[Salesforce Japan Co., Ltd.] Salesforce launches new autonomous AI sales agents “Einstein SDR” and “Einstein
Announcement of “Sales Coach”
*Salesforce Japan Co., Ltd.*
Press release: August 26, 2024
**
Salesforce announces new autonomous AI sales agents “Einstein SDR” and “Einstein Sales Coach”
*Einstein SDR Agent autonomously interacts with prospects in natural language to respond to inquiries and set up meetings with sales representatives*
*Einstein Sales Coach
Agents simulate hearings, presentations, and negotiations as customers, and autonomously role-play with sales representatives*
*This document was released in the United States on August 22, 2024 Meet Einstein SDR and Einstein Sales Coach: Two
New Autonomous AI Sales Agents to Scale Your Sales Team
This is an abridged translation. The official language of this material is English, which shall prevail for its content and interpretation.
Salesforce (hereinafter referred to as Salesforce) is a fully autonomous AI sales agent that powers sales teams.
“Einstein Sales Development Rep (SDR) Agent” and “Einstein Sales Coach Agent” was announced. These sales agents are #1 in sales CRM
Salesforce’s Einstein 1 Agentforce Platform has a proven track record of It’s built on top and helps your sales team accelerate their growth.
*Einstein SDR Agent* autonomously engages with prospects and cultivates your pipeline 24/7.
Can only answer specific programmed questions
chatbot
Unlike Einstein SDR Agent
determines and prioritizes actions that will lead to desired outcomes, analyzes prospect questions, and helps you decide what to do next, including answering product questions, redirecting rejections, and scheduling meetings. autonomously determines the strength. Each answer is based on the company’s
CRM
and Agentforce Search Extension Generation (RAG)
It is accurate, reliable, and personalized because it is based on external data that is harmonized using the Service. Einstein SDR Agent seamlessly transfers leads to sales reps, allowing you to interact with multiple leads at once, across channels, and in different languages. This frees sales reps from the time-consuming early stages of the purchasing process, allowing them to focus on building relationships with customers.
*Einstein Sales Coach Agent*
coaches salespeople by autonomously conducting role-plays tailored to each deal and providing objective, personalized feedback at the end. During role play, Einstein utilizes generative AI to
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We then perform a simulation in the role of the customer.
Additionally, use RAG to recreate customer reactions and respond based on relevant information stored in Salesforce, such as data about opportunities, accounts, and past customer interactions. This allows sales representatives to practice sales presentations, handling rejections, and negotiating before facing actual customers.
Einstein 1 Agentforce
Built on the Platform, new autonomous sales agents can be set up quickly with no-code actions, workflows, and templates that
incorporate Salesforce’s proven sales best practices. Salesforce Data Cloud You can further enhance your generative model by uploading relevant external information such as existing sales documents or training materials. Both agents
Einstein Trust Layer
to ensure a secure and reliable response.
* Salesforce perspective: *
“We are excited about the potential of this breakthrough AI innovation to help humans and AI work together to close high-value deals faster. By integrating an AI agent that can deliver the best results, sales reps can focus on and be better prepared for higher-value deals.” – Salesforce
Sam Allen, EVP & Chief Pipeline Officer
* Learn more/New features: *
* Einstein SDR Agent: * A recently published report shows that salespeople spend more time on tedious manual tasks, and on average per week
Only 30% of time can be spent on sales activities
It has become clear that there is only one. Einstein SDR
Agent helps sales reps maximize the time they spend selling by helping them:
* ● Automate your pipeline 24/7: * Einstein SDR
Agent has personalized, intelligent conversations with prospects. These agents use RAG to interpret and process information to answer questions, get back at you, identify leads, and even set up meetings. ○ For example, if a prospect recently downloaded a whitepaper from your website, a sales rep can
You don’t need to tell your agent to email that lead. Instead, Einstein SDR Agent automatically develops an action plan and independently approaches routed prospects. This agent also handles inbound leads autonomously, streamlining sales activities.
