The new Polaris Release is all about guided selling and recommended content rules to help accelerate engagement with customers and prospects. There are three key updates included in this release:

1. New Rules-based Content Recommendation Engine: Define and reinforce sales processes by creating intelligent rules to promote and recommend content by stage, industry, role, and more.
2. Contextual Content Deeply Embedded Within Salesforce: Discover and use approved and recommended content, drive next actions, and capture insights directly within the Salesforce user experience.
3. Improved Sales Team Engagement and Performance Insights: Dashboards and actionable insights to improve onboarding, identify and monitor performance trends, and deliver metrics-based coaching.

Our support team has recorded a series of short tutorials highlighting the new features and made them available in our Help Center. Here are the can’t-miss tutorials that will help you take full advantage of the updates in Polaris release:

Content Admins: These tutorials walk through how to create and edit content recommendation rules.
1. Create new content recommendation rules
2. Review & update content recommendation rules
3. Notify users of recommended content by email
4. Expire content recommendations

Content Users: Here’s how recommended content shows up — in Salesforce, Outlook, and Gmail.
1. Use contextual content recommendations in Salesforce
2. Use contextual content recommendations in Outlook
3. Use contextual content recommendations in Gmail

Sales Leaders: Understand how to use enhanced Insights dashboards in Salesforce to improve team management and performance.
1. Understand Team Insights in Salesforce
2. Understand Individual Insights in Salesforce

Want a more detailed walkthrough of Polaris? Register for a Live Demo, and we’ll guide you through how you can maximize the value of these new features.