This winter season we’ve got presents aplenty, like greater admin control, less pain for sales
reps, more mobility for Community Partners, and a brand-new integration for all.
We’ve completely revamped the email saving dialog in your Sidebar. Besides giving it a sleeker, simpler look, it now allows for a streamlined and efficient workflow. With upgraded search, link more related records directly from search results; manage attachments, add any additional info and more.
Amazing news for all sales teams working with individuals! Besides auto-creating Leads and Contacts in Salesforce, SmartCloud Connect is now able to automatically create Person Accounts from unrecognized attendees or email recipients.
Your Salesforce users will waste zero time and effort on SmartCloud Connect synchronization settings if they don’t use Email Sidebar. Instead, your admins can set it up for the whole organization using Single Service Account. This makes for easier setup and onboarding for everyone.
Users of Partner Community Licenses, attention!
Not only your partners can enjoy full functionality of SmartCloud Connect, you now also can have your customers view availability and book meetings in real-time.
All the meeting invites that you didn’t have time to accept are now automatically captured and mirrored in Salesforce. Your private events will now also be captured, mirrored in the Salesforce calendar and marked Busy. They’ll remain private, so that you won’t get booked during a private event.
SmartCloud Connect has got another great addition to the list of integrations. You can connect your Salesforce and SmartCloud Connect to RevenueGrid – a Sales Engagement Platform that helps customer-facing teams drive better customer engagement.
It’s finally here! You can now add a lead to the Email Sequence directly from your Inbox Sidebar.
A great addition for sales teams using automated outreach, which allows sending automatic
follow-ups and adding new leads to a sequence in one click.
Product improvements were implemented
during this release
Revenue Grid’s new AI features in our Spring ’24 Release empower you to work smarter and win more deals
Elevate your revenue growth strategy with the Fall 2023 Release from Revenue Grid. Explore transformative features like advanced sales forecasting, real-time insights, and streamlined Revenue Signals management – all designed to accelerate your business success.
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