Short explainer (YouTube video) showing how AI can raise sales productivity by: learning from past conversions to produce lead scores, extracting info from emails to auto-update CRMs, providing sales coaching and product recommendations, and producing deal-level predictive forecasts. Targets inside sales reps, account executives, and sales managers; ends with calls-to-action to visit Trailhead or the Salesforce YouTube channel.
Chapters
Are you trying to take your sales game to the next level? Sounds like you're ready to start using AI. Stay tuned and I'll show you how on Ask Salesforce. This is hands down one of the most popular questions I get. Marco I'd love a tool that can smooth out our sales process. Can AI help? The short answer is yes. Absolutely. First, let's look at our inside sales reps. Without a well targeted list, our poor inside sales reps would spend a lot of their time dealing with rejection. AI can learn from our past history of leads who converted and who didn't and use that to generate a lead score, which tells us how likely each lead is to become a customer. With lead scoring, our inside sales reps are much more productive. They can prioritize their time and call on those leads who are most likely to convert. And they're happier too, because their leads won't hang up on them. Now the account executive or AE salespeople need to be out meeting with customers and helping them buy. They hate spending time entering information about their deals into their CRM. A lot of that information already exists in emails, though. AI can read those emails, pull relevant information from it, and update the CRM automatically. And that gets us to sales coaching. AI can help our sales reps move their deals along. It can tell when one of our customers will need more widgets and point that out to the ae. It can even use what it learned to recommend which widget a customer might be most interested in. And finally, our sales managers. In the past, our sales data wasn't always so accurate. But now AI builds a predicted forecast for each deal in our pipe. If a deal looks like it's for a thousand widgets but the AI says it's for 100, that's a great place for our sales managers to dig in. Inside sales reps, account executives and sales managers. All of them can benefit when you add AI to your CRM. So what can you do next? You can head over to Trailhead and learn more about AI, or you can browse our YouTube channel for more specific demos. And as usual, make sure you subscribe to our channel. Thanks again for watching Esque Salesforce.
