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 realice pronósticos con confianza.
Set up the required features to start forecasting.
Learn how to manage and grow a healthy sales pipeline.
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 rápidamente correos electrónicos, 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 la planificación de territorios para crear y optimizar alineaciones de territorio.
Aprenda habilidades avanzadas para gestionar territorios, incluidas las consideraciones de rendimiento.
Create a marker layer to geographically visualize your Salesforce Data.
Manage and maintain your company’s sales territories.
Connect Salesforce to Reps' Daily Tools
Realice un seguimiento de las interacciones de los clientes y trabaje con las negociaciones directamente desde Gmail y Google Calendar.
Ayude a los representantes a realizar un seguimiento de las interacciones de los clientes y a trabajar en las 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 Einstein Conversation Insights para automatizar tareas, de manera que pueda dedicar más tiempo a las ventas.
Learn how Einstein Conversation Insights can increase productivity for sales teams.
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Consulte otros productos de Salesforce para averiguar la manera en la que pueden ayudarle a crear recorridos de clientes más personalizados y tomar decisiones basadas en datos.