Excited about the potential for AI in your growing business, but unsure where to start? We share use cases that can move the needle for your sales and service teams and show the steps to get started.
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Practical Sales & Service AI Use Cases for Any Size Business
, Manager of Salesforce Development, Skupos
, Director of Product Marketing, Salesforce
, Senior Solution Engineer, Salesforce
, Senior Manager, Service Cloud PMM, Salesforce
Role: Operations, Sales
Product: Agentforce Sales, Einstein
Session Level: Introductory
- Wednesday, Sep 1312:00 PM - 12:40 PM PDT(7:00 PM - 7:40 PM GMT)Room 2008 (Moscone West, Level 2)
- Thursday, Sep 142:30 PM - 3:10 PM PDT(9:30 PM - 10:10 PM GMT)Room 2008 (Moscone West, Level 2)
Session Summary by Einstein: In this Dreamforce session, attendees were introduced to the powerful productivity tools available with Salesforce. The session demonstrated how to create and compose emails, use sales emails, and generate responses. The speaker highlighted the use of prompts to guide the crafting of emails and recommended checking out the 'prompt studio'. The session also showcased Salesforce's predictive tool, Einstein lead scoring, which helps prioritize leads. The speaker demonstrated how to use Salesforce to send an email in a smarter, more efficient way, using the to-do list on the homepage. The session also introduced a new innovation, the product pick list, which allows for further personalization of emails. The speaker also demonstrated how to use Einstein conversation insights to transcribe entire conversations, saving time and providing valuable insights. The session concluded with a demonstration of how Salesforce can support service teams, particularly in reducing case resolution time. The speaker emphasized the importance of using AI to improve the sales experience and support customers.
Key Takeaways by Einstein:
- • Salesforce's productivity tools allow you to create and manage emails efficiently, with prompts providing direction on crafting the type of emails you want.
- • Salesforce's Einstein lead scoring tool can help prioritize leads, using machine learning to predict which leads have a higher propensity to close.
- • Salesforce's generative AI capabilities can help in crafting personalized emails, summarizing calls, and providing quick and accurate responses in customer service interactions.
From thought-provoking sessions to hands-on workshops, Dreamforce equips you with the tools and knowledge to succeed."
Nadina D. Lisbon
CRM Enterprise Architect
NetApp
