AI-powered account planning: Agents create living, breathing account plans that continuously refresh with the latest intelligence. They mine sales conversations, service interactions, and public web data to build SWOT analyses and serve up competitive intelligence, customer strengths and weaknesses, industry trends, white space analysis, and next best product recommendations.
Sales engagement: Effective engagement requires consistent, personalized outreach at scale. Sales Cloud's sales engagement tools help reps manage high-volume prospecting by using email templates for personalization, sequencing touchpoints across channels with cadences, and automatically capturing every interaction in a complete activity timeline.
Conversation intelligence: Agents join your sales calls and automatically generate complete recaps — no manual notes required. They identify action items, flag concerns, answer specific questions about conversations (like "What were the customer's budget concerns?"), and use this conversational data to intelligently update opportunity stages and next steps.
Agent activity column: Every action agents make appears in the new Agent Activity area in Sales Cloud, giving you complete transparency. You see recommended updates based on emails, meetings, and notes — each with full citations showing the data behind the recommendation. You approve or deny changes, and when you're ready, you can make them autonomous. Trust is built in.
Automated CRM updates: Agents use your conversations to update opportunities for you, ensuring your pipeline always reflects reality without you spending hours on data entry.
Intelligent quoting: Agents generate personalized quotes 75% faster by automatically applying business and finance rules while tailoring every quote to the specific customer context.
Sales analytics: Sales reports offer clear, visual breakdowns of sales trends and pipeline health. This comprehensive approach to sales analytics helps organizations understand what's working and what needs adjustment, making sales performance analysis a data-driven discipline rather than guesswork.