---
schema_version: "1"
id: 73702139f9071a97a1561dd487feed26dca352b529ddff39e78a41f4923aeabb
title: Take Your Sales to the Next Level
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/essentials_sales_advanced_tips.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.essentials_sales_advanced_tips.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e3062ba32e1a9bbac62acea0a0dfeffc77f69ab8006e58a108483046bd2f33a9
description: An upward trend isn’t only a time to celebrate—it’s a time to refine the recipe for your team’s secret sauce. A winning streak can turn into a long-term trend when you learn what’s going well and why. Use these tips to help you keep up a winning streak.
products:
  - Cross Cloud
release: "264"
---
# Take Your Sales to the Next Level

An upward trend isn’t only a time to celebrate—it’s a time to refine the recipe for your team’s secret sauce. A winning streak can turn into a long-term trend when you learn what’s going well and why. Use these tips to help you keep up a winning streak.

## Capture Your Team’s Winning Ways

If your won opportunities and overall sales are really on a roll, awesome job! While you bask in your team’s success, keep a record of everyone’s tips, lessons, and sales materials so team members can benefit from each other’s wins.

Keep the momentum going.

- Encourage your team to share sales tips and provide feedback about your sales process. They may have key stories or data that they use to impress prospects.
- Save sales presentations and fact sheets in a public folder where anyone on your team can access them.
- Ask your team to share lessons learned from deals they didn’t win. Veterans and new hires alike can benefit from an open discussion about mistakes.
- Share customer feedback with the team. Show them how they help customers with a shoutout for a job well done.

## Scale Your Success

A small rise in won opportunities is a great sign that your team is doing something right. Find ways to scale and pinpoint how you do it.

Automate some tasks.

- Set up a clear sales process to guide your team through qualifying leads, sending quotes, and closing open deals.
- Point out best practices and tips, so the team can keep learning.
- Create email templates for the most common interactions with customers and prospects.
- Ask your team to sync their emails and calendars with Einstein Activity Capture to eliminate manual entry of contact information, upcoming meetings, and more.
- Create a flow for your team to request approval to offer discounts or request travel budget to visit a customer.

## Gain Insights from Your New Customers

Your new customers can give you a ton of useful information about what you do well. Listen and share their insights with your team.

Learn why your customers choose you.

- Help your team follow up on recent wins as they continue to focus on new sales. Your customers will appreciate that you still prioritize your relationship with them after they paid you.
- Ask your new customers which competitors they turned down for you and why. Knowing if they chose you for your product design, quality, customer service, awesome people, or another reason tells you where you excel and where you can improve.
- Get some shining testimonials for your marketing materials to help generate new leads.

#### See Also

- [Learn Best Practices for B2C Businesses](https://help.salesforce.com/s/articleView?id=xcloud.essentials_best_b2c.htm&release=264.0.0&type=5 "If you’re running a small business that works with customers directly, you’ve definitely got a lot going on. Whether it’s stocking shelves or responding to questions, managing your business is an all-consuming task. With Essentials, you can bring email, tasks, and all your other to-dos right into Salesforce. Here are our top recommendations for getting the most out of Essentials.")
- [About Flows](https://help.salesforce.com/articleView?id=flow.htm&language=en_US)
- [Standardize Email with Email Templates](https://help.salesforce.com/articleView?id=email_templates_standardize.htm&language=en_US)