4 Salesforce Productivity Features that Your Sales Reps will Love

Businesses today are under constant pressure to provide superior services to their customers. This requires sales reps to be more productive and efficient. However, Sales reps spend 66% of their time in administrative tasks rather than investing their time in important Sales activities that can augment the experience of their customers.  

Today, technology (robust CRM system such as Salesforce) has enabled organizations to remain competitive by tackling issues faced by sales reps in providing a better experience to their customers while making them more productive. As leaders in the cloud-CRM space, Salesforce has rolled out new productivity features that can help sales reps with necessary Salesforce support required to make them more productive. Let’s take a quick look at some of them: 

Einstein Campaign Insights: This new feature by Salesforce allows businesses to figure out similarities among prospects who are involved in a particular campaign. This helps sales reps to target and focus on best prospects, as well as the assets that resonate the most. For instance, if IT directors in the manufacturing industry show a high-level of engagement with a particular asset then sales reps become aware that this asset will resonate with the same type of prospects thus providing access to a new audience base. With this, marketing teams will have instant visibility into the insights, align their content requirements, and unveil new audiences.  

Inbox Now with Einstein Insights: The ‘Inbox Now’ feature released by Salesforce tends to provide a smart mobile experience that reveals actions and insights that can be leveraged by the sales reps to plan, manage and optimize their day to day activities – all within the application. Sales reps can now see important customer information such as their contact details, account details, and opportunities for their upcoming meeting within the corresponding calendar event. This will help them speed-up for their next meeting without the need to manually sort through old emails.  

Social Intelligence Module: This AI-centric module caters to social media feeds that focus on business- related topics within the Sales cloud. This feature allows businesses to develop more trust with prospects and customers by using account-based listening. Apart from this, sales reps can quickly create a lead either by adding a social profile to an already existing profile or sharing a social post that could be shared on ‘Chatter’ for informing the team.  

Quip for Sales: The sales cycle today has numerous stakeholders. By using the new ‘Quip for Sales’ feature, sales reps can guide the team of stakeholders through a deal cycle. With this feature, documents and spreadsheets can be kept within records thereby enabling teams to simply find what they require while ensuring they’re working from the latest version. Teams working on any account can now pull up important files like executive briefings, account plans, and quarterly business reviews within their workflow, without the need to open a new tab or window.  

Conclusion: 

Enabling sales representatives with the right information at the right time so they can be great consultants to your customers is indeed a great sales strategy. To achieve this, it is important to centralize your sales, marketing, and customer success processes on a robust CRM like Salesforce so that relevant customer data and insights are delivered to the sales reps as and when they need them. With the new rolled out productivity features by Salesforce, the flow of information can be managed, so that what sales reps need gets surfaced when they need it, all within Sales Cloud. In a nutshell, it’s all about making sales rep more efficient by guiding their focus to the most influential accounts and tasks, while scaling up performance of every individual. To make the most of these productivity features, you must partner with a reliable Salesforce consulting company.