Salesforce, the #1 CRM for sales, introduced two new fully autonomous AI sales agents: Einstein Sales Development Rep (SDR) Agent and Einstein Sales Coach Agent. Generally available in October, these sales agents are built on Salesforce’s Einstein 1 Agentforce Platform to help sales teams accelerate growth.
Einstein SDR Agent autonomously engages with inbound prospects to nurture pipeline 24/7. Unlike chatbots that can only answer specific programmed questions, Einstein SDR Agent makes decisions and prioritises actions that align with the desired outcomes and analyses a prospect’s question to autonomously determine what to do next — whether that’s answering product questions, handling objections, or scheduling a meeting. Each response is trusted, accurate, and personalized because it is grounded in a company’s CRM and harmonised external data using Agentforce’s retrieval augmented generation (RAG) service. Einstein SDR Agent seamlessly transitions leads to sellers and can handle multiple leads at once, across channels, and in various languages. This means sellers can offload time-consuming, top-of-the-funnel activities and focus on connecting with customers.
Einstein Sales Coach Agent coaches sellers by autonomously facilitating role-plays, tailored to each deal, providing personalised and objective feedback afterward. During the role-play, Einstein simulates a buyer, using generative AI to convert text into speech. Einstein uses RAG to emulate how a buyer might respond, grounding every response in relevant information stored in Salesforce — such as information on the deal, account, and previous correspondence with that customer. This means sellers can practice pitching, handling objections, or negotiating before meeting with real customers.
Built on the Einstein 1 Agentforce Platform, the new autonomous sales agents can be quickly set up using no-code actions, workflows, and pre-built templates infused with Salesforce’s proven selling best practices. Using Salesforce Data Cloud, customers can further enhance generative models by uploading relevant external information such as existing selling and training documents, leading to more accurate, relevant, and contextual outputs from the agents. Both agents leverage the Einstein Trust Layer to ensure secure, trusted responses.
In a recent report, businesses shared that their sales reps spend just 30% of their time selling during an average week because they are bogged down by tedious and manual tasks.
“Every AI conversation needs to be an ROI conversation, and that will happen only when AI augments your team to accelerate growth. Every sales team needs more at-bats and more enablement to accelerate close rates, and that’s what these new autonomous sales agents will help drive. The sales team of the future is humans working with AI to drive sales success.” – Linda Saunders, Salesforce Director Solutions Engineering Africa.
Learn more:
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