Get enhanced lead conversion, Einstein opportunity scoring, and activity capture with the Salesforce tools you already love.
Make it easier than ever for your outbound-calling reps to connect with customers and prospects. With Lightning Dialer Local Presence, the phone number that shows up on a recipient’s caller ID will be coming from a local number, which means they’re 400% more likely to pick up the phone. And that means more connects and higher conversation rates.
With a streamlined one-click conversion flow and prepopulated account and opportunity records, the Enhanced Lead Convert is better than ever. Plus, now you can select record types, attach leads to existing opportunities, and even see contact matches with matching account details, right in one screen.
With Winter ’18, users in the Lightning Experience can see the Assigned Territories related list on accounts, and easily map opportunities to territories with the Territory field. Plus, it’s easier than ever for admins to set up Enterprise Territory Management in Lightning Experience, with its availability in the Lightning Setup tree.
Winter ’18 brings a new level of intelligence, productivity, and focus to the sales process. With Einstein Opportunity Scoring, sales reps can quickly and easily see which opportunities are the real “big deals,” and which opportunities may not be as valuable to the business. Prioritizing time and focus during the sales cycle has never been easier or more efficient.
With the Winter ’18 Release, now customers who use Exchange 2013 and 2016 can connect their email accounts to Einstein Activity Capture to automatically log every customer communication to Salesforce. Give reps more time in their day by eliminating manual logging. And fuel the Einstein AI algorithms with a rich stream of sales activity data.
Engage for Outlook provides sales reps with the flexibility to work the way they want: directly from their inbox. Engage for Outlook provides a side panel extension that surfaces all relevant prospect engagement history, score, and grade so reps can send their prospects more personalized and relevant 1-to-1 emails.
Leverage out-of-the-box attribution models to track the impact of your marketing campaigns. Easily understand which campaigns are building more pipeline or closing more deals.
Introducing a faster and simpler way to get started with Sales Analytics. With just one click, start up your Sales Analytics app and start discovering insights with prebuilt dashboards that come ready to use out of the box. And if you need the freedom to customize your app, Smart Charts helps you build more intelligently. Based on the data selected, Einstein Analytics recommends the best chart types to use, allowing you to be more productive.
Give partners an easy way to request marketing funds, so they can ask for resources that help grow your business. This out-of-the-box feature comes with a setup wizard that will help channel managers create a Market Development Funds (MDF) program, along with the reports and dashboards needed to track ROI.