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Time Estimate

Topics

See What’s New with Marketing, Sales, and Revenue

Learning Objectives

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

  • Describe how Marketing Intelligence uses AI and Data Cloud to boost ROI and deepen customer relationships.
  • Define how AI can improve marketing performance and loyalty programs.
  • Explain how to engage customers on their preferred channels for referrals, promotional messages, and self-service transactions.
  • Describe how to instantly gather insights from sales calls without the need for manual reviews.
  • Define how to align annual quota targets with business realities to optimize sales performance planning.
  • Describe how to optimize quote-to-cash processes on a complete revenue platform.

Marketing Cloud

Marketing Intelligence

Marketing Intelligence transforms your marketing data into proactive, trusted insights to drive business success.

Built on Data Cloud, it uses unified data, AI, and a digital workforce to deliver timely insights for confident decision-making. Marketing Intelligence simplifies data management with prebuilt connectors, Agentforce, and semantic models. And it helps you improve campaigns by pausing underperforming ads, recommending improvements, and tracking results. Reduce budget waste and improve margins through AI-powered summaries and Tableau visualizations to make the most of your marketing ROI.

Marketing Cloud Engagement

Loyalty Program Management

Enhance productivity and create more engaging loyalty programs with AI. Use AI to design or update promotions and generate compelling email content.

Chatting with Einstein AI in a conversation screen to set up a promotion

Referral Marketing and WhatsApp Integration

Improve referral promotion performance by communicating with advocates and their friends on WhatsApp. Increase promotion awareness, and share referral codes and rewards. Marketers can use the referral promotion wizard to configure the predefined message templates for the referral lifecycle.

Marketing Cloud Growth and Advanced Editions

Unified Conversations for WhatsApp

Engage with customers on WhatsApp. Reach your customers with promotional messages and enable seamless self-service transactions. Customers can transition from a chatbot interaction to a live-service representative within a single conversation.

Out-of-the-Box Event-Driven Messaging

Nurture customer engagement and conversion with personalized marketing journeys. Use customer interactions across SMS, WhatsApp, and email to trigger automated workflows and deliver tailored experiences.

Sales Cloud

Agentforce for Sales Enhancements

Agentforce for Sales Enhancements now uses retrieval augmented generation (RAG) to deliver advanced, multiturn replies with prospects. It crafts accurate, autonomous responses grounded in data from your Einstein Data Libraries, including uploaded documents and knowledge articles.

Learn more about Agentforce for Sales Enhancements.

Conversation Search

Gather insights faster from sales calls. Einstein can now search through call transcripts so teams can get actionable insights without manual review. Users can ask Einstein anything about their calls, such as: “Who are the top competitors?” or “What are customers saying about Product X?”

Learn more about Conversation Search.

Consumption Forecasting

Forecast continuous revenue streams—like usage-based software, professional services, and order volumes—alongside all other revenue in one unified view for a complete outlook on the business.

Account Plans Enhancements

Quickly identify cross-sell and upsell opportunities with whitespace mapping built into Account Plans. And track progress toward strategic account objectives in real time with automated objective tracking.

Ramp and Seasonality

Improve sales performance planning with resource ramp profiles and seasonality adjustments. Align annual quota targets with business realities, including new hire onboarding, rep experience, and product sales cycles.

Revenue Cloud

Advanced Configurator

Unlike traditional if/then rules engines, use constraint-based rules to build a technically valid product that’s supported by chaining and backtracking.

Deal Analytics

Increase sales efficiency, reinforce business growth, and improve margins in the product-to-cash process with AI and analytics.

Consumption Management

Improve the customer experience with unified selling and billing across one-time, recurring, and consumption products.

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