Selling Smarter: How Salesforce Uses Agentic AI to Boost Seller Productivity

Are you ready to take your sales career to the next level with cutting-edge technology and unparalleled support? At Salesforce, we’re not just enhancing  software; we’re building tools that are powering the future of sales – and Jenny Tran is putting those tools into the hands of our sellers. 

Read on to learn about the incredible journey of Jenny, a leader at the forefront of our agentic AI transformation and how her team is empowering sellers with Agentforce.

Jenny’s journey to sales enablement

Jenny’s career began as a Salesforce Admin and IT professional at several Fortune 500 companies before landing at Salesforce as a Business Systems Analyst – and she hasn’t looked back.

Today, she is the Senior Director of Seller Productivity and leads a team of passionate Salesforce Admins and Developers who are dedicated to enhancing the productivity and efficiency of Salesforce’s 25,000 internal sellers  using tools like Agentforce. “It’s my job to ensure that the right solutions are in place to help support our sellers,” she says.

For some ambitious trailblazers, continuous learning and upskilling means trying on new roles and jumping to new teams. For Jenny, it means she has been able to evolve and adapt and help drive the organization forward becoming an expert within her function. 

“I’ve progressed my career within this team over the last 8 years, transforming and shaping the way this team has grown and supports the overall organization objectives and strategic initiatives. ” Whenever Jenny is asked why trying new teams wasn’t a goal on her career roadmap, she eagerly shares: “It’s my dream job; I love the technology and I get fulfillment knowing my work is directly helping a sales org. And, as a leader, I get to help my team grow.”

When you join the sales org at Salesforce, you’ll use the tools that Jenny’s team built.

Equipping sellers with the power of Agentforce

One of the key problems sellers face is how to quickly find the right information at the right time to do their job effectively. It’s extremely time consuming to sort through systems, find data, and format the information for easy interpretation. Jenny’s team is at the forefront of Salesforce’s internal product innovation, implementing and adopting Salesforce’s newest technologies like Agentforce to help sellers solve this problem and be more productive.

“What used to take hours to manually pull together from various sources can now be done in under a minute with Agentforce – giving back valuable time to our sellers.” Jenny shares. “They can access these tools in Salesforce, Slack, or on their phones to quickly show the value to our customers!”

Sounds too good to be true? It’s a reality at Salesforce. Thanks to Jenny’s team, sellers have access to these Agentforce tools:

1. Agentforce Sales Agent: Sellers at Salesforce no longer have to spend hours digging through data across different platforms to find insights for their deals. Whether sellers are in Slack or Salesforce, Sales Agent helps sellers be more productive by quickly providing information on opportunity insights, competitive intel, deal desk approvals, and more. 
2. Agentforce Sales Coach: Want feedback on your calls or someone to role-play common objectives with? Every seller now has a readily-available Sales Coach for real-time support to help them be prepared before meeting with a customer. 
3. Slack Sales Elevate: Need an instant recap of your latest deals, which ones need action, and which ones to prioritize? This tool leverages AI to provide sellers with instant insights and guidance, enhancing their productivity and effectiveness.

Learn how these tools are being used by top sales leaders at Salesforce.

Supporting sellers with training and enablement

Once Jenny’s team builds these tools, they don’t just release them and step back to let the sales teams figure it out on their own; her enablement counterparts jump in with extensive change management, communication, and training.

Salesforce ensures that sellers are equipped with the right resources, including (but not limited to!) user guides, office hours, and on-the-job training. “Whenever we launch a new agent or any new Sales tool, we ensure our sellers are able to learn it, use it, and sell it effectively,” Jenny emphasizes. “Adoption and utilization is just as important as launching the product.”

AI tools are already being widely adopted in many workplaces. However, Jenny advises the key difference is no longer just providing AI tools but also having continuous enablement to train salespeople on how to be mature AI users, preparing them for advances like the introduction of agentic AI.

“Salesforce has always been at the leading edge of innovation and AI; this means that we know the most effective ways to implement AI so that our employees are early adopters and brought along in the transformation.” 

Not only are there teams responsible for training and upskilling the sales organization on new tools and products, Salesforce sellers have access to company-wide learning days, custom Trailhead content, and more – making learning accessible for all types of learners in any role of the sales org.

“Salesforce has a special way of making the product so easy to learn,” Jenny adds. “We encourage our sellers to use AI and to become experts – but they’re not doing it alone. We’ve created a culture that encourages openness to learning and AI up-skilling.” 

Ready to learn more about using AI? Gain AI skills on Trailhead for free.

Embracing continuous learning and change

When asked what makes anyone successful at Salesforce, Jenny shares:

“The people who succeed are the ones that truly embrace the change mindset. Change in the Salesforce platform is inevitable, and that’s the beauty of it – you keep upskilling. There are so many resources that allow my teams to stay on top of the latest and greatest.” 

Join the sales team designed to help you learn to use and sell AI

Agentforce represents one of the biggest shifts in Salesforce’s history, and Jenny sees it as an opportunity to transform the organization and our customers: “It’s an incredible chance to work with AI as some of the first to learn how to take advantage of all that AI can help us achieve. Our sales teams get to leverage Agentforce as a teammate to be more productive – what other company can say that?” 

“Innovation is one of our top values, and with Agentforce transforming the way we do things, it makes it truly exciting to come to work every day,” Jenny says. 

Jenny’s team has the tools. You bring the sales acumen. Apply now!