Simplify the setup of basic features and AI-agents for your sales teams with just a few clicks. And, get more value from your Account Research prompts by mapping results to custom text fields on Accounts or Account Plans.
- Get Your Agentic Sales Org Ready in a Few Clicks
AI-Powered Selling Initial Setup simplifies configuration for new and existing orgs. It automatically turns on base Sales features and agents and assigns your sellers the correct permissions. Your sales teams get a consistent, ready-to-use sales environment immediately. - Guide Your Daily Activities with an AI-Driven Workspace
Give sellers clarity on their goals and help them take the right actions faster with a consolidated workspace that surfaces key metrics, AI-driven recommendations, and actionable insights in one place. When you turn on Sales Workspace, it replaces the traditional Seller Home to provide a smarter, more proactive daily selling experience. - Personalize Sales Account Research with Custom Field Mapping
Get more value from your Account Research prompts by mapping results to custom text fields on Accounts or Account Plans. Previously, Account Research only saved results in standard Salesforce fields. Now, your reps can populate the exact fields needed for your unique business use cases.