Help Sales Teams Win Deals, While Building Organizational Intelligence

AgentForce gives sales reps a brief before each meeting, handles objections in real time, and captures what happened after. The CRO sees patterns across all deals, like which security concerns keep coming up, and can update the team's playbook.
Chapters
In this demo, I'll show you how AgentForce helps your sales teams win deals while building organizational intelligence. What you're looking at here is a sales rep who just got a notification about a meeting that's happening in 10 minutes. AgentForce has been working in the background on their behalf and that's why this meeting brief is waiting for them. AgentForce was able to proactively do research on this meeting by tapping into the unified customer profile in Data Cloud, which includes CRM data and external data from source like Snowflake, which helps this sales rep get up to speed before they switch to their laptop and join this meeting. But as more and more people are joining, they notice a name they don't recognize. A new stakeholder is now part of this conversation. An agent Force is ready to help by allowing the sales rep to do some quick on the fly discovery about this person. An Agent Force's answer combines both an awareness of Salesforce data but also external knowledge from the open web. But as the conversation progresses, they get some detailed questions about security and agentforce can help with real time research and objection handling. And notice this guidance goes deeper than general FAQs. It's been adapted based on knowledge about this customer, which helps this sales rep move this deal forward. And after the meeting, AgentForce is still working in the background on their behalf, nudging them to provide data about this meeting. And instead of doing a lot of data entry, they can simply record a voice note containing their feedback. And AgentForce will process this raw data along with the call transcripts from that meeting and extract from it data, but also actions, which is how AgentForce helps your sales teams win deals by supporting them pre, during and after every interaction. But with each new interaction, AgentForce is also deepening your company's understanding of of your customers. And this will become more apparent if we switch to the Chief Revenue Officer's view. Notice that everything you just saw from this sales rep and many more sales reps becomes organizational intelligence, which the CRO can use AgentForce to explore by asking about common customer objections, which shows them that security concern the sales rep got. That's a trend that is happening across many customer interactions. And the CRO can ask AgentForce what strategies work best for resolving those customer concerns. And these insights can be made part of the organization's objection handling guides, which becomes new intelligence the entire organization, including Agent Force can tap into. Which is why later on a different day, a different sales rep working with a different customer gets a notification about a meeting that's happening in 10 minutes and they too will have a briefing waiting for them. But now it's a briefing that includes that new security guidance, which means they are better prepared for success. And the cycle continues. So now you've seen how AgentForce helps not just your sales teams, but every employee in your company while building organizational intelligence. To learn more, visit agentforce.com, thanks for watching.










