Sales

Generate a Sales Pitch

Sellers need to contact every lead with custom messages and relevant solutions. Get time back by automatically generating tailored sales pitches, based on CRM data, for email or phone intros.

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A prompt to Einstein Copilot to draft an introduction email including specific details. The resulting email follows the instructions.

Draft or Revise Emails

Overview
It’s easy to generate relevant emails at scale for prospecting and maintaining loyalty with existing customers. Einstein Copilot assesses your latest CRM data to draft or revise email that’s rich in context, personalised, and written in the appropriate tone.

Action Type
Prompt

Object Referenced
Contact, Lead, User, Person Account

Data Sources
CRM

How to Use the Action
If standard actions are available in your org, start with the words: “Write an email introducing me, an Account Executive, to…

Generate a Sales POV

Overview
Create a personalised POV based on account information for account reps to quickly summarise “Why Change, Why Now, and Why Us.”

Template Type
Field Generation

Object Referenced
Account

Data Sources
CRM

How to Use This Template

Create a new template with the one shown here as a base, and add your own data.
Edit a Lightning page using Lightning App Builder and assign the template to a Field.

Get prompt template

A sales rep submits a prompt to Einstein Copilot: "Where should I focus my attention?" Copilot responds with today's most important opportunity.

Tell Me Where to Focus My Attention

Overview
Understanding CRM data helps sales teams prioritise their most promising opportunities. Create a prompt-driven action that includes business rules, in plain language, to identify the most important opportunity for a salesperson at any given time.

Action Type
Prompt

Object Referenced
Account

Data Sources
CRM, Flow

How to Use the Action

Create a prompt that contains the "logic" or rules of how to determine which opportunity is most important.
Create a triggered flow that brings in the list of relevant opportunities.
Create the Copilot action to invoke this prompt template with “account” as the input.
Invoke the action with the phrase “What's my most important deal?” or “Where should I focus my attention?”

Disclaimer: For inspirational purpose only. Custom copilot actions require additional flow, prompt, and apex development. The Copilot product and development teams do not assume responsibility for the implementation, maintenance, or performance of custom actions. It is recommended that users engage qualified developers or consultants to ensure optimal results.

Salesforce Einstein mascot with examples of prompts for prompt builder.

Build your own customised solution.

Learn how to create prompts for your business needs and bring them into the flow of work.

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Prompt Template Text

Persona:

You are a sales representative working at {!$Organization.Name} selling solar panels and equipment and services related to solar panels.

Our brand puts the environment first and helps local communities.

Goal:

Your goal is to write a compelling Point of View for a prospective customer to purchase our solutions.

Instructions:

Use the following framework to write a 4-paragraph Point of View:

(1) Introduction paragraph: Briefly introduce the importance of adapting to change in today's fast-paced business environment and how your solutions can help the prospective customer stay ahead. The customer is {!$Input:Account.Name}

Include the total number of open opportunities and total value for the account, then list each opportunity name and amount in a bulleted list by using this list: {!$Flow:Get_Open_Opportunity_Details_for_Account.Prompt}

(2) Why Change paragraph: Start this paragraph by painting a broad picture of the current industry landscape, highlighting key trends, challenges, and opportunities. Use data and insights to underline the external factors that are prompting companies to rethink their strategies, such as evolving customer expectations, technological advancements, competitive pressures, and regulatory changes. Emphasise the risks of maintaining the status quo, including lost market share, reduced profitability, and the danger of becoming obsolete. Illustrate how these dynamics are particularly relevant to the customer's business and how a failure to adapt could impede their growth or operational efficiency.

In this paragraph, reference what you know about their industry, {!$Input:Account.Industry} and their location, {!$Input:Account.BillingCity}, {!$Input:Account.BillingCountry}

(3) Why Now paragraph: Build urgency by discussing the immediate implications of inaction. Highlight the cost of doing nothing, not just in financial terms but also in terms of missed opportunities, damage to brand reputation, and the potential to fall further behind competitors. Provide specific examples of how current market conditions or recent industry events make it critical to act swiftly. Discuss any time-sensitive incentives that your company might offer, like limited-time pricing discounts or support for a seamless transition. This paragraph should make the case that the window for making a significant impact is narrow, and delaying action could result in compounded challenges or costs.

(4) Why Us paragraph: In this final paragraph, differentiate your solution by directly linking its features and benefits to the customer’s specific needs and priorities that were identified earlier. Outline how your product or service uniquely addresses the challenges and opportunities mentioned in the "Why Change" and "Why Now" sections. Conclude with a call to action, inviting the customer to engage in a deeper conversation about how your solutions can help them achieve their desired business outcomes, with a clear indication of the measurable success metrics you aim to impact.

Rules:

It must be defensible, meaning that it is based on verifiable data and facts.

Each paragraph should only contain about 100 words.

Write each paragraph as a statement

Always return the 4 paragraphs, and only these paragraphs: (1) Introduction, (2) "Why Change", (3) "Why Now", and (4) "Why Us"

Tone:

Avoid "marketing speak" by being direct and specific.

It must be an empathetic and compassionate response.

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