Communications

Quick Quote

Sales reps have to build complex quotes for multiple locations and want to provide an estimate upfront. With Quote Generation, sellers can create quotes faster and more accurately with AI-powered conversations to gather information, and analyze customer needs to provide product recommendations.

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Serviceability Analysis

Reduce manual data entry and ensure service location data is mapped to the correct fields through generative AI's use of semantic capabilities, all embedded within the quoting process.

Objects Referenced
Account, Contact, Quote

Data Sources
CRM

Template Type
Field Generation

How to use
1. Create an Enterprise Quote
2. Under Einstein Quick Quote, click Upload under Add locations / Subscribers
3. Click Next

Availability
GA Oct '24

Customer Needs Analysis

Through a generative AI-driven conversation and analysis, gather all information needed to determine whether a customer requires broadband or SD-WAN in a single workflow.

Objects Referenced
Account, Contact

Data Sources
CRM

Template Type
Flex

How to use
1. After uploading locations, Einstein will prompt seller with additional questions
2. Seller can converse with Einstein, providing answers to outstanding questions

Availability
GA Oct '24

Customer Needs Summary

Summarize needs analysis data and determine which products in catalog should be recommended based on the data collected.

Objects Referenced
Account, Contact

Data Sources
CRM

Template Type
Record Summary

How to use
1. Once Einstein has responses to all questions, it generates a recommendation

Availability
GA Oct '24

Product Recommendation

Generate personalized product recommendations by location based on customer needs analysis.

Objects Referenced
Account, Contact, Product

Data Sources
CRM

Template Type
Flex

How to use
1. Click Einstein Recommendations from the Needs Analysis Summary
2. Click Add Products to Quote

Availability
GA Oct '24

DISCLAIMER: Salesforce pre-built AI solutions 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.