Sales: Enterprise Territory Management, Forecasts, and More
Easily assign territories to opportunities, give sales teams a
clearer view of monthly and quarterly total sales numbers, and learn about our latest email
Salesforce Engage lets marketing share content with sales to boost your company’s selling power. Sales reps can use marketing-approved content to reach out to prospects at the right moment and track the effectiveness of the messages. Salesforce Engage is an add-on to Salesforce Pardot.
Enterprise Territory Management
Enterprise Territory Management gives you more options for assigning territories to opportunities and makes the process easier with a filter-based assignment job. And there’s more: your team members can now use Chatter to collaborate on territory model development, and you can add useful customizations that enhance territory records and provide richer data. Read on!
Predict and plan the sales cycle from pipeline to closed sales, and manage sales expectations throughout the organization with Collaborative Forecasts.
We’ve continued development on our new product area—Email Connect. It includes our latest email integration features to sync your users’ contacts and events between Exchange-based email systems and Salesforce, and lets sales folks create Salesforce contacts, or view them and other sales-related records directly in Microsoft® Outlook Web App (OWA) Outlook® 2013.
Salesforce for Outlook
Give your sales professionals a streamlined Salesforce for Outlook experience with features that give you more control with setup, so users can be more focused on selling. Manage how you’d like to install Salesforce for Outlook on your users’ workstations and decide how users sync their Microsoft® Outlook® items to Salesforce.
Connect for Outlook
We’re retiring Connect for Outlook in Winter ‘16. Don’t wait any longer to migrate to one of our latest email integration features!
Events and tasks are the building blocks of sales productivity. We’ve made enhancements that boost your sales teams’ edge over the competition, along with updates to improve performance and usability.
We’re excited to introduce Notes, an enhanced version of the Salesforce note-taking tool that lets your users take better notes faster.
Maintaining clean and accurate data is one of the most important things you can do to help your organization get the most out of Salesforce. With Data.com Duplicate Management, you can control whether and when you allow users to create duplicate records inside Salesforce; customize the logic that’s used to identify duplicates; and create reports on the duplicates you do allow users to save.
Salesforce Console for Sales
The Salesforce Console for Sales gives you easy access to sales intelligence. Use a dashboard to get contextual data with fewer clicks and less scrolling.