Work Smarter, Not Harder: What You Missed In The Sales Cloud Summer ’24 Release Notes

Work Smarter, Not Harder: What You Missed In The Sales Cloud Summer ’24 Release Notes


Sales Cloud: Boost Your Sales Efficiency

Imagine you’re a sales rep, scouring the web for new customers. You land on a promising company website. Wouldn’t it be helpful to instantly see if that company is already in your CRM system, or to quickly add them as a lead?

Sales Cloud Everywhere, a Chrome extension for Salesforce, can do exactly that. It’s a handy tool that helps sales reps work smarter, not harder, by bringing the power of Salesforce directly into their web browsing experience.

Effortless Research

With Sales Cloud, you can ditch the constant flipping between tabs. The extension scans the web page you’re on and identifies any companies or people mentioned. With a single click, you can see if they’re already in your Salesforce database. This saves you valuable time and ensures you’re not duplicating efforts.

Personalized Workspace

Not all information is equally important. Sales Cloud allows you to customize your workspace by filtering the data you see. Focus on the specific details most relevant to your work, and ditch the clutter. This keeps you focused and helps you prioritize tasks effectively.

Streamlined Data Management

Let’s say you find a potential new lead. Sales Cloud lets you create new records – leads, contacts, opportunities – directly from the web page you’re on. No need to navigate back and forth between your CRM and the website. This streamlines the data entry process and keeps your workflow uninterrupted.

Increased Productivity

By providing you with the information you need, exactly when you need it, Sales Cloud helps you work more efficiently. You can spend less time searching and more time connecting with potential customers.

Always in the Know

Sales Cloud keeps you informed. You can receive alerts about important updates, such as when a lead you’ve been nurturing opens an email or clicks on a link. This allows you to stay on top of your sales pipeline and take timely action.