Windows show a video call recording, Einstein AI answering questions about the call, and a automated scheduling chat bot.

Sales AI

Sell faster with trusted AI built directly into your CRM. Give every seller an AI assistant to automate prospect research, draft emails, and help plan their day. Empower reps to see the future with predictive AI. Make every interaction count with conversation intelligence. Easily customize and integrate AI everywhere you work with Einstein 1.

Leading teams use Sales AI to sell faster and drive productivity.

 

What can sales teams do with trusted Sales AI?

Drive productivity, accelerate decision making, close faster, and strengthen relationships.

Unleash productivity with generative AI.

Einstein Copilot

Never draft emails from scratch again. Ask Einstein to auto-generate personalized emails grounded in CRM and external data. Help sellers make introductions or send follow-ups in seconds. Automate personalized communications from anywhere you work, including Microsoft Outlook, Gmail, or even LinkedIn.

Sales AI generating a personalized email, informed by CRM data.

Say good-bye to flipping through notes. Ask Einstein to synthesize important call information in seconds. Quickly generate concise, actionable summaries from your sales calls or ask Einstein to identify important takeaways and customer sentiment so you have the context you need to move deals forward.

Sales AI generates a summary based on a previous call and flags questions to follow up on.

Eliminate one-size-fits-all sales strategies. Generate a customized action plan personalized to your customer and sales process. Increase conversion rates with step by step guidance and milestones grounded in CRM data.

Einstein generates a customed close plan based on CRM data.

Automate prospect and account research. Summarize lead, opportunity, and other CRM records to identify the likelihood of closing a deal, which competitors are involved, and more. Pull-in real-time data to understand relevant updates happening in the news. Eliminate manual data entry by asking Einstein to update any lead or opportunity record for you.

Einstein summarizes account and engagement history.
Sales AI generating a personalized email, informed by CRM data.
Sales AI generates a summary based on a previous call and flags questions to follow up on.
Einstein generates a customed close plan based on CRM data.
Einstein summarizes account and engagement history.

Accelerate decisions with predictive AI.

Sales Cloud Einstein

Get rid of manual data entry for good. Automatically capture and sync relevant customer and sales information from your email and calendar. Keep your CRM records and metrics up-to-date with ease.

AI automatically updates relevant information for a new addition to CRM, including calendar updates.

Prioritize the most critical deals. Avoid the guesswork and get ahead of risks by understanding and actioning based on lead potential, opportunity health, and relevant sales activities.

Einstein opportunity scoring indicates high likelihood that a lead will close, including recent positives and negatives.

Drive forecast accuracy with AI-predictions. Get the relevant logic, factors, and business trends that go into the predictions. Easily assess potential gaps in your pipeline and sales process.

A window shows forecasts with Einstein Predictions. A pop up gives details like range, breakdown, and top factors.
AI automatically updates relevant information for a new addition to CRM, including calendar updates.
Einstein opportunity scoring indicates high likelihood that a lead will close, including recent positives and negatives.
A window shows forecasts with Einstein Predictions. A pop up gives details like range, breakdown, and top factors.

Close every call with conversation intelligence.

Einstein Conversation Insights

Know exactly what customers are saying about your competitors and products. Get a birds-eye-view of what's happening across your team's sales calls. Uncover trends that are stalling deals so you can know how to your redefine sales programs, competitive plays, and enablement.

Sales AI updates close time, as well as indicates opportunity for upsell.

Identify and act on key moments from your sales conversations. Instantly spot customer objections, attitudes on pricing, and questions asked, all without listening to the entire call. Move deals forward fast with conversation insights related to opportunities, delivered in the flow of work.

Sales AI allowing you to search conversation insights by categories and key words.

Teach every rep to sell like the best rep. Ramp up new hires fast by sharing successful sales calls and circulating best-in-class techniques across the team. Create milestone based sales programs that deliver outcomes.

Windows show a recorded video call with highlights, new hire milestones, a training exercise, and more call collections.
Sales AI updates close time, as well as indicates opportunity for upsell.
Sales AI allowing you to search conversation insights by categories and key words.
Windows show a recorded video call with highlights, new hire milestones, a training exercise, and more call collections.

Make stronger connections with AI that prospects for you.

Buyer Assistant and Einstein Relationship Insights

Take your marketing pipe to sales pipe fast. Replace dead-end, web-to-lead forms with live conversations. Qualify and pass leads to reps right from your website. Empower qualified leads to connect with a rep instantly or schedule a meeting time that works for your prospect.

An AI chat window shows a customer request to add new stock to his inventory, a chatbot gives times to talk with a rep.

Uncover relationship networks without any manual research. Understand your prospect and customer network for every deal. Autopopulate contacts and relevant information to help build strong relationships with key decision makers.

Relationship graph highlights prospect and customer network for an individual deal.

Discover new relationships backed by external data. Get crucial context from relevant sources across the web pulled right into your CRM. Automatically update existing records as you learn more.

A window shows customer info collected from the web, a window shows account details, a pop-up asks to verify the record.
An AI chat window shows a customer request to add new stock to his inventory, a chatbot gives times to talk with a rep.
Relationship graph highlights prospect and customer network for an individual deal.
A window shows customer info collected from the web, a window shows account details, a pop-up asks to verify the record.

Become a Salesblazer with free, guided learning on Trailhead.

"We use Einstein Opportunity Scoring to measure the probability of opportunities being converted to sales and to identify at-risk pipelines. In conjunction with Sales Cloud and Forecasting, it has improved win rate by 14%. media.monks Laurent Farci, SVP, media.monks"

We use Einstein Opportunity Scoring to measure the probability of opportunities being converted to sales and to identify at-risk pipelines. In conjunction with Sales Cloud and Forecasting, it has improved win rate by 14%.

Laurent Farci
SVP, media.monks

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Frequently asked questions about AI for Sales

AI can be used in sales to automate and optimize various sales activities, such as lead scoring, customer segmentation, personalized messaging, and sales forecasting. It enables businesses to make data-driven decisions, free up time, and improve sales effectiveness.

AI improves sales by automating repetitive tasks, providing real-time insights into customer behavior, and generating drafts of personalized communication with customers. It also enables businesses to identify new sales opportunities and make data-driven decisions to optimize sales performance.

Artificial intelligence is changing sales by enabling businesses to automate and optimize various sales activities, from lead generation to customer retention. It is also helping businesses make data-driven decisions to improve sales performance and increase revenue.