Demo: Elevating the Seller Experience | Salesforce

Salesforce demo of Sales Workspace and AgentForce for sales teams. New features include embedded Tableau analytics, automated opportunity updates, and AI-drafted follow-ups. Quote generation is 75% faster, with proactive upsell recommendations and approval workflows built in.
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75% faster.
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And we have identified every single part of the sales cycle and we are doing that here with sales workspace, which I am so excited to show you. So let's give a big shout out to our demo drivers, Daniel and James, and we are going to show you how we are elevating every single seller. So Dina showed you you can get amazing calendars, but every seller knows a calendar meeting. That's just step number one. Let's go close these deals. And it starts from the sales workspace. This is a brand new experience that we built for you. This is where humans and sell, or sorry, sellers and agent force work together. So I'm going to walk you through this new page. At the top, we have embedded tableau. That's because you want to be able to spot risk, you want to look at upside. And then on the right hand side you can see that we've actually flagged deals that you can go close to close that gap to quota. But my favorite part is in the upper right. This is all the work that Agent 4 Sales is doing for you. It's capturing meetings, capturing leads, researching your accounts, and even, yes, updating your opportunities for you. Hallelujah. And then at the very bottom, you're gonna see a prioritized list. This is everything that you should be working on where the agent needs you to go connect. So let's get prepared for this very first meeting. This is the new account planning experience. This is a living, breathing document of everything that you need to know about your customers right here. You want a SWOT analysis, you want to go do competitive research. All of that information is right here. This is game changing to have everything that you need here. And what's more, Agent for Sales is building you a nuanced, rich point of view on every single one of your accounts and keeping it refreshed all the time for you. And in Slack, Account intelligence is right there because this is account based selling in a whole new way. I am so excited to see it here. Alrighty. Now that I'm feeling prepped for this meeting, AgentForce continues to be by my side. It is going to join me on that conversation and then use conversations to automatically update opportunities for me. Right here you'll see this new Agent Activity column. This is where Agent for Sales is doing all of that work for you. It's using your conversations and turning them into updates so you don't have to do this work ever again. Let's go drill into one of them here. You. You can see that we have recommended an update based on Conversations that have been happening. Maybe it's an email, maybe it's a meeting or a note that you've taken. And because trust is our number one value, all of these updates, they start by something that you can approve or deny. And when you feel ready, you can make them autonomous. They also include full citations. So let's jump right into that call and see all of the data that's there. What I love is that we have now made conversational data actionable as well. To follow up after this call. It's as Easy as having AgentForce draft me a follow up and everything that I need is right there. I can just send it and keep going on my way. Awesome. Okay. You know, the ball is moving so well that we are actually in the quoting stage of this conversation. And every single seller in this room has told me I hate quoting. It is the bane of my existence. It's so hard to build a personalized quote. It takes so many different steps. And that's why AgentForce now does this for you. We apply all your business rules, your configuration, personalizing every single quote. Much easier. Now it's 75% faster for you to go do that here. And it's so fast that I'm going to mark this deal closed one inside of Slack. And what I love is that AgentForce continues the virtuous cycle of sales. Everything that I need is right here. Because if you look at the upper lower left and you look at the products to sell, AgentForce is now proactively recommending me upsell opportunities, high propensity to buy products because they know that I'm going to keep this conversation going with this customer. And this is how Agent Force for sales elevates every single seller.










