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New Generative AI-powered Sales Assistant Gets Closer to Perfection

The sales technology market is heavily disrupted by generative AI tools and virtual assistants. Salesforce is a major Cloud platform that provides advanced sales technologies with AI and automation features for every sales team. Back in July this year, Salesforce announced the general availability of its Service GPT, Sales GPT, and the Einstein GPT Trust Layer. It was a move in a direction that would enable customer-facing teams to drive productivity and growth using generative AI capabilities in a Trusted AI environment. Fast forward to November and their move has taken a formidable shape within the Salesforce Sales Cloud offering. Today, the world’s most renowned CRM maker released new AI and data innovations in Sales Cloud to enhance productivity and growth at scale. With Sales Cloud, teams can now operate faster throughout complex processes, leveraging AI-powered tools and Copilot for Sales.

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The innovations in Salesforce Sales Cloud include these new features:

Generative AI-powered sales assistant

Generative AI offers multi-dimensional capabilities to sales teams. Salesforce Sales Cloud added a new AI-powered sales assistant to revolutionize sales conversations and CRM reporting. Copilot of Sales, for instance, can help sales teams with better research of accounts, CRM updates, and meeting setups using a mobile or browser interface. Another feature includes AI-generated call summarization and exploration. This call intelligence and analytics capabilities within Sales Cloud allow agents and their managers to extract contextual information about every call with customers. Summarized call detail is also useful in sales coaching and workforce optimization, especially in contact centers that handle outbound sales campaigns.

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Personalization in Sales Email

Generative AI makes personalization more accessible in sales email. Sales Cloud users can now craft personalized emails based on customer preferences, historical chats, and predictive intelligence. From writing an impactful introduction to sharing follow-ups and updates, sales teams can enhance the overall customer experience with more focus on relationship building.

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Sales Emails will auto-generate personalized and data-informed emails for every customer interaction, streamlining sales prospecting and saving sales reps valuable time.

Another important feature added to the Salesforce Sales Cloud is “Automated Prospecting.”

Automated Processing is powered by Salesforce Data Cloud. It unifies disparate data from different sources, enabling sales teams to create powerful prospect lists based on account segmentation, customer fit, and buyer engagement scores. With Salesforce’s Generative AI-powered sales assistant, sales teams can optimize sales strategies with a greater focus on data-driven selling, and less on intuitions and guesswork. By 2025, the share of data-driven sales strategies will be a prime feature in 60% of B2B sales organizations. With Sales Cloud’s new AI and data innovations, more organizations can achieve greater productivity and growth. Integration also includes Process Intelligence — a useful feature for Sales Ops teams who can build real-time data models from internal and external data sources to optimize performance indicators.

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The new AI innovations will enable sellers to bring Sales Cloud directly into Outlook, Gmail, and their web browsers.

At the time of this announcement, Ketan Karkhanis, EVP & General Manager, Sales Cloud said, “A solid data foundation can unlock AI for all sellers. Built on real-time, connected data, Salesforce’s innovations integrate powerful AI to support every step of the sales journey. This means that sales teams can shift their attention from processes to connecting with people, giving them more time to focus on what they do best – selling.”

Maegan Rolando, Director of Merchant Supply Strategy and Operations, GrubHub said, “An essential part of being a good partner to our merchants is having the tools to help them improve their operations and grow their businesses. With Salesforce’s automated solutions, we’ve standardized our internal processes and increased our team’s productivity, freeing us up to sign more new partners and give better counsel to our existing merchant network.”

[To share your insights with us, please write to sghosh@martechseries.com]

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