Salesforce
9 December 2024
Let’s unwrap some of the most impactful Salesforce “gifts” in this release, perfect for companies looking to stay ahead during the festive season.
Salesforce has launched Genie Customer Data Cloud, turning customer engagement into a real-time experience. Genie delivers the capability to pull in data instantly from across platforms, making customer profiles richer and interactions more dynamic. Businesses can now adapt faster to customer needs, personalising interactions based on live data insights.
Salesforce’s Einstein GPT continues to evolve, bringing advanced AI to guide sales and service strategies. This release equips sales teams with AI-driven suggestions on the best actions, product recommendations, and responses to customer queries. For customer service teams, Einstein GPT offers predictive suggestions that help resolve issues faster and more accurately.
This feature allows users to design multi-step flows that automate intricate workflows across departments, simplifying handoffs between sales, marketing, and customer service. With the Flow Orchestrator, businesses can streamline processes that tend to bottleneck during peak periods, ensuring smoother workflows and less friction.
Field service professionals have received an essential stocking stuffer with the Winter ’24 mobile offline access. Now, team members can access critical customer data even in low or no-internet environments. With offline access to important job details and customer histories, service teams can provide seamless support and on-site assistance without connectivity disruptions, boosting productivity and reliability in every location.
Salesforce’s Winter ’24 release also brings enhancements to Data Cloud for Tableau, offering enriched data integration and visualisation capabilities. As holiday sales peak, real-time data and analytics are invaluable, and this update allows businesses to visualise and interpret data faster. Companies can use these insights to adjust strategies, monitor customer trends, and respond swiftly to shifts in demand.
For leaders and managers, Dynamic Dashboards now support better customisation and accessibility. This feature allows executives to tailor dashboards for multiple users and mobile access, offering insights whenever and wherever they need them.
Salesforce and Slack integration receives a seasonal upgrade, improving cross-team collaboration just in time for peak season. New features allow seamless data sharing across Salesforce and Slack, making it easier for teams to work together on deals, customer issues, and project updates.
Packed with enhancements for AI, automation, real-time data, and more, these updates provide everything needed to tackle the demands of the busiest time of the year. To find out more contact us today!
