Support Resources for Polaris

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.