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AI for Sales: Close More Deals, Faster | Salesforce AP

Salesforce is seeing 33% faster meeting prep and a 10% increase in win rates thanks to Agentforce.

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AI for sales: AI sales tools to boost productivity

Close more deals and scale your sales teams with sales AI. Use AI to automate prospecting, optimise every conversation, accelerate decisions in the flow of work, and take the right actions with the help of better data.

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What can sales teams achieve with AI for sales?

Drive productivity, accelerate decision making, close faster, and strengthen relationships.

Scale your sales team with AI sales agents

Prospecting

Automatically surface high-intent accounts with continuously updated, prioritised lists in Salesforce or Slack. Enriched signals from Salesforce, the web, and third-party sources let your team skip manual research and focus on selling, keeping your pipeline moving.

Learn more about sales prospecting agent.

Engagement

Engage and qualify prospects autonomously across web, email, voice, and more with personalised outreach, instant product Q&A, and seamless meeting scheduling. Capture and nurture leads with trusted, CRM-grounded responses, then hand off qualified prospects to your sellers fast.

Pipeline Management

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.

Account Management

Research accounts, build strategic POVs, update account plans, and prep for meetings in minutes not hours. Automatically gather account context, organise insights, and provide clear next-step recommendations, giving sellers instant clarity and always-on support to focus on customers and drive long-term growth across the entire lifecycle.

Close deals with conversation intelligence.

Call Insights

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.

Call Explorer

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.

Sales Signals

Spot patterns across every deal. Analyse 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.

Accelerate decisions with AI in the flow of work.

Embedded Summarisation

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.

AI-driven Deal Insights

Prioritise 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.

AI predictive lead scoring

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.

Drive growth with AI sales planning tools

Territory Optimisation Summary

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

Formula Generation

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.

Segment Generation

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

Get smarter agents, powered by unified data.

Unify conversations, signals, and content from across your business to give sellers and agents the full customer and business context they need to personalise outreach, update opportunities accurately, and tailor coaching.

Conversation Data

Use conversation data from calls, emails, and meetings to uncover customer intent and deal context. Help sellers and agents personalise follow-ups and keep opportunities current based on what actually happened.

Customer Data

Unify sales, service, marketing, and commerce data for a complete customer view. Give sellers and agents full lifecycle context to provide more relevant, consistent responses on time, every time.

External and Unstructured Data

Bring in external data like web engagement, product usage, and unstructured content like product FAQ with Data 360. Help sellers and agents respond more accurately and stay aligned with your brand and business.

What's new with Agentforce Sales?

Learn about the latest innovations that help you sell more, faster. From smarter prospecting and automated research to real-time guidance and AI-powered outreach, you'll get a quick, clear overview of what's new.

Become a Salesblazer with free, guided learning on Trailhead.

AI sales software pricing

Select your Sales Cloud edition below. Sales Cloud Unlimited edition includes our full suite of Sales AI products, right out of the box. For the others, you can easily add the products you need.

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Starter Suite

The smart CRM suite with even more sales, service, marketing plus commerce.
$ 25
USD/User/Month
(Billed monthly or annually)
  • Lead, Account, Contact and Opportunity Management
  • Built-in Sales Flows and Lead Routeing
  • AI Automatically Syncs Emails, Events, and Contacts
  • Dynamic Email Marketing and Analytics

Pro Suite

The flexible CRM suite with more automation and customisation across sales, service, marketing, and commerce.
$ 100
USD/User/Month
(Billed annually)
  • Everything in Starter Plus Greater Customisation and Automation
  • Sales Quoting and Forecasting
  • Access to AgentExchange
  • Premier Support (add-on)

Enterprise

The CRM for sales with more flexibility and web API.
$ 175
USD/User/Month
(Billed annually)
  • Everything in Pro Suite plus Advanced Pipeline Management & Deal Insights
  • Conversation Intelligence
  • Agentforce

Unlimited

The CRM for sales with intelligent automation and developer support built in.
$ 350
USD/User/Month
(Billed annually)
  • Everything in Enterprise plus Predictive AI
  • Conversation Intelligence and Sales Engagement
  • Premier Success Plan and Full Sandbox

Agentforce 1 Sales

The complete Sales CRM with built-in AI and unified data. One platform that does it all.
$ 550
USD/User/Month
(Billed annually)
  • Everything in Unlimited, plus our full suite of AI
  • Unmetered Agentforce usage for employees
  • Salesforce Spiff, Sales Planning, Sales Programmes, Salesforce Maps, Tableau Next and Slack Enterprise+
  • 1M Flex Credits & 2.5M Data Cloud Credits per org per year

We use Einstein Opportunity Scoring to measure the probability of opportunities being converted to sales and to identify at-risk pipelines. In conjunction with Sales Cloud and Forecasting, it has improved win rate by 14%.

Laurent Farci
SVP, media.monks

Get the most out of AI for sales with partner apps and experts.

Accelerate revenue growth with thousands of prebuilt and consultant offerings on AgentExchange. Check them out today.

Join the Salesblazer Community

Looking to meet and learn from fellow sales professionals? Our Salesblazer Community is the place for you.

AI for sales tips, best practices and resources

Guide

How to Launch Agentforce for Sales in 30 mins or Less

Webinar

What's New with Agentforce for Sales: Winter 25 Release + Dreamforce Preview

Playbook

7 ways AI for sales helps you close more deals

Webinar

Supercharge selling with the best AI for sales

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Frequently asked questions about AI for Sales

  • Overview
  • Benefits
  • Features & Use Cases

What Is Artificial Intelligence (AI)?

Artificial Intelligence (AI) is the development of computer systems that can perform tasks typically requiring human intelligence. This includes abilities like learning, reasoning, problem-solving, and understanding natural language.

What is generative AI for sales?

Generative AI for sales uses simple prompts to create copy (like prospecting emails) and make recommendations (like suggestions for quick-win deals) that are critical to efficient sales processes. It does this by analysing existing sales and customer data to help draft emails, or determine which messages or resources would help advance a sales conversation.

What is AI sales automation?

Sales automation is the process of using technology to perform often tedious human tasks, reducing manual time, effort, and error. Learn how sales automation software can help.

How can AI be used in sales?

There are many applications of AI in sales. Common ones include lead scoring, allowing reps to focus on deals most likely to close; customer segmentation, which can improve the success rate of prospecting; personalisation, delivering tailored communication that speaks to audiences unique needs and pain points; and sales forecasting, showing trends and making recommendations for strategy based on predicted performance.

How is artificial intelligence changing sales?

Artificial intelligence is changing sales by enabling businesses to optimise various sales activities, from lead generation to customer communication, with limited human intervention. This frees up reps time to focus on relationship-building, while also delivering outputs (like forecasts and recommendations) that aren't vulnerable to human error. Ultimately, this improves overall sales performance and helps increase revenue.

Why are AI sales tools important?

Sales technology is important because it streamlines processes, enhances efficiency, and provides valuable insights to drive sales growth and improve customer relationships. The best sales technology allows you to consolidate your data and efforts to avoid disjointed work experiences.

Writers drafted these FAQs with the help of AI.


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