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In the spring release of Salesforce, simplicity is the main theme. Users have requested a more user-friendly interface that doesn’t compromise performance and Salesforce delivers. In Part 1, new features were discussed, including Lightning Web Runtime, Salesforce payments and enhancements to Salesforce CMS. This installment focuses on recent enhancements to Sales and the Customer Data Platform. The latest sales updates will make the sales process more efficient and easier to manage, helping teams close deals faster. Sales Analytics now provides filtering and faster access to data points, allowing sales managers and reps to determine the most efficient sales strategies, the best performing products, and areas that need improvement. The Account Discovery Dashboard now uses artificial intelligence with Einstein’s Discovery. This feature can help businesses improve sales prospects and identify new growth opportunities. It can also analyze data to help sales reps identify accounts with the highest prospective revenue returns, while keeping teams updated on the health of their accounts. In addition, a quick promotion setup option now simplifies loyalty management and promotions programs, saving time for everyone. Using Salesforce’s CDP, customer engagement across all channels can be tracked and analyzed to create more targeted campaigns, resulting in more efficient campaigns and more conversions/sales. The Account Engagement Optimizer helps identify improvements and risks to marketing automation systems, prioritize recommended changes based on what is most important to the team, and focus the team on changes that will make the biggest difference. Opinions expressed in the article are those of the guest author and not necessarily MarTech.
