Salesforce Spring 22 Features – Lightning Sales Cloud, Einstein Sales Cloud, and General Enhancements
Happy New Year everyone! I hope everyone managed to still see some of their family…
Thanks to everyone who was able to join us for last week’s webinar, Introduction to High Velocity Sales. We received a lot of really great questions during the session and we wanted to recap all the questions in a blog post. If you missed the session, be sure to check out the recording!
Is High Velocity Sales only for Leads? How can I add a person to a cadence from a contact page?
HVS supports Leads, Contacts, and Person Accounts. To add a Contact to a Sales Cadence, you need to add the button to your contact page layout first, and then you can add Contacts as you would Leads.
Can you automate when Leads are added to a cadence, or is this all manual?
You can definitely add them manually by navigating to a record individually or from List Views. However, Salesforce recommends using Flows to add records to a Sales Cadence and automate this process. A great use case would be to look for certain characteristics or a record being updated with key criteria, and then automatically add them to a specific cadence.
Is there a limit to how many Leads can be active in cadences?
There are some limits that have been introduced in the Winter release, and that is 150,000 active records per org. If you’re hitting that limit, then you are likely an advanced user of High Velocity Sales – congrats!
Can you schedule an email to send automatically at a certain time of day? For example, can you configure the emails to be sent at 12:15?
Right now your only options are to set the number of hours since the last action; for example, ‘send email 3 hours after X.’ This is a really great question and I love it because it really takes the customer or prospect experience into perspective as you’re building out cadences that are going to be most effective. This would be a great feature, and I’d love to see it on the roadmap!
What insight do users or managers get into cadence and email template open / click rates?
You would use the Sales Cadence Performance Dashboard. This will show you KPIs on Lead Conversions, what tasks have been completed, and so on. You can also build your own custom dashboards with metrics around click rates, email opens, etc. as High Velocity Sales leverages standard Salesforce reports and dashboards. [If you missed the session, we demoed the Sales Cadence Performance Dashboard, so make sure to check it out in the recording!]
Is Einstein is automatically included with High Velocity Sales?
Both Einstein Lead Scoring and Inbox are included with High Velocity Sales. You don’t get the entire Einstein product, but you get a lot of really great features with High Velocity Sales.
Can end-users create their own cadences or is that centrally managed by admins or sales managers?
Much of the High Velocity Sales setup must be performed by a User with the ‘Customize Application’ and ‘Modify All Data Permissions,’ which is usually your System Administrator. However, there is a permission set you can assign to your Users so they can create their own cadences, ‘High Velocity Sales Cadence Creator’. You can add it to a permission set and give it to anyone! You can also extend sharing to your Sales Cadence Folders as needed to support your team’s needs. Make sure to consider the skills and experience level of your sales users as you’re extending these permissions.
It was so great to have an engaged audience and these questions were awesome. If you need any help getting started with High Velocity Sales, make sure to Contact Us to set up time to talk.