Help Sellers Succeed with Sales Cloud Pipeline Inspection

In today’s fast-paced world, it’s harder than ever to stay on top of everything happening in your business. Managers and sellers constantly juggle multiple priorities, jumping from prospect meetings to pipeline reviews and forecast calls, and need to react quickly to changes to accelerate their pipeline. They need a clear, comprehensive view of their pipeline, recent changes, risks, and next steps across their opportunities to make smart, data-driven sales decisions.

However, pulling together all the necessary sales data in one place can be challenging for admins. Information on cases and service agreements might be in one location, while call and activity data are in another. You could endlessly customize your Salesforce UI or add more fields to your opportunity list views, but you likely have a long list of other Salesforce projects to prioritize.

What if there was a way to implement a powerful Salesforce improvement for your users with just a few clicks? And even better, it’s included for all customers on Enterprise Edition and above!

Enter Pipeline Inspection. This feature gives managers and reps next-level visibility and control of their pipeline by consolidating all opportunity data into an intuitive, centralized view with key metrics, artificial intelligence (AI) insights, data visualization, and inline editing—all offered out of the box. With Pipeline Inspection, your sellers have all the information and insights they need to strategically drive revenue growth.

What is Pipeline Inspection?

Pipeline Inspection gives you all the metrics about your pipeline health in one place, helping you keep deals up to date and make strategic selling decisions easily. Let’s dig into some of the top features.

• Pipeline Changes: Our out-of-the-box UI is configured to track pipeline variations over time, with visual indicators showing changes in deal amount, deal stage, opportunity score, next steps, or close date.
• Deal Insights and Activities: Displaying deal risks and insights—like open service cases related to your stakeholders and information on how many times a deal close date has been pushed—the Deal Insights tab aggregates relevant deal information from across your CRM into a single panel that’s intuitive and actionable for your team. You can also see an overview of all the sales activity related to the deal, like calls, meetings, and emails, to quickly get up to speed.
• Einstein Opportunity Scoring: Our configurable AI Einstein Scoring model categorizes opportunities by their likelihood of winning with high, medium, and low indicators and provides insights for improving engagement and activity. You can deploy the Salesforce global scoring model or configure opportunity scoring to meet the needs of your business.
• Data Visualization: Pipeline Inspection offers out-of-the-box charts, including waterfall and flow charts, to visualize changes and trends in the pipeline, aiding in better sales management and forecasting.
• Filters and Inline Editing: Utilize quick filtering to find the right opportunities to focus on and inline editing to easily update opportunities. This gives your sales teams the power to have guided conversations about progressing deals and to keep deal information up to date.
• Important Deals: Track key deals you want to monitor actively by bookmarking them. Once bookmarked, these deals can be easily accessed in each user’s “My Important Opportunities” view.

How can I get started?

Getting started with Pipeline Inspection couldn’t be easier. Admins like you can enable it with the click of a button—follow along in the video below to get started!

Next steps and what to expect

Stay tuned for more content over the next few weeks demonstrating the power of Pipeline Inspection and Sales Cloud. Learn how to leverage AI innovation alongside Pipeline Inspection and hear insights directly from our product leaders in an upcoming episode of the Salesforce Admins Podcast.

Resources

• Salesforce Help: Set Up Pipeline Inspection
• Trailhead: Sell Smarter with Pipeline Inspection