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AI in sales is moving fast, and Salesforce is leading the charge with Agentforce, its advanced new AI capability. As of October 29, 2024, Agentforce is generally available to Salesforce customers, marking an exciting leap forward in AI-driven operations and automation. So, what does this mean for your sales teams – and how can GetAccept make it even more powerful?
Agentforce, as Salesforce describes, “doesn’t depend on human engagement to get work done… These agents can be triggered by changes in data, business rules, or pre-built automations.” It’s designed to help companies work smarter, automating routine processes and unlocking new ways to reach customers.
“If you can describe it, Agentforce can do it.” But to make this AI work effectively, you need one critical thing: accurate, accessible data.
Why data quality matters
AI thrives on data, and Agentforce is no different. For Agentforce to automate and predict effectively, your Salesforce data has to be complete, consistent, and up-to-date. Inaccurate or incomplete data means that even the best AI will struggle to deliver accurate insights and valuable actions.
The missing piece: Real-time buyer activity
Salesforce may be the single source of truth for your customer data – account, contacts, opportunity stages, sales, and pipeline performance – but it’s not always a complete picture. To have a 360-degree view into your buying-selling process, most CRM data lacks one crucial element: real-time buyer activity. To enable Agentforce to make the right calls, your data needs to capture what’s actually happening on the buyer side – engagement levels, document interactions, and decision-maker involvement.
Integrating your tech stack with Salesforce matters more than ever
Sales leaders agree: they need data insights to make informed decisions. Yet, 70% report their data isn’t actionable because it’s spread across disconnected platforms. Integrating your tech stack with Salesforce is a must if you want Agentforce to access and leverage all your data.
How GetAccept complements Salesforce Agentforce
GetAccept’s integration with Salesforce fills in the buyer engagement gap, pushing real-time activity – engagement, chats, comments – directly into Salesforce.
GetAccept bridges the gap between buyer engagement data and traditional sales data, giving Agentforce the real-time context it needs to make accurate predictions and trigger relevant actions.
Instead of relying solely on sales forecasts or pipeline stages, Agentforce can act on actual buyer behaviors tracked in GetAccept. With key engagement data captured in GetAccept and seamlessly synced to Salesforce, every insight Salesforce generates is based on the latest buyer activity – eliminating guesswork and empowering reps with reliable, actionable insights.
Use cases: Integrating GetAccept with Salesforce Agentforce
With GetAccept and Agentforce working together, AI becomes your reps’ personal assistant – handling repetitive tasks so they can focus on selling with confidence.
- Automated document generation: Use Salesforce Agentforce to auto-generate and send quotes and contracts to get e-signed automatically, streamlining your quote-to-cash process for greater speed and efficiency.
- Elevated Opportunity summaries: An AI-generated opportunity summary typically offers a snapshot of an opportunity’s current status, stage in the sales process, closing likelihood, and potential revenue. However, without live buyer activity, these insights can lack depth, leading to weaker recommendations. By integrating real-time buyer insights from GetAccept’s digital sales room into Salesforce, Agentforce gains a clearer view of buyer behavior – enabling more accurate, informed predictions.
- Opportunity-driven automation: Automate critical tasks based on changes in Salesforce, such as opportunity stage updates or milestone achievements in Mutual Action Plans. You can use Agentforce to automate actions – like creating draft deal rooms, auto-adding specific files, or updating pricing.
GetAccept + Agentforce: Freeing reps to focus on selling
By combining the real-time buyer insights from GetAccept with Salesforce Agentforce’s automation power, your team can focus on what matters most – engaging buyers and closing more deals.
Want to learn more about how GetAccept can level up your Salesforce game with real-time buyer insights? Book a demo today and discover how our integration with Salesforce brings your data – and your deals – to life.
