From AI-powered call summarization to generative AI-driven Sales Email, these tools enhance seller productivity.
Salesforce launched artificial intelligence and data innovations in Sales Cloud, including embedded AI assistant Copilot for Sales.
These innovations provide sellers with AI-powered tools to streamline research and manual tasks like summarizing meetings and creating emails. New capabilities also connect real-time internal Salesforce and external data to build prospect lists, identify buyer intent, optimize performance indicators, and bring Sales Cloud directly into Outlook, Gmail, and web browsers.
The innovations include the following:
- Copilot for Sales gives sellers an AI assistant to research accounts, update their CRM records, and prepare for meetings from anywhere, including their mobile devices and browsers.
- AI-powered Call Summarization and Exploration automatically extracts call details, helping reps create and share meeting summaries with their teams.
- In the seller’s unique tone and style, sales Email uses generative AI to create personalized outreach emails for common sales scenarios, such as introductions or follow-up notes.
- Automated Prospecting, powered by Data Cloud, unifies internal Salesforce and external data in real-time to create prospect lists based on account segmentation, customer fit, and buyer engagement scores to help sellers engage customers when they’re most likely to purchase. These scores can include metrics such as recent company expansion and levels of relationships with decision-makers.
- Process Intelligence to build data models from internal and external data sources to optimize performance indicators, such as win rate or attrition metrics.
- Sales Cloud Everywhere lets sellers bring the power of Sales Cloud to Outlook, Gmail, and web browsers to manage opportunities, update accounts, and look up CRM data from wherever they work. Additionally, it streamlines email communication by auto-generating and sending emails directly from these platforms.
“A solid data foundation can unlock AI for all sellers. Built on real-time, connected data, Salesforce’s innovations integrate powerful AI to support every step of the sales journey. This means that sales teams can shift their attention from processes to connecting with people, giving them more time to focus on what they do best: selling,” said Ketan Karkhanis, Executive Vice President and General Manager of Sales Cloud at Salesforce, in a statement.
