Jul 15, 2024
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This Week’s Top Stories: Salesforce Updates Sales Cloud Features

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Salesforce has recently announced a slew of new Sales Cloud features that aim to simplify administrative tasks for sales reps. According to a Salesforce report, Sales reps spend about 9 hours every week looking for information they need to close deals. Also, a recent study published by ClickFunnels found that reps spend less than 36% of their time selling and administrative tasks take up close to 15% of an average salesperson’s working hours. Salesforce wanted to address this gap with a bevy of small new productivity-focused Sales Cloud features that aim to make a big difference to your salesforce strategy. Get an inside look into the nuances of these brand-new features and what they have in store for you!

Mind-blowing Sales Statistics 

Ø  Sales reps spend less than 36% of their time selling

Ø  Sales reps spend about 9 hours a week looking for information they need to close deals

Ø  Administrative tasks take up close to 15% of an average salesperson’s working hours

Sales Cloud Features – Acquire More Leads through Augmented Social Intelligence

Social Intelligence Module is a newly introduced add-on within Salesforce’s Sales Cloud CRM platform allowing reps to create curated, business-focused social media feeds and generate leads via social profiles or add leads’ profiles to existing contact records. Once you enable the feature, you can click on the account or opportunity of your choice to start getting valuable data points of that company. For instance, if a salesperson sets ‘Nike’, s/he will get all the social news related to Nike. A sales rep can also take necessary actions such as creating a lead, contact or task, share social intelligence on Chatter, connect with social personas, etc. right there in one-click without doing it manually.

Bring Email, Calendar, and CRM together with Salesforce Inbox

Among the key updates is the new Inbox Now app. According to Salesforce, the app is powered by Einstein AI, a tool that lets sales reps integrate account, contact and meeting information directly into their calendar, so insights are surfaced in context. The new updates let you bring the full power of Salesforce Customer Success Platform right into your inbox.

Uncover New Audiences with Einstein Campaign Insights

Another key Salesforce Sales Cloud feature that’s been updated is Einstein Campaign Insights, one of the Sales Cloud Einstein features that can help you optimize campaign assets to identify a new set of audiences. It helps marketers understand the key factors that drive campaign performance without manually sifting through the data. For instance, Einstein Campaign Insights is one of the key Salesforce Sales Cloud Features used to identify the right profiles to target and filter the campaign assets that resonate the most. Say, the VP of Sales in the Retail industry shows high engagement with a particular campaign, reps know that the specific piece of marketing material will resonate with similar prospects and understand this may be a new audience to reach out to.

Optimize Quip for Sales with Live Documents and Spreadsheets

It’s been close to two years since Salesforce acquired Quip, a cloud-based word processor – to compete with products like Google Docs, Zoho Docs, and Microsoft 365. Since then, it has expanded upon the platform with several new features including custom-built applications for specific industries and projects. Recently, Salesforce announced that live documents and spreadsheets (e.g., account plans, executive briefings, and quarterly business reviews within records) can now be embedded within Quip for Sales, its cloud-based document solution.

“With these new Sales Cloud features, we’re managing the flow of information so that what you need is surfaced when you need it, all within Sales Cloud. It’s about making every rep more efficient, guiding their focus to the most impactful accounts and tasks, and elevating and upskilling every individual performance.”

– Robin Grochol – SVP Product Management, Sales Cloud – Salesforce

Salesforce said that the new features will be generally available as part of the Summer’19 release.

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