Salesforce has unveiled a raft of productivity features for its Sales Cloud software, helping users save time completing arduous tasks such as admin.
One of the headline features of the Sales Cloud update is the ability for users to view all customer information from their mobile or desktop email inbox. Rather than just being able to see the sender’s name, they are now able to view extra data pulled in from Salesforce, such as account details, contacts and opportunities to discuss at their next meeting.
Additionally, actions are surfaced following meetings, so they can be monitored and ticked off when completed. Notifications are also sent at key milestones, such as when pricing is discussed or a deal is closed.
From a campaign perspective, the Einstein Campaign Insights feature can group together prospects likely to engage with a particular campaign so they can be retargeted with similar campaigns that are likely to result in success. Both sales and marketing teams will have access to these key insights, offering the opportunity to unify efforts across the two departments for conversion.
Sales Cloud’s Social Intelligence Module surfaces an AI-powered social media feed to present conversations to sales teams. These are pooled together from various data points and presented in an easy to digest way, so salespeople can make sure their efforts are in line with their prospects’ expectations. These insights can also be shared with other team members using Chatter.
For High Velocity Sales tool, Salesforce has added sales cadences and work queues to help identify and perfect pitches to new prospects. Complex sales funnels can be addressed with linked sales cadences and work queues can be customised to display the most important prospects’ details in one place.
“With these new productivity features, we’re managing the flow of information so that what you need is surfaced when you need it, all within Sales Cloud,” said Robin Grochol, SVP of product management for Sales Cloud at Salesforce.
“It’s about making every rep more efficient, guiding their focus to the most impactful accounts and tasks, and elevating and upskilling every individual’s performance.”