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This Could Be You!
For a better experience,
all the demos are best view on a desktop.
Imagine having a CRM platform that can streamline your entire sales process. It can help keep track of every customer interaction, automate repetitive tasks, and even predict which leads are most likely to convert.
So that, you can focus on building relationships and closing deals, instead of getting bogged down with endless paperwork.
Agentforce for Manufacturing
Next Level Service Through Einstein & Automation
Summarizing Emails to highlight most important facts
Drafting replies to customers including tailored recommendations
Creating a crisp summary of the key points of a meeting
Compile all actionable items comprehensively
Send out the visit report to your manager, including next steps and account plans
SAP x Salesforce - Make IT or Break IT
Operational Efficiency at a New Level
Create quotes and orders right from the account you’re looking at without going to SAP
Do price checks without leaving your CRM solution
Check inventory levels by location
Pull stock availability right where you need it
Ensure full transparency through live-dated ERP information, such as account credit history or past orders
CRM on the GO - Manufacturing made Mobile
Automate in the Snap of Your Finger & Be Ready for Anything
Assign the creation of, e.g. a visit summary to your sales agent and send it to your customer
Share appreciation messages, transparency, next steps, or anything else with customers and colleagues as direct follow-up
Update information on the go, e.g. your customer’s job description
Place orders directly using your mobile phone - skip calling or emailing that inside sales colleague of yours
Initiate recurring processes right away - ensure they pick up speed
Microsoft x Salesforce - A Perfect Couple
Real-Time Insights & Collaborate Beyond Boundaries
Ensure transparency by updating/editing Salesforce records directly in Microsoft Teams and avoid delays
Share live information with colleagues not working primarily with your CRM tools
Discuss details with colleagues from other areas, such as engineering or product development
Manage files or folders contextually within your Salesforce record without ever having to go to Sharepoint for this
Connect your favourite Salesforce records, such as accounts or opportunities, and pin them to a MS Teams channel
How to Make Forecast Fun
Get the Sales Forecast You Want, Faster Than Ever
Enhanced UI/UX from sales user perspective
Model scenarios to test and compare different outcomes
Leverage the power of Manufacturing Cloud’s Advanced Account Forecasting + Valorx for the ultimate combo platter!
Edit Sales Agreements in bulk (batching the process)
Make informed decisions through additional account details
Filter data tailored to your individual needs
