Agentforce Sales Intelligence

Key Features:

• AI Client Rank: Prioritize clients based on sales volume, recent engagement, relationship length, and profitability tier.
• Top Ranked Products: Identify products with higher profitability and strategic priority using AI product ranking.

Benefits:

• Target High-Value Accounts: Easily identify and focus on top accounts and products within Salesforce.
• Increase Conversions: Recommend products tailored to customer interests and needs.
• Enhance Financial Performance: Prioritize products with the highest potential returns.
• Adapt to Market Changes: Align recommendations with strategic objectives and economic conditions.
• Boost Efficiency: Equip your sales team with the data they need, reducing time spent on research.

Transform Sales with Agentforce

Prioritize Your Data with Data Cloud

Aggregate various data sources, including market industry data and account behavior. Identify high-potential products and customers with advanced analytics.

Empower Your Sales Team

Seamlessly integrate AI-driven insights into your Salesforce UI. Enable quick, informed actions on valuable accounts and products.

Supercharge Maturity with Agentforce

Apply AI to build custom models within Data Cloud. Integrate model outputs directly into AI-driven next-best flow for real-time decision support.

Scale for the Future

Build a foundation that grows with your Salesforce capabilities.

NBA Makes Insights Actionable

• Brings together Salesforce and non-Salesforce data, business rules, and strategies
• Uses data to create insights
• Qualifies customers based on criteria
• Provides clear decisioning on what to recommend and to which customers
• Displays action when customer meets criteria
• User accepts or rejects suggested action
• Connects recommendations to automation
• System launches automated process to execute action
• Easy-to-use UI facilitates actions by the sales team

Agentforce Sales Intelligence Industry Applications

• Telco/Media Tech: Improve customer segmentation for personalized offers and reduced churn.
• Health/Life Sciences: Enable content optimization for more personalized interactions with HCPs and patients.
• Retail/CPG: Enhance product recommendations and streamline inventory management.
• Travel/Hospitality: Implement dynamic pricing and create personalized travel experiences.
• Banking/Financial Services: Optimize cross-selling opportunities and enhance risk assessment for lending.

Who Should Capitalize on Agentforce Sales Intelligence?

• Chief Revenue Officers
• Sales Operations Managers
• Customer Experience Directors
• B2B Sales Leaders