It is true that any company would have different departments and operations, but when it comes to evaluating the profits of the company and the money it made, all heads would turn towards the sales team. Sales is the heart of any company and until the sales team is working efficiently, the company will keep bringing in money. But that’s something that is not possible with a CRM solution like Salesforce. That’s where the sales team would need a Salesforce Sales Cloud consultant to assist them.
Sales Cloud has numerous features and Salesforce also keeps adding more features and updates to enhance the user experience and boost results for the sales team. In the recent releases, Salesforce has upgraded Sales Cloud with top features to bring in more results and sales.
In this blog, we’ll be covering some of the latest and most amazing Sales Cloud features that can prove to be game-changing for the sales team and businesses.
7 Latest Features You Can Access with a Salesforce Sales Cloud Consultant
Being the best CRM solution, Salesforce has gained a lot of popularity among businesses as it is proving exceptional to boost the sales team’s productivity and achieve the best results. However, to work with Sales Cloud to the full potential, it is necessary to work with the latest features and capabilities that will keep a sales team ahead in the game.
So, let’s have a look at these new Sales Cloud features that no sales team can afford to miss out on.
1. Seller Home
It’s time your sales team should be equipped with a comprehensive business overview. Seller Home now provides a snapshot of opportunities, accounts, leads, contacts, and your daily agenda. With Einstein, users can set goals, monitor progress, and access their task sheet, recent records, and contact recommendations.
2. Use Contextual Insights
Sales reps can now enhance their sales research with contextual insights. The Salesforce database oversees the research, checking for relevant website information. Reps can easily access results and suggestions. Additionally, you can create a new company profile to target potential customers with the help of a Salesforce partner who has been working in the Salesforce ecosystem for years.
3. Accurately log events and emails
Event and email logging for the Outlook and Gmail integration is now streamlined for users without EAC (Email Account Compromise). This feature allows you to accept suggestions more quickly than manually creating associations. When a rep sends or receives an email or logs an event, it suggests relevant people and records to associate with. Additionally, it displays attachment information for emails and logs those attachments by default.
4. Side-by-Side Detail Adjustment to View Forecasts
Show adjustment values in individual columns on the forecast page for a clearer and more comprehensive view. This new approach displays original values alongside pre- and post-adjustment figures from teams and managers in separate columns. Previously, users had to hover over a forecast total to see adjustment details, making side-by-side comparisons difficult. All you need is to hire a remote Salesforce developer, who can help you with the needed support and leverage this feature, enabling you to easily view forecasts.
5. Account Intelligence View
The Account Intelligence view was introduced in the Spring ‘24 release, providing a detailed view of account activity, cases, and logged activities all in one place. This upgrade replaces the old account home page, which only offers a simple list and requires users to visit each record for detailed information.
6. Embedded Side Panel
Now, you can keep up your productivity by having all the data at your fingertips, which is made possible by an embedded side panel. Sales Cloud can be seamlessly integrated with your Chrome browser, ensuring constant accessibility. You can easily adjust the side panel width for your convenience. Previously, this extension could only be accessed through a separate window.
7. Improve Sync and User Connection
The health status of a Salesforce user can now be determined by ‘Metrics’ and ‘Einstein Activity Capture Status’, facilitating data reconnection and resynchronization. This feature, when implemented by a Salesforce Sales Cloud consultant, offers a comprehensive overview of user configuration settings, simplifying troubleshooting. There were many new additions, such as event synchronization reports, initial sync data, visually display users’ connection and sync times, which can enhance overall performance.
It’s Time to Get a Trusted Salesforce Sales Cloud Consultant
New Salesforce releases enhance the Sales Cloud with an upgraded interface, enabling an improved user experience and navigation. With the integration of predictive forecasting driven by Einstein AI, sales projections become more accurate. These new tools for account-based selling, lead scoring, and opportunity management streamline sales operations, helping prioritize high-value engagements.
However, working with the latest features can be complex, and not everyone has an understanding of how to work with these features. That’s where you would need the help of a certified professional who can guide you through everything that’s new in Sales Cloud and how all those new features will work for your business. Contact us and get the best Salesforce partner to help you boost your sales exponentially while working on Sales Cloud.
Siddharth Sehgal
CEO
Siddharth Sehgal is CEO & Salesforce Communication Guru. He helps businesses grow exponentially by putting their Salesforce CRM on steroids with his unique techniques. He is on a mission to help businesses build deeper relationships with their customers.