Close deals faster with better sales data, all in one place. Capture activities and update your CRM automatically. Harmonise your disparate data in Salesforce for a complete view of your business using Data Cloud. Empower sellers with more accurate insights and relevant AI grounded in your data — all powered by the Agentforce 360 Platform.
There is no shortage of data. Your CRM data, external data and trove of sales activity data are exponentially growing. To make use of this data you need it to be connected and all in one place. With your sales data natively integrated into the Agentforce 360 Platform, you get smarter decisions and faster revenue - all in the flow of work.
Activity 360
Get rid of manual data entry for good. Automatically capture and sync relevant customer and sales information from your email, calendar and calls for improved visibility across the sales funnel. Keep your CRM records and metrics up to date with ease.
Say goodbye to note-taking during calls. Automatically transcribe recorded voice and video calls. Easily spot conversation trends and coaching opportunities with automated insights captured for you. Unblock deals and get next step guidance with one-click call summaries.
Gain full visibility into rep and deal performance. Learn which leads are going stale and which reps need to be more engaged on deals, with a grounds up view of every sales activity for your team across all channels. Get insights fast with out-of-the-box reports and dashboards.
Data Cloud
Securely integrate sales data at scale with our prebuilt connectors. Connect data across multiple Salesforce environments, your website, ERP systems, data lakes and warehouses and countless data sources. Easily ingest relevant customer and sales information from all sources straight into Sales Cloud.
Standardise your sales data across various systems. Merge similar types of data from different records and systems into a consistent format. Understand your interconnected data better so you can organise relevant customer and deal information to fit your business needs.
Consolidate your data into a comprehensive view of all your deals, customers and prospects. Use matching and reconciliation rules to link data about opportunities and contacts into unified profiles for a holistic view of your prospects, deals and forecasts.
Sales Analytics
Discover your next best customer with buying signal powered by Data Cloud. Calculate fit, intent and engagement by unifying CRM and external data. Identify and prioritise high-value prospects with a complete view of web engagement, marketing campaigns, firmographic data and more.
Summarise predictions and recommendations from opportunities, calls, emails and cases. Help reps move deals forward with insights into deal progression, trends from voice and video, context from relevant emails, service case status and more. Decipher if the right stakeholders are involved in deals, as well as their level of engagement.
Combine consumption, renewals and new business into a single forecast for any revenue team. Forecast anything like product utilisation, billable hours and more with the power of Data Cloud for complete visibility into your business performance.
Sales AI
Enable smarter AI with unified data. Ask Einstein to write emails enriched with customer data from internal and external sources. Generate concise summaries of sales calls, prospects or deals. Create actionable plans of how to progress deals.
Make faster decisions with AI-powered predictions in the flow of work. Guide sellers to close deals, automate sales processes and build stronger relationships with help from Einstein. Create predictions to answer any business question with clicks, not code.
Speed up your business processes with automated CRM workflows. Extend generative AI capabilities by customising prompts and actions and trigger automations from analytics dashboards or within Slack. Streamline data-heavy processes, automate prospecting and simplify billing.
Bring trusted customer data to AI and unlock impactful growth opportunities with a single, unified view of your accounts and sales activities from any data source.
Drive forecast accuracy, grow pipeline and optimise revenue with Sales Cloud and Tableau insights.
Magnify every seller’s impact with Einstein’s generative and predictive intelligence supercharged by your trusted customer data from Data Cloud.
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