Efficient sales is all about forging the right connections.
As this Salesforce research points out, cross-functional alignment is statistically the #1 tactic for driving sales growth.
And a whopping 97% of sales leaders claim that Artificial Intelligence (AI), paired with automation, removes busywork and allows sales reps to focus on productive conversations with buyers.
Which is why Salesforce Einstein—the CRM’s Generative AI-integrated Sales Cloud module—is the right technology for any sales leader looking to connect their remote sales teams with their floor reps, improve vertical and horizontal collaboration, and enhance customer conversations with a single source of truth (SSOT).
In this blog, we will explore how sales professionals can boost team collaboration and improve transparency and communication with Generative AI by Salesforce Einstein.
What is a sales collaboration? Why is it important?
Sales collaboration is the process wherein various members of the organisation (known as the revenue team) come together to advance the sales pipeline. A revenue team typically includes sales managers, marketing executives, customer service representatives, sales development representatives (SDRs), business development reps (BDRs), account executives (AEs), revenue operations leaders, product managers, and the business leadership.
Since each of these roles brings unique skills and perspectives to your sales process, it is important to effectively collaborate with them to ensure dynamic and effective sales.
Moreover, leveraging the strengths of a diverse team helps companies address the complexities of modern sales environments better and improve cross-functional alignment. Thus, the entire organisation could work towards a common goal and create a cohesive and unified approach to driving revenue.
How can Generative AI help in improving sales collaboration?
Post the Covid-era, more and more teams have been operating remotely, making effective collaboration and communication challenging. Sales strategies are affected by a lack of real-time information and limited opportunities for spontaneous idea sharing. Moreover, as sales teams become more global, there are fewer chances of meeting and building client relations in person, hampering sales effectiveness.
Investing in an AI-powered CRM, such as Salesforce Einstein, can help sales teams bridge this communication gap, and ensure that they get opportunities and lead data at their fingertips, in near real time.
Salesforce Einstein GPT and Copilot, in particular, foster enhanced collaboration within sales teams by providing a unified platform for data sharing and analysis. Team members can access the same real-time insights and predictions, ensuring everyone is on the same page and working towards common goals. This collaborative approach promotes transparency, accountability, and a more cohesive sales strategy.
Let’s explore how Salesforce Einstein AI can foster enhanced collaboration within and beyond sales teams in more detail.
How generative AI by Salesforce Einstein helps sales teams connect and collaborate better
Salesforce Einstein Generative AI can help you supercharge your workforce efficiency.
The AI does this by securely integrating large language models (LLMs) with the data in your Salesforce CRM. This helps the AI generate relevant, customised responses that streamline communication and empowers sales teams to quickly access and share critical information, without wasting time on manual tasks.
Salesforce Einstein Generative AI is capable of auto-generating highly personalised and relevant prospect emails based on your CRM data. This capability allows sales teams to spend less time crafting emails and more time engaging with potential clients. The AI ensures that the content of these emails is tailored to the recipient’s needs and preferences, increasing the likelihood of a positive response from your prospects.
Einstein Generative AI also enhances collaboration within sales teams by providing a unified platform for communication and data sharing. With Einstein Copilot—its intelligent, trusted, and customisable AI assistant—sales representatives can ask questions and receive real-time assistance from the AI.
Moreover, Salesforce Einstein’s Generative AI capabilities extend to automating the lead conversion and qualification processes. Einstein Bots for Sales can pre-qualify web visitors, ensuring that sellers talk to the right people at the right time.
It goes without saying that security and trust are paramount when dealing with customer data. Salesforce Einstein AI addresses these concerns with its robust Einstein Trust Layer—a secure AI architecture that ensures all data interactions are protected, customer confidentiality is maintained, and data privacy regulations are complied with. This secure environment facilitates AI-driven interactions as well as more open and effective communication, building trust between your revenue team and improving relations with your clients.
Salesforce Einstein AI can improve cross-functional team alignment by automating project management, providing virtual assistants, generating data analytics, and improving inter-departmental communication. It can assist sales teams in streamlining workflows and in monitoring the lead lifecycle and opportunity progress. Einstein Copilot can help in automating administrative tasks, while Einstein Analytics can offer valuable insights for evidence-based decision-making. Adopting Generative AI can enhance team communication and promote a constructive team dynamic by analysing language, sentiment, and engagement.
Additionally, sales teams can collaborate with the customer relations team by delivering coordinated customer experiences. For instance, you can ask Einstein to help surface relevant information during customer support interactions to solve issues faster. The AI can help you to automatically summarise case resolutions and build a knowledge base to empower agents, scale your service operations, and drive immediate value.
Finally, the continuous improvement and customisation of prompt templates by Salesforce ensure that Einstein’s Generative AI remains relevant and effective. By regularly testing and refining these templates, Salesforce ensures that the AI provides high-quality responses that meet the evolving needs of sales teams. This ongoing optimisation helps sales teams stay ahead of the curve, enhancing team connections.
Leverage Generative AI by Salesforce Einstein with Corptec Technology Partners
A year ago, Salesforce introduced new real-time data and AI capabilities into its CRM. With generative AI-powered emails, qualified leads, and intelligent sales planning, Salesforce ensured that sales teams could embark on the path of improved efficiency and accelerated revenue growth.
Salesforce Einstein Generative AI can enable businesses to maximise seller efficiency and ensure that their sales pros are focused on making every customer moment count.
Since it has been designed to be deployed for any organisation, regardless of industry, region, or size, Salesforce Einstein AI can help sales teams advance on their path to cash flow growth. It can not only help you build a smarter pipeline but also help you improve forecasting accuracy and track how your sellers are performing.
Moreover, with the additional advantage of the Einstein Trust Layer, you can now boldly trust Salesforce AI with your company secrets and your customer data while balancing the benefits of Generative AI.
If you would like to commence your journey with Generative AI powered by Salesforce, Corptec Technology Partners can show you the way.
Corptec can empower you to strategically adopt AI in your various business functions by ensuring you integrate Salesforce Einstein in your CRM. Our AI Coach can help you:
- Assess your AI readiness
- Explore the capabilities and value of AI for your specific business model
- Build an actionable roadmap to get you started with Salesforce Generative AI
Take the guesswork out of sales forecasting with Salesforce Einstein’s Generative AI and Copilot services. Book your discovery session now!
As a trusted Salesforce consulting partner since 2018, Corptec Technology Partners has designed customer journeys for organisations across Australia by helping them maximise the potential of this leading CRM platform. We offer full-cycle implementation of Sales, Service, Marketing, and Financial Services Clouds, and support custom Salesforce integrations with any ERP or third-party applications.