Discover Agentforce for Sales
Learning Objectives
After completing this unit, you’ll be able to:
- Explain the basics of Agentforce for Sales.
- Differentiate between Agentforce Sales Development Representative and Agentforce Sales Coach.
Agentforce for Sales
These days, customers expect relevant, personalized interactions with sales reps. But reps only have so many hours in the day and plenty of customers they want to interact with during that time. Agentforce for Sales can help reps do their jobs better. Sales Agents maximize human potential and enhance sales rep productivity by assisting them throughout the sales cycle, helping reps sell faster and scale their efforts across all their customers.
Agentforce is a set of tools to create and customize agents as well as a suite of assistive and autonomous agents that extend teams to get work done faster. Agents can accomplish numerous tasks within Salesforce orgs, like building pipeline, case deflection, and coaching sales teams. Within the Agentforce framework, there are autonomous and assistive types of agents.
Agentforce for Sales helps you scale your sales organization with pre-built actions to drive unprecedented success across the entire sales cycle. It spans capabilities including nurturing leads 24/7, coaching reps to drive better performance, and expediting quoting to close deals faster. All of this helps boost the productivity of each sales rep and accelerate revenue growth.
A Sales Agent for Every Occasion
So how do you determine which Sales Agent is best for your sales team? Let’s dive deeper into each option to help you make the best decision for your company.
Agentforce for Sales Development
Agentforce helps with sales development by handling personalized outreach to leads, responding to questions, and even scheduling introduction meetings for sales reps. It is grounded in your company’s sales, product, and customer data to nurture leads effectively and move them through the funnel, maximizing every sales rep’s time and pipeline. It’s focused on the top of the sales funnel or the beginning of the sales cycle with the main goal of nurturing leads. Here’s how Agentforce for Sales Development (SDR):
- Ensures every lead gets attention.
- Automates various sales development tasks to help sellers focus on building customer relationships.
- Interprets and processes information to answer questions and book meetings.
- Passes off leads to the sales rep.
By automating these top-of-the-funnel activities, the SDR agent can free up sales reps to focus primarily on connecting with high-quality and qualified leads—leads with a higher chance to convert. This provides your company with an easy way to scale your selling capacity to handle leads that would otherwise be untouched, accelerating your sales team’s pipeline. The SDR agent is ideal for companies with high-volume lead generation and those who want to increase the productivity of their sales team.
Agentforce for Sales Coaching
Agentforce Sales Coach provides deal-specific, personalized feedback to sales reps so they’re always ready for great customer conversations. Sales reps can get tailored feedback whether they want to perfect their sales pitch or conduct a role play to nail a negotiation. The sales coach accesses CRM data and RAG to provide feedback on the rep’s pitch tailored to the deal and the specific stage the deal is in.
When feedback is generated, the agent cross-references the sales rep’s information with certain fields from the opportunity to ensure it’s correct. Additionally, the sales coach can simulate a “customer” or “buyer” in facilitated role-play scenarios tailored to the sales rep’s deal, and provides feedback to the sales rep specific to that opportunity for their role-play. Here’s how it works.
- Allows teams to scale coaching by giving every seller a dedicated coach.
- Facilitates role plays tailored to specific deals and provides personalized, objective feedback after each session.
- Allows sellers to practice pitching, handling objections, or negotiating before meeting real customers—without consuming precious manager time.
- Helps managers focus their energy on the critical moments—the real “game-time” swings—not the practice sessions in the batting cage.
Agentforce for Sales Coaching is ideal for the manager with a large sales team or very little time for coaching sales reps.
To sum up, Agentforce for Sales helps you scale your sales organization with pre-built skills to drive unprecedented success on the digital labor platform. It includes capabilities to help you nurture leads around the clock, provide on demand coaching to sales reps to drive better performance, and streamlines quoting to boost the productivity of your entire sales organization.
Now that you have a better idea of what Agentforce is and how our sales agents can help your growing business, you’re ready to watch your sales grow!