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Salesforce Sales AISalesforce

Our AI solutions, protected by the Einstein Trust Layer, deliver autonomous, generative, and predictive capabilities built directly into your CRM.

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Vendor

Salesforce

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What can sales teams do with trusted Sales AI?

Drive productivity, accelerate decision making, close faster, and strengthen relationships.

Scale your sales team with Agentforce.

Sales Development

Autonomously nurture inbound leads to build pipeline. Offload early funnel activities like outreach, answering product questions, and scheduling meetings. Deliver trusted, accurate responses grounded in CRM data to personalize interactions. Smoothly transition qualified leads to human sellers.

Sales Coaching

Give every rep a dedicated coach to practice their pitches, handle objections, and negotiate before real customer meetings. Conduct role-plays, tailored to each deal. Provide personalized and objective feedback afterward to help reps close with confidence.

Unleash productivity with generative AI.

Sales Emails

Never draft emails from scratch again. Ask Einstein to auto-generate personalized emails grounded in CRM and external data. Help sellers make introductions or send follow-ups in seconds. Automate personalized communications from anywhere you work, including Microsoft Outlook, Gmail, or even LinkedIn.

Call Summaries and Exploration

Say good-bye to flipping through notes. Ask Einstein to synthesize important call information in seconds. Quickly generate concise, actionable summaries from your sales calls or ask Einstein to identify important takeaways and customer sentiment so you have the context you need to move deals forward.

Personalized Close Plans

Eliminate one-size-fits-all sales strategies. Generate a customized action plan personalized to your customer and sales process. Increase conversion rates with step-by-step guidance and milestones grounded in CRM data.

Prospect and Account Research

Automate prospect and account research. Summarize lead, opportunity, and other CRM records to identify the likelihood of closing a deal, which competitors are involved, and more. Pull in real-time data to understand relevant updates happening in the news. Eliminate manual data entry by asking Einstein to update any lead or opportunity record for you.

Accelerate decisions with predictive AI.

Activity Capture

Get rid of manual data entry for good. Automatically capture and sync relevant customer and sales information from your email and calendar. Keep your CRM records and metrics up-to-date with ease.

AI-Driven Deal Insights

Prioritize the most critical deals. Avoid the guesswork and get ahead of risks by understanding and actioning based on lead potential, opportunity health, and relevant sales activities.

Predictive Forecasting

Drive forecast accuracy with AI-predictions. Get the relevant logic, factors, and business trends that go into the predictions. Easily assess potential gaps in your pipeline and sales process.

Close every call with conversation intelligence.

Sales Signals

Know exactly what customers are saying about your competitors and products. Get a birds-eye-view of what's happening across your team's sales calls. Uncover trends that are stalling deals so you can know how to your redefine sales programs, competitive plays, and enablement.

Call Insights

Identify and act on key moments from your sales conversations. Instantly spot customer objections, attitudes on pricing, and questions asked, all without listening to the entire call. Move deals forward fast with conversation insights related to opportunities, delivered in the flow of work.

Self-Serve Seller Onboarding

Teach every rep to sell like the best rep. Ramp up new hires fast by sharing successful sales calls and circulating best-in-class techniques across the team. Create milestone-based sales programs that deliver outcomes.

Make stronger connections with AI that prospects for you.

Buyer Assistant

Take your marketing pipe to sales pipe fast. Replace dead-end, web-to-lead forms with live conversations. Qualify and pass leads to reps right from your website. Empower qualified leads to connect with a rep instantly or schedule a meeting time that works for your prospect.

Relationship Graphs

Uncover relationship networks without any manual research. Understand your prospect and customer network for every deal. Autopopulate contacts and relevant information to help build strong relationships with key decision makers.

Relationship Insights

Discover new relationships backed by external data. Get crucial context from relevant sources across the web pulled right into your CRM. Automatically update existing records as you learn more.