Introducing New AI-Powered Sales Innovations to Accelerate Productivity and Growth

Salesforce has introduced a range of AI and data-driven enhancements in its Sales Cloud, featuring the integrated AI assistant Copilot for Sales. This empowers sales representatives, leaders, and operations teams to achieve faster, smarter, and more efficient sales processes, ultimately boosting productivity and revenue.

These innovations equip sellers with diverse AI tools that simplify research and manual tasks such as meeting summaries and email creation. The new capabilities seamlessly integrate real-time internal Salesforce and external data, facilitating the creation of prospect lists, identification of buyer intent, and optimization of performance metrics. Sellers can now integrate Sales Cloud directly into their Outlook, Gmail, and web browsers.

These advanced features are consolidated into the newly integrated Salesforce Sales Cloud Unlimited Edition , offering customers a simplified way to acquire, implement, and consolidate their sales tech stack. This includes seamless integration with Slack, Salesforce Data Cloud, and Revenue Intelligence, all on a single platform.

The significance of this lies in the fact that sales teams aspire to concentrate on closing deals and maximizing profits. However, the existing sales landscape exposes a noticeable disparity between these ambitions and the current reality:

Presently, sales representatives dedicate a substantial 72% of their time to administrative and non-selling tasks, encompassing lead prioritization, prospect research, and planning. A mere 28% of sales professionals genuinely anticipate their teams to meet annual quotas.

In an effort to bridge this divide, Salesforce is introducing novel AI innovations tailored for sales teams. Through the integration of unified data, which fuels reliable AI, and the consolidation of all sales processes on a single platform, organizations can revolutionize their approach to work. The latest innovations comprise:

Generative AI-powered sales assistant: 

• Revolutionizing sales support, the generative AI-powered sales assistant, Copilot for Sales*, offers sellers an intelligent companion for account research, CRM updates, and meeting preparation. Accessible from any location, including mobile devices and browsers, this assistant enhances versatility.

• The AI-powered Call Summarization and Exploration feature autonomously extracts call details, facilitating the creation and sharing of meeting summaries among team members.

• Introducing Sales Email, a tool utilizing generative AI to craft personalized outreach emails tailored to common sales scenarios, such as introductions or follow-up notes. This tool adapts to the seller's distinct tone and style, providing a seamless and customized communication experience.

Automated Prospecting:

• Leveraging the capabilities of Data Cloud, the Automated Prospecting* feature operates as a dynamic prospecting tool. By seamlessly integrating real-time internal Salesforce data with external sources, it generates prospect lists through meticulous account segmentation, customer fit analysis, and buyer engagement scoring. This empowers sellers to engage with customers at the opportune moment, precisely when they are most likely to make a purchase.

• These scores are multifaceted, encompassing metrics like recent company expansion and the depth of relationships with key decision-makers, providing a comprehensive understanding of the prospect's context and potential engagement level.

Sales Cloud Everywhere:

• Introducing Sales Cloud Everywhere, an innovative feature that empowers sellers to seamlessly integrate the robust capabilities of Sales Cloud into their everyday tools such as Outlook, Gmail, and web browsers. This facilitates effortless management of opportunities, updates to accounts, and quick access to CRM data, regardless of their work location. Furthermore, it streamlines email communication by automating the generation and direct sending of emails directly from these platforms, enhancing overall efficiency and connectivity.

Availability

As of today, all introduced solutions are readily available, with the exception of Automated Prospecting, currently in the pilot phase, and Copilot for Sales, set to be generally available early next year. With the exception of Automated Prospecting and Copilot for Sales, all the latest features are accessible through the Salesforce Sales Cloud Unlimited Edition . This comprehensive offering is crafted to assist businesses in maximizing value and productivity at any stage of growth.

Businesses have the flexibility to acquire solutions individually or in customized packages that align with their specific needs. These packages may include integrated tools like Slack and Salesforce Data Cloud, all conveniently consolidated on a single platform.