Close deals faster with better sales data, all in one place. Automatically capture activities and conversations, harmonise data across every source, and give agents the complete, trusted data foundation needed to power accurate insights and move deals forward — all on the Agentforce Platform.
There is no shortage of data. Your CRM data, sales activity and conversation data, and external data are growing exponentially — but only complete, connected data drives revenue. With your sales data unified on the Agentforce Platform, every seller and agent has the intelligence they need to turn pipeline into revenue.
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 360
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 360. 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 360 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 360.
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Sales data is all the information a business collects throughout the sales process. This includes rep activity information, like sending emails; customer behaviour, like web browsing and form submission; buying patterns; and overall sales team performance. It's important to note that this data can be both quantitative and qualitative.
Without accurate, comprehensive sales data, businesses can't make effective strategic decisions that drive growth. When data is kept up to date, companies can see and take advantage of opportunities, identify and address risk, and incentivise sellers to focus on the right products or accounts to ensure they hit targets.
In short: As much sales data as possible. That said, it may be difficult for smaller companies to track and maintain large amounts of data. The focus should be on sales performance (including deal tracking, sales activities, and quota/targets), conversion rates, and sales cycle length. Companies should also pay close attention to market trends and buyer behaviour.
Sales data software, sometimes referred to as sales analytics software, is a broad category encompassing tools that allow sales teams to collect, organise, maintain, and analyse data. In order to ensure these work effectively, they require integration with all existing sales tools, real-time reporting, and the ability to automatically update sales data. Additionally, it should be easy to use and set up, and allow teams to scale as they grow. Finally, look for AI and automation tools that handle data collection, organisation, and reporting for you with minimal human intervention.
Writers drafted these FAQs with the help of AI.
