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            Agentforce Sales Management

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            Agentforce Sales Management

            Support sales teams through every step of the sales process with the help of generative AI. Automate time-consuming tasks such as record updates, get timely and data-informed suggestions, and more with the help of a Sales Management agent.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Sales or Agentforce for an Industry add-on, or included in Agentforce 1 Sales or an Industry Edition. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access the actions.
            • Considerations for Agentforce Sales Management
              To use Agentforce Sales Management, consider the supported functionality, usage, limitations, allowances, limits, and other issues.
            • Agentforce Pipeline Management
              Free up valuable time for your sales team and boost seller productivity with the help of generative AI. When you turn on Agentforce Pipeline Management, the Sales Management agent analyzes data sources, such as recent notes, emails, and voice and video calls, to offer actionable suggestions for managing sellers’ opportunities. With recommendations to update opportunity fields, follow up on emails, and send meeting requests, sales reps can move deals forward with just a few clicks.
            • Agentforce Account Management
              Use Agentforce Account Management to conduct deep research on accounts, build strategic positioning statements, and prepare for meetings. Create comprehensive briefings with company demographics, business priorities, key performance indicators (KPIs), industry trends, and so on, to anchor your entire sales strategy. When you save time managing accounts, you can focus more on what matters most: building strong relationships with customers.
             
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