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Learning Objectives 

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

  • Describe how generative AI is transforming sales.
  • Explain the benefits of Einstein for Sales.

Transform Sales with Generative AI

While generative AI might seem like a buzzword, customers are embracing AI faster than ever. Gone are the days of intuition-based selling, manual sales processes, one-size-fits-all communication, and time-consuming tasks. You need every edge to compete and win in this new era of AI-powered growth. You need an AI strategy—now. The question is: How do you accelerate growth and productivity while keeping costs low? The answer: Agentforce for Sales.

Accelerate Growth Now with AI + Data + CRM

Agentforce for Sales is the complete platform for Salesblazers, our community of sellers, sales leaders, and sales operations, to grow sales and increase productivity. With Agentforce for Sales—the #1 CRM for sales—you can drive productivity, accelerate decision making, close faster, and strengthen customer relationships.

Eliminating the need for complex integrations and point solution applications, this complete AI suite brings together all of your data with AI and automation built into a single platform. Sellers can boost their productivity by using an AI-powered assistant to guide them and take actions. Empower your teams to see the future with predictive AI and optimize every interaction with conversation intelligence. Agentforce for Sales provides technology simplification and an improved seller experience so your teams accelerate growth and productivity.

Unleash Productivity with Agentforce for Sales

Generative AI is revolutionizing sales by boosting productivity and empowering sellers to do more with less. With Agentforce for Sales, you can enhance customer engagements at scale, automate sales processes and tasks, and close faster with data-driven guidance. 

Excited to get your hands on the latest AI innovations? Great news! With Agentforce for Sales you have all the tools to start today.

  • Prepare with Agentforce: This AI-powered assistant helps you prepare for meetings by researching prospects, summarizing records, and delivering recommendations for planning your day. It provides selling guidance and close plans, auto-updates CRM data, and more.
  • Create AI-powered generative emails: You can auto-create personalized and impactful emails at scale for prospecting, following up on meetings, and sending proposals.
  • Leverage AI-powered call summaries and call support: Your reps save time, improve follow-up, and make every interaction count with AI-powered insights, summaries, automated follow-ups, and sales signals. Sellers are provided with key mentions, transcripts, and action items automatically from recorded calls.
  • Build your data foundation: Use automatic activity capture, opportunity and lead scoring, predictive forecasting, account insights and deal insights to make data-driven decisions.
  • Coach sellers: Provide instant and actionable feedback through immersive simulations and personalized coaching programs.
  • Guide selling and grow relationships: Use propensity to buy, next-best opportunity, and product recommendations alongside relationship maps, recommended connections, and email insights to sell the right solution to the right person at the right time.

So what makes Agentforce for Sales unique? The Salesforce approach to generative AI is rooted in four guiding principles.

  • Trust: It’s the most critical element of generative AI’s development. Our Zero Retention Policy with OpenAI ensures your data is not stored outside of Salesforce. Learn more about the 5 guidelines we’re using to develop trusted generative AI.
  • Relevance: Content is created using your own trusted CRM data to ensure accuracy and relevance.
  • Security: Agentforce for Sales is built on the secure platform Hyperforce. This ensures data privacy and keeps personal identifiable information safe.
  • Ecosystem: Use our open ecosystem to bring in any large language model (LLM). Use your model, our model, or any model.

Agentforce for Sales offers your business a powerful and accessible tool for incorporating Einstein into your sales strategies to help your team sell with speed and efficiency like never before. 

Resources 

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