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Agentforce for Revenue Quote Management
通过新的收入报价管理模板,销售代表可以简化报价工作流,并加快销售周期。此模板带有一套高级 Agentforce 操作,可自动执行日常任务,例如产品选择、报价创建和管理,帮助销售代表在几分钟内创建和更新报价和行项目。通过利用简单的提示,销售代表可以轻松创建初始、续订和修改报价。这使他们能够更加快速准确地响应客户需求,最终提高生产率,推动更有意义的客户互动。

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通过新的收入报价管理模板,销售代表可以简化报价工作流,并加快销售周期。此模板带有一套高级 Agentforce 操作,可自动执行日常任务,例如产品选择、报价创建和管理,帮助销售代表在几分钟内创建和更新报价和行项目。通过利用简单的提示,销售代表可以轻松创建初始、续订和修改报价。这使他们能够更加快速准确地响应客户需求,最终提高生产率,推动更有意义的客户互动。
| 适用于:Lightning Experience |
| 适用于:带有 Agentforce 员工客服人员加载项的 Revenue Cloud 的 Enterprise、Unlimited 和 Developer Edition。 |
要审查收入报价管理的计费注意事项,请参见 Revenue Cloud 中 Agentforce 的注意事项。

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