Salesforce’s Winter ’25 release for Sales Cloud introduces a robust suite of features designed to enhance sales processes, increase productivity, and streamline daily operations for sales teams. This report summarizes the key updates and their potential impact on sales performance.
1. Seller Home Accessibility
Overview: Seller Home is now the default template across all apps, providing sales users with comprehensive insights into their business activities. Key information includes:
- Opportunity, Account, Lead, and Contact Overviews
- Weekly/Monthly Goals
- Daily Events and To-Do Items
- Recent Records and Contact Suggestions (powered by Einstein)
This feature enhances user experience by consolidating critical data in one accessible location, facilitating quicker decision-making.
2. Account Plans for Strategic Planning
Overview: Account Plans allow sales teams to adopt a structured approach to account management and growth. Features include:
- Opportunity details
- SWOT analysis capabilities
- Customer needs documentation
- Measurable objectives
- Relationship mapping of stakeholders
This strategic tool is expected to significantly improve planning accuracy and execution.
3. Enhanced Reporting Structures
Overview: Users can now associate person accounts and contacts with each other, improving reporting clarity and teamwork. This enhancement allows for more effective use of the Reports To field, linking various accounts in a hierarchy.
4. Opportunity Splits by Territory
Overview: Sales teams can now assign opportunity splits across multiple territories, allowing for a more detailed understanding of sales contributions. This feature improves reporting accuracy and sales forecasting capabilities by attributing credit to all territories involved in a sale.
5. Forecast Submissions
Overview: This feature enables sales reps and managers to capture real-time revenue forecasts. By submitting forecasts regularly, teams can better track performance against quotas, leading to improved accountability and transparency.
6. Manager Judgment Enhancements
Overview: Sales leaders can now access Manager Judgment values across their entire hierarchy, not just direct reports. This data can be incorporated into reports and dashboards, providing a clearer view of forecast accuracy and potential risks.
7. Mobile App for Sales
Overview: The Seller-Focused Mobile Experience app allows sales teams to manage accounts, contacts, and opportunities on-the-go. This feature is expected to reduce barriers to updating sales activities in real-time, enhancing responsiveness.
8. Partner Connect for Collaboration
Overview: Partner Connect simplifies collaboration between vendors and partners by enabling seamless data sharing. This feature allows both parties to track shared leads and opportunities while maintaining control over sensitive data.
9. Prospecting Center
Overview: A new Data Cloud app, Prospecting Center, utilizes AI to identify potential customers by analyzing buyer signals. It provides Fit, Engagement, and Intent scores to help sales reps target leads effectively.
The Winter ’25 release of Salesforce Sales Cloud delivers significant enhancements aimed at empowering sales teams. From improved data accessibility to strategic planning tools and mobile capabilities, these updates promise to increase efficiency and sales performance. Teams are encouraged to leverage these features to optimize their sales strategies and drive better results.
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