Agentforce for Sales: Your Secret to Smarter Selling | Dreamforce 2025

First off, I want to say a big thank you to those of you in the room and those of you tuning in online. I truly believe that it is your feedback that drives our innovation and has made the company that we have today. So please keep that feedback coming whether it's after this session or in other forums. And so with that, you're going to hear from myself, a sales cloud product marketer, as well as Isabella, who's going to show you all of the capabilities that I'm going to talk about today via a live demo. Sales teams everywhere are under a lot of pressure. They're being asked to choose between speed and personalization. Do we move fast in an effort to hit our targets or do we slow down and try to deliver personalized experiences which buyers are asking for? On top of this, sales teams are struggling to even do these two things because over half their day goes to non selling tasks. Data entry, chasing down information, swivel chairing between all of those disconnected systems. What if I told you that there was a better way? Imagine a new sales teams where reps are not bogged down by manual tasks, but instead are given the time and space to do what we hired them to do. Build relationships, solve problems and close deals. This is all about humans. Verse or sorry, this is all about humans with AI, not humans versus AI. I feel like we keep getting caught up in that. But this new agentic era is about humans with AI where agents do the heavy lifting. So. So your sales reps can do what they do best. Build connections. Let me show you what I mean. The sales cycle revolves around three growing your pipeline, growing your deals, and growing your revenue. As someone who used to be in sales myself, we can all agree that this sales cycle is so cumbersome and manual. It requires a lot of effort from every rep and on top of that, the number of systems that it takes to execute this. It's a lot that we're asking our reps. So imagine with me for a second if we identified the sales cycle with AgentForce. So previously as a rep I used to wake up every day and I had to start my day by chasing unqualified leads. Well now imagine with AgentForce. AgentForce is going to engage leads 247 for me. So I wake up to a full funnel of qualified pipe reps, spend hours updating the CRM, researching accounts. Well now with AgentForce, AgentForce handles account research, gives them call summaries and updates the CRM automatically. Gone are the days where your sales plans are based on intuition or your partners are Operating in a black box with Agentforce, you get instant data driven plans and agentforce helps you drive partner growth. All of this is made possible by a solution that you already know and trust. It's the number one Gartner Magic Quadrant leader for 19 years in a row and voted the number one CRM by G2 users across so many segments. I just heard someone mouth it. It's sales cloud, but it's sales cloud reinvented for the agentic era, where we're infusing agents into every part of the sales cycle. And all of this is made possible with data. This is my favorite slide. Better data equals better AI. Think about it. You are sitting on all of this data. Your sellers, they're constantly having conversations with their customers and sales calls, emails. That's a wealth of data on your customer. There's data across your company documents, in your FAQs, in your pitch decks. Then there's also external data from systems like Snowflake and Demandbase. Agentforce helps you bring all that data, capture it, connect it, turn it into insights that then are surfaced for your reps and your agents to take action. And the actions that they're able to take are hyper personalized and relevant because they have context from that data that I just mentioned. And so, speaking of actions, today we're going to show you three ways that agent force fuels your sales teams. The first is by engaging leads and customers across channels. The second is by helping you expand your accounts with intelligent account planning. And the third is by helping you advance your opportunities by surfacing insights in the flow of work. Now we've heard your feedback that you want to make it easier to set up agent for sales and set up an agent. And so we've taken great strides with Salesforce. Go to make it easy to get up and running quickly so that your time is spent more on fine tuning and personalizing your agents. And finally, this new agentic era requires new ways of working. And so we've created one workspace where agents and sellers can work side by side to close deals and keep that momentum moving. So, enough of me talking. I'm going to hand it over to Isabella to show you all this in action.

Thank you, Krithika. It's time to say goodbye to manual tasks and guesswork. And say hello to driving growth. We've reinvented sales cloud for the Agentic era. Agent Forced Sales brings together humans and AI to grow at every stage of the sales cycle. In this demo, I'll show you how Agent Forced Sales helps your sales Teams accelerate growth and performance across three critical engaging leads, expanding accounts and advancing opportunities. It starts the moment a prospect shows interest on your website. Agentforce is there, greeting them and immediately answering questions. And if the prospect isn't ready to book a meeting, AgentForce keeps the conversation going. It's always on nurturing prospects with a personal touch thanks to your sales and marketing data. This results in AgentForce filling your reps calendars with high quality customer meetings. But they still need a central place to track and manage it all. That place is your all new sales workspace where your reps and agentforce can work together to manage all of these new opportunities. Here reps can see exactly what AgentForce has already handled and what they need to do next. This is all prioritized in one single view to keep the momentum going. Now let's see how AgentForce helps your reps from engaging leads to to strategically expanding existing accounts. AgentForce helps your reps identify their top prospective accounts based on their readiness to engage. With AI powered summaries and with embedded summarization, your sellers will walk into every conversation prepared. The agent can generate complete recap of any opportunity, lead or contact that's always up to date. This ensures your sellers walk into every conversation feeling confident. AgentForce also helps your sellers cross sell and upsell with AI powered account plans. It mines all of that rich data from sales and service conversations and public web data to help you understand a customer's strengths, weaknesses, industry trends, KPIs, strategic priorities and top competitors as you can see here. And you can add all of this to your account plan in just a few clicks. This isn't a static document. This is a living breathing point of view refining itself every day. Now that we truly understand the customer, let's find the next best opportunity. We do that right here. We can instantly identify white space and determine the next best product to position to the customer. Because growing accounts is a team effort, Slack brings the whole team together, including the sales agent. The agent's an active teammate, helping your sales team research accounts, draft executive briefs and prep for quarterly business reviews. For example, let's say we want help prepping for a meeting with Omega Inc. We can open the agent's response directly on a canvas. From here we can see a summary of recent conversations to strategic priorities, open opportunities and key marketing data. It's all there. This ensures that your sellers have impactful conversations that close deals and say we wanna dig a little bit deeper and we want this to include a little bit more on industry trends as that quickly populates you can see how powerful it is to have the agent as an active teammate to research the account. It's pulling data real time to give us the context that we need. As you can see, as it tells us about industry trends, we can decide to add that to our document. Now that we've figured out how to expand the account, let's see how AgentForce helps us advance these opportunities. You can now quickly analyze your conversations and generate a complete recap of any conversation. No manual notes needed. In fact, I can look at any conversation and see any action items, anything that needs my direct attention or a follow up. I can even create tasks directly from here and say I want to dig a little bit deeper into this conversation. I can ask specific questions, for example, what were the customers key concerns about cost and budget? And AgentForce will immediately tell me. Meanwhile, AgentForce uses this same conversation data to keep your pipeline moving. In the Agent Activity column here you can see any actions and field updates for sellers to review. It's always on intelligently updating the next stage and steps and all of these changes that Agent Force makes are completely transparent. So you can always see the rationale and the data behind any single recommendation. The best part about all of this is getting started easy and quick. With Salesforce Go, we have clear guidance that guides you every step of the way so that that you can enable Agentix selling across your entire organization in just a few clicks. So as you can see, the future of selling is here. This is Agent Force Sales. If any of these features caught your eye, this is a great resource to share with your AE for next steps. Thank you.