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Generative AI Solutions for Enterprise Sales Management (Managed Package)
Enterprise Sales Management (ESM) integrates with Einstein Generative AI to provide solutions for communications service providers to implement an effective quoting experience.
This feature is part of the Communications Cloud managed package.
For example, with Einstein Quick Quote, sales reps can create budgetary quotes with generative AI-driven needs analysis and product recommendations for their customers.
Key considerations before implementing generative AI solutions within ESM are:
You first need to configure the default ESM implementation, and get the licenses required for ESM.
Generative AI for ESM uses Omnistudio for Vlocity. For information about the differences between Omnistudio versions, see Differences Between Omnistudio and Omnistudio for Vlocity.
To start using Generative AI for Enterprise Sales Management, follow these instructions:
- Get Started With Generative AI Solutions for Enterprise Sales Management (Managed Package)
Learn about the setup steps for Einstein functionalities in Enterprise Sales Management, and how to plan your implementation. - Use Generative AI Solutions for Enterprise Sales Management as a Sales Rep (Managed Package)
After you set up generative AI solutions for Enterprise Sales Management, your sales team can use these solutions for efficient quote creation. For example, they can use Einstein Quick Quote to create budgetory quotes. - Customize the Implementation of Generative AI Solutions for Enterprise Sales Management (Managed Package)
Provide specific functionalities based on your business requirements by customizing generative AI solutions for Enterprise Sales Management (ESM). You can design and implement extensions, modifications, and customizations to the default functionality of generative AI features within ESM. For example, you can customize the prompts and questions in Einstein Quick Quote - Needs Analysis to show appropriate mobile subscription recommendations.
