Guide to Agentforce for Sales
Connecting with leads and customers is a big part of a sales agent’s role. According to Brevet, a sales consulting and training firm, it takes at least eight calls to reach a lead.
Although this activity is hard, it’s essential for building long-lasting relationships and making sales. However, figuring out which leads are ready to purchase products or services from a company can be time-consuming with many sales professionals giving up in frustration.
In this game, there is a chance prospects may not genuinely be interested or do not have the authority to make a purchasing decision, resulting in sales professionals wasting considerable time and effort that they can never regain.
So, if you are interested in learning how to optimize productivity in sales and keep focused on the right customers, keep reading. We discuss sales in Agentforce and how using AI-powered tools can help streamline sales processes while aligning teams with high-quality leads who want to purchase products and services.
Let’s get started!
Overview of Salesforce Agentforce for Sales
Unlocking your full sales team potential is possible thanks to Agentforce. It’s an AI solution designed to supports sales teams with their pipeline tasks, all the way up to closing those deals.
However, the best part about Agentforce is that it helps businesses scale their sales productivity. By using Salesforce Agentforce, admins can build a digital workforce that supports sales professionals with the following tasks:
With the extra help, sales professionals can spend their time on creating the most personalized interactions with their customers and leads to drive business growth. For a full explanation of this AI solution, make sure to read our “What is Agentforce in Salesforce?” article.
Key Features of Agentforce for Sales
Agentforce makes sure to give prospects accurate responses that your business can trust. It accomplished this by integrating with Salesforce to leverage your customer and deal data. But what can it truly offer to meet your business needs and help it grow?
Let’s dive deeper into Agentforce’s capabilities to find out what this AI solution can do to support sales teams.
1. Lead Management and Tracking
The first reason to use Agentforce is to have uninterrupted support for inbound leads. Admins can set up a digital workforce in Salesforce made up of AI agents that provide essential sales development help. Here are a few tasks that AI sales agents excel at:
These AI sales agents make managing leads easier so that teams can focus on what matters the most, closing those deals.
2. Automated Communication
Agentforce can provide your leads with accurate and relevant information when they ask your business questions. It is also intelligent enough to manage objections.
As we mentioned earlier, Agentforce integrates with Salesforce to offer leads and customers the correct responses. It makes sure to examine each question and provide answers from trusted business data, such as:
3. Integration with Existing Sales Tools
Sales agents often need to book meetings with leads and customers. These scheduled appointments are necessary for the following:
As you can imagine, calendars are integral tools for sales professionals. With Agentforce configured in your systems, interested customers and leads can now easily book a meeting when they are ready, instead of a human sales agent chasing them. Prospects are presented with a real-time calendar from a digital sales agent that shows the availability of a human agent, making appointments super easy for a business to set up.
4. AI Agentforce Sales Agents
Although customers expect and crave personalized interactions with a business, the reality is that sales professionals can only work for a certain amount of hours in a day, before reaching burnout. In addition to the number of leads and customers they interact within a single day, there are possibly a lot more that they cannot respond to due to other factors, such as:
- Different Time Zones
- High Workloads
- Researching Accurate Information to Respond
However, a digital sales agent from Agentforce can help sales professionals manage leads and make deals 24/7. For example, a Salesforce Agentforce sales agent can take a human’s work potential to the next level by simply automating many tasks in a sales cycle. With the extra time on their hands, human sales agents can spend time on closing deals with leads and customers.
Here are a few things that an Agentforce Sales Development Representative (ASDR) and Agentforce Sales Coach (ASC) built with Agentforce can do:
Agentforce Sales Development Representative | Agentforce Sales Coach |
---|---|
Focuses on nurturing inbound leads all the time. | Prepares human sales agents on how to make pitches to prospects. |
Manages engaging with leads. | Gives sales agents deal-specific feedback based on how they communicate with customers. |
Responds to lead and customer queries. | Can analyze customer data to help sales agents on their deals. |
Books appointments for customers and sales agents. | Double-checks a sales agent’s information against fields in an opportunity in Salesforce for accuracy. |
5. Sales Workflow Management
Quotes play a huge part in workflows for a sales team. They establish the price of products and services while listing the terms of a deal. Quotes also provide all the details about a product or service, so they are important communication tools that eliminate confusion for customers.
For this reason, quotes need to be 100% accurate and on top of that, prospects expect them to be delivered fast. Businesses can use Agentforce’s automated quoting features to instantly generate, create, modify, or summarize accurate quotes from Salesforce data.
Smart Tools that Drive Revenue
That’s a wrap on Agentforce’s tools and features that create great value for sales teams and prospects. To find out about Agentforce’s pricing, visit Salesforce’s official website.
In this article, we covered how AI sales agents can be your new digital workforce to automate lead nurturing, train employees, and deliver personalized outreach campaigns at scale. Our content explored Agentforce for sales professionals, make sure to also check out our Agentforce for Developers article.
No-Code Projects for Salesforce
AI sales agents work hand-in-hand with Salesforce data to provide prospects with the most accurate and relevant responses. Why not use Titan to create your most engaging web projects that automatically collect customer data for your Salesforce platform. The best part about choosing Titan is that you get to build forms, documents, surveys, and even portals with no code.
These web projects branded to match your business requirements integrate directly with Salesforce. This means that your data syncs seamlessly between your web projects and Salesforce so that your teams and AI agents always have the most accurate information to work with.
With Titan and Salesforce, you can have fully autonomous processes from start to finish. For example, Titan gives you the power to generate a pre-filled quote with e-signature capabilities that can be delivered to a prospect with a single button click directly from Salesforce.
The quote is electronically signed by the customer with notifications delivered to all parties in the deal to streamline the sales process. Barcodes and QR codes can also be inserted into documents created with Titan and Salesforce, so invoices can be paid easily and deals closed faster than ever.
This is one use case for how Titan and Salesforce can automate sales processes for your teams, eliminating many of the frustrations that come in this industry. For more custom solutions, contact us through one of our social media channels below
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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us