In an era of tighter budgets, leveraging technology to streamline Sales processes and enhance productivity isn’t just a strategy—it’s a necessity. If the adage “people buy from people” holds true, why not maximise the tools at your disposal to reduce ‘paperwork’ and focus on ‘people work’? Here are five Salesforce-powered strategies your sales team should implement to supercharge growth in 2025:
1. Unlock Unified Insights with Data Cloud
Data Cloud is a game-changer for AI-driven initiatives and system integration. It consolidates data from all connected systems, enabling richer customer profiles and insights. This not only powers advanced AI tools but also ensures your sales staff have immediate access to critical information—all within Salesforce.
2. Empower Sales with AI-Driven Lead Management
Imagine an AI-powered Sales Agent that:
- Reviews incoming leads.
- Conducts research using internal and external data sources.
- Drafts and sends highly personalised outreach emails.
These agents identify themselves as AI assistants and maintain engagement across channels (e.g., email, WhatsApp, SMS), warming up leads until they’re ready for a handoff. When it’s time to close, the agent will setup the meeting, and then handover to your salesperson with a detailed, AI-curated briefing, ensuring they hit the ground running.
3. Simplify Relationship Building with Automated Call Support
Gone are the days of laborious note-taking during client meetings. Salesforce’s automated call tools handle transcription, data capture, and insight generation—all in real time. For extra points, enable activity capture to seamlessly log contacts, emails, and meeting notes directly into Salesforce. This allows your team to spend more time cultivating relationships and less time dealing with admin tasks.
4. Elevate Sales Skills with AI Coaching
Who wouldn’t want a 24/7, non-judgmental sales coach? Salesforce’s AI-powered coaching tools let your team practice scenarios, rehearse pitches, and refine strategies for specific opportunities. During live calls, the AI coach can even provide real-time suggestions and prompts, ensuring your team is always a step ahead.
5. Optimise Account Planning with AI Insights
Effective account planning is critical for growth, and Salesforce Sales Cloud now brings AI to the table. Let the system recommend tailored strategies for managing and growing your accounts, backed by data-driven insights.
Pro Tips: If you already have Salesforce Sales Cloud Enterprise, you’re entitled to use Salesforce Foundations—giving you access to sales, service, marketing, and commerce functionality. Additional costs may apply for certain features, but the value often outweighs the expense. Even organisations using lower-tier versions can upgrade to unlock these powerful tools.
Data Cloud is essential for many of these features, and in most cases, licensing is cost-neutral. Configuring Data Cloud opens up a wealth of AI-driven enhancements for your business.
These are just five of the hundreds of use cases trusted Salesforce AI can enable in a cost-effective and timely manner. Ready to transform your sales operations?
Contact ESL Tech to discuss your specific requirements and see what’s possible in 2025.