Salesforce's AgentForce uses AI to pull CRM data, call transcripts, and external signals from ZoomInfo and 6Sense to rank leads and write personalized emails. The demo shows how it drafts outreach, integrates with Slack, and books meetings from website visitors.
You. We're making it easier to bring in external data sources, and we're announcing several partnerships such as Zoom Info, 6Sense, and Moody's. So let's get right to it. Let's bring this all together in a live demo. Please give a shout out to Dylan and James for helping me out here. All right, I'm a seller prospecting for a financial forecasting solution, but my lead list is spotty with missing context. Does this look familiar? Yeah, thought so. But imagine coming into work every morning with a perfectly prioritized list of accounts and contacts to engage. This is powered by AgentForce. Just like your best rep, AgentForce goes across all your CRM, your call recordings, your data from the web and brings all of it together to give you the highest value prospects to go after. Let's go and dig into one of these to understand why Ava was prioritized. In this case, AgentForce, mimed call transcripts, emails, finding that Ava was part of a closed lost opportunity. And she asked for me to reach out to her ahead of her annual planning cycle. Additionally, Ava's company is hiring several financial analysts and they're showing intent on demand base. The combination of these signals tells me this is the perfect time to reach out to Ava. So AgentForce translates all of this research into a personalized email. So all I have to do is Review and send. AgentForce is doing this at scale behind the scenes, saving me hours of time in list building and research. Let's go ahead and show you how we configured this. On the left side, you're going to see that AgentForce has access to dozens of signals across Salesforce data, like call recordings, website data such as fundraising, and recent hires. And now you can pull in your favorite data source that's external in the center. We instructed the agent to search across all data sources and natural language. So first, we asked it to look for accounts whether they were new or existing. Second, to go find contacts that match our ideal customer profile, whether they were in CRM or not. And third, the agent can take action, like drafting emails or pushing to Slack. This is going to save the sales team so much time. All right, so that prioritized list of contacts and leads doesn't just work here. That intelligence follows you so that when you're working in Slack, you have access to it too. But not just you. Everyone working around that account list, whether it's sales, marketing, or revenue operations, also has access to view and act on that list. Now, this is my favorite part. You need to add a lead to a marketing campaign. No problem. AgentForce can do that. AgentForce can also handle the two way campaign conversation as a follow up. I know firsthand in working with sales this is one of the least favorite marketing asks that sellers had. So you're welcome. We just fixed that, so this is amazing. It's going to help sellers focus on working those deals. All right, so outbound is one important motion for building pipeline. But let's talk about inbound. Whether a new visitor or an existing customer lands on your website, AgentForce is there to meet them. AgentForce is the first and only agent that can seamlessly move from a service query to pitching products to answering questions and booking meetings. This intelligence works across channels. This is amazing. This is a huge leap forward. So if someone is on your site or in a chat and happens to close out, AgentForce isn't just generically sending out an email. AgentForce will autonomously draft and personalize an email with tailored messaging based on someone's behavior. This turns a missed opportunity into a new lead. I'm so excited to say that we leverage this at Salesforce at scale to ensure no lead is left behind, but not just us. Customers across every industry are seeing success like indeed Pearson and Heed. So with Agent four supporting from prospecting to engaging, sellers start their day with a calendar full of meetings. Now sellers can focus on working these qualified leads, not the work in getting there. This is going to help to scale your team, ensure you're focused on the right prospects and accelerate pipeline growth. So what you just saw is how intelligent data is fueling the agent forest engine to help you build more qualified pipeline faster than ever.
