Marketing Cloud, Trailhead...
Connect teams and boost productivity with Salesforce Anywhere for Customer 360.
Living Account Plans
Increase pipeline and drive revenue growth with living account plans.
Turn static account plans into dynamic, data-driven strategies. Drive action and get the whole team on the same page 365 days a year.
Make account plans more actionable with real-time collaboration.
Collaborate with your extended team directly within Salesforce. Maximise input without siloed communication.
Help reps work smarter, not harder.
Standardize winning processes with best-practice templates. Deploy configurable templates that auto-fill with relevant Salesforce data.
Centralise account data, tasks, and strategies in one place.
Get a holistic view of the account in one living document attached to the right Salesforce record. Unlock more customer value and drive revenue by adding checklists, live Salesforce data, and team discussions.
Update account information from anywhere.
Make it easy for reps to update account notes in Salesforce from their phone, or even when offline.
Rich Opportunity Notes
Capture customer notes on any device and automatically connect them to the right opportunity.
Increase alignment on your opportunities and get deals over the line faster with rich notes seamlessly connected to Salesforce.
Avoid note sprawl and information silos.
Quickly collaborate on opportunity notes with stakeholders in a single, centralised workspace. No more time wasted searching for hand-written notes or internal emails.
Transition accounts to new reps seamlessly.
Provide all the details new reps need to get up to speed fast with integrated opportunity notes. No more onboarding brain dumps or information graveyards when reps exit.
Work offline with ease.
Create and edit your opportunity notes even when you're on your phone or offline. All notes automatically merge and update when you’re back online.
Scale sales knowledge in an instant.
Capture key insights from customer meetings right in the context of the opportunity. Share notes with the extended team to bring everyone ahead.
Collaborative Close Plans
Manage deals more efficiently by combining live data with team collaboration in a single view.
Stay connected to your customers and sales teams with collaborative closing plans that keep everyone on the same page.
Close deals and win as a team.
Use built-in chat, real-time co-editing, and pinnable comments to build close plans with full team input.. Keep feedback and approvals visible in Salesforce, not buried in email.
Provide flexibility for the unique parts of every deal.
Reps can quickly and easily modify the structure and content of their close plans to meet the specific requirements of each deal.
Spend less time entering data and more time selling.
Automatically pre-fill account and opportunity data directly into the closing plan. Enable your reps to focus on high value selling activities, not data reporting.
Keep the customer involved and informed.
When the entire sales team is on the same page, reps can easily invite customer conversation into every step of the sale.
Live Deal Feeds
Bring visibility to your business and motivate your team to win big.
Get real-time notifications on deals that close, which ones push and why.
Customise your deal feeds with alerts.
Highlight wins, alert managers, and trigger deal issues automatically.
Stay on top of closing metrics.
Access live Salesforce data from any device. Display your data in tables and graphs to quickly glean insights.
Have fun and share successes.
Congratulate wins with social features including emojis, likes, @mentions, and GIFs.
All the live data you want, in one doc.
Avoid information overload and sprawl with a multi-tab deal feed that contains all your deal closure data. Share it with the entire team to drive visibility and discussion.
Collaborative Pricing Proposals
Capture your pricing discussions with every customer in the context of the opportunity and close deals faster.
Maximise revenue and keep all the documentation in your system of record.
Engage your customer on the deal.
Collaborate with customers on pricing proposals to speed up revision cycles and invite them into the process.
Centralise all pricing information and conversations.
Edit, review, and stay updated on the proposed terms inside the opportunity in Salesforce.
Never lose historical pricing data again.
Maintain historical pricing data with change tracking. Feel confident knowing there's only one version of the pricing proposal and it's automatically attached to the right Salesforce record.
Maximise cross-functional input.
Bring in the legal team, deal desk, or finance team to review or collaborate on the proposal. No meetings or emails required.
Accelerate resolutions by swarming cases as a team.
Provide a collaborative workspace for cross-functional experts to resolve cases. Make disconnected email and chat threads a thing of the past.
Ready to learn more about Salesforce Anywhere?
Check out “The Beginner’s Guide to Selling from Anywhere” to see how Salesforce Anywhere can transform your business in three simple steps.