Configure Forecasting and Pipeline Visibility
Learn how to use Salesforce Forecasting to track real-time sales performance, customize forecast views, and boost accuracy.
Set up the required features to start forecasting.
Get your sales teams started managing their pipelines with a single view of pipeline metrics, opportunities, and week-to-week deal changes.
Enable Smarter Selling with AI and Structured Outreach
Use the Sales Cloud Einstein Setup Assistant to get the targeted guidance you need.
Learn about the process Einstein uses to determine which of your leads to prioritize.
Use Einstein Next Best Action to deliver tailored recommendations at the right moment.
Increase the efficiency of managed, repeatable outreach steps using standard cadences.
アウトリーチのメール、通話、LinkedIn、カスタム ToDo を作業キューまたは ToDo リストにすばやく追加します。
Get started with Sales Engagement.
Save time and improve consistency by adding automation to your Sales Engagement activities.
Set Up Territory Management and Geographic Visualization
Learn how to visualize and optimize your location data with Salesforce Maps.
Set up features to help your reps maximize selling and service time, and optimize routes.
Create a marker layer to geographically visualize your Salesforce Data.
Manage and maintain your company’s sales territories.
Connect Salesforce to Reps' Daily Tools
Gmail と Google カレンダーで直接、顧客とのやりとりを追跡し、案件を処理します。
営業担当が Outlook で直接、顧客とのやりとりを追跡し、Salesforce 案件を操作できるようにします。
Learn how to customize email integrations to meet your reps needs.
Get your sales reps up and running with Einstein Activity Capture.