Here’s how we made Cloud GTM easier this month
This month, we focused on giving revenue teams more control over their co-sell workflows in Salesforce. With the release of Tackle for Salesforce 2.3, plus smarter Microsoft referrals, and features to keep your pipeline accurate, you can spend less time on manual inputs and more time driving revenue with your cloud partners.
Here’s what we’ll cover:
-Tackle for Salesforce 2.3 has arrived
-Automating AWS co-sell, your way
-Smarter Microsoft referrals
-New & noteworthy releases
-Ways to connect with the Tackle team in October
Tackle for Salesforce 2.3 is here
This version brings some of our most-requested enhancements to date—designed to give automation flexibility, better visibility, and more control in Salesforce.
Here’s what’s new:
- Auto-link co-sells to Salesforce opportunities created from Leads, keeping records in sync without extra effort.
- New automation options: More flexible ways to create AWS co-sells, with details covered in the section below.
- Smarter saved list views that surface co-sell invitations, draft offers, and opportunities with cloud errors—so nothing slips through the cracks.
Together, these updates make it easier to manage co-sell at scale while improving pipeline hygiene across AWS, Google, and Microsoft.
Automating AWS co-sell, your way
Every team has their own co-sell playbook and approaches creation criteria a little differently, which is why we’ve introduced flexible automation options. Now you can decide how AWS co-sells are created in Salesforce.
- Built-in automation: a simple, no-code toggle available in Tackle platform that creates a co-sell when an opportunity hits a specific stage
- Custom Salesforce flows: a more advanced option for teams who want granular control—like triggering a co-sell based on stage, deal size or custom fields.
Pro Tip: Decide on the method that works best for your team and stick with it to avoid duplicate records.
Choose your own automation adventure.
Smarter Microsoft referrals
Sharing deals with Microsoft just got faster and more resilient. Two new updates make it easier to keep co-sell momentum going:
- Draft referrals: Save work in progress and auto-save failed submissions, so your progress is never lost.
- Clone referrals: Duplicate an existing referral to create a new one in seconds—no re-entry required.
Together, these updates give your team time back in their day, reduce errors, and keep deals moving.
Level-up your referral workflows.
New and noteworthy releases
- Bulk co-sell creation in Salesforce is faster and more efficient, helping teams handle higher volumes with less overhead.
- Auto-accept AWS inbound invitations to reduce manual steps and keep deals moving.
- Opportunity owner details in AWS co-sells for cleaner records and clearer accountability.
Check out the full release notes for a complete list.
What’s coming in October
Next month is shaping up to be all about connection, here are three can’t miss opportunities:
- October 8 | State of Cloud GTM Report Launch: Be among the first to see the results of this year’s research and join the conversation on what’s next for Cloud GTM. Register now
- October 14 | Dreamforce Catalyst Breakfast: Kick off your Dreamforce week with coffee, community, and the Tackle team. Join us
October 22 | Tackle Cast: Everyone’s favorite monthly live series is back with the latest product updates, demos and tips to level up your Cloud GTM. Save your seat.
That’s a wrap for September
With automation reeling in the manual work and new updates keeping your pipeline in tip-top shape, we’re setting you up for smoother selling. See you next month!