* ● Deliver accurate and personalized answers: * Einstein SDR Agent provides Salesforce
Generate all answers based on your company’s trusted business data, including CRM data. Companies are Data
Enable Einstein to provide reliable and accurate answers to prospect inquiries by leveraging the cloud and uploading existing sales materials like product FAQs, sales plays, and case studies.
*●Integrated guardrails and monitoring capabilities: *Companies can use Einstein SDR
Customize the language and tone your agents use with prospects. You can also set guardrails for how often, channels, and timing Einstein engages with inbound leads, and choose which leads to pass on to Einstein.
○
For example, by offloading all inbound leads under $10,000 to Einstein, sales reps can focus on higher-value prospects. All actions are automatically logged as tasks in Salesforce, and you can measure their performance with existing dashboards and reports. Additionally, built-in governance dashboards allow you to monitor agent performance and review conversations so sales reps can intervene when needed.
* ●Achieve seamless handover from agent to human sales representative: * Each time a meeting is scheduled, the agent summarizes previous interactions and important prospect information and briefs the sales rep. This ensures that sales reps are fully prepared and the handover is smooth.
* ● Provides multi-channel and multi-language capabilities: * Einstein SDR Agents can communicate with prospects on their preferred channel, such as SMS or WhatsApp, in their preferred language.
* Einstein Sales Coach: * 76% of sales leaders
believes that strengthening sales capabilities is the key to achieving quotas and has made it a top priority.
Einstein Sales Coach helps sales reps improve their prospecting, presentation, and negotiation skills.
* ●Practical Role Play: * Einstein Sales Coach Agent appears on every opportunity record and depending on opportunity stage.
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and provides practical and effective role play. Einstein leverages RAG and references relevant information within Salesforce, including past customer interactions, buyer personas, and externally provided materials, to generate contextual responses in the customer’s tone. . ○
For example, when a deal is in the negotiation stage, Einstein creates scenarios from deal records and customer persona materials to simulate the target customer and conduct realistic price negotiations.
* ●Personalized and objective feedback: * Einstein Sales Coach Agent uses LLM (Large-Scale Language Model)
feed back insights from industry experts and trusted publications to your sales reps. This feedback includes next steps you set in Salesforce and ratings for overdue tasks. The AI agent objectively applies consistent criteria to every role-play session, providing homogeneous feedback across personnel.
* ● Correlation between coaching and sales performance: *
Managers can track the number of coaching sessions and identify which reps are most actively coached. In addition, by analyzing the win/loss ratio of cases with and without coaching, Einstein
Assess the impact your Sales Coach agents have on your team’s performance and easily measure ROI.
* Salesforce perspective: *
“Every AI conversation must have a high return on investment. To achieve that, AI needs to augment your team and accelerate growth. Every sales team must To increase close rates, they have more opportunities to close and need more support. The sales team of the future will be a combination of humans and AI working together to drive sales success. ”
― Ketan Karkhanis, EVP and GM of Sales Cloud
*Availability:*
● Einstein SDR Agent and Einstein Sales Coach
Agent will be generally available in October, with additional features planned throughout the year. The availability date in Japan is undecided.
*Detailed information:*
● Click here for details on AI Sales Cloud.
●Click here for a video of 7 practical ways to utilize sales AI in your work.
(English)
● Click here for information about Einstein Service Agent
● Learn more about Salesforce and Workday’s partnership to develop employee service agents here
*About Salesforce*
Salesforce is the #1 AI CRM. CRM (Customer Relationship Management) + AI Data + Trust at Einstein
1, a single unified platform that enables you to connect with your customers in completely new ways. For more information about Salesforce,
Visit salesforce.com/jp.
Any undelivered services or features referenced in this or other press releases or publicly available are not currently available and may not be delivered on time or at all. Customers should make purchasing decisions based on currently available features.
Salesforce has opened “News & Insights” which compiles the latest information for Japan. For details,
Visit salesforce.com/jp/news/.