Imagine a world where you spend less time on tedious tasks and more time fostering genuine customer relationships. That’s the promise of AI in sales. Forget the sci-fi jargon; we’re talking about practical tools that enhance your day and results. Let’s walk through a typical day and see how Einstein and Agentforce make you AI-enabled and transform your sales process step by step.
9:00 AM: Start Your Day
Traditional:
- Reviewing Messaging Channels: Start by sifting through emails & Slack messages and identify key actions for the day.
- Update CRM: Update Salesforce with new emails, contacts and progress updates
AI-Enabled:
- Automatic Activity Capture: Automatically sync your emails into Salesforce using Einstein Activity Capture and relate them to records, including open opportunities.
- Agentforce Agent: Ask your Agent to scan your inbox, flag high-priority messages, summarise key points, and suggest responses.
- Automatic Contact Creation: Automatically identify and create contacts or update relationship details based on email and event activity.
10:00 AM: Prepare for Your First customer Meeting
Traditional:
- Research: Spend time researching the customer across CRM, ERP, Email and other customer data systems.
- Create an Agenda: Based on your information, create an agenda and think about possible talking points.
AI-Enabled:
- AI-powered Research: Gather comprehensive customer information from various sources, including CRM, ERP and marketing activities and present a clear summary.
- Generate Agenda: Suggests relevant talking points and anticipates potential customer questions based on their past behaviour.
10:30 AM: Conduct the customer Meeting
Traditional:
- Note-taking: Take detailed notes that you can refer back to in the future.
- Document Key Actions: Keep a log of all identified actions post-meeting and send it to the customer.
AI-Enabled:
- Auto-Capture Insight: Using Einstein Conversation Insights to take detailed notes, including actions and mentions of products and competitors.
- Post-Meeting Analysis: Analyse the meeting’s sentiment and provide feedback on customer engagement to help improve future meetings.
- Post-meeting summary: Automatically generates a meeting summary, including key takeaways and action items.
11:30 AM: Follow up on Leads
Traditional:
- Identify Leads: Review all the leads that are unassigned to identify the ones you feel could progress
- Make Contact: Write emails and send follow-up emails manually.
- Review Engagement: Manually review leads to determine which ones are responding and make follow-up phone calls.
AI-Enabled:
- Review Leads: Follow up on leads based on AI-generated scores about behaviour and intent, prioritising the highest quality leads.
- Automated follow-up: Assign colder leads to your SDR Agent, who will make automated personalised follow-ups and return them to you once they are sales-ready.
- Personalised Emails: Generate personalised emails that you can send to prospects that include information about you, your business, and information you know about the prospect, including their recent engagement.
2:00 PM: Account Management and Planning
Traditional:
- Create Account Plans: Create plans to identify how to grow accounts and perform account reviews.
- Schedule Meetings: Send emails to customers to try and find a time that you can book meetings with them.
AI-Enabled:
- Automated Account Plans: Automatically update account plans based on customer engagement and industry trends.
- Intelligent Meeting Planning: Suggest meeting slots based on optimal times for your diary to help keep meetings in blocks that allow you to be more productive and enable customers to book themself from a set of options.
3:00 PM: Pipeline Management
Traditional:
- Update Opportunities: Keep opportunity records updated with notes, calls, meetings and next steps.
- Generate Quotes: Based on pricing documents, generate customer quotes for the products they want.
- Contract Negotiation: Have conversations with customers about closing deals, offering discounts or contract changes to help get the deal over the line.
AI-Enabled:
- Deal Management: Prioritise opportunities based on engagement levels and have AI recommend next steps based on recorded information and previous sales.
- Intelligent Pricing: Add products to opportunities and price them based on previous deals, ensuring customer satisfaction while creating the highest margins possible.
- Compliance-Based Negotiations: Automatically guide negotiations to ensure any offerings are compliant and maintain minimum margins.
4:00 PM: Prepare for a Sales Pitch
Traditional:
- Write Pitch: Create your pitch using previous information you have gathered about the customer and your past experience.
- Practice your pitch: Do a run-through of your pitch by yourself or with a colleague to identify improvements.
AI-Enabled:
- Generate Key Messages: Automatically generate key messages for your sales pitch based on information from call transcripts, emails and customer engagement.
- Role-playing: Practice sales scenarios with Agentforce Sales Coach, receiving real-time feedback based on the stage of the opportunity.
5:00 PM: Wrap Up and Plan for Tomorrow
Traditional:
- Wrap-up: Spend time organising your notes and planning your next day.
- Update forecast: Update your sales forecast by updating opportunity stages and probabilities.
AI-Enabled:
- AI-powered task management: Automatically prioritises tasks and schedules appointments for the next day.
- Predictive forecasting: Update forecasts based on AI-driven analysis, including opportunity activity and similar previous opportunities.
Empowering your sales team
AI isn’t about replacing salespeople; it’s about empowering them. By automating tedious tasks and providing valuable insights, AI allows you to focus on what matters most: building relationships and closing deals. Embrace the power of AI and transform your sales team.
Ready to experience the benefits of AI in sales? Visit our Agentforce Hub to explore additional content and schedule a call with one of our Agentforce experts.
