Benefits of Agentforce for Sales

Nikita M.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Feb 3rd, 2025

Are you ready for Agentforce in 2025? If you are still unsure, we are here to provide you with an Agentforce explained article, a use case, and some of the benefits of injecting artificial intelligence (AI) tools into your sales processes. So, join us in the article below to learn about Agentforce’s AI tools for automated processes and intelligent routing that help with:

Creating Efficient Sales Processes

Better Lead Conversion Rates

Upgrading Customer Engagement Strategies

These advantages gained from using Agentforce coupled with a powerful third-party app like Titan can increase your business revenue and show you better sales performance overall. Keep reading to find out more!

How Agentforce Drives Revenue Growth for Sales Teams

Agentforce for Sales is an AI solution dedicated to supporting a range of sales professionals, from managers to representatives and even whole teams. It provides a host of tools to streamline processes and give sales professionals the time they need to focus on creating personalized interactions that close deals faster. Make sure to check out our Agentforce Pricing article to find out how much this Salesforce product costs.

For now, let’s take a look at three ways that Agentforce for Sales supports professionals in this lucrative industry.

Boosting Sales Productivity

First up, we would like to discuss the Agentforce Sales Coach. This feature ensures that every sales professional is prepared for their deals by practicing with their very own AI coach before engaging with a client in real life.

One of the strategies that are super necessary when engaging with business customers are sales pitches. Therefore, to improve sales skills and excel in this profession, salespeople can use the Agentforce Sales Coach to practice their pitches.

Sales pitches should be communicated clearly, as their purpose is to persuade customers to purchase products and services. An Agentforce Sales Coach adds value by giving each sales representative a chance to create well-practiced pitches as well as develop these new skills:

Confidence to Talk to Different Leads

The Ability to Handle Customer and Lead Objections

Quick Responses to Frequently Asked Questions 

Developing this expertise is essential in increasing the chances sales professionals have of closing deals and driving business growth. Moreover, Agentforce Sales Coach empowers employees and gives them new skill sets to excel in other areas of business.

If you want to know how Salesforce can empower other professionals in a business, feel free to check out our Agentforce for Developers article.

Enhancing Customer Engagement

Now that sales representatives are prepared for their deal, one way to enhance their customer engagement is by creating tailored conversations before interaction. Agentforce helps sales representatives with this creative task by providing real-time customer insights from data stored in Salesforce.

Agentforce can also provide sales representatives with personalized recommendations to help predict their customer’s needs so they can seamlessly solve problems in meetings. 

These software features for customer engagement are powered by Salesforce’s Einstein AI technology and provide sales representatives with the most relevant content when they need to close deals. 

Improving Forecasting and Decision-Making

Agentforce helps other sales professionals, too. It leverages Salesforce’s AI-driven capabilities for advanced analytics and predictive insights so that sales managers and analysts can use tools in the Einstein Forecasting solution to monitor:

Historical Data

Sales Trends

Pipeline Health

By analyzing this type of data accurately with Einstein Forecasting tools, managers can make better predictions. These forecasts will help the entire sales team make better decisions driven by data, which helps them reach goals faster. 

Agentforce for Sales Use Case

But how can Agentforce for Sales be used in the real world? We did promise an explanation, so to describe this AI solution, we will use an Agentforce use case for sales. It will focus on a financial services company using Agentforce to manage and convert leads into customers.

Let’s get started!

We have chosen a financial service company to illustrate an Agentforce scenario because this type of business frequently has to manage high volumes of inbound leads. In our digital era, leads can come from various sources, such as:

Websites

Referrals

Online and Offline Marketing Campaigns

Creating these web projects to collect lead data is a breeze with Titan’s range of products that integrate directly into Salesforce. The financial services company could take their Salesforce AI features to the next level with Titan’s point-and-click tools that empower admins to build portals, forms, generate docs, sign agreements, and so much more at the touch of a button.

Once lead data is captured into Salesforce, the financial services company would have to manage leads in the thousands, leaving sales representatives with no time to communicate with all of them. Oftentimes, sales representatives with high workloads find it difficult to manually figure out who the high-quality leads are and then follow up with them timeously.

However, these struggles could be a thing of the past with Salesforce Agentforce. A sales team can implement a digital workforce that assists with lead-scoring activities using Salesforce’s AI technology. With Einstein AI, the sales team in the financial services company gets leads who are automatically scored and ranked based on how likely they are to buy products and services. 

This feature alone helps sales representatives focus on high-priority leads. But there is more that can be done with Agentforce for Sales. Leads are automatically assigned to the correct sales representative, one that has the right skills to handle the task. Agentforce can also consider other factors with its Omni-Channel feature when assigning leads to a sales representative, such as:

The location that the sales representative works in.

The workload of a sales representative. 

With all this automation of lead data into Salesforce, sales representatives at the financial services company can get a complete customer profile. Therefore, they easily view a customer’s interaction history and preferences to create a personalized engagement strategy. 

Once successful engagement has been made with a lead, Agentforce automatically reminds the sales representative with AI insights of the best times it would be to follow up on a deal. This feature ensures that sales and opportunities are never forgotten. 

The best part about choosing Agentforce for Sales, is that managers at the financial service company can view dashboards that include real-time data tracking agent performance, as well as other metrics like sales trends.

As Agentforce and Titan are able to automate many sales tasks, the financial service company should see the following improvements:

A boost in leads converting to customers.

More leads receiving responses.

Queries are closed faster.

Managers can predict sales with accurate Salesforce data.

Managers can make decisions based on Salesforce data.

Ultimately, this use case shows that sales representatives can close deals faster and help a business grow with the use of powerful AI tools and automation. 

Integrate Agentforce and Sales Cloud for Better Sales Processes

Teams that use Sales Cloud with Salesforce are more efficient thanks to automated processes, access to unified customer data, and the power to increase sales with AI tools. By adding Agentforce to the mix, sales representatives can really thrive and take on more creative engagement strategies. 

To get started with Agentforce for Sales Cloud, follow our simple guide below.

First, you need to Enable Einstein.

1. Click on Setup in the Setup Menu.
2. Use the Quick Find box to search for Generative AI. 
3. Select Einstein Setup from the results and flip the Turn on Einstein toggle.

Then, Enable Agentforce 

1. Once again, click on Setup in the Setup Menu.
2. Use the Quick Find box to search for Agents. 
3. Click on Agents in Agent Studio and flip the Agentforce toggle to on. 

4. Click Agentforce (Default) in the list of agents.
5. Click Open in Builder. 

Now, you can create a topic for your agent, configure the agent’s settings, and explore its actions. 

Reach New Sales Heights

Thanks for reading our article on the benefits of Agentforce for sales teams. We discussed how sales professionals get the AI tools and automation they need to set a solid foundation for improving business revenue growth. We also provided a common use case to demonstrate Agentforce in the real world and ended the article by explaining how to enable Agentforce.

See you soon!

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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