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AI Guided Selling for Salesforce

October 5, 2022

AI Guided Selling

AI Guided Selling for Salesforce

Dealcode AI Guided Selling Software for Salesforce significantly enhances win rates and revenue by up to 30%. It optimizes sales processes and performance.

AI Guided Selling, Salesforce

Boost Your B2B And SaaS Sales Team Performance.

Using machine learning, Dealcode AI Guided Selling for Salesforce predicts the likelihood of closing a deal, recommends the next best activity, and assesses the current risk of a deal to prioritize customers and tasks better.

Want to increase the productivity of your salesforce by over 30%? Explore the Product.


AI Guided Selling for Salesforce
AI Sales Analytics

Your stored data in the salesforce database contains valuable client information collected, governed, transformed, and shared across an organization. Using Dealcode’s predictive analytics capabilities, important insight is identified and used to enhance the decision-making process of which deal to work on.

Focussing on only essential deals, sales teams can see at a glance which deals and activities require attention and resources next. AI Guided Selling for Salesforce enables planning for your B2B sales process, maximizing revenue and growth. Learn more about AI Sales Analytics.


AI Guided Selling for Salesforce
AI Sales Forecasting

When predicting sales outcomes, sales representatives frequently rely on intuition, which is not trustworthy at all. Rough estimates do not translate into informed decision-making in today's sales environment. In complex sales situations, accurate predictions rely on data-driven, intelligent analysis of key metrics.

Using Salesforce CRM data, the AI Guided Selling software examines the winning probabilities and risk level for each deal in your sales pipeline. Based on these values, the AI software generates data-driven, automated sales forecasts that are more reliable than your gut instinct. Learn more about AI Sales Forecasting.


AI Guided Selling for Salesforce
Sales Rep Productivity

AI Guided Selling for Salesforce provides vital information to the sales team for every scenario and displays all active deals in the sales cycle. It also provides actionable recommendations that help your salespeople close more deals reducing your sales cycle.

The Task Manager dashboard in the AI Guided Selling software includes a Recommendation window that alerts users to the next activities they can perform to increase the winning probability. Sales reps can also save the feed suggestions as to-dos on their personal dashboard. Your B2B sales reps will see at a glance what is important to focus on and which next step in the sales process has the best chance of success. Inform your sales team about which deals are worth keeping an eye on. This is how you can use data to boost the productivity of your sales team. Learn more about Sales Rep Productivity.


Sales Activity Tracking

Understanding what factors contributed to a win is critical to understanding how your sales team can succeed in the future. Sales activity tracking can provide context for each sales outcome as well as insights into individual customer interactions and overall sales performance.

It's critical that you and your sales team always have a clear picture of your sales metrics and close rates; this is possible with the account-centric view. Track your customer’s engagement from the initial point of contact to understand better your company’s success and the factors driving revenue. Based on this analysis, AI Guided Selling for Salesforce always auto-recommends the best next actions to your sales team. Learn more about Sales Activity Tracking.


Account Intelligence

Salesforce Account Intelligence examines relevant market data as well as your potential buyers' behavior and needs. Sales reps can use this insight to see which information is most relevant at different sales cycle stages and which topics could serve as good talking points when addressing potential customers.

It provides the sales team with real-time information on purchase readiness and customer requirements. Sales teams will also know which channels to use to reach out to prospects. Buyers are better informed than ever before, thanks to the shift toward predominantly digital sales processes, and they expect a customer-friendly experience at every stage of the purchasing process. Learn more about Account Intelligence.


Sales Pipeline Management

Teams frequently miss out on critical sales cycle moments in non-data-driven sales processes. As a result, many deals that could have been easily won are lost. Start paying close attention to the deals that are most important to you. AI Guided Selling software quickly identifies the most relevant deals in the pipeline. Sales Pipeline Management for Salesforce ensures that your Sales team does not miss out on the most important deals.

Sales reps prioritize deals as best they can, but they frequently lack time to analyze the massive amount of sales data available to them. Instead, many salespeople concentrate their efforts on the deals currently being worked on. That is only about 20% of the deals in the pipeline in a typical sales company. Learn more about Sales Pipeline Management.


Account Engagement

The first step toward developing long-term customer relationships is to incorporate a customer-centric sales approach into your sales process. The next step is to define key metrics to understand better customer relationship quality and where to direct time and resources in the future.

AI-powered Account Engagement analyzes customer engagement data to determine which interactions are important. With AI Guided Selling for Salesforce, you can evaluate and better understand the clientele-service provider interaction. These engagements help improve the customer experience and add value to customer relations. Learn more about Account Engagement.


All sales data has value and can be leveraged with the right toolset. CRM is at the heart of every data-supported B2B sales system. Sales representatives frequently regard manually entering sales activity data into CRMs as an unpleasant and time-consuming task. Reps choose to focus on other sales activities because they advance the sales process.

AI-Driven Salesforce CRM Automation allows you to save time by automating the entry of deals, activity, and contact information and improving the quality of data in your CRM. Learn more about AI CRM Automation.


Sales Team Satisfaction

When all sales reps are set up for success from the start, will they be able to reach their full potential? You can identify your sales employees' needs, strengths, and weaknesses using the AI Guided Selling software for Salesforce. This allows you to organize your team strategically and take advantage of all available opportunities.

AI Guided Selling for Salesforce ensures the highest possible sales growth through the data-driven sales organization. Your sales managers' higher success rate is directly correlated to team motivation and overall satisfaction. The AI Guided Selling software evaluations can assist in highlighting your team's successes. After all, deals are unlikely to want to be commemorated. Learn more about Sales Team Satisfaction.

Want to increase the productivity of your salesforce by over 30%? Explore the Product.

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