Winter is COMING!!! The new Salesforce release is packed with amazing features. If you're a Salesforce enthusiast or already part of this vast ecosystem, grab a cup of coffee and read the blog to stay updated.
The upcoming Salesforce Winter '25 release brings significant enhancements to their products. We’ll spotlight some of the most exciting updates in Sales Cloud, particularly focusing on Agentforce, where our expertise in Generative AI allows us to provide solutions that save our clients time and drive revenue growth. Many of our clients use Sales Cloud and are excited about the new improvements, which promise to enhance efficiency, personalization, and automation in their business processes.
An Agentforce Agent is a proactive, autonomous application that provides specialized, always-on support to employees or customers. They're equipped with the necessary business knowledge to execute tasks according to their specific role. Basically, your own agent which allows you to customize and act according to the client’s needs.
Automate pipeline 24/7: Automate your pipeline with an agent that continuously and autonomously works with the leads 24/7 in any channel and any language.
Accurate and personalized responses: Build with your business context and be grounded in the enterprise data. This agent can take action on your behalf, including sending personalized outreach, answering product questions, or even booking meetings for the teams.
Build-in Guardrails: It's essential for this agent to have built-in guardrails that can be managed effectively. This ensures it can engage externally, determining when and how to reach out, and knowing when to involve a team member for a smooth handoff to the lead.
Scale coaching: The agent is designed for a range of role-playing scenarios, such as practising pitches, handling objections, and preparing for negotiations. What makes it stand out is that sellers receive consistent, objective feedback based on CRM data, with actionable insights to help them advance their deals.
With Agentforce Sales Coach Agent, users can practice their talking points while the Sales Coach simulates a buyer's persona, tone, and potential objections they may encounter. This allows for more realistic and effective preparation for sales conversations.
After completing the practice, users receive immediate feedback that is objective, impartial, and actionable.
Prospecting Center—Sales Cloud's first data application. This tool integrates both first- and third-party data, helping sales teams identify their next best prospects. With the Prospecting Center, sales and marketing teams can align their data within Data Cloud to create targeted segments and promotions. This enables sales reps to prioritize outreach and seamlessly add prospects to cadences, all from within the platform.
The Prospecting Center curates a daily list of top prospects. By clicking "view," you'll see a selection of prospective accounts ranked by engagement score, all aligned with intent data in the account grid. Hovering over an account's score reveals a detailed description of the factors driving its momentum—whether it's first-party data like email opens and meetings or insights from a robust network of third-party data, including high-value signals from sources like ZoomInfo or Demandbase.
Chrome Side Panel: Salesforce has updated its Gmail integration with a new Chrome side panel, making it easier to access. The onboarding process is quick and simple, and it now includes Agentforce, delivering AI capabilities directly within your workflow.
The updated side panel is now displayed in a separate frame. (1) It remains visible regardless of the active tab. The panel features a menu (2) and, if applicable, the Einstein Copilot (3).
Salesforce has updated the Sales Cloud mobile app, making it faster and more intuitive for sales professionals. Designed with sellers in mind, it streamlines tasks like accessing CRM data, preparing for meetings, sending emails, and making calls, all from a single platform. This upgrade boosts productivity, allowing users to stay efficient while on the move.
Read More About Agentforce: Agentforce: Customizable AI Agent Builder | Salesforce US
All Agentforce sales assistant actions have been streamlined and categorized into topics using the same technology foundation as Sales Cloud Agents. This enhancement will significantly improve the accuracy and responsiveness of sales assistant actions, marking a major upgrade in the support Agentforce provides to sellers in the upcoming release.
Agentforce actions allow to ask Agentforce, "What's the best way to connect with this contact?" By examining the relationship map and historical interaction data, sellers gain confidence in knowing what to say and where to say it, determining the best channel to reach the contact.
Then, the seller can ask Agentforce for help in drafting the meeting email, and with just a couple of clicks, get a draft email ready to go.
New actions are going to cover helping sellers:
Close deals
Manage deals
Communicate with customers
Explore Conversations
Forecast Sales Revenue
Read More About Seller App: Show Sales Reps Seller Home in More Places
The new Conversation Hub, available in the Winter '25 release, serves as a centralized hub for all conversational data, placing it in one place. This decreases the need for sellers to manage these interactions across multiple platforms. Salesforce is streamlining all conversations into a single, unified location.
Salesforce has introduced a new way of filtering and searching through conversations. While conversations generate a wealth of valuable data, filtering through it can be time-consuming. To simplify this process, Salesforce is developing innovative tools to improve the search and filtering experience, enabling sellers and sales leaders to quickly locate the information they need faster.
Conversation Hub provides sales managers and their teams with metrics on My Opportunities, My Team’s Opportunities, My Accounts, and Without Related Records. If Sales Signals are enabled, the top signals are displayed, and recent conversations can be accessed.
Sales Signals provide sales leaders with a clear perspective through uncertainty. It analyzes all conversations to proactively identify emerging trends, revealing not only who is being discussed but also which competitors and features are highlighted. More importantly, it captures the market's narrative regarding those competitors, offering valuable insights into the competitive landscape.
Conversations are organized by topic on separate cards, with relevant metrics displayed for each topic. By default, topics are arranged according to the highest opportunity value. Users also have the option to sort them by sentiment, total signals, and various other criteria.
The secret to effective forecasting lies in its ability to provide valuable insights while being adaptable to your specific business needs, both functionally and operationally.
Flexible judgement for all layers of leadership with manager judgement enhancements: the new Winter '25 Forecast Submissions provide a snapshot of a sales representative's forecast for the upcoming period. This feature enables you to track Forecast Submissions over time, helping to identify trends, adjust strategies, and strengthen forecast accuracy within your organization.
Get a complete forecast picture with opportunity splits by territory forecasts: With Winter '25 release, you can effortlessly utilize forecasting when splitting targets. This enhancement allows Sales Teams to work effectively by territories or through opportunity splits and opportunity product splits. Additionally, Admin Managers now have access to judgment values in reports and dashboards.
Partner Connect is now generally available, streamlining collaboration between vendors and partners by minimizing manual effort and enhancing transparency in shared deals. This allows both companies to leverage their combined business potential and engage their sales teams in their existing workflows.
The updated functionality of Partner Connect enables partners to manage leads from one CRM while handling opportunities in another, all integrated back into the primary CRM.
Partners can log in to their vendor's Experience Cloud partner site, review the leads or opportunities that the vendor has granted access to, and choose the records of interest (1). Afterwards, the partner can securely export the selected records to their own Salesforce org (2).
This change applies to Lightning Experience in Enterprise and Unlimited editions with Sales Cloud or Service Cloud.
Read More About Partner Connect: Streamline Collaboration on Shared Deals with Trusted Partners
This update brings a range of new features and enhancements designed to boost efficiency, provide deeper data insights, and improve the overall user experience. Whether you’re a developer, admin, or sales representative, you’ll find valuable additions in this release. Stay ahead by exploring these features and incorporating them into your Salesforce environment today.
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No matter where you are in your Salesforce journey, we can help you achieve your business goals.