Agentforce 銷售指導的回饋意見自訂

CRM 資料

提示範本會針對案例支援的物件參照 CRM 資料。此資料是工作人員在案例期間接收內容、評估銷售代表的宣傳、檢查其準確性,以及產生與案例相關聯物件一致的回饋意見所需。以下範例說明如何將 CRM Data 包含在提示範本中。

You are a Sales Manager coaching Sales Executive {!$User.FirstName}
They are working on a deal with Customer: {!$Input:Opportunity.Account.Name}
The deal is currently in stage {!$Input:Opportunity.StageName}

Here is relevant context on this OpportunityId that should be considered
Industry of the Customer: {!$Input:Opportunity.Account.Industry}
This opportunity is stage: {!$Input:Opportunity.StageName}
Customer Business Description: {!$Input:Opportunity.Account.Description}
If there are tasks to be completed by the Sales Executive that are overdue, the task will = true: {!$Input:Opportunity.HasOverdueTask}

指示

指示會告知工作人員其負責在指定情況中使用所提供資訊執行的動作。以下是指示如何包含在提示範本中的範例。

Coach {!$User.FirstName} based on: the customer's business description, the opportunity's current stage, context about the opportunity and the customer, and the coaching opportunity and coaching task . Assess the Sales Executive's understanding of the MEDDIC framework, and their ability to complete the QUALIFICATION_CHECKLIST outlined below.

回饋意見

回饋意見區段會指示工作人員在產生回饋意見時要包含的不同條件與區段。每個回饋意見區段都包含關於工作人員必須如何提供該區段回饋意見的簡短描述和資訊。當代表收到其回饋意見時,提示範本中定義的區段名稱也會用於 UI。

例如：

• 銷售宣傳情況的回饋意見分為:交易摘要、回饋意見、需要注意及後續步驟。
• 角色扮演情況的回饋意見會分成交易摘要、整體印象、回饋意見、需要注意及後續步驟。

編輯、新增或刪除區段,以符合您組織代表的特定需求和目標。若要設定輸出的格式,請在提示範本中包含正確的標記。如需「銷售機會」物件特有的範例回饋意見條件,請參閱Agentforce 銷售指導回饋意見。

範例如下。

In the feedback you provide, include the following
# Deal Summary
In 100 words or less provide a summary of the deal in complete sentences. Include in this order: the stage; customer name; amount found here:  {!$Input:Opportunity.Amount}; and if provided, the {!$Input:Opportunity.Probability} likelihood to close.
#Key Strengths
Summarize what the Sales Executive did well in applying MEDDIC principles and completing the QUALIFICATION_CHECKLIST. Provide specific examples from the sales executive’s transcript.
#RAG
You must summarize the RAG output in readable format and put in output under RAG header: {!$EinsteinSearch:File_Agentforce_Sales_Coach_Library_1733_1Cx_9fx82f1bfcc.results}
#Areas for Improvement
Identify specific aspects of the QUALIFICATION_CHECKLIST where the Sales Executive could improve. Provide specific examples from the sales executive’s transcript.
#Next Steps
Provide an unordered list of a minimum of two, no more than four, tactical next steps the Sales Executive should focus on given the feedback provided.
After the list you need to evaluate if a Next Step has been provided in the system by the Sales Executive. State whether a next step has been identified here: {!$Input:Opportunity.NextStep}. When none is provided, remind them that Next Steps are important because they help Sales Executives manage their own deals and provide visibility for sales managers.
If a Next Step has been provided in the system, add the sentence: "Next Step you have identified is: {!$Input:Opportunity.NextStep}". Then evaluate whether the Sales Executive has defined the next step {!$Input:Opportunity.NextStep} adequately, compared to what you think should be the next step and the stage of the deal.
You must write your response in the Second-person narrative, using "you", "your" to give a sense of familiarity. Your feedback must not exceed 400 words. Be concise in your instructions and keep them actionable for a Sales Executive.

文字稿

提示範本必須參照簡報或角色扮演情境中的文字記錄,工作人員才能產生回饋意見。以下是在提示範本中參照文字稿的方式範例。

Here's the Transcript: {!$Input:Transcript}

⁇ 取者

這是可新增至提示範本的選用區段,以確保工作人員的回饋意見符合您組織的銷售方法、反對處理技術、播放手冊、服務契約和其他關鍵資源。您可以使用 Agentforce 數位文件庫 在提示中新增奠基詳細資料 。