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Learning Objectives

After completing this unit, you’ll be able to:

  • Describe how to quickly update key opportunity fields right from the Kanban view.
  • Describe how to optimize customer interactions with conversational intelligence.
  • Explain how to connect multiple tiers of external partners to do business together.

Kanban View Enhancements

Now, sales reps can quickly update key opportunity fields right from the Kanban view. Provide guidance on actions for them to advance the opportunity to the next stage. And don't forget to celebrate when that next stage results in a "Closed Won" deal with the new celebration moments in the Kanban view.

Learn more about Kanban view enhancements.

High Velocity Sales: Einstein Call Coaching

With Einstein Call Coaching, inside sales teams can optimize customer interactions with conversational intelligence. Post-call insights give managers visibility into reps’ customer calls. Intelligent trend recognition means teams can create and refine strategies based on conversation trends. Tailored coaching and best practices at scale empower each rep for successful conversations.

Learn more about Einstein Call Coaching.

Partner Relationship Management: Account Hierarchy Enhancements

Account Hierarchy now connects multiple tiers of external partners so you can do business together. Create up to seven levels of distribution on a partner account record with clicks, not code, and easily ensure the right data rolls up to the right stakeholders.

Learn more about enhancements to Account Hierarchy.