AI Agent Use Cases for Sales

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SubtitleGenerate a Sales Pitch

Sellers need to contact every lead with custom messages and relevant solutions. Get time back by automatically generating tailored sales pitches, based on CRM data, for email or phone intros.

Explore how to generate a sales pitch with Salesforce AI and see the use cases, benefits and step by step instructions.

Product or Order Recommendation

Sellers need to be confident recommending relevant products to customers. Now you can automatically get product suggestions based on factors like account, purchase history, and more.

Explore how to create a product or order recommendation with Salesforce AI and see the use cases, benefits and step by step instructions.

Sales Meeting Support

Sellers need to follow up on prospect meetings quickly. Einstein Copilot provides all of the relevant context needed after meetings, including call summaries and next steps.

Explore how to provide sales meeting support with Salesforce AI and see the use cases, benefits and step by step instructions.

Optimize Sales Opportunities

Sellers need to forecast sales quotas and metrics to project business outcomes. Einstein Copilot can automatically provide a comprehensive summary of account status and forecast to quota.

Explore how to optimize sales opportunities with Salesforce AI and see the use cases, benefits and step by step instructions.

Create a Promotion

Creating promotions that are relevant and appealing to the target audience while abiding by brand guidelines is challenging. AI can automatically provide a comprehensive summary of account status and forecast to quota.

Explore how to create a promotion with Salesforce AI and see the use cases, benefits and step by step instructions.