Despite having modern apps at their fingertips, many customer teams still rely on old-fashioned detective work to find the critical information they need.
Especially when it comes to product and supply chain information from other departments, agents, and reps are forced to search shared drives, piece together email chains, and sift through disparate systems. Without trusted, real-time product details, they lose precious response time and ultimately risk disappointing customers with outdated, incorrect product information.
Instead, imagine all of that valuable product information curated together within the same tool customer-facing teams use every day.
Enter Product Spotlight: A Unified Data Experience
Product Spotlight brings the power of Propel’s complete, accurate product thread to every customer interaction. The solution delivers tailored, role-based views of vital product data directly within Salesforce applications to speed decision-making and unlock business value for sales, support, and field service operations.
Whether you’re in sales, support, or field service, Product Spotlight delivers a unified data experience, eliminating the need to jump from one platform to another or sift through website pages, email, datasheets, and other applications. Everything you need to know about your products and customers is in one place, displayed in an easily digestible format, tailored specifically to your role and tasks.
Let’s dive into what makes Product Spotlight a game-changing feature and why it’s indispensable for Salesforce users.
What is Product Spotlight?
Product Spotlight is the latest innovation from Propel Software, designed to make Salesforce even more powerful.
The supercharged tool curates and contextualizes product data right where you need it—whether you're in Sales Cloud, Service Cloud, Manufacturing Cloud, or any one of the Salesforce industry clouds. This groundbreaking feature revolutionizes how teams access and manage product information across all Salesforce clouds and platform-based applications.
Why It Stands Apart: All Your Data, No Silos
The core of Product Spotlight lies in its ability to leverage your existing data within Propel and Salesforce. There’s no need to fetch data from elsewhere. All your crucial information is displayed on a single screen, exactly how you want to see it, simplifying decision-making and day-to-day operations.
Furthermore, Product Spotlight is a uniquely user-friendly feature (no code needed) that integrates seamlessly with any Salesforce object. Marketers, service, and salespeople can now pull accurate information directly from the backend instead of relying on outdated website data.
Completely configurable, you or your admin can customize the page layout with all the specific attributes you need, arranged and selected on a role-specific basis. It’s set up in just a few clicks—no developers required.
Leveraging Salesforce’s Cutting-Edge Technology with Product Spotlight
With Product Spotlight's seamless integration across all Salesforce clouds, users gain more than just a powerful tool for managing product information—they also unlock the full potential of Salesforce’s expansive technology ecosystem, including the advanced capabilities of Agentforce, Salesforce’s embedded AI.
A Complete Product Thread + AI and Automation
Agentforce is designed to enhance productivity and streamline workflows across every department. By integrating with Product Spotlight, it utilizes a rich library of pre-built AI skills that span across Salesforce Clouds, Slack, Tableau, and various other platforms, along with the capability to connect to over 40 systems through MuleSoft’s connectors. This integration allows for a seamless automation experience that can adapt to any system or workflow, making it an indispensable tool for teams looking to enhance efficiency.
By incorporating Agentforce with Product Spotlight, Propel and Salesforce provide users with a robust, AI-powered environment where data accessibility and workflow automation go hand in hand.
This integration not only simplifies data management within Salesforce but also amplifies the operational capabilities of every user, harnessing the power of AI to drive smarter decision-making and more effective customer interactions.
How Product Spotlight Empowers Teams: Roles & Use Cases
Sales
Use Case: Imagine a sales rep on a phone call with a customer or prospect. With Product Spotlight, they instantly can see compatible accessories or other potential areas to upsell/cross-sell relevant to the customer’s interests, while they’re on the call. Product Spotlight can make any sales call more profitable simply by providing opportunities for upselling and product upgrades directly within the product view.
The Agentforce Advantage: Leveraging Agentforce in Sales Cloud allows reps to send summary emails for follow-up, streamlining the sales process and enhancing customer satisfaction.
Customer Support
Use Case: Similar to sales, customer support reps can open and close a case all in the same session. With Product Spotlight, they can view real-time data on quality issues, warranty statuses, and replaceable parts during calls or chats, significantly improving first response times and case closure rates.
The Agentforce Advantage: Agentforce can search through warranty information, product details, or any dense documents on the fly, saving the support worker having to page through massive PDFs—enhancing customer experience.
Field Service
Use Case: Field service technicians can use Product Spotlight to access and update all the necessary information about an asset, and trace it to the associated item revision in real time while in the field. This enables them to identify any other issues or complaints related to parts of the asset and determine what else can be replaced while they are on-site. The Propel feature ensures technicians can access detailed information down to the serial number and spec, including work instructions attached to each unit.
The Agentforce Advantage: Agentforce aids by enabling quick searches within extensive instruction manuals, significantly improving efficiency in the field.
Case in Point: How Two Companies Created Unified Product Threads on Propel and Salesforce
These success stories showcase the real-world applications and benefits of creating an end-to-end product thread across all roles, resulting in transformative business outcomes.
Savant Systems, the innovative smart home and smart solution provider, has seamlessly integrated a unified product thread into their operations, connecting every stage of product development and customer interaction, from initial design to final sale and support. By leveraging Propel's capabilities within the Salesforce ecosystem, Savant Systems ensures that all relevant data is accessible and up-to-date across all departments.
These enhancements led to a 35% revenue increase over two years and a 74% reduction in time to market. Read the case study.
Girtz Industries, a leading power systems manufacturer, tackled the challenges of siloed manufacturing data by unifying operations on a single platform and engaging stakeholders across engineering, sales, and finance. By integrating Rootstock ERP, Salesforce Manufacturing Cloud, and Propel PLM, Girtz streamlined workflows across departments, enhancing efficiency and reducing costs by providing a comprehensive view of all project-related actionable items on one platform.
They saw business improvements including 25% faster change orders from quote to revenue and reduced their monthly closure process to 1 day down from 5. Read the case study.
Conclusion: Why Product Spotlight is Essential for Today's Product Companies
Product Spotlight isn't just another tool—it's a strategic advantage for any product company looking to drive efficiency and accuracy across teams. By harnessing the power of the Salesforce platform and the depth of contextual product data living in Propel, Product Spotlight ensures that every team member has the right information at the right time, tailored to their specific needs.
