How Ad agencies can run and manage with Salesforce


If you want to keep up in fast moving world of advertising, you have to invest in technology that can streamline your business.

As the ad agency grows, the business operations get more complicated. Running an Ad agency requires extraordinary attention and skills for multi-tasking. To go with disorganized way will give you more complications with zero results, to streamline the business you have to find a workable solution.

The solution lies in  Salesforce Consulting ; it can handle all the essential details of managing your agency in one central dashboard. Salesforce acts as a central hub to coordinate media buying and planning activities.

Salesforce’s dashboards help media buying team in extracting reasons of lackluster ad recognition. It provides client’s ad statistics to the designing team so that they can check out whether certain design elements are causing viewers to ignore the banners. You can also share performance numbers with the media planner to regulate if the target audience is not being adequately reached. It will also help in showing everything that sales personnel need to know about the clients like:

  • How many actual were delivered over definite period of time.
  • Where advertisements are being placed and which position or place will benefit to give impressions in client’s mind.

Salesforce CRM is a stimulant that provides ad agencies with one platform where each team member muddled in ad development and distribution process and effectual information sharing.

For more information write us at: or Contact Us SFclouds Technologies for Salesforce Consulting Services


Effective Lead Management is the key for Growing Sales

Lead is a prospect or potential opportunity; in simple words lead are those people who have contact or interest in your product or services and are not in an active sales pipeline. The process for managing Lead record is completely based on your organization’s function. Leads are generally operated through marketing campaigns or programs.

Leads are the backbone of any business and effectively manage that Leads to convert them into customers is the essential part.

Managing your Leads in systematic and structured way can expand the number of Leads generated and how many of those you have converted.

  1. For Effective Lead Management make sure your marketing and Sales team work together this gives advantage that no lead is dropped or overlooked. It totally depends on your organization that what steps they are taking for processing Leads. Thoroughly decide your sales process, define when marketing personnel passed the Lead into inside sales.
  2. For more potential business, capture more Leads through your website or social media and put them in Salesforce CRM applications. Social Media and Search Engine Marketing campaigns are very helpful because customers are already looking for you. Information gathered from forms on your website will show on your Salesforce; use that contact information to capture more Leads.
  3. Clean the data regularly; because of various reasons like prospects address change, incomplete submission and human error or duplicate your data will need clean up. There are various cleaning tools in Salesforce which will help you making data clear.
  4. To maintain lot of Leads you have to prioritize it with lead scoring. Categorize the Leads into level of priority and then assign it accordingly to the departments.
  5. Identify the Lead sources; track which marketing tool work best for your business and enter the source for each opportunity coming into the chart. Using reports and dashboards will give clear view of your sales process.

To know more about implementing lead management in Salesforce or want more help for Salesforce Consulting contact us at SFclouds Technologies or  Email here:

Why Salesforce Consultation Service is Important for Any Enterprise

One of the most common question is why consultation?

The answer is in complex- Consultation may enhance the empowerment of your business.

Salesforce consultation is not only empowering the business but also it helps an individual to streamline their business in an organized way. Salesforce implementation benefits in varied business areas like marketing, sales, customer support etc. and consultation helps in understanding these activities. The essential aim of Salesforce consultation is the progress of any business by carefully advising the benefits of Salesforce.

Consulting and Implementation in your business

SFclouds Technologies works in close alliance with sales and marketing teams for successful implementation and consultation. The consultation procedure consists of properly guiding marketing team, sales representatives and managers about its interface followed by its usage. CRM allows its users to customize the software and Salesforce consultant carefully analyze the business and advice the customization according to the requirement.

Salesforce consultation helps you rectify errors in the applications when you are not able to figure out the reason behind inadequacy of making profit. It guides you in developing a plan which increases the application performance.

Salesforce CRM software consultation provides training to the personnel so that they can understand the usage and processes easily.

Expertise Matters

Consultation may make business processes streamlined but getting it right takes skills and experience.

SFclouds Technologies provides implementation and consultation services of CRM that streamline the business processes with the help of their certified consultants.