Streaming soon: 7 Practical Ways to Put Sales AI to Work
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Our AI solutions, protected by the Einstein Trust Layer, deliver autonomous, generative, and predictive capabilities built directly into your CRM. Autonomous Agentforce Agents scale your team and drive growth. Your personal Agentforce Assistant boosts productivity, automates tasks, and optimizes every interaction. Best of all, setup is easy. Enjoy the flexibility to customize and integrate AI across your operations with the Salesforce Platform.
What can sales teams do with trusted Sales AI?
Drive productivity, accelerate decision making, close faster, and strengthen relationships.
Scale your sales team with Agentforce.
Autonomously nurture inbound leads to build pipeline. Offload early funnel activities like outreach, answering product questions, and scheduling meetings. Deliver trusted, accurate responses grounded in CRM data to personalize interactions. Smoothly transition qualified leads to human sellers.
Give every rep a dedicated coach to practice their pitches, handle objections, and negotiate before real customer meetings. Conduct role-plays, tailored to each deal. Provide personalized and objective feedback afterward to help reps close with confidence.
Unleash productivity with generative AI.
Never draft emails from scratch again. Ask Einstein to auto-generate personalized emails grounded in CRM and external data. Help sellers make introductions or send follow-ups in seconds. Automate personalized communications from anywhere you work, including Microsoft Outlook, Gmail, or even LinkedIn.
Say good-bye to flipping through notes. Ask Einstein to synthesize important call information in seconds. Quickly generate concise, actionable summaries from your sales calls or ask Einstein to identify important takeaways and customer sentiment so you have the context you need to move deals forward.
Eliminate one-size-fits-all sales strategies. Generate a customized action plan personalized to your customer and sales process. Increase conversion rates with step-by-step guidance and milestones grounded in CRM data.
Automate prospect and account research. Summarize lead, opportunity, and other CRM records to identify the likelihood of closing a deal, which competitors are involved, and more. Pull in real-time data to understand relevant updates happening in the news. Eliminate manual data entry by asking Einstein to update any lead or opportunity record for you.
Accelerate decisions with predictive AI.
Get rid of manual data entry for good. Automatically capture and sync relevant customer and sales information from your email and calendar. Keep your CRM records and metrics up-to-date with ease.
Prioritize the most critical deals. Avoid the guesswork and get ahead of risks by understanding and actioning based on lead potential, opportunity health, and relevant sales activities.
Drive forecast accuracy with AI-predictions. Get the relevant logic, factors, and business trends that go into the predictions. Easily assess potential gaps in your pipeline and sales process.
Close every call with conversation intelligence.
Know exactly what customers are saying about your competitors and products. Get a birds-eye-view of what's happening across your team's sales calls. Uncover trends that are stalling deals so you can know how to your redefine sales programs, competitive plays, and enablement.
Identify and act on key moments from your sales conversations. Instantly spot customer objections, attitudes on pricing, and questions asked, all without listening to the entire call. Move deals forward fast with conversation insights related to opportunities, delivered in the flow of work.
Teach every rep to sell like the best rep. Ramp up new hires fast by sharing successful sales calls and circulating best-in-class techniques across the team. Create milestone-based sales programs that deliver outcomes.
Make stronger connections with AI that prospects for you.
Take your marketing pipe to sales pipe fast. Replace dead-end, web-to-lead forms with live conversations. Qualify and pass leads to reps right from your website. Empower qualified leads to connect with a rep instantly or schedule a meeting time that works for your prospect.
Uncover relationship networks without any manual research. Understand your prospect and customer network for every deal. Autopopulate contacts and relevant information to help build strong relationships with key decision makers.
Discover new relationships backed by external data. Get crucial context from relevant sources across the web pulled right into your CRM. Automatically update existing records as you learn more.
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Complete your sales AI solution with products from across the Customer 360.
Einstein Conversation Insights
Sales Analytics
Data Cloud
Sales Cloud Pricing
Select your Sales Cloud edition below. Sales Cloud Unlimited edition includes our full suite of Sales AI products, right out of the box. For the others, you can easily add the products you need.
Starter Suite
- Simplified Setup and Onboarding
- Lead, Account, Contact, and Opportunity Management
- Email Integration
Pro Suite
- Forecast Management
- Customizable Reports and Dashboards
- Quoting and Contracting
Enterprise
- Sales capabilities in Pro Suite, plus Advanced Pipeline Management & Deal Insights
- Conversation Intelligence
- Workflow and Approvals Automation
Unlimited
- Everything in Enterprise plus Predictive AI
- Conversation Intelligence and Sales Engagement
- Premier Success Plan and Full Sandbox
Einstein 1 Sales
- Everything in Unlimited plus Einstein Copilot Powered by Generative AI
- Performance Management, Sales Programs, and Team Collaboration with Slack
- Connect and Unify All Data with Data Cloud and Revenue Intelligence
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
We use Einstein Opportunity Scoring to measure the probability of opportunities being converted to sales and to identify at-risk pipelines. In conjunction with Sales Cloud and Forecasting, it has improved win rate by 14%.
Laurent FarciSVP, media.monks
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Frequently asked questions about AI for Sales
AI can be used in sales to automate and optimize various sales activities, such as lead scoring, customer segmentation, personalized messaging, and sales forecasting. It enables businesses to make data-driven decisions, free up time, and improve sales effectiveness.
AI improves sales by automating repetitive tasks, providing real-time insights into customer behavior, and generating drafts of personalized communication with customers. It also enables businesses to identify new sales opportunities and make data-driven decisions to optimize sales performance.
Artificial intelligence is changing sales by enabling businesses to automate and optimize various sales activities, from lead generation to customer retention. It is also helping businesses make data-driven decisions to improve sales performance and increase revenue.