Fundraising-with-AI
Technology

Product-Led Sales

Sellers spend too much time on manual tasks and trying to identify the right accounts to target. Get insights into product usage to identify the right opportunities to target, upsell high usage customers and create personalized outreach that drives revenue faster.

Non-profit-Donor-Engagement

Product Usage Summary

Understand product usage trends and adoption metrics with real-time telemetry data. Accelerate revenue by more easily identifying high usage accounts for upsell and reduce attrition by proactively identifying accounts with low usage.

Objects Referenced
Account, Product, Asset

Data Sources
CRM, Data Cloud

Template Type
Record Summary

How to use
1. Navigate to the customer account page
2. Click on Agentforce to open the window
3. Request a product usage summary for the account: "Summarize product usage for [account]."

Availability
GA Now

Non-profit-Donor-Engagement

Product Recommendation

Get a personalized product recommendation to pitch to your customer based on product usage, historical trends, engagement and more.

Objects Referenced
Account, ProductCatalog, Asset, ActivityHistory

Data Sources
CRM, Data Cloud

Template Type
Flex

How to use
1. Navigate to the customer account page
2. Click on Agentforce to open the window
3. Request a product recommendation for the account: "What are the recommended products for [account]?"

Availability
GA Now

Non-profit-Donor-Engagement

Personalized Sales Pitch

Increase the effectiveness of your sales outreach with personalized pitch generation. Agentforce considers account and contact history and activity, as well as the product recommendations provided to craft a personalized email. Pitches can be adjusted for length, voice or with a custom template.

Objects Referenced
Account, Contact, ProductCatalog, ActivityHistory

Data Sources
CRM

Template Type
Flex

How to use
1. Navigate to contact record
2. Under Activity, click Draft Email
3. In the email window, click Draft with Einstein
4. Enter a prompt requesting an email draft for product usage, or select a pre-configured template

Availability
GA Now

Conversation Insights

Accelerate your deal cycles with conversation intelligence. Transcribe calls to identify key topics and potential deal blockers that sellers can focus on in the future. Automatically generate follow up actions to increase deal momentum and close faster.

Objects Referenced
Account, Contact, Opportunity, Activity History

Data Sources
CRM

Template Type
Flex

How to Use
1. Go to the App Launcher and search for Conversation Insights
2. Get key insights & topics from the Insights section
3. Click on Call Summary tab and click Create Call Summary 4. Click on Action Items tab to take action such as "Send Email"
5. Select "Draft with Einstein" in the email window

Availability
GA Now

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.

Technology leaders weigh in on AI trends in the industry.

Learn how technology companies are navigating AI implementation, common challenges and top use cases.