Grow Accounts and Relationships with Agent Support

Learning Objectives

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

• Use intelligent agents to streamline account planning, meeting prep, and follow-up tasks.
  
• Identify cross-sell and upsell opportunities using Product Whitespace and automated quoting tools.
  

Work Deals with Confidence and Agent-Powered Insights

You're a seasoned seller, and you know that first impressions matter. The impact you make depends on how well-prepared you are. Not just about who you’re meeting, but also their priorities, their place in the market, the problem they’re trying to solve, and why you’re the right choice to help.

Seller 1.0 handled this the hard way: scattered notes, 20 tabs open, and hours of manual research before every meeting. But now, your calendar is packed with prospects. You don’t have the time to dig deep on each one. You don’t try to do it all alone. Your agents handle the prep.

This is agentic account planning.

An account plan is your strategic guide to managing a specific account or client relationship. You use it to complete a SWOT analysis, understand the company and competitive landscape, track objectives, and identify cross-sell and upsell opportunities, all in one place. A strong account plan helps you show up prepared. With the right context at your fingertips, your first conversation feels like your tenth. You already understand what matters to the customer and how to meet them where they are.

With agentic account planning, your agent does the heavy lifting. They research the account, surface key insights, and fill out the plan for you with a single click. You no longer spend time digging through websites or piecing together data from your CRM. Everything you need is already there when you need it, thanks to your agent.

Armed with your comprehensive account plan, you head into the meeting. Your prospect is impressed by how prepared you are and how well you understand their business. You’ve clearly done your homework. But this is just one of several meetings today. You don’t want to spend your time taking notes or trying to remember every detail afterward.

That’s where your agent brings in conversational intelligence. You revisit the meeting later, review the transcript, read through the auto-generated summary, and pick out the key takeaways. Everything you need is captured and easy to act on, so you can stay focused on the conversation while your agent keeps track of the rest.

You also rely on your agent to send a follow-up email, pull up key insights, answer questions, and track the deal without the usual hassle. Your agent makes sure nothing slips through the cracks. Your agent also uses your meeting data to keep your pipeline up to date. The Agent Activity column in your sales pipeline pulls in CRM data to reflect the latest actions, suggest next steps, and give you quick access to make updates as needed.

As you meet with prospects and work your deals, your agent stays busy behind the scenes, capturing every update and keeping everything at your fingertips.

Drive Cross-Sell and Upsell Opportunities

Your account plan is full of valuable data about your prospects. It also offers a view for you to see your top-selling products from Closed Won opportunities in the past year across related accounts. This helps you spot potential cross-sell and upsell opportunities. Timing and clarity are key when it comes to expanding customer relationships. When you're ready to share new product options, a solid quote helps move things forward. Your agent makes this easy in Slack by building quotes with the right products, pricing, and terms: no manual research or long approval chains.

You ask your agent in Slack to create a quote. It follows your business rules, configures the right product mix (including add-ons or upgrades), and delivers a quote that’s ready to go.

Since Slack is connected to your Salesforce instance, you also manage your deals without switching tools. Once you're happy with a quote, you update the opportunity status right in Slack to keep your pipeline accurate and your team informed.

Wrap Up!

What sets you apart as a seller 2.0 is how you work smarter, not harder. You’re part of a transformed sales cycle, one that’s built around intelligent, autonomous agents that handle the repetitive, data-heavy work for you. That means less time chasing details and more time doing what you do best: connecting with customers and closing deals.

From prospecting to account planning, from quoting to follow-ups, your agents have your back. They surface insights, suggest next steps, and keep everything moving so you never miss a beat. Whether it’s your first interaction with a prospect or a long-standing customer relationship, you’re supported every step of the way.

Seller 2.0 isn’t just a title. It’s a mindset and a toolkit that lets you focus on relationships, strategy, and results. You bring the vision and the human touch. Your agents take care of the rest. Together, you drive stronger connections, smarter decisions, and better outcomes for your customers and your business.