Sales Cloud Add-Ons: A Quick Guide

Sales Cloud is offered at various licence levels and on top of your chosen edition, you can enhance your org with a range of Sales Cloud add-ons. Here’s a list of key add-ons and what each brings to the table:

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Salesforce Maps

• Visualise accounts, opportunities and any Salesforce object on an interactive map, to understand geographic distribution and better plan visits.

• Route optimisation and scheduling: calculate travel time, plan efficient

  field-rep routes and reduce time on the road.

• Real-time location tracking, geo-fencing and activity logging for field visits (check-in/check-out) through mobile interface.

• Shape layers and boundaries: define zones (e.g., “within 30-minute drive”) and filter records accordingly.

• Aggregated analytics of mapped data: sum/average/min/max on records within a boundary to spot clusters or under-penetrated areas.

Territory Planning

• Design and optimise sales territories visually using map-based tools, balancing coverage, geography and account distribution.

• Compare different territory alignment scenarios to identify gaps or overlaps in coverage.

• Import and publish optimized territories into Salesforce, manage assignments and rep coverage inside Salesforce.

• Better sales and service efficiency through more equitable territory workloads and improved coverage allocation.

  
  

  

Experience Cloud

• Build brand-able portals, websites or communities for customers, partners or employees using CRM data.

• Seamless integration with core CRM data so you can surface accounts, cases, knowledge base or opportunities in a digital experience.

• Low-code drag-and-drop builder enables non-developers to create experiences quickly and customise the look and feel.

Sales Dialer

• Built-in telephony inside Salesforce: make calls, log activity, click-to-dial from records and tie voice activities directly into CRM.

• Call-tracking, analytics of calls, voicemail drop, automatic logging of call outcomes, better visibility into outreach.

• Ideal for inside sales teams who rely on voice and need integrated call workflows rather than separate dialler tools.

Einstein Conversational Insights

• Conversational intelligence: transcribe and analyse sales calls or meetings (even uploads) to surface objections, pricing discussion, negotiation signals.

• Automatically trigger dashboards or alerts based on call content – e.g., if a competitor is mentioned, flag the opportunity.

• Insights into trends in sales conversations so you can coach reps, improve scripts, identify bottlenecks.

Sales Programs

• Structured enablement programmes embedded into the flow of work: define seller missions, outcomes, track progress against those.

• Help raise seller productivity with guided programmes built on top of your CRM (rather than separate LMS).

• Ideal to standardise best practices, ramp up new hires, and provide visibility into seller habits and outcomes.

Sales Engagement

• Email productivity & workflow automation: send personalised emails, calendar scheduling, quick cadences for outreach.

• Sales cadences (pre-built sequences of calls/emails/tasks) to automate and standardise outreach flows.

• Call & email intelligence: track opens, clicks, replies; integrate with call logs, dashboard of activity, prioritise leads.

• Essential for inside/SDR teams who need structured high-volume engagement inside Salesforce.

Sales Planning

• Build and optimise sales plans: allocate headcount, quotas, budget and territories, all inside Salesforce.

• Data-driven planning: use CRM data to populate plans automatically, avoid manual spreadsheets and data transcription errors.

• Centralised plan library: track historical and in-progress plans, audit changes, maintain alignment across the organisation.

• Intelligent assignment: balance reps, territories, accounts and metrics through automation rather than manual spreadsheets.

Performance Management Suite

• Enable seller performance tracking: dashboards of seller metrics, goal tracking, analytics of behaviours and results.

• Compensation & incentive visibility: allow sellers to see how they’re tracking against rewards and targets.

• Combined with Sales Planning, it gives a full view from target-setting through to performance and payout.

CPQ (Configure-Price-Quote)

• Automate the quoting process: product configuration, pricing rules, discounting, approvals, reducing errors and cycle time.

• Ensure quotes are accurate and aligned with business rules (bundling, constraints, approvals) so you reduce risk and improve margins.

• Integrates with billing and order management (especially when combined with Revenue Cloud) for end-to-cash processes.

Revenue Cloud

• Builds on CPQ and goes further: manage full revenue lifecycle from quote, order, contract, billing, revenue recognition.

• Optimise revenue operations (RevOps) by aligning sales, finance and operations around one platform for revenue lifecycle.

• Advanced capabilities for subscription/usage-based models, renewals, and complex monetisation strategies.

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Need help navigating which add-ons make sense for your team, or want assistance mapping a roadmap for your org’s growth? Reach out now and we can help evaluate your use-case and build a tailored add-on strategy.