Maximize Sales Performance with Agentforce Actions

Learning Objectives

After completing this unit, you’ll be able to:

• Identify key capabilities of Agentforce Actions for Sales.
  
• Explore practical applications of Agentforce Actions for sellers.
  

Imagine a world where AI not only simplifies our lives but also enhances our productivity and problem-solving skills. Today we're planning vacations, brewing perfect cups of coffee, and figuring out why the water heater is flashing a mysterious red light, all with AI apps, bots, and programs. Companies across various industries are adopting AI to transform their processes, making tasks such as administration and customer service more efficient. This integration allows employees to focus on innovation, strategy, and high-value interactions.

Sales Cloud is also riding this wave of technological evolution, diving headfirst into new AI frontiers to completely transform how we work. By harnessing AI capabilities, it’s possible to boost sales productivity and increase revenue. And leading the charge? Our groundbreaking AI feature, Agentforce.

Meet Agentforce

Agentforce uses artificial intelligence to provide a conversational interface, enabling you to interact with your CRM through natural language.

Streamline Your Day and Boost Productivity Using Agentforce Actions

Mireille Noops is a seasoned seller at DreamHouse Realty, part of Alyosha Petrov's stellar sales team. Let’s follow along as Mirellie uses Agentforce throughout her day to complete her tasks.

Forecast Guidance

After her morning coffee, Mireille has a quick huddle with Alyosha, her sales manager, who’s reviewed the forecast using Agentforce’s Forecast Guidance. As a sales manager, Alyosha can use the Einstein conversation window to ask relevant questions and obtain insights on key leads and opportunities that his team should focus on. Similarly, as a seller, Mireille can use Einstein to assess her performance by inquiring about her progress toward quota, any deals at risk, and more. Armed with these insights and a clear action plan, she is prepared to start her day.

Summarize Records

One of today’s key opportunities belongs to Kelsier Smith, the operations manager at Lumosphere Technologies, who is looking for new office space. Mireille has been working with him for many weeks, and she’s finding it challenging to remember all the details of their interactions in order to determine the best next steps. Thankfully, Agentforce includes a library of actions that can assist with this.

One of the actions—Summarize Record—can provide Mireille with concise, AI-generated overviews that compile essential information from various sales-related activities, such as deals, accounts, leads, and contacts. She opens the opportunity, accesses Einstein, and prompts it to summarize the record. Whether she is on the page of the object she wants to summarize or on a completely different page, the Agent action can summarize based on her prompt.

Einstein analyzes the request and provides key information about the opportunity, including a summary, key contacts, risks, and next steps.

Create Close Plan

Mireille is at the Proposal stage of her sales process with Kelsier and is seeking tactical advice to close this deal efficiently. "What is a good next step?" she wonders.

She asks the Agent to create a close plan for this opportunity to plan her best next steps. Agentforce triggers the Create Close Plans action to provide detailed next steps for her to close this deal successfully. Following this advice, Mireille thoroughly reviews and refines the draft proposal.

Send Meeting Request

With a quick approval from Alyosha, her sales manager, Mireille is ready to schedule a meeting with Kelsier Smith. She's aware of Agentforce’s Send Meeting Request action that can help her do this. She asks Einstein to set up a meeting, which drafts a meeting request with three meeting slots, based on Mireille’s availability and a link to her calendar.

If specific dates are mentioned in the question, the Agent uses this information to suggest meeting times.

Kelsier can choose from these options or select a different time directly from Mireille’s calendar.

Call Explorer

Mireille had a productive video call with Kelsier, where she presented her proposal and addressed all his questions. The meeting concluded with discussions on the next steps. Kelsier informed her that after consulting with his Operations team, they had chosen a location for their new office and requested additional follow-up items from her. She skipped the usual note-taking, sparing herself the difficulty of deciphering her own handwriting later. She grabs lunch and sits down to review the call summary. The insights she seeks are the key information she needs to add to her proposal, along with any suggestions Einstein can provide to help close this stage of the sales process and move to the next. She asks Agentforce specific questions to gather the required insights, which in turn triggers the Call Explorer action to provide all the information she needs.

Get Product Pricing

Updating a proposal, especially when trying to dig up pricing information to calculate property taxes, often involves the cumbersome task of gathering information from various sources. This usually means toggling between multiple sources and digging through product pages, price books, and past-won deals to find sale price data. However, for Mireille, that is not an issue because of the way she leverages Agentforce’s Get Product Pricing action in order to quickly obtain and integrate essential information about sale prices of office buildings directly into her proposal.

Meeting Follow-Up Email

It’s time to send the updated proposal to Kelsier. Mireille doesn’t need to draft a new email, attach the proposal, and send it herself. Instead, she relies on Agentforce’s Meeting Follow-Up Email action to draft a follow-up email for her. This email summarizes the recent meeting and references the updated proposal, moving the opportunity forward and closer to completion.

This closes her tasks for the day with Kelsier. She had a great meeting with him; he liked the proposal and received an updated version based on his feedback. The opportunity is all set to move to the next stage in the sales process—the Most Likely stage, as per the Close Plan that Einstein generated for her.

Wrap Up

It was a good day for Mireille. She nurtured a strong relationship with Kelsier, finalized the proposal, and brought her deal close to completion, all by skillfully using simple prompts and leveraging the AI capabilities of Agentforce’s Agent Actions. This streamlined her tasks and freed up her time, allowing her to focus on securing more deals rather than spending time on routine tasks. This strategic approach created significant gains in her productivity and outcomes as a seller.