Your limitless sales team, pipeline to paycheck. Scale effortlessly with Agentforce — your new digital workforce — built on the Salesforce Platform. Nurture inbound leads 24/7, coach every rep on every opportunity, and automate quoting. Personalize every interaction and ensure accurate, trusted responses using your deal and customer data. Get started in minutes with prebuilt actions, and easily customize to fit your business needs.
Our AI sales agents work seamlessly with your CRM and external data. Just upload your company documents using Data Cloud for even more personalized outcomes. Agentforce continuously learns and adapts with the Atlas Reasoning Engine, while your data is protected by the Einstein Trust Layer.
Sales Development
Never miss an inbound lead. Route inbound leads to Agentforce and set clear guardrails for when and how to reach out. Use CRM and external data to craft tailored messages at scale, increasing the chances of lead engagement.
Answer lead questions and handle objections by grounding every response in your trusted business data from your CRM and company content like product FAQ, case studies, and sales plays.
Seamlessly transition interested leads to your sales team by providing real-time calendar availability for easy meeting scheduling.
Sales Coaching
Ensure pitch quality and consistency across your team. Record seller pitches and receive targeted feedback to refine messaging and delivery and improve qualification and discovery.
Don’t go into meetings cold. Engage in role-plays tailored to each deal and deal stage. Agentforce generates real-time, contextual responses, simulating real-world sales conversations.
Improve deal outcomes with feedback based on account and opportunity data and company best practices. Apply the same standards to every role-play and pitch practice for objective, consistent feedback on key strengths and areas to improve.
Quoting
Close deals faster by instantly generating personalized customer quotes, leveraging unified transaction data and CRM. Agentforce creates, modifies, and summarizes quotes while maintaining role-based access permissions, ensuring seamless and secure collaboration.
Ensure precise quoting and improve customer satisfaction with a complete revenue platform. Agentforce follows product catalog and fulfillment rules to quote technically valid products, while pricing and discounting within system guardrails. Sellers review and generate final quotes with native document generation.
Manage customer accounts with ease and accuracy. Agentforce quickly summarizes account details and assists sales reps in making real-time changes, including creating amendments. Effortlessly update customers by automatically generating personalized emails.
By automating lead nurturing, we reduce time spent on manual outreach and increase our ability to connect with customers, advancing real impact through collaboration and cutting-edge technical solutions.
Mikael BackLead, Sales Development & Salesforce Platform, VTT
We’re now able to reach referring physicians when it’s most convenient for them, automatically share the benefits of our protocols and immediately provide more information as needed. We expect to sign up more providers, faster and with less manual effort.
Dr. John ObergCEO, Precina Health
Our sellers now have a coach with them, at all times, helping to close deals faster and improve their sales skills. This will completely change our enablement strategy.
Marcie LadermanEVP, Global Business Strategy & Ops, Salesforce
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AI sales agents are tools which leverage artificial intelligence to automate and enhance sales activities, including lead qualification, customer interaction, and deal closing.
AI sales agents are used by sales teams to handle repetitive tasks, like lead qualification, follow-ups, scheduling, and sales coaching. They work to save time, scale outreach, improve quota attainment, and increase customer engagement. Sales is about relationship building, so teams benefit from agents handling repetitive tasks so they can focus more on connecting with customers.
As trust and security are major concerns for businesses relying on AI, it’s important to use tools grounded in trusted data sources. While several companies have developed or are developing agents to assist with sales tasks, Agentforce Agents (developed by Salesforce) have a distinct advantage: They are built right into the Salesforce CRM, Data Cloud, and the Einstein Trust Layer. Unsecured tools can result in loss of privacy, misuse of data, and inaccurate agent outputs.
Chatbots are one way of conversing with AI. Before generative AI stormed the scene, chatbots relied on scripts without much personalization, creating clunky and sometimes laughable user experiences. With generative AI, chatbots became a lot more adaptable, with many businesses using them to deflect customer service queries.
AI sales agents are several levels more advanced. They’re proactive, autonomous applications that execute complex tasks, escalate issues, and rely on business-specific data to augment sales teams. Some interfaces of AI sales agents are similar to chatbots — role-playing with an AI sales coach, for example — but much of what these agents accomplish is more sophisticated, personalized, and relevant to the moment or circumstance.
The cost of AI sales agents varies based on business needs, the number of conversations they’re having, and the level of integration with business data. Agents are flexible and scalable, and give teams the ability to adjust usage based on sales pipeline needs while helping teams offset the costs of training, coaching, and hiring new reps.
Generally, yes, when sales agents are integrated with secure platforms and data. Agentforce, for example, is built on the Einstein Trust Layer, ensuring data security and adherence to business protocols when handling tasks. AI sales agents built with Agentforce rely on trusted business data to ensure accuracy and security.
One of the most commonly cited anxieties around AI is its potential to replace humans and affect jobs. Here’s the thing: Selling will always involve real relationships between real people. But the deal-long engagement between salespeople and their customers is full of touchpoints that don’t actually require a lot of human oversight. In the past, there was no choice; following up, scheduling, populating CRM data, and coaching were all part and parcel of working in sales. AI sales agents are taking on the most time-consuming tasks with less human intervention.
