Generalized view of Sales Data, including prospecting center and dashboard.

Sales Data

Win more revenue with better sales data. Capture activities and update your CRM automatically. Harmonize 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 Einstein 1.

Why do you need a foundation of quality sales data?

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 Einstein 1 Platform, you get smarter decisions and faster revenue - all in the flow of work.

Eliminate data entry with automated CRM updates.

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.

Einstein automatically capturing data and adding to CRM.

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.

Einstein generating call summary following a call with a lead.

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.

Dashboard view of rep performance and engagement.
Einstein automatically capturing data and adding to CRM.
Einstein generating call summary following a call with a lead.
Dashboard view of rep performance and engagement.

Centralize all your data for one holistic view.

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.

View of potential data connectors.

Standardize 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 organize relevant customer and deal information to fit your business needs.

Merging of sales data across multiple systems.

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.

Singular unified view of data profiles.
View of potential data connectors.
Merging of sales data across multiple systems.
Singular unified view of data profiles.

Act on the most accurate, data-driven insights.

Sales Analytics

Summarize 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.

Einstein highlighting deal insights based on data.

Get a complete and accurate view of your forecasts across multiple Salesforce orgs or lines of business with a unified view of your opportunities. Forecast across any revenue type. Analyze and improve top KPIs related to pipeline, conversion rates, and team performance.

View of forecasts and opportunities across orgs.

Qualify faster with a unified view of all the insights reps need. Get recommendations based on CRM and external data signals to know who to engage with, which customers are likely to purchase, and which deals to focus on.

Centralized view of prospecting opportunities.
Einstein highlighting deal insights based on data.
View of forecasts and opportunities across orgs.
Centralized view of prospecting opportunities.

Sell faster with the power of data-driven AI.

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.

Example of generative email capabilities.

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.

Einstein predicting likelihood a lead will close.

Speed up your business processes with automated CRM workflows. Extend generative AI capabilities by customizing prompts and actions and trigger automations from analytics dashboards or within Slack. Streamline data-heavy processes, automate prospecting, and simplify billing.

Data creating more efficient workflows in real time.
Example of generative email capabilities.
Einstein predicting likelihood a lead will close.
Data creating more efficient workflows in real time.
Salesblazers George and Carol pictured with Zig

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