase decision.

Steps in the Sales Process

Stages of the Sales Process


Service Process:

    Service Process in Salesforce, primarily managed through Service Cloud, focuses on delivering exceptional customer service. It helps businesses efficiently handle customer queries, resolve issues, and enhance overall satisfaction.


Steps in the Service Process


Marketing Process

     Marketing Process in Salesforce, particularly managed through Salesforce Marketing Cloud  is designed to help businesses attract, engage, and nurture leads. This process focuses on planning and executing marketing campaigns, automating communication, and analyzing results to improve overall marketing efforts.



Marketing Process


Lead process:

      Lead Process in Salesforce is designed to help businesses capture, track, and convert leads into opportunities. It helps sales teams manage potential customers efficiently from the moment they show interest in a product or service until they become a qualified opportunity.

Lead Process in Salesforce





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