For most people, spring usually calls for all sorts of upgrades or cleanups. Well, the same goes for your Salesforce instance.
Salesforce Spring 2020 release is available to review now, while the new features will become globally available to use from the 17th of February 2020.
Therefore, now is the perfect time to unpack the new features and take them out for a spin to ensure a successful spring season.
Below System and Application Architect, Dare Akande has listed the updates Cloud Orca loved the most while hoping these features will also help you boost your sales efforts!
3 sales features to check out in the Salesforce Spring 2020 release
In case you want to dig deep into all the features that are being released this February, go ahead and browse this overview of the top 93 features, published by Salesforce.
However, if you are up for a quick sales feature overview – we have that prepared for you below.
Task to Queue Assignment
Born out of a user idea on the Salesforce IdeaExchange — ‘Task to Queue Assignment’ is now full-blown sales optimisation feature.
Task to Queue Assignment will allow tasks to be assigned to a group of users who are members of a queue. First, a queue is created (or an existing queue is updated) in Setup, and then a task can be added.
When a user assigns a task to a queue – the task will become available for other users to take ownership from the queue’s list view.
This way, the Task to Queue Assignment will help the sales reps share their workload, while simultaneously opening the doors to collaboration, in situations when multiple departments are involved in one customer case.
High Velocity Sales Enhancements
To help sales reps improve their prospecting efforts, Salesforce has included new features in the Spring ‘20 release.
From February onwards, sales reps will be able to schedule their emails to go out at a specific time, helping them keep prospects engaged. Equally, the sales managers will be able to branch sales cadences based on prospects’ engagement with emails while also diving much deeper into the reports.
High Velocity Sales and its features are available for an extra cost and to get the pricing details, contact your Salesforce account executive.
CPQ & Billing Revenue Recognition Reports
Up until now, Salesforce Billing enabled us to create revenue schedules only from order products, invoice lines, credit note lines, and debit note lines.
Now, Salesforce billings revenue recognition API service ensures we can run revenue recognition from any Salesforce object and at any stage of the sales and finance process.
Whether you want to run revenue recognition from opportunities, quotes, contracts, orders or invoices — you can.
This feature will undoubtedly speed up the approval process, as we will be able to forecast revenue from a simple quote line.
If you need a bit of guidance to assure your Salesforce instance is spring-ready – simply connect with Cloud Orca today!