Sales team management has long been a battle between time spent with prospects and customers versus the administrative parts of the role which most sales people like a lot less than spending time building their relationships.

In this developing era of AI, we are moving from predictive, to generative and fast approaching autonomous help.

Salesforce Sales Cloud has a large amount of functionality already built, and for the price of a license can be swiftly switched on for you. Not only does the technology already exist, but unlike consumer AI, the Salesforce trust layer ensures that your data isn’t shared with the wider model, in breach of client confidentiality rules you may have.

In fact, the trickiest thing about any of this, is knowing what licenses you need to purchase to switch them on! Einstein for Sales is listed at €75 per user per month as of time of writing this post.

1 Sales Assistant

This is the central hub that surfaces key points for upcoming meetings and prospects, provides suggestions and allows you to plan your day.

2 Call Support

Call summaries are automatically created, key mentions and actions identified, and transcripts created for further analysis. This saves sales person time and allows better follow-ups and management coaching. It works with Teams so you don’t need a specialist phone system to take advantage, just (auto) record your meetings and let Salesforce do the heavy lifting.

3 Coach Sellers

The system provides instant and actionable feedback. This helps your staff maximise their selling success.

4 See the future

The system can predict opportunity and lead success via a score. It will provide insights on accounts and deals to allow you to take proactive steps to improve the outcomes.

5 Eliminate data entry

Salesforce can log your activities, suggest new contacts to create and create call summaries.

6 Grow relationships

The system can recommend people you should also build relationships with via relationship maps and recommended connections.

7 Guided Selling

The system can use variable cadences (playbooks) to ensure your contacts are kept warm and progressing to the desired outcome. Workflow automations can be built and triggered to ensure the correct steps are taken every time.

If you would like ESLtech to come and get your teams using these tools, please get in touch.