Salesforce announced expanded capabilities to make sales calls more productive: Einstein Conversation Insights with Sales Signals and new Einstein Copilot actions for Sales Cloud. These innovations use AI, grounded in CRM context, to transform how sellers prepare for, conduct, and follow up on customer and prospects calls – saving them time while helping to increase close rates
The innovations use AI to accelerate call preparation and follow-up while automating non-selling tasks with:
- Generative AI, built on the existing capabilities for Einstein Conversation Insights (ECI), will give sellers more time to focus on customer calls and moving deals through the pipeline by automating administrative tasks currently performed by sellers. With new AI-powered call summaries and call exploration, Einstein generates post-call summaries that can be reviewed using natural language prompts
- Sales Signals, will help sales teams identify cross-company collective themes, trends, and opportunities with ECI to augment and adapt their go-to-market strategies
- New Einstein Copilot for Sales Actions, will help sellers start their day faster and accelerate call preparation and follow-up through automated creation of prioritized agendas and to-do lists, summaries of top leads and new accounts, and proactive identification of opportunities that need attention. With these actions, Einstein Copilot will also be able to send personalized follow-up emails to customers and prospects based on call data accordingly
Sales reps spend more than 70% of their time on administrative, non-selling tasks and just 20% on the phone selling to prospective customers
Source: Salesforce
