WorksLeader and Salesforce: A winning combination for every B2B company

WORKSLEADER

WorksLeader and Salesforce: A winning combination for every B2B company

Published by Team WorksLeader

www.worksleader.com info@worksleader.com

WorksLeader Document

Why Salesforce?

03

Why WorksLeader?

06

Contents

WorksLeader Document

Why Salesforce?

Contact Management Salesforce CRM guarantees a problem free contact management by giving an admittance to basic data of the customers and collaboration history. It gives a total customer picture including bits of knowledge and draws in upgrade methodologies. You can utilize the social data of the customers for a more profound comprehension of their specific conduct with respect to any product or administration.

Cloud-based contact management empowers you to effectively work together in the association. Share your experiences and significant archives to make an information sharing workplace.

Furthermore, you can follow the development of the arrangements by getting to all the contact data.

WorksLeader Document

Opportunity Management The opportunity management is one of the top Salesforce CRM software elements and advantages to search for. It offers an opportunity to see the movement course of events of your customers. Likewise, it portrays the different phases of a specific arrangement which assists you with choosing your best course of action. Furthermore, you can see basic subtleties of the movement course of events alongside the business competitors.

What's more, the instant templates guarantee free messaging to the customers.

Quote Management Salesforce CRM works on your sales and business processes with determining and productivity following. Quote management of the products turns out to be simple with this CRM application. You can just track the products, which are essential for your arrangement, and it incorporates the standard price, amount, product code, and quoted price. Furthermore, you can establish the amount just as an income timetable and it mirrors the conveyance terms and installment. The Salesforce CRM application is included with an underlying quoting component that automatically quotes customer data. It additionally makes PDF of the endorsed template and sends it as an email straightforwardly to the customer.

WorksLeader Document

You can get to be aware of the arrangements quicker with ongoing updates from the Salesforce mobile application.

Quote to Cash Salesforce CRM automates three significant components, in particular, arrange, price, and quote (CPQ) to improve on the quote management. With this, the sales delegates can choose the right quotes for the customers with the most recent limits. The users can make precise quotes and present the proposal quicker with Salesforce. It additionally makes the receipt sending and the cash gathering process simple with Salesforce Lightning.

WorksLeader Document

Why WorksLeader?

Improves on Sales Quoting WorksLeader eCommerce solution gives the sales group the best tool to make top notch sales quotations effectively. It additionally offers them an easy to use, straightforward, and proficient quotes and proposal software module that will quite often consolidate the most complicated quotations and proposals effectively. This makes the B2B sales process uncommonly simpler.

Manages Product Catalog and Content Product Catalog and Content is an exceptionally critical part of B2B association. Along these lines, WorksLeader furnishes them with B2B eCommerce catalog management that is very strong and easy to use. It permits users to easily add or transfer new products and deal with the current products. They offer a plenty of administrations, including content management, data transfer, data refreshing, image handling, and upkeep.

Along these lines, they can deal with a gigantic measure of product data and guarantee precise and reliable product information in a systematic arrangement.

WorksLeader Document

Manages Supplier and Inventory With WorksLeader, associations can handle supplier and inventory utility to guarantee that each product and transaction is dealt with from the start as far as possible. It manages inventory, supplier, the acquisition interaction, and buy orders for B2B business, in this manner guaranteeing that it develops constantly and expands sales.

WorksLeader gives an inventory management system that permits any B2B eCommerce business to customize its supplier information by product. The dealers can add one or various suppliers for each individual SKU alongside cost and MSRP while adding catalog.

Contact Information

WorksLeader Document

PHONE NUMBER

+1 781-262-0609 (US) | +91 989-030-8405 (IND)

EMAIL ADDRESS

FOR QUESTIONS OR COMMENTS

WEBSITE

connect@worksleader.com

https://www.worksleader.com/