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Salesforce sellers are using AI to improve their face-to-face client meetings and calls

  • Salesforce sellers are using AI-powered technology to improve face-to-face client meetings and calls, as part of the 'AI in Action' initiative.
  • AI tools, like Salesforce's Slack AI chatbot, provide sellers with quick access to customer information, call recordings, and industry trends for better preparation.
  • The use of generative AI is common in sales and marketing, with sales professionals actively exploring new AI applications to enhance their performance.
  • Salesforce's sellers leverage AI to assist in research, lead development, and refining pitching skills, without diminishing the importance of human connection in sales.
  • AI tools like Sales Coach provide guidance based on renowned sales techniques to help sellers practice and improve their performance before client meetings.
  • Salesforce has invested in predictive and assistive AI tools, alongside autonomous AI agents, to streamline processes like updating client statuses in Sales Cloud.
  • Employee awareness and accessibility are crucial for successful AI adoption in sales, with a focus on integrating AI features seamlessly into daily tasks for maximum impact.
  • AI is seen as a complement to human interactions in sales, helping sellers capture essential feedback and insights while maintaining authentic customer relationships.
  • The implementation of AI in sales at Salesforce aims to enhance seller performance and efficiency, rather than replace the human element of sales processes.
  • The evolving use of AI at Salesforce demonstrates a shift towards more autonomous AI agents to support sellers in their daily tasks and client interactions.

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