Summer ’15 Sales Cloud – 5 New Features

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Sales Cloud Engage

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When you combine Pardot Marketing Automation and Sales Cloud Engage, you empower sales reps to connect more effectively. Real-time, mobile, and Salesforce CRM-integrated marketing tools mean you can put the power of marketing-curated content and insights in the hands of sales reps.” – Pardot Website

Sales Cloud Engage is a tool which is going to bring Pardot Marketing Information and the Sales Cloud together. From the short demo on the video above, we can clearly see that Salesforce1  will show us exactly what customers are interacting with in terms of our marketing campaigns. This is a really great step for Salesforce as the more they can tie the Marketing and Sales Cloud together, the better benefits they can bring to both Marketers and Sales people.

“Accelerate your Sales Cycles by turning your Sales Reps into their own marketers” – Salesforce

Sales Cloud Engage is look to launch this month and be priced at $50 per seat – Source Prospecting Insights

Screen Shot 2015-04-21 at 19.01.13 Prospecting Insights is a new feature that Salesforce are adding to their set of products. Prospecting Insights allows you to look at various trends from your prospects industry. From the demo we can see such financial information as Fiscal Year, Stock information and Revenue. This expands to give the same information about competitors as well. One interesting section we can also see is advise for contacting this company, including Call Preparation Questions, Competitive Landscape and Industry Trends, all from Industry Experts.

“Sales Reps can start smarter, more relevant conversations”


Partner and Customer Report Management

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“For customers that have built a channel sales Community, their Partners now have the ability to create and manage their own Reports in their own folders”

This is a really nice addition to Communities. Any features that Salesforce can extend from the core CRM we all know and love to their Partner Communities is a bonus for everyone. Not only will this give the ability for Partners to create their own reports, but it will mean that they can become more self sufficient instead of relying on an internal sales person to do this work for them.


Cumulative Forecast Rollups

Screen Shot 2015-04-22 at 16.06.17 Cumulative Forecasts Rollups is going to allow Sales managers to roll up Sales figures from more than one category, giving them the ability to forecast more accurately. From Salesforce’ demo above we got a quick glimpse of the setup screen which says this..

“The default forecast display includes separate rollup columns for opportunities in each individuals forecast category__Closed, Commit, Best Case and Pipeline. You can choose instead to display cumulative rollup columns which include opportunities in more than one category”


Salesforce App for Outlook and Exchange Sync

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Recently blogged about in March’s Salesforce Roundup, Salesforce and Microsoft have been working to bring us a new App for Outlook. This is a great step for users of Outlook and a much needed update. Features of this App for Outlook include, being able to instantly view related records to the contact and being able to add new records inside of Outlook all kept in line with an Exchange sync.

Find more information out from Microsoft




Salesforce have released additional videos showing off new features for each of their products. You can sign up to their SalesforceReleases YouTube channel to get updates as they come.


Marketing Cloud Summer ’15 New Features

Analytics Cloud Summer ’15 New Features

Community Cloud Summer ’15 New Features

Service Cloud Summer ’15 New Features

Salesforce1 Platform Summer ’15 New Features



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