Salesforce Spring '22 Sales Cloud Features
We already saw Top Salesforce Spring '22 Features in our previous blogs which was divided in part 1 and part 2. In this blog, we will specifically go through the top Sales Cloud Spring '22 Features and how they can add value in overall business operations of a company and an organization and assists in Maximizing the growth and revenue.
Let's have a look at the Top Salesforce Sales Cloud Spring '22 Features.
With Revenue Insights, you can generate more revenue and build stronger pipelines.
Use Revenue Insights to assist sales teams in gaining performance insights in order to strengthen pipelines, improve forecast accuracy, and increase revenue. Three embedded dashboards: Overview, Team Performance, and Sales Performance allow you to see the big picture as well as the finer points.
Where: For a fee, this change applies to Sales Cloud in the Enterprise and Unlimited editions of Lightning Experience.
Who: The Revenue Intelligence User permission set is required to use the Revenue Insights dashboards. The Revenue Intelligence Admin permission set is required to manage the Revenue Insights dashboards.
Why: The Overall dashboard allows you to monitor your overall revenue performance and determine if you're on track to fulfill your goals. The Sales Performance dashboard lets you see if sales are trending up or down, while the Team Performance dashboard helps you determine where team members may focus their efforts to win more sales.
How: To enable Revenue Insights, go to Setup and type Revenue Insights in the Quick Find box, then pick Revenue Insights Setup.
Complete all of the necessary setup processes. Tableau CRM should be enabled, and it should be turned on.
With the Team Performance Dashboard, you can boost team productivity.
Identify opportunities for managers to receive coaching and for representatives to improve their performance quickly. See information like the sales leader, average win rate, open pipeline, and completed activities. It's simple to evaluate the most important accounts, opportunities, and goods so you can focus your efforts where they'll be most effective.
Where: For a fee, this change applies to Sales Cloud in the Enterprise and Unlimited editions of Lightning Experience.
Who: The Revenue Intelligence User permission set is required to use the Revenue Insights dashboards. The Revenue Intelligence Admin permission set is required to manage the Revenue Insights dashboards.
How: Select the Team Performance tab under Revenue Insights.
With the Overview Dashboard, you can quickly understand your revenue performance.
The new Overview dashboard provides a detailed perspective of your revenue performance. Your most crucial data is instantly accessible. Are you on track to reach your goals and quotas? The dashboard can help you focus on certain areas, such as whether opportunities are progressing to the next stage. With statistics like typical win rates, days to close, and average sales size, you can quickly evaluate whether sales are heading up or down.
Where: For a fee, this change applies to Sales Cloud in the Enterprise and Unlimited editions of Lightning Experience.
Who: The Revenue Intelligence User permission set is required to use the Revenue Insights dashboards. The Revenue Intelligence Admin permission set is required to manage the Revenue Insights dashboards.
How: Select the Overview tab from Revenue Insights.
Insert revenue performance image
Choose a time frame (1) and a team member (2). You can see if you've met your quota and if you're on pace for the time period you've set. To get detailed team statistics, click View Team Stats (3). Quota Attainment and On-Track/Off-Track data are updated in real-time, allowing you to make accurate decisions right now. Hover your mouse over the graph to discover more information about each sale (4). Opportunities Needing My Attention (5), such as Opportunity Changes (6) and Top Opportunities, are examples of places to concentrate on (7). To learn more about your pipeline, click Open Pipeline Inspection (8).
Pipeline Inspection Activity and Engagement Details
Sales workers and supervisors can now delve into the details of a deal's progress. Sales teams can use actionable insights to see what's been done and what's coming up next. Sales managers can also use aggregate activity counts to better understand transaction activity.
Where: This modification affects the Lightning Experience in the Performance and Unlimited editions of Sales Cloud. It is also available in the Enterprise edition for a fee.
Who: Pipeline Inspection can only be used by users that have Pipeline Inspection or Revenue Intelligence rights. Users must have Revenue Intelligence permissions to use Pipeline Inspection on the Enterprise edition.
Why: Sales reps and management may follow the status of a deal and keep it going forward with details about the previous and planned activity.
When Activity Metrics is enabled in Einstein Activity Capture, the Activity tab (1) displays the overall number of activities or activities broken down by kind to sales teams (2). Check out the upcoming activity (3) and the following stage (4). In addition, review previous activity as well as pertinent insights (5). Finally, take action right away, such as sending an email (6).
How: Click the value in the Recent Activity column to see the opportunity's activity information.
Quickly gain insights from core forecasting KPIs
You may now include columns in your forecasting grid that automatically calculate metrics like Gap to Quota and Pipeline Coverage. We made the task easier by including two computed columns that are ready to use. Manually calculating forecasting metrics can be time-consuming and prone to human error.
Where: With Forecasting enabled, this update affects Sales Cloud in Lightning Experience in Performance, Unlimited, Enterprise, and Developer versions.
How: An admin can configure Forecasting to give Gap To Quota and Pipeline Coverage calculations during the setup process.
The Gap To Quota and Pipeline Coverage columns appear on the Forecasts page when they are enabled.
The Gap To Quota column shows your sales team how close they are to meeting their quota without them having to calculate it manually. The Gap To Quota statistic is calculated automatically in the column by subtracting the closed sales amount from your sales quota.
The Pipeline Coverage column shows how many opportunities are in the sales pipeline compared to your sales team's Gap to Quota. The ratio tells the sales team how much pipeline they have left vs how much quota they need to meet.
Sales managers can know where to focus their sales personnel by having quick and simple access to the Pipeline Coverage.
Track Engagements for Emails with Multiple Recipients
Interaction data now includes responses, soft and hard bounces, and out-of-office replies for each email recipient to obtain greater insight about target engagement with the emails that your salespeople send. Previously, engagement information was included in an email sent to many recipients per email sent, not per recipient on the email. Email openings and link clicks are still tracked per email, rather than by recipient.
Where: This modification affects Enterprise, Professional, and Performance versions of Lightning Experience.
How: In the To and CC areas of an email, engagement data is gathered for recipients. On lead, contact, account, person account, and opportunity records, this data is available in reports and in the Sales Engagements component.
These features of Spring '22 Release notes are sure to make the business operations easy, efficient, and productive which in turn aids in more sales and generates maximum revenue.
If you are looking to maximize your sales, get in touch with us today! We will help you navigate the implementation and execution of these features seamlessly. Visit our website for more information and get in touch with us if you have any queries.