3 Sales Cloud features to utilize today

Sales Cloud is one of the most critical applications of Salesforce because it’s designed to help your internal team close more sales by centralizing information, logging daily interactions, and automating tasks. If you’re new to leveraging Sales Cloud, you’ll want to build a custom automation process specific to your business and goals. When you utilize customization features, you increase sales metrics like pipeline growth, revenue growth, and more. You may want to consider these three Sales Cloud features:

1. To-do List Utility Bar

Salesforce released a to-do list feature that helps improve the utility bar. This allows the users to sort and organize their tasks in one view instead of using multiple tabs. Users can also apply labels to their tasks which increases organization.

Virtual to-do lists are proven to help keep employees motivated, creative, and productive. They also help employees focus on the most critical tasks instead of spending time on busy work that doesn’t benefit their business. To use this feature, you must be a sales engagement user included in the performance and unlimited editions or for an additional fee with enterprise.

2. Custom Address Fields

Custom address fields improve address data accuracy and user experience when storing customer information. Sales Cloud users can manually populate a custom address field or use Google to look up a specific address. Admins can easily access data stored in a custom address field anytime. This feature is available in both Salesforce Classic and Lightning Experience.

3. Dynamic Forms

Dynamic forms create a clean page layout that allows users to display relevant information at the right time. Some compelling features include placing fields anywhere on the layout without referring to the traditional layout and improving page load time. You can also use visibility features to make fields and components appear and disappear based on pre-determined criteria. This is extremely helpful if you’re giving a company presentation and want to choose to share specific real-time data.

If you need help implementing and customizing Salesforce, contact our expert team at 17 Grapes. We’re heavily trained in Sales Cloud and can help you make informed decisions that lead to more business revenue and growth. There’s nothing worse than feeling like you’re not making the most of your data and the money you’re spending on sales software, and we’re here to help eliminate your pain points. Visit our website or call 801-245-0500 to learn more.