Sales Productivity

Explore features that are designed to increase seller and sales team productivity.

Note For usage restrictions that apply to this product, see this document.

Note Sales Cloud is now Agentforce Sales. You may see references to Sales Cloud in our application and documentation.

• Einstein Conversation Insights
  Give sales teams insights about their customer calls and surface coachable moments. Managers and reps can play recordings of conversations to gain visibility into mentions of competitors, products, custom keywords, pricing discussions, and next steps. Sales leaders can extract conversation trends and visualize insights related to voice and video calls.
• Sales Cloud Everywhere
  The Salesforce Chrome extension lets you work with your To Do List, see engagement alerts, create and update records, and more, without leaving the web page you're on.
• Salesforce Sales Engagement Documentation
  Accelerate your inside sales process with a high-productivity workspace. With cadences, managers can create custom sales processes that guide sales reps through handling different types of prospects. Those cadences appear for sales reps in the Work Queue, a task list that appears inside the Sales Console. And with other productivity-boosting features like Sales Dialer, Lead Scoring, and included reports, your sales teams have everything they need to handle prospects in a fraction of the time it took before.
• Relationship Selling
  Close deals faster by focusing on the relationships between contacts on your opportunities and accounts. Visualize your contacts in a relationship map and let Einstein generative AI add buyer profile data to your contacts automatically.
• Salesforce Meetings
  Salesforce Meetings is a set of tools to enhance sales reps’ interactions with prospects and customers. Reps can ensure everyone is aligned before a meeting starts by seeing valuable meeting information with Meeting Digest.
• Agentforce Sales ChatGPT App (Beta)
  The Agentforce Sales ChatGPT App gives your sales team a single view to update Salesforce records, research leads and accounts, and plan sales strategies.
• Agentforce Sales Agent for Gemini (Beta)
  Give your sales team a single view to update records, research leads and accounts, and plan sales strategies with data in Gemini.
• Integration with Microsoft Teams
  Integrate Salesforce with Microsoft Teams to bring Salesforce data directly to Teams users on their desktop and mobile devices. Teams participants can mention Salesforce records directly in chats or channels in Teams to provide information about a contact, lead, opportunity, account, or case. Teams channel members with Salesforce access can view more record details without leaving Teams.
• Email and Calendar Integrations
  You spend tons of time working prospects from your email and scheduling appointments from your calendar. After Salesforce admins set up these integration products, you can get your Salesforce work done directly from your Microsoft or Google applications such as Outlook, Gmail, and Google Calendar.
• Use Email to Salesforce to Relate Emails to Records
  It’s easy to track your sales-related communications. Use Email to Salesforce to capture email sent with external email applications such as IBM® Lotus Notes® and Microsoft® Outlook® and with webmail such as Gmail® and Yahoo! Mail®. Then relate those emails to leads, contacts, and opportunities, or to other specific records in Salesforce.
• Work With Salesforce Email
  Supercharge your productivity with a number of options for sending email right from Salesforce.
• Email Templates
  Use email templates to increase productivity and ensure consistent messaging. Email templates with merge fields let you quickly send emails that include field data from Salesforce records like contacts, leads, or opportunities. You can use email templates when emailing groups of people—with list email or mass email—or just one person.
• Sales Dialer
  Use Sales Dialer to access telephony features without ever leaving Salesforce. Make and receive calls, add call notes, and log call information with ease. It just takes a single click from phone number fields in Lightning Experience, such as numbers on contacts, leads, and list views.
• Salesforce Voice for Sales
  Integrate phone selling with Salesforce Voice for Sales. Voice for Sales lets sales reps and other users can make and receive calls with their computer. Voice for Sales is completely integrated into Salesforce, providing a consistent experience for sales reps, managers, and customers.
• SMS Messaging for Sales
  Salesforce SMS Messaging for Sales lets your reps communicate seamlessly with customers, track full message history, report on messaging activity, and gain insight into how SMS is working for your business.
• Activities: Tasks, Events, and Calendars
  Activities include tasks, events, and calendars. With Salesforce, track tasks and meetings together in lists and reports to easily prioritize your time and keep up with your accounts, campaigns, contacts, leads, and opportunities.
• Notes
  Stay organized and on top of all your deals by adding notes to accounts, contacts, leads, opportunities, and more. With Notes, Salesforce’s enhanced note-taking tool, you can use rich text, lists, and images in your notes; relate notes to multiple records; and create notes in Lightning Experience.
• Learn More About Social Intelligence Module
  The Social Intelligence Module (SIM) is a Salesforce package that runs inside Sales. SIM provides enhanced account-based listening and social selling strategies. With SIM, you can see information that is actionable and based on definable topics.
• Salesforce to Salesforce
  Salesforce to Salesforce makes it easy for businesses using Salesforce to share records and get updated data on shared records. For example, you can share lead and opportunity data with partners. Salesforce to Salesforce lets your business partners easily integrate your data with their Salesforce records. You can see all of your sharing activity, manage your entire pipeline, share data across multi-tiered partnerships, and integrate your business processes with updates received from your partners using workflow and assignment rules.
• Video Conferencing
  Let your sales reps use video conferencing to connect with customers remotely.