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 analyse customer needs to provide product recommendations.
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
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
Summarise needs analysis data and determine which products in catalogue 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
Generate personalised 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.
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