Additionally, paste this code immediately after the opening tag:

Salesforce Winter 2021 Release Game Changers for Sales Reps

Posted on November 1, 2020

In Feb 2021 Salesforce will be upgrading the current release with the Winter 2021 Release, which will drive innovation across the platform. Since the outbreak of COVID, many sales reps are working with their customers via virtual meetings and conference calls. In the Winter upgrade, Salesforce has added new tools to help the sales rep work more effectively during this difficult time. Briefly, here is a summary of some of the new functionality:

Salesforce Meetings is a new video management system that is layered on top of your existing video provider such as Zoom, WebEx, etc. to coach sales reps, while on a video call. It’s designed to help sales reps prepare for, host, and follow up on calls from directly within Salesforce. Before the call, reps can get information such as meeting attendees’ bios, customer history, and open service cases. Reps will also be able to see if a key decision-maker is not attending the call. After the call, Meetings will provide automated action items and call notes that reps can access through the Salesforce Anywhere app. There is no software to download to use Salesforce Meetings and it doesn’t replace any video tools. The sales rep will need to share a link with customers to launch the meeting within Salesforce.

Although most sales reps are virtually engaging with the customers during the whole sales cycle, some of them need to meet face-to-face. Salesforce Maps Field Safety Kits will help reps determine the safety of the area they are traveling to by providing COVID-19 trend information. Companies can create pre- and post-COVID-19 health checks all within Salesforce.

Salesforce High Velocity Sales (SHVS) is getting enhancements as well. Salesforce will be adding “cadence templates” inside of SHVS. These templates will provide recommended actions for sales reps to take based on where they are within the sales process.

With the new release, sales reps will be able to generate email templates faster in Content Builder through leveraging visual tools. This will enable users to send off emails with only a few clicks!

Hope you found this update quick and insightful. If you have any questions pertaining to these changes and wish to discuss further, please reach out to us at customers@appsolve.com.

Book a Free Discovery Session

Do you have a question? Do you want to start a project? Get in touch.

Name(Required)

Get In Touch With Us

Whether you need industry advice, a product demo or consultation on your next project, contact App Solve for all the resources you need to plan and grow your business.

Toronto Office
1050 King Street West
Toronto
M6K 0C7

"*" indicates required fields

Name*

What Our Customers Are Saying

Digitcom hired AppSolve to streamline Digitcom's processes from Quote to Cash. A digital service provider, Digitcom's requirements are challenging and AppSolve's thorough knowledge of Service Cloud and AccountingSeed ERP and Financial Suite made them uniquely qualified to help.
AppSolve delivered a comprehensive overview of Digitcom's processes. They simplified systems by eliminating half of the business tools currently in use, resulting in more cohesive work flows at a lower monthly spend.
AppSolve's team faced external challenges multiple times during their engagement with us, but managed to keep tightly to their deadlines and deliverables while maintaining a high-quality, professional service.

Digitcom Telecommunications Inc.

"A great long term partner. The team at App Solve has helped us implement several strategically valuable modules, custom design, and workflow processes to our org. We have been working with them for four years now. They understand our business needs and help us scope projects appropriately for our requirements and budget. Planning projects is always difficult when we don't understand the complexity of some challenges. They help us navigate appropriately and are reasonable to work with when original plans inevitably end up drifting into something different than first envisioned."

Craig MacAdam, CFO | Lift North America

"Great team to work with! App Solve knows their stuff. They helped to get Pardot integrated with Salesforce, and I am excited to see what we can do with it."

Dawn Jones, Director of Marketing | Kraun Electric Inc.

"Exceptional work and customer service! We contracted App Solve to help us with an implementation roadmap project and feasibility study. We were very pleased with the level of service they provided, the clarity of communication, and the attention we received. All our needs were addressed! I strongly recommend App Solve, their level of expertise, and customer service are unparalleled."

Asia Nebesnaia, IT Project Manager | Cox Automotive Canada Company

"The App Solve team was very knowledgeable, organized, and worked diligently to set up Salesforce and Pardot within a tight timeframe. We enjoyed working with everyone on the project and appreciated the guidance along the way."

Simon Dealy, CEO | HIRE Technologies

"Experienced partner with good staff. We did our first project with App Solve this past summer. It was implemented professionally and has had a positive impact on our business. The staff are responsive and know their stuff. We will definitely use them again."

Aaron Jones, CEO | Kraun Electric Inc.

"Highly skilled and easy to work with! I’ve been working with App Solve for several years as a Salesforce partner and a software implementor of our platform - Accounting Seed. In my experiences with App Solve, they've been spot on with respect to the Accounting Seed and Salesforce value proposition and I've had countless successful project roll-outs with our mutual customers! Cheers to many more, App Solve!"

Anthony Schermer, Senior Account Executive | Accounting Seed

"App Solve is great to work with, they take the time to understand our business and how best to implement Salesforce solutions to meet our objectives. Very knowledgeable team to work with our company as we rolled out Salesforce across North America to 12 cities, implementing our entire business. It was a pleasure doing business with App Solve. Thank you."

John Chiaramonte, Senior Business Development Executive | Enwave North America LP.

"Extremely pleased. David and his team have been a dream to work with. They are very responsive and complete projects in a timely manner. They also take the time to thoroughly explain things to a novice Salesforce user. I look forward to working with David in the future!"

Sierra Hayes, Operations Manager | Dream Local Digital

"Great Group to work with. We have used App Solve a few times and they have been great to work with. They were very knowledgeable and showed a willingness to work with or organization. I will use them for future consultation."

Chris Haase, President | Environmental Products Group

"We worked with the App Solve team to implement Salesforce for our organization, including the main system architecture and setting up the data model needed for our business. They have been a true partner in getting us rolling with Salesforce and have also been of great assistance in tackling smaller projects after the implementation was largely completed."

Gregory Kennedy, Controller | Generis

"Fantastic experience working with Pattie & David. Our company recently completed the transition to Lightning with the competent, guiding hand of Pattie. This transition provided us the perfect opportunity to fix an ongoing issue that was caused by a custom-built feature. Pattie & her team took the time to clearly understand the issue and to take the proper steps to fix it. I would highly recommend App Solve to anyone looking to integrate Salesforce into their business."

Lee-Anne Golden, Managing Director | Urban Flats Toronto

"A true partner. The team at App Solve is amazing. We have truly valued their expertise and consider them a partner, helping us maximize our Salesforce experience. They have been lifesavers on more projects than I can count. We look forward to a long and productive relationship. 5 stars all around!"

Kerrie LePage, Director of Marketing and Product Management | Edenred Commuter Benefit Solutions

"*" indicates required fields

Name*
Share This