Sales teams are under pressure to do more with less time.
Contents
From lead qualification to deal forecasting and follow-ups, sellers spend a large portion of their day on tasks that do not directly contribute to closing deals. As buying cycles grow more complex and customer expectations rise, relying on intuition and manual processes is no longer enough.
This whitepaper from Salesforce explores how artificial intelligence is transforming modern sales workflows. It presents seven practical ways AI helps sales teams work faster, prioritize better opportunities, and engage buyers with greater relevance throughout the sales cycle.
Based on Salesforce research and real-world use cases, the guide explains how predictive, generative, and autonomous AI work together to support sellers as a digital colleague rather than a replacement.
You will learn how:
- AI automates lead qualification directly from website interactions
- Salesforce uses Einstein opportunity scoring to identify deals most likely to close
- Generative AI creates personalized sales emails using CRM data
- AI prepares sellers for meetings by summarizing accounts and deal activity
- Conversation intelligence captures call notes, insights, and next steps automatically
- CRM data entry is automated to reduce manual work
- AI-guided selling provides real-time deal strategies and recommendations
The whitepaper also outlines best practices for preparing sales organizations for AI adoption. Topics include data readiness, security and privacy, ethical AI use, and consolidating AI tools within a single CRM platform.
This whitepaper is designed for sales leaders, revenue teams, and business decision-makers seeking to improve productivity, increase win rates, and shorten sales cycles using AI-driven sales technology.
Download the whitepaper from Salesforce to discover how AI can help your sales team close more deals faster with smarter insights and guided selling.
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