Get the latest deviations in sales agreements across products and time periods at a glance. Monitor revenue and quantity metrics across various products and schedules with the help of a pre-built AI agent skill.
Overview:
Unleash digital labor to help operations teams analyze sales agreement data to provide actionable insights, create to-do lists, schedule visits, and generate emails. Now Key Account Managers can easily understand performance trends, adjust strategies, and enhance customer relationships. The sales agreement management skill is available out-of-the-box for manufacturing customers, so you can get up and running fast.
Actions Invoked:
Analyze Sales Agreement Deviation, Create a To-Do, Schedule/Create a Visit for Sales Agreement, Draft or Revise Email, Answer Questions with Knowledge, Send Meeting Request
Data Sources: Manufacturing Cloud, Data Cloud for Manufacturing, ERP
Industry Data Objects Referenced: Sales Agreement, Product Schedule, Task, Event, Email, Knowledge Article
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Disclaimer: Salesforce pre-built Agentforce capabilities are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
