The Future of High-Tech Sales is Here: How Salesforce Integrates with AI and Machine Learning

There was a time when sales was all about endless cold calls and a massive load of paperwork. But today, the sales landscape has transformed, with Gen AI and ML penetrating sales processes, generating high-quality leads, streamlining activities, and closing deals faster.

According to McKinsey research, incorporating AI and ML in sales has increased leads and appointments by more than 50%, cost reductions of 40% to 60%, and call time reductions of 60% to 70%. Armed with the power of intelligent technology, sales leaders can be confident that their sales pitches are tailored to their prospects and customers. Automation at every stage of their sales funnel leads to increased conversions.

Sales automation platforms like Salesforce use AI and ML to automate your everyday sales processes.

The Future of High-Tech Sales

In the past, the sales landscape involved more personal connections and manual workload. But today, technology is rapidly changing the game. With the introduction of AI, sales teams have been able to significantly automate their data entry tasks, personalize their efforts at scale, and gain more intelligence with data-driven insights.

As we push forward, we will witness even more sophisticated AI capabilities to personalize engagement, predict outcomes, and optimize sales strategies. According to Gartner, here are some of the technologies that will shape high-tech sales in the future:

• With Multimodality, there will be several methods to input data automatically into the CRM with AI bots.
• Generative AI will be more advanced and help sales teams create personalized content.
• Augmented reality (AR) and virtual reality (VR) will completely revolutionize sales meetings and product demos.
• Companies could create a Digital Twin of the customer based on their digital and physical interactions to predict their behavior and strategize their sales efforts.
• The concept of Machine Customers is already being used in the manufacturing and finance industries, where machines make purchases instead of actual humans.

 

Salesforce AI and ML Capabilities

Salesforce AI and ML Capabilities Before exploring the high-tech specific features, you can gain a deeper understanding of the technology by reading our overview of the entire Salesforce Einstein AI Platform.

Here are some of the capabilities of Salesforce AI for high-tech industry:

• Build accurate forecasts and get the complete picture of top deals and trends to keep your team aligned with goals.
• Manage a healthy pipeline with the power of AI that helps identify opportunity gaps, prioritize deals, and gain a holistic view.
• Automate manual tasks like email scheduling and sales data management to help your team focus on strategic tasks.
• Increase customer engagement by tailoring your messaging to every individual through AI-powered personalization.

“With the combination of Salesforce’s data-driven insights and AI, sales teams can anticipate customer needs and proactively offer solutions, resulting in increased customer satisfaction and loyalty.”
– Parul Nagpal, Global Client Partner (FinServ and High-Tech), LevelShift

Four Einstein AI Features That Will Help Sales Leaders

Salesforce Einstein AI for high-tech industry is a powerful and intelligent feature that can be a game-changer for sales. From helping you predict sales forecasts, automate sales processes, and personalize customer conversations, Einstein AI can bring in the most desired element in your sales—context and outcome-driven sales.

Here are some key Salesforce Einstein AI use cases and features that can help sales leaders.

1. Sales Cloud Einstein (Predictive AI):

Salesforce Einstein AI’s Activity capture helps sales leaders obtain an overview of all the meetings booked and data on leads, opportunities, quotes, and calls scheduled with the contacts and leads. It automates manual data entry by connecting email and calendars with Salesforce CRM. As activity capture automates the data entry of relevant customer and sales information, sales agents can be freed from manual data chores.

AI-driven deal insights help prioritize high-potential sales deals and allocate resources based on their scores. This is done by analyzing past deals, associated trends, and patterns, flagging potential issues, and assigning a score indicating the likelihood of successful closure.

Predictive forecasting analyzes vast amounts of sales data. By leveraging sophisticated machine learning algorithms, Einstein identifies historical trends and patterns, current activity, and market factors to predict the likelihood of closing deals in your pipeline. Einstein provides potential pipeline gaps that empower sales leaders to make data-driven decisions, allocate resources strategically, and achieve more predictable sales success.

2. Einstein Copilot

The power of Generative AI helps your sales teams draft personalized sales emails within seconds. Einstein auto-generates these emails with context by accessing your CRM data, whether introductions or tailored follow-ups.

With Einstein’s call summaries, you’d never have to scour through meeting notes to grasp the key takeaways. Einstein automatically gives you the call summaries and highlights the points of discussion and customer sentiments so your teams can make informed decisions.

3. Einstein Conversation Intelligence

Conversation insights are a great way to understand how your prospects and customers feel about your competitors. This helps you identify trends in what makes your customers choose your competitors, what they like about them, and what they dislike so that you can strategize your enablement, sales programs, and battlecards accordingly.

The call insights give you the key highlights of your calls, saving time spent listening to the entire conversation. You can instantly understand what your customers feel, how they react to pricing, and the critical bottlenecks that restrict them from moving forward.

4. Buyer Assistant and Einstein Relationship Insights

Buyer Assistant acts like your website salesperson, engaging visitors, gathering information, and qualifying leads. This frees your sales agents to focus on the most promising opportunities.

Einstein Relationship Insights helps you better understand your customers by providing insights based on your information and external sources.

Harnessing the power of these advanced features requires expert alignment with your business goals. Our dedicated Salesforce Consulting Services ensure you implement Einstein AI efficiently and strategically.

Your Path to Embracing AI for Sales

From intelligent lead generation to deal prediction and automated workflows, AI is transforming how sales teams operate. Salesforce for technology companies is key to embracing AI and ML for sales.

Are you ready to embrace the future? Partner with LevelShift, a trusted Salesforce service provider that can help you unlock the full potential of Salesforce AI and ML, empowering your sales team to work smarter, close more deals, and propel your business to new heights. We can help you:

• Identify high-value prospects and automate outreach with Salesforce AI capabilities.
• Leverage AI to forecast deal closure and prioritize your deals strategically.
• Automate repetitive and routine tasks so your sales teams can focus on closures.
• Gain deeper customer insights and personalize conversations with the help of AI.
• Turn sales data into actionable insights with AI and ML analytics.

Ready to see a tangible result? Read our Success Story on Salesforce Einstein AI for a High-Tech Industry client to witness the impact first-hand.

Contact LevelShift today to learn how we can help you write your high-tech sales success story and leverage Salesforce ML for high-tech.