Agentforce Sales: Drive Pipeline Efficiency
Configure advanced sales intelligence, forecasting models, and automated outreach to optimize revenue operations.
Configure Forecasting and Pipeline Visibility
Learn how to use Salesforce Forecasting to track real-time sales performance, customize forecast views, and boost accuracy.
Impulse proyecciones de ventas precisas y pronostique con confianza.
Set up the required features to start forecasting.
Aprenda a gestionar y a desarrollar una canalización adecuada de ventas.
Get your sales teams started managing their pipelines with a single view of pipeline metrics, opportunities, and week-to-week deal changes.
Enable Smarter Selling with AI and Structured Outreach
Use the Sales Cloud Einstein Setup Assistant to get the targeted guidance you need.
Learn about the process Einstein uses to determine which of your leads to prioritize.
Use Einstein Next Best Action to deliver tailored recommendations at the right moment.
Aumente la productividad de las ventas internas y gestione el éxito con Sales Engagement.
Increase the efficiency of managed, repeatable outreach steps using standard cadences.
Agregue con rapidez emails, llamadas, LinkedIn o tareas personalizadas a la Cola de trabajo o a la Lista de tareas por hacer.
Get started with Sales Engagement.
Save time and improve consistency by adding automation to your Sales Engagement activities.
Set Up Territory Management and Geographic Visualization
Learn how to visualize and optimize your location data with Salesforce Maps.
Set up features to help your reps maximize selling and service time, and optimize routes.
Utilice Planificación de territorios para crear y optimizar las alineaciones de territorio.
Aprenda habilidades avanzadas para gestionar territorios, incluyendo consideraciones de desempeño.
Create a marker layer to geographically visualize your Salesforce Data.
Manage and maintain your company’s sales territories.
Connect Salesforce to Reps' Daily Tools
Haga un seguimiento de las interacciones de clientes y trabaje con sus negociaciones directamente en Gmail y Google Calendar.
Ayude los representantes a realizar un seguimiento de las interacciones de clientes y trabajar en sus negociaciones de Salesforce directamente en Outlook.
Learn how to customize email integrations to meet your reps needs.
Get your sales reps up and running with Einstein Activity Capture.
Utilice Perspectivas de pláticas de Einstein para automatizar tareas y así poder dedicar más tiempo a vender.
Learn how Einstein Conversation Insights can increase productivity for sales teams.
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