Boost Sales in 2025: Salesforce Features You Should Use

March 17, 2025

In today’s fast-evolving sales landscape, leveraging CRM tools like Salesforce is no longer optional—it’s a necessity. Salesforce remains one of the top CRM platforms globally, and as we step into 2025, its cutting-edge features are set to redefine how businesses engage with customers, manage pipelines, and close deals. This guide will walk you through the most impactful Salesforce features you should implement in 2025 to boost sales performance and drive business growth.

1. Salesforce Einstein AI: Empowering Smart Selling

Salesforce Einstein AI is one of the most powerful AI-driven tools in Salesforce. It leverages AI and machine learning to help sales teams work smarter, not harder.

Key Capabilities of Salesforce Einstein:

Einstein Lead Scoring: Prioritizes leads based on conversion probability, helping reps focus on high-value prospects.
Opportunity Insights: Provides AI-backed recommendations on deals likely to close.
Einstein Activity Capture: Automatically captures and logs emails and meetings to CRM.
Predictive Analytics: Forecasts sales outcomes based on real-time data and trends.

Benefits for Sales Teams:

Focus on leads that matter.
Reduced time spent on data entry.
Improved win rates with intelligent suggestions.
Better pipeline visibility for managers.

Tip for 2025: Use Einstein GPT for personalized email drafts and follow-ups based on AI insights to further speed up outreach and engagement.

2. Salesforce Flow: Automating Sales Processes

Manual processes are a bottleneck for sales teams. Salesforce Flow enables businesses to automate workflows without needing extensive coding, streamlining every stage of the sales process.

Key Use Cases of Salesforce Flow:

Automating lead assignments based on territory and product line.
Sending automated follow-ups and reminders for deals in progress.
Streamlining quote-to-cash processes.
Auto-generating contracts and documents upon deal closure.

Sales Benefits:

Faster response times to leads and opportunities.
Reduced human error in sales workflows.
More time for reps to focus on relationship-building.
Consistent sales processes, leading to better customer experiences.

Tip for 2025: Integrate Salesforce Flow with Slack for instant internal collaboration and deal progress notifications.

3. Salesforce CPQ (Configure, Price, Quote): Speed Up Complex Sales

Sales teams often struggle with configuring product bundles, pricing approvals, and generating accurate quotes. Salesforce CPQ (Configure, Price, Quote) eliminates these hurdles.

Key Salesforce CPQ Features:

Easy product configuration based on customer needs.
Automatic pricing adjustments based on rules and discounts.
Instant generation of error-free quotes and proposals.
Integration with billing and e-signature tools for seamless transaction closure.

Why Use CPQ in 2025?

Speed up sales cycles by eliminating manual quoting.
Ensure profitability with correct pricing every time.
Enhance customer satisfaction with fast, professional quotes.
Improve cross-sell and upsell opportunities through guided selling.

Tip: Use CPQ’s AI-guided recommendations for bundle suggestions and upselling opportunities.

4. Revenue Intelligence: Gain Real-Time Insights into Sales Health

Sales forecasting and revenue management are crucial for scaling. Salesforce Revenue Intelligence combines CRM data, AI insights, and forecasting tools to offer accurate sales and revenue insights.

Key Functionalities:

Pipeline inspection and health monitoring in real-time.
AI-based forecasting adjustments to improve accuracy.
Identifies stalled deals and potential risks in the pipeline.
Revenue trend analysis over weeks, months, and quarters.

Sales Impact:

Make data-driven decisions on resource allocation.
Identify and address pipeline gaps early.
Improve forecast accuracy and avoid revenue surprises.

Tip for 2025: Combine Revenue Intelligence with Slack alerts for real-time deal risk notifications.

5. Sales Cloud and Lightning Experience: The Ultimate Sales Platform

The Sales Cloud, enhanced with Lightning Experience, offers a unified platform for sales teams.

Notable Features:

Account and Contact Management: 360-degree view of customers.
Opportunity Management: Track and nurture deals from lead to close.
Task and Activity Tracking: Never miss a follow-up.
Reports and Dashboards: Visual insights into sales performance.
Mobile CRM: Sell on-the-go using Salesforce mobile app.

Why Focus on Lightning Experience?

Faster, intuitive interface.
Better collaboration via Salesforce Chatter.
Customizable sales pages for personalized views.
Drag-and-drop pipeline management.

Tip: Utilize dynamic dashboards and AI-powered deal scoring for daily sales strategy refinement.

6. Sales Engagement (formerly High Velocity Sales): Accelerate Outreach

Sales Engagement tools help automate prospecting and boost rep productivity, especially in inside sales and SDR teams.

Key Features:

Sales Cadences: Automated touchpoints to engage prospects.
Work Queues: Prioritized tasks and calls.
Email, call, and social templates for consistent messaging.
Real-time engagement tracking and AI insights.

Benefits:

Increase touchpoints without adding workload.
Standardize outreach to ensure high-quality engagements.
Close more deals faster with guided selling paths.

Tip: Use Einstein Call Coaching to improve rep conversations and identify winning techniques.

7. Customer 360: A Unified Customer Experience

Sales doesn’t stop at closing deals—relationship management is key. Salesforce Customer 360 offers a complete, unified customer view across sales, service, marketing, and more.

Core Benefits:

Seamless handoff from sales to service.
Personalized cross-sell and upsell opportunities.
Unified customer history for more informed conversations.
Integration with commerce and marketing platforms.

How It Helps Sales:

Improve client retention and account growth.
Offer a personalized buyer journey, enhancing trust.
Identify and act on expansion opportunities.

Tip for 2025: Leverage Customer 360 Data Cloud for AI-based customer insights and micro-segmentation.

8. Slack and Salesforce Integration: Real-Time Sales Collaboration

Post-acquisition, Slack, and Salesforce integration has become a game-changer for sales teams.

Use Cases:

Deal rooms: Real-time collaboration on opportunities.
Instant pipeline updates and notifications.
Integration with Salesforce records for contextual conversations.
Automate alerts for lead assignments, deal stages, and tasks.

Benefits:

Faster decision-making and deal closures.
Improved team alignment on complex sales.
Real-time updates without leaving Slack.

Tip for 2025: Automate Slack-based approvals for discounts and quotes using Salesforce Flow.

9. Mobile-First Selling: Salesforce Mobile App

In 2025, remote and hybrid selling is the norm. Salesforce’s mobile CRM capabilities ensure sales reps stay productive anytime, anywhere.

Key Mobile Features:

Full access to leads, accounts, and opportunities.
Voice-enabled data entry via Einstein Voice.
Instant activity logging after client meetings.
Push notifications for deal updates.

Why Mobile-First Matters:

Faster response times to prospects.
On-the-go deal management.
Enhanced productivity for field sales teams.

Tip: Customize mobile dashboards for reps to review their pipelines in seconds.

10. Advanced Reporting and Forecasting Tools

Salesforce offers advanced reporting and AI-powered forecasting, crucial for sales leaders.

Key Features:

Dynamic and real-time sales dashboards.
AI-adjusted forecasting for accuracy.
Historical data comparison for trend analysis.
Custom KPIs for team performance tracking.

Business Benefits:

Better sales strategy planning.
Accurate revenue predictions.
Informed decisions on resource allocation.

Tip: Implement forecast categories and quota tracking to align team performance with goals.

Conclusion:

Salesforce continues to evolve as the ultimate sales growth platform. By leveraging tools like Einstein AI, CPQ, Flow, Revenue Intelligence, and Slack integration, businesses can boost sales efficiency, accuracy, and customer satisfaction.