Salesforce Sales Cloud is a powerful platform for managing customer relationships, nurturing leads, and driving sales. However, many users don’t realize that there are numerous native add-ons available within the Salesforce ecosystem that can extend its functionality even further. These add-ons, built to integrate seamlessly with Sales Cloud, enhance productivity, streamline workflows, and provide valuable insights. Here’s a look at some of the most useful native add-ons and how they can help sales teams succeed.
1. Marketing Cloud – Account Engagement (Ex-Pardot)
Best for: Marketing Automation and Lead Nurturing, mostly for B2B
Marketing Cloud – Account Engagement, formely known as Pardot, is a powerful tool for automating marketing campaigns, nurturing leads, and tracking engagement. It integrates seamlessly with Sales Cloud, allowing sales teams to see how leads have interacted with marketing content and score them accordingly. Account Engagement helps bridge the gap between sales and marketing, ensuring a smoother handoff of qualified leads and providing insights that help sales reps tailor their outreach.
Key Benefits:
- Email marketing and landing page creation within Salesforce
- Lead scoring and grading to prioritize prospects
- Drip campaigns to nurture leads over time
- Real-time alerts on prospect engagement
2. Salesforce Maps
Best for: Territory Planning and Route Optimization
Salesforce Maps is ideal for sales teams that work in the field. It allows users to visualize customer and lead locations on a map, optimize their travel routes, and plan efficient sales visits. With Salesforce Maps, users can group accounts by location, understand territory assignments, and make data-driven decisions about how to approach potential customers. This tool also allows for custom map layers, providing extra insights about customers and the competitive landscape.
Key Benefits:
- Route planning and optimization
- Enhanced territory management
- Map-based data visualization
- Increase productivity for field sales teams
3. Einstein AI for Sales
Best for: Generative and Predictive AI Features
Einstein for Sales is an AI-powered Salesforce add-on that enhances sales teams’ productivity and efficiency through generative and predictive AI-driven tools. This solution provides valuable insights and automates tasks, allowing sales reps to focus more on customer engagement and less on administrative tasks. With this add-on, sellers can streamline communication, improve response times, and become empowered to work more effectively, ultimately driving higher close rates and better customer relationships.
Key Benefits:
- Personalized email follow-ups and customer communication templates
- Call summaries, key topic identification and actionable insights, such as follow-up reminders and common objections
- Opportunity and lead prioritization and accurate forecasting
- Next-best-action recommendations
4. Sales Engagement
Best for: Accelerating Sales Cycles for SMBs
Sales Engagement is tailored for sales teams in SMBs and fast-moving sales environments. This add-on offers tools to help reps stay organized, connect with more leads, and close deals faster. It includes sales cadences, a sequence of sales steps and touchpoints that ensure consistent and timely follow-ups. Reps can see who to contact next, whether it’s a phone call, email, or other form of outreach, and move through their tasks efficiently.
Key Benefits:
- Structured sales cadences for consistent outreach
- Sales engagement tracking and analytics
- Email templates and call scripts
- Enhanced productivity for inside sales teams
5. CPQ (Configure, Price, Quote)
Best for: Streamlined Quoting and Pricing Processes
Salesforce CPQ helps sales reps configure products, generate quotes, and manage pricing, making it ideal for complex sales with customizable offerings. CPQ integrates directly with Salesforce Sales Cloud, ensuring that quotes are accurate, on-brand, and sent out promptly. The add-on also offers functionality for approval workflows, so larger or custom quotes go through a designated approval process, reducing delays and maintaining pricing integrity.
Key Benefits:
- Accurate and timely quoting
- Streamlined product and bundling configuration
- Discount and pricing rule enforcement
- Approval workflows to manage complex quotes
6. Partner Relationship Management (PRM)
Best for: Managing and Supporting Channel Partners
For businesses that rely on channel partners, Partner Relationship Management (PRM) in Salesforce offers a dedicated workspace to support these relationships. PRM centralizes partner data, streamlines onboarding, and provides a portal where partners can access resources and track opportunities. It keeps your partners connected and informed, ultimately driving mutual success.
Key Benefits:
- Centralized partner data management
- Customizable partner portal
- Real-time opportunity tracking
- Partner onboarding tools
How To Implement Sales Cloud Add-Ons
Salesforce Sales Cloud offers immense flexibility, and by using the right native add-ons, sales teams can boost productivity, reduce time spent on manual tasks, and close deals more effectively. Whether it’s through smarter marketing with Account Engagement, AI feature use for Einstein for Sales or smarter route planning with Salesforce Maps, these tools help sales teams do their best work every day.
Appex provides an range of services to help you pick the best add-on for your sales departments. Its Consulting offering will address your requirements to the correct solution under a very short period of time, while through the add-on’s Implementation, we will build and tailor it to your exact needs, ensuring it functions properly for your unique use-case. Feel free to contact us to learn more.
