High Velocity Sales in Salesforce, what’s it all about?

Over the past year or so, the Sales Cloud has continued to extend its capabilities and product offerings around it.  If you’ve paid attention to recent Salesforce release updates – you’ve probably heard of the new product called “High Velocity Sales”.  But what exactly does that mean and/or include?  Let’s take a look.

Salesforce High Velocity Sales is a streamlined solution tailored to inside sales teams (including sales development and business development reps) and designed to speed up the sales process.

Bringing together many of Salesforce’s core technologies with new features, High Velocity Sales gives inside sales teams:

 

·       Insights on how to prospect smarter and faster

·       Integrated tools to eliminate busywork and multiple logins

·       New levels of best-practice automation for scalable, repeatable success

HVS1.png

Here are some of the key features that are included in High Velocity Sales:

 

·      Lightning Sales Console

o   Lightning Sales Console is a unified all in one screen, that provides a sales rep all the tools they need in one layout. *Screenshot above provides a visual of how the Sales Console can look for users.

 

·      Sales Cadences

o   This feature enables sales managers to build their own best practices in Salesforce, and communicate them to the entire team.

 

·      Work Queues

o   Work Queue is a prioritized task list inside the Lightning Sales Console.  This allows a rep to know exactly what next step to trigger with each individual customer.

HVS2.png

·      Einstein Lead Score

o   AI tool that analyzes the data, predicts which leads are most likely to convert, and displays intuitive factors behind the scores.

HVS3.png

 

·      Email Integration

o   See our notes in a previous post about Einstein Activity Capture

 

·      Lightning Dialer (optional, additional SKU)

o   Lightning Dialer is an outbound calling system that allows you to add inbound calling functionality. That means you can call customers and prospects directly from Salesforce, as well as receive calls from new leads.