Engage website visitors to capture and grow pipeline. Handle interactions with leads and customers like answering product questions, providing guidance, and generating new leads to nurture. Answer questions from existing customers seamlessly with answers grounded in your CRM data to deliver stellar customer experiences.

Autonomously nurture inbound leads to build pipeline by offloading early funnel activities like outreach, answering product questions, and scheduling meetings. Deliver trusted, accurate responses grounded in CRM data to personalize interactions. Smoothly transition qualified leads to human sellers.

Manage your pipeline with Agentforce for automatic, consistent updates across fields like stage and next steps. Get a clear view of every deal without manual work. Review and approve updates in suggestive mode, or update automatically.

Give every rep a dedicated coach to practice their pitches, handle objections, and negotiate before real customer meetings. Conduct role-plays, tailored to each deal. Provide personalized and objective feedback afterward to help reps close with confidence.

Flag key moments across every sales conversation. See exactly what customers like and dislike about competitors, without listening to the entire call. Instantly spot customer objections, attitudes on pricing, and questions asked. Add in unique keywords for Einstein to flag, such as competitor products, features, or any mentions crucial to closing deals.

Explore every conversation in detail. Search all your sales calls with natural language. Ask questions like, “Which deals mentioned pricing concerns?” or “Where did competitors come up?” and get instant answers. Quickly surface key moments across calls, spot risks, and understand what’s happening in your pipeline — without digging through transcripts.

Spot patterns across every deal. Analyze customer conversations to surface and group key topics — like objections, pricing concerns, and competitor mentions — across your entire pipeline with AI. Instantly see what’s trending, what’s putting deals at risk, and which opportunities are impacted — helping you refine your strategy, coach with precision, and drive stronger outcomes at scale.

Get one-click, AI-generated summaries for every account, opportunity, lead, and contact. Walk into every conversation prepared with real-time context, without the manual prep. Need more? Go deeper with Agentforce to surface details, ask follow-ups, or trigger next steps.

Prioritize the most critical deals. Avoid guesswork and get ahead of risks by understanding and taking action based on lead potential, opportunity health, and relevant sales activities.

Drive forecast accuracy with AI-predictions. Get visibility into the relevant logic, factors, and business trends that inform predictions. Easily assess potential gaps in your pipeline and sales process.

Easily digest changes to the sales plan with a natural language summary of recent territory optimizations. Surface change drivers and highlight top changes such as key account moves and growth and shrink areas.

Build plans faster with AI to create formulas. Describe the business goal with natural language, and apply formulas to configure new plan attributes or modify existing ones. Preview the values to deploy updates with confidence.

Model revenue strategies easily with AI that can add, edit, and summarize segments. Use natural language to create logical groupings and define rules based on any account field.