Win more revenue with better sales data. Capture activities and update your CRM automatically. Harmonise your disparate data in Salesforce for a complete view of your business using Data Cloud. Empower sellers with more accurate insights and relevant AI grounded in your data - all powered by Einstein 1.
There is no shortage of data. Your CRM data, external data, and trove of sales activity data are exponentially growing. To make use of this data you need it to be connected and all in one place. With your sales data natively integrated into the Einstein 1 Platform, you get smarter decisions and faster revenue - all in the flow of work.
Activity 360
Get rid of manual data entry for good. Automatically capture and sync relevant customer and sales information from your email, calendar, and calls for improved visibility across the sales funnel. Keep your CRM records and metrics up to date with ease.
Say goodbye to note-taking during calls. Automatically transcribe recorded voice and video calls. Easily spot conversation trends and coaching opportunities with automated insights captured for you. Unblock deals and get next step guidance with one-click call summaries.
Gain full visibility into rep and deal performance. Learn which leads are going stale, and which reps need to be more engaged on deals, with a grounds up view of every sales activity for your team across all channels. Get insights fast with out-of-the-box reports and dashboards.
Data Cloud
Securely integrate sales data at scale with our prebuilt connectors. Connect data across multiple Salesforce environments, your website, ERP systems, data lakes and warehouses, and countless data sources. Easily ingest relevant customer and sales information from all sources straight into Sales Cloud.
Standardise your sales data across various systems. Merge similar types of data from different records and systems into a consistent format. Understand your interconnected data better so you can organise relevant customer and deal information to fit your business needs.
Consolidate your data into a comprehensive view of all your deals, customers, and prospects. Use matching and reconciliation rules to link data about opportunities and contacts into unified profiles for a holistic view of your prospects, deals, and forecasts.
Sales Analytics
Summarise predictions and recommendations from opportunities, calls, emails, and cases. Help reps move deals forward with insights into deal progression, trends from voice and video, context from relevant emails, service case status, and more. Decipher if the right stakeholders are involved in deals, as well as their level of engagement.
Get a complete and accurate view of your forecasts across multiple Salesforce orgs or lines of business with a unified view of your opportunities. Forecast across any revenue type. Analyse and improve top KPIs related to pipeline, conversion rates, and team performance.
Qualify faster with a unified view of all the insights reps need. Get recommendations based on CRM and external data signals to know who to engage with, which customers are likely to purchase, and which deals to focus on.
Sales AI
Enable smarter AI with unified data. Ask Einstein to write emails enriched with customer data from internal and external sources. Generate concise summaries of sales calls, prospects, or deals. Create actionable plans of how to progress deals.
Make faster decisions with AI-powered predictions in the flow of work. Guide sellers to close deals, automate sales processes, and build stronger relationships with help from Einstein. Create predictions to answer any business question with clicks, not code.
Speed up your business processes with automated CRM workflows. Extend generative AI capabilities by customising prompts and actions and trigger automations from analytics dashboards or within Slack. Streamline data-heavy processes, automate prospecting, and simplify billing.
Bring trusted customer data to AI and unlock impactful growth opportunities with a single, unified view of your accounts and sales activities from any data source.
Drive forecast accuracy, grow pipeline, and optimise revenue with Sales Cloud and Tableau insights.
Magnify every seller’s impact with Einstein’s generative and predictive intelligence supercharged by your trusted customer data from Data Cloud.
Looking to meet and learn from fellow sales professionals? Our Salesblazer Community is the place for you.
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